Skip to main content

Workspaces and Designs

On this page you'll create the container that holds designs — a workspace — and create your first design inside it.

What is a workspace?

A place where you keep designs (invoices, statements, etc.) together. Most teams set up either one workspace per company or one per department.

Create a workspace​

For a new registration, Re:port Flow automatically creates one workspace and initially shows its design list. You do not normally need another workspace to generate your first PDF. Follow this section when you want an additional workspace, or when the workspace list does not contain a workspace you can use.

  1. On the list screen, click the Create new card.
  2. The workspace creation screen opens.
  3. Enter a workspace name (e.g. Accounting / Internal use).
  4. Click Create workspace.
  5. The completion screen appears and you can move on to creating a design.

✅ Check that it worked​

  • The screen shows "Workspace created"
  • A "Create design" button is visible

Create a design​

Once the workspace exists, create your first design inside it.

  1. On the design list screen, click the + (Create new) card in the top-left.
  2. The new-design modal opens.
  3. Enter a design name (e.g. Invoice template).
  4. Pick a paper size.
    • A4 is the most common choice. When in doubt, pick this one.
  5. Click Create.
  6. The design editor opens.
You can rename the design later

The design name can be changed at any time. A placeholder name to start with is fine.

✅ Check that it worked​

  • A blank, paper-shaped area (the canvas) is shown in the center
  • Icons for "Text", "Image", "Table", etc. appear on the left
  • A save button and a back button are at the top

If all three are true, the editor opened correctly.

What if something doesn't work?​

The common snags are: already belonging to a workspace so no "Create new" card appears, paper sizes limited by your plan, and the editor failing to render. Find the closest symptom below.

SymptomWhat to try
No "Create new" cardYou may already be a member of a workspace. Pick the right one from the list.
Cannot pick a paper sizeAvailable paper sizes depend on your plan. Use A4 for now.
Editor is blank with no iconsReload the browser (Windows: Ctrl + R / Mac: Cmd + R). If that doesn't help, sign out and back in.

Next step​

The editor is ready. Continue with Editor Basics to learn the layout of the screen and the basics of using it.