Getting to Your Designs
Click the Palette icon (🎨) in the left sidebar, or look for Designs in your navigation menu.
What You'll See
The Designs page displays a list of all your saved designs with key information at a glance:
Column | What It Shows |
Design | The design name and any notes you added (shown in gray below the name) |
Reference | Your reference ID or order number for easy tracking |
Status | Current workflow status: Draft, In Progress, Review, Approved, or Completed |
Created | When the design was first created |
Updated | When the design was last modified |
Delete | Ability to permanently delete designs |
Opening a Design
Simply click any row to open that design. You'll go directly to the Design Detail page where you can view the data table, edit the plate layout, or continue working on the job.
Finding the Design You Need
Click the Designs dropdown (shows a number indicating total designs) at the top left to access powerful search and filter options:
Search by Keyword
Type any word to search across design names, notes, and reference IDs. Great for finding a specific customer or order.
Filter by Status
Show only designs with a specific status. For example, filter to "In Progress" to see all active jobs, or "Completed" to review finished work.
Show Archived Designs
Toggle this option to include archived designs in your list. Useful when you need to find an old job that was archived after completion.
Sorting Your List
Click any column header to sort the list by that column. Click again to reverse the sort order. For example, click "Updated" to see your most recently modified designs at the top.
Quickly Updating Status
You can change a design's status without opening it. Just click the status dropdown in any row and select a new status. This is handy for quickly marking jobs as complete or moving them through your workflow.
Creating a New Design
Click + New Design in the top right corner to start a new design. This opens the same creation form as the Home screen.
Archiving Old Designs
To archive a design you no longer need in your active list:
Click the status dropdown for that design
Select Archived
The design will be hidden from your default view
Archived designs aren't deleted — you can always find them later by enabling "Show Archived" in the filter options.
Deleting a Design
To permanently delete a design, you two options:
Click the trash can icon on the rightmost column of the design table
Click into design open to the Design Detail page, navigate to the settings icon, then use the delete option there.
Tip: This cannot be undone, so archiving is usually the safer choice for old jobs you might need to reference later.
Clone a Design
Click into design to open the Design Detail page, navigate to the settings icon, then select the "Clone" option. You will then be prompted to rename the cloned design & change the Reference ID.
Working with Repeat Customers
The Designs page is especially valuable for repeat customers who need the same specifications:
Use clear naming: Include the customer or organization name in your design titles
Add reference IDs: Link designs to your PO or order numbers for easy lookup
Use notes: Add customer preferences or special instructions in the notes field
Keep completed jobs: Archive instead of delete so you can reference exact settings for reorders
Copy Existing templates: No need to recreate existing templates from scratch
Navigating Long Lists
If you have many designs, you'll see page numbers at the bottom (e.g., "Page 1 of 2"). Use the arrows to move between pages.