What are the main sections of the PDFMonkey dashboard?

The dashboard has four main areas: Templates (listing all templates in your workspace), the Template Editor (for designing PDF layouts with code or the visual builder), Documents (showing generated documents and their statuses), and Settings (for managing workspace identity).

What document statuses exist in PDFMonkey?

Documents go through five statuses: Draft (created but not queued), Pending (queued for generation), Generating (currently rendering), Success (PDF ready to download), and Failure (something went wrong during generation).

Dashboard UI Tour

This page gives you a quick tour of the main areas of the PDFMonkey dashboard. Each section links to more detailed documentation so you can dive deeper when you are ready.

Templates

The Templates page is the first thing you see after signing in. It lists every template in your current workspace, displayed as cards showing the template name, its status (draft or published), and when it was last modified.

From this page you can:

Create a new template using the Create Template button at the top of the page.
Duplicate or delete a template from its context menu.

To learn how to build a template from scratch, see Your First Template (Builder) or the Code Templates section.

Template Editor

The template editor is where you design your PDF layout and preview the result in real time. PDFMonkey offers two editing modes:

Code editor – Write HTML, CSS, and Liquid markup directly. The editor has three tabs: HTML, CSS, and Test Data. Changes are reflected in the preview pane on the right after you save.
Builder – A drag-and-drop interface that lets you assemble pages from pre-built blocks without writing code.

The preview pane renders a real PDF using the same engine that produces your final documents, so what you see is exactly what your users will receive.

When your template is ready, click Publish to make it available for document generation. Only published templates can be used to create documents through the API or integrations.

For a hands-on walkthrough, see From Zero to First Document.

Documents

The Documents page shows every document that has been generated in your workspace. Each entry displays the document name, the template it was created from, its current status, and when it was generated.

Documents go through several statuses during their lifecycle:

Draft – Created but not yet sent for generation.
Pending – Queued for generation.
Generating – Currently being rendered.
Success – Generation complete; the PDF is ready to download.
Failure – Something went wrong during generation.

You can filter the list by template or by status to find specific documents quickly. The Create Document button lets you generate a document manually by selecting a template and providing JSON data.

For a detailed breakdown of each status, see Document Statuses.

Settings

The Settings page lets you manage your workspace identity.

From this page you can:

Rename your workspace – Edit the workspace name and click Save to apply the change.
Copy your Workspace ID – The unique identifier for your workspace, useful when contacting support or working with the API.

Frequently asked questions

What are the main sections of the PDFMonkey dashboard?: The dashboard has four main areas: Templates (listing all templates in your workspace), the Template Editor (for designing PDF layouts with code or the visual builder), Documents (showing generated documents and their statuses), and Settings (for managing workspace identity).
What document statuses exist in PDFMonkey?: Documents go through five statuses: Draft (created but not queued), Pending (queued for generation), Generating (currently rendering), Success (PDF ready to download), and Failure (something went wrong during generation).
Does the PDFMonkey template editor show a real preview?: Yes. The preview pane renders a real PDF using the same engine that produces your final documents, so what you see in the editor is exactly what your users will receive.