Find, save & restore templates

Everything around the editing itself: finding the template you want, getting your changes saved safely, and getting back to a known-good state when a change goes wrong.

Before you begin

• You need the PDF templates permission to save, reset, restore a version, or create a store copy. Without it you can still browse, preview and read History.
• Read how PDF templates work if you aren't sure which template a given store's documents actually use.

Find a template

1. Go to Settings → PDF Templates. The page opens on a table listing every template in your account — its ID, the Template Name with a coloured type icon, the Type as a grey chip, and a short Description (a dash when there isn't one).
2. Narrow the list with the search box (Search by template name...), the Type dropdown, or Advanced filters — applied conditions appear as removable chips above the table.
3. Use the column chooser to hide or reorder columns, and the favourites strip to save a filter set as a named view you can come back to.
4. Click a template name to open the editor.

Store-specific templates appear as their own rows with the store name after the template name, so you can tell a store copy from the global one at a glance.

The three row actions

Each row carries three buttons. Right-clicking the row gives you the same three as a menu, where Edit opens the editor in a new browser tab so you keep the list where it is.

Action	What it does
View preview	Opens PDF Preview – <template name>, rendering the finished document from built-in sample data. It shows Generating preview… while it works.
Edit	Opens the full editor.
Reset to default	Asks Reset "<template name>" to its default content?, warns that it overwrites your customizations, and replaces the content.

Save your changes

1. Make your edits. Save in the top-right stays greyed out until something actually changes.
2. Click Save, or press Cmd+S (Ctrl+S). You get Template saved, and the status bar switches from Unsaved to Saved just now.

Nothing you do in the editor affects live documents until you save. Every save also records a snapshot in History, so you can always get back to how the template looked before it.

When someone else saved while you were editing

If a colleague — or another browser tab of your own — saved this template after you opened it, your save is held back and a Template changed elsewhere dialog appears with three choices:

• Cancel — nothing happens; you stay where you are.
• Reload — pulls in their version and discards yours.
• Overwrite — saves your edits on top of theirs.

There's no merge. Before overwriting, it's worth copying your changes out, reloading, and re-applying them. Either way the losing version is snapshotted in History and can be restored, so nothing disappears permanently.

Recover an unsaved draft

Your in-progress edits are kept in your browser a couple of seconds after you stop typing. If you close the tab or navigate away without saving:

1. Reopen the template. A blue bar reads You have an unsaved draft from <time> — restore it?
2. Click Restore to put your work back in the editor, or Discard to throw it away.
3. If you restored, click Save — a restored draft is still unsaved.

Drafts older than a week are dropped, and the draft is cleared as soon as you save or reset.

Restore an earlier version

1. Click History in the editor toolbar. Every saved version of this template is listed newest first, ten at a time.
2. Read the entry: when it was saved, who saved it, a short summary of what changed, and a coloured tag for how it was made — Manual, AI, Reset, Import or Migration.
3. Click Restore next to the entry you want.

Restoring is itself recorded as a new version, so you can undo a restore by restoring the entry created just above it.

A template you've never changed reads No prior versions yet. Save a change to create one.

Reset a template to the original

1. Click Reset in the editor toolbar (or use Reset to default on the list).
2. The confirmation reads Reset template? — This restores the default template content. A snapshot of the current template is recorded in history so you can restore it. Confirm.

A reset is reversible: open History and restore the entry just below the reset.

Reset goes back to the shipped design, not to yours

Reset returns the template to the one SKU.io ships — not to your own earlier design. That matters most on a store copy, where resetting takes you back to the shipped default rather than to your global template.

Give one store its own version

1. Open the template you want to base the copy on.
2. Click Stores in the toolbar. Every store in your account is listed against this template type, tagged Uses global if it prints the shared template, Override if it already has its own, or Editing now if it's the one open in front of you.
3. Click Create override next to a store. SKU.io copies the template you're currently editing, links the copy to that store, and opens it so you can customize it independently.

This is how brands sharing one account ship in their own livery. Store copies also appear on the main templates list with the store name after the template name, and the editor toolbar shows a Store override chip naming the store while you work on one.

Stores that already have an override get edit and delete buttons instead of Create override.

Remove a store's version

1. In the Stores dialog, click the delete button next to the store.
2. The confirmation reads Delete the <store> override? PDFs for this store will fall back to the global template. This cannot be undone. Confirm.

You get Override deleted, and that store immediately starts printing the global design. If you delete the version you currently have open, the editor closes and returns you to the templates list.

There is no undo

The copy's own version history goes with it. If there's any chance you'll want the content back, copy it out first.

The global template itself can never be deleted — every document type must always have one.

Next steps

• Edit a template — the authoring loop itself.
• Preview a template — check a change before you save it.
• Template editor reference — the toolbar, status bar and every validation message.