How do I get my first document?
In Getting started, create a client and select a starter layout or upload a supported PDF. Review and approve its field mapping. Create a quotation or invoice, check each page and download the reviewed copy. CRM imports are optional.
Can I upload my own invoice?
Yes, in the authenticated app. Templates support flat upright digital PDFs up to 15 MB and 10 pages. PDF library tools have separate limits, including up to 50 pages. A compatibility report explains unsupported active content, forms, signatures or scanned layouts. Form filling has its own tool.
Why did the homepage reset?
The public demo uses fictional in-memory records. Your signed-in workspace persists real records in private cloud storage. Keep the public demo and app URLs distinct.
Does marking issued send a document?
No. Issuing, sending evidence, acceptance and payment evidence are separate. Follow-up messages remain drafts. No email or tax service receives your documents through this release.
Can I connect an AI assistant?
Hosted assistant connections are in preview. Scoped authorization can expose saved records and optional draft creation to compatible MCP clients. End-to-end ChatGPT and Claude acceptance is still pending; no directory approval is claimed. The app works without an AI subscription or API key. BYOK and managed chat remain planned.
What does it cost?
Free RM0; Solo RM29/month or RM290/year; Business RM79/month or RM790/year. Paid checkout is available in the production app. One 14-day no-card trial per workspace includes 10 documents, 50 PDF tools and 500 MB across the trial. AI provider charges would be separate.
What if a tool fails?
Keep the original and read the compatibility report. Failed processing and automatic retries do not consume processing allowance. Review saved history before retrying a change. Export support diagnostics from the workspace; avoid putting confidential documents in a public report.
How do I get help?
Contact support@usemytemplate.cc with the page, operation and error. Keep client files and API keys out of email unless a secure support transfer is agreed. Response-time guarantees are not offered in early access.
Languages and devices
The interface is English. Responsive layouts support phone, tablet and desktop widths; a larger screen helps precise PDF mapping. Bahasa Melayu localization remains future development.