What it is: The entry point for quickly finding the right template in the catalog. It combines three tools - category filters to narrow the field, keyword search to zero in, and sorting to compare candidates side by side.

When to use: Use it when you are not sure which document to create, or when you want an overview of what is available. Browsing it occasionally also helps you anticipate which documents you may need next.

What to input: Enter a keyword, pick a category, or change the sort order. All are optional - with nothing set, you simply browse the full list.

Steps:

1. Open the marketplace page.
2. Narrow down roughly by category - choosing between business and personal use is an easy first cut.
3. Refine with a keyword search; short terms such as trade log or client note work best.
4. Switch the sort order to compare candidates.
5. Open the details of any interesting card and check its description and input fields.
6. If it fits your purpose, proceed straight to Use.

Practical scene: A personal trader looking for a trade-log format can narrow candidates by category and compare them. For business use, simply following the category your team works in lists the candidates at a glance, so even first-time users rarely get lost.

Common mistakes:

• Searching with an overly long phrase and getting zero results - try shorter keywords instead.
• Mistaking the lock badge on paid templates for a bug.
• Searching while a category filter is still active and assuming the template does not exist - clear the filter and search again.
• Picking a template from its card title alone, then having to switch templates midway through input.

Cautions: On the free page only free templates are usable; paid templates appear locked with a plan notice. A lock is not an error - it simply means the template is outside your current plan. From the plan notice on a locked card you can review what the higher plans include.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Viewing Template Details, Using a Template (From Input to Output), Free Templates Hub

What it is: The core feature: fill in the template fields and get a well-structured document. The template takes care of structure and phrasing, so you can concentrate on entering the facts.

When to use: Use it whenever you want to create a document in a fixed format, such as a trade log or a business document. It is faster than writing from scratch and keeps the format consistent every time.

What to input: The template's own fields (date, content, and so on), plus your language and output format. Extra details live inside the collapsible optional-fields section.

Steps:

1. Press Use on a template card.
2. Fill in the fields from top to bottom.
3. Open the optional-fields section for any extra details - templates with many optional fields keep them collapsed.
4. Choose the language.
5. Choose the output format that matches how you will use the document.
6. Press the output button to generate the document.
7. Review the result, then copy or download it if you need to keep it.

Practical scene: When reviewing the day's trades, a few minutes of input in a trade-log template gives you a record that is easy to revisit later. Business documents follow the same flow - filling in the fields is all it takes to get a well-organized result.

Common mistakes:

• Getting confused when optional fields seem missing - open the collapsible section to see them.
• Assuming every field must be filled before output - you can generate with fields left blank.
• Generating without checking the output format, then redoing it because the result does not fit where you paste it.
• Hunting for audience or tone options on a personal-use template - they are hidden by design for self-use records.

Cautions: Personal-use templates do not show audience, tone, or sharing options. This is by design - they are meant as records for yourself, not a missing setting. Your inputs and generated text are never sent to external servers.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Template Marketplace, Viewing Template Details, Tips for Filling In Fields, Choosing an Output Format (Overview of the 7 Formats)

What it is: A view that helps you decide whether a template fits your purpose before you start typing. Its description, input fields, and related information are visible at a glance, saving you from switching templates later.

When to use: Use it when you are deciding between similar templates, or want to see the required fields in advance. It also works as a preview for gathering the information you will need before you start.

What to input: No input needed - just open the details from a template card to browse the description and field list.

Steps:

1. Open the details from a template card.
2. Read the description to confirm the intended use and typical situation.
3. Review the list of input fields and check that you have the information at hand.
4. Look over the related information to see how it differs from similar templates.
5. If undecided, open the details of each candidate and compare them.
6. If it fits, proceed to Use.

Practical scene: When several monthly-report templates look similar, you can compare their fields and intended use in the detail view before choosing. Knowing what information you will need up front also means fewer stalls halfway through input.

Common mistakes:

• Trying to generate output from the detail view - output is done through Use.
• Starting to fill in a template without reading the description, then switching templates halfway.
• Beginning input without checking the field list, then stopping because the needed information is not at hand.

Cautions: The detail view is read-only and does not generate documents. Generation happens through Use. Treat the detail view as your place to check descriptions and fields, and Use as your place to generate.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Template Marketplace, Using a Template (From Input to Output)

What it is: The basic steps for making sure a generated document is not lost. Once you understand the three ways to keep output - copy, download, and print - and how history differs by plan, you can reliably preserve important records.

When to use: Do this right after generating, every time you want to keep the result. On the Free plan especially, there is no history, so saving on the spot is the rule.

What to input: No extra input needed - after generating, just choose copy, download, or print to match how you will use the document.

Steps:

1. Generate the document and read it through for errors.
2. To use it by pasting, copy it.
3. To keep a file, download it - it is saved with the correct extension for the format.
4. To keep a paper copy, use the print format - the print button re-fetches the print document before printing.
5. Name the file with the date and template name, and put it in your chosen folder.
6. On the Free plan, double-check that you have saved before closing the screen.

Practical scene: For trade records you want to review at month end, download the txt on the spot and save it with a dated file name. You can also split usage: keep submission documents on paper via the print format, and save data for analysis separately as json.

Common mistakes:

• Closing the screen without saving on the Free plan and losing the output.
• Using the html fragment for printing - the print format is made for that.
• Saving files without meaningful names and being unable to find them later.
• Treating Pro/Premium history as an all-purpose backup and never keeping local copies of important submitted documents.

Cautions: The Free plan has no output history - copy or download anything you need on the spot and keep it yourself. Pro keeps history for 12 months; Premium keeps it indefinitely. Downloads are saved with the correct extension for each format, and the print button re-fetches the print document rather than printing the on-screen view.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Choosing an Output Format (Overview of the 7 Formats), Copy Format (Paste-Ready Text), TXT Format (Text File), Output History (12-Month Retention on Pro)

What it is: Even with the same template, how you write your inputs greatly changes how readable and useful the document is. This entry collects the key writing habits that improve output quality with little extra effort.

When to use: Read this before your first template, or whenever an output feels thin. It also helps when filling in fields is taking longer than it should.

What to input: This applies to the input fields of every template, not one particular screen - the same principles work everywhere.

Steps:

1. Start with the required fields, writing dates, quantities, and amounts as concrete values.
2. Keep judgments and reasons to one or two short sentences - the point carries better than a long paragraph.
3. Include personal or client names only when truly needed.
4. Replace abbreviations and private shorthand with wording the reader will understand.
5. Leave unknown fields blank and generate anyway - unfilled items are listed in the output.
6. Reread the output, fill in only what was missing, and generate again.

Practical scene: In a trade log, writing one sentence of reasoning instead of a vague note turns it into a record you can actually learn from later. In client-facing documents too, concrete dates and amounts alone cut down back-and-forth confirmation.

Common mistakes:

• Stalling because you feel every field must be filled - you can generate with blanks.
• Writing only a vague one-liner, ending up with a record you cannot learn from.
• Leaving unnecessary personal information in a document you then share.
• Trying to finish in a single pass and skipping the reread-and-refine step.

Cautions: Your inputs are never sent to external servers. Still, when you share a generated document with others, handle personal and client information with care. This service is not investment, legal, or tax advice; actual trading and investment decisions are your own responsibility.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Using a Template (From Input to Output), QA Check, Saving Your Output (Copy, Download, Print)

What it is: Lets you start using document templates for trade records, reviews, and similar purposes right away, with no sign-up. It is also the entry point for finding out, through real work and at no cost, whether the service fits how you operate.

When to use: Use it when trying the service for the first time, when you want to organize personal trading and study records, or when you want to judge the template quality without registering.

What to input: Fill in each template's input fields with your own information. You can choose Japanese, English, or bilingual output - the page language is preselected - and all seven output formats are available.

Steps:

1. Open the Free Templates Hub page (no registration or login needed)
2. Find the template you need via categories or search
3. Click Use on a card and fill in the fields (optional fields sit inside the collapsible section)
4. Choose the language: Japanese, English, or bilingual (the page language is preselected)
5. Pick the output format that fits your purpose from the 7 formats and generate
6. Copy or download any output you want to keep, right away

Practical scene: An individual trader reviewing the week's trades on the weekend can fill in a record template and save the output as personal notes. Using per-trade records on weekdays and a summary review on weekends builds a recording habit - all without an account.

Common mistakes:

• Closing the page without saving the output, assuming it is kept in history (Free has no history)
• Mistaking the lock on paid templates for a malfunction
• Trying to use 12-language output on Free (Free offers Japanese, English, and bilingual only; 12 languages requires Pro or above)
• Generating with the default language still selected and ending up with a document in an unintended language

Cautions: Free does not store output history, so download or copy anything you want to keep on the spot. Paid templates appear locked with a plan notice. This service is not investment, legal, or tax advice; actual trading and investment decisions are your own responsibility. Your inputs and generated document bodies are never sent to external servers.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Using a Template (From Input to Output), Language Selection, Checking Plans and Upgrading

What it is: Helps you avoid typical failures - sharing a document with unfilled fields, or picking the wrong output format - by knowing them in advance. Most failures come from skipped checks rather than wrong operations, so learning them as a fixed-order checklist works best.

When to use: Use it before your first output, before sharing a document with others, and whenever a rushed task tempts you to skip the checks.

What to input: No input is required. Use it as a checklist before generating and before sharing.

Steps:

1. Fill in all required fields and also open the collapsed optional section to check it
2. Review any blank-field notices (you can generate with blanks, but decide before sharing whether to fill them)
3. Check the language field (the page language is preselected)
4. Choose the format that fits the purpose (copy for pasting, print for printing, pdfa_html for PDF conversion)
5. On Pro/Premium, review the QA check notices (flagged wording, unfilled fields)
6. Read the whole document once more before sharing
7. Save any output you want to keep (Free does not store history)

Practical scene: When you prepare a client document in a hurry, running this checklist before sharing prevents sending it with unfilled fields. Checking in the same order every time also reduces the oversights that creep in once you get comfortable.

Common mistakes:

• Sharing a document while some fields are still unfilled
• Mixing up the embeddable html fragment with the full documents print and pdfa_html
• Closing without saving because you assumed Free keeps history
• Using the output without reviewing the notices (the QA check is available on Pro/Premium)
• Not checking the preselected language and generating in an unintended language

Cautions: This service is not investment, legal, or tax advice. Final review of the output, and any actual trading or investment decisions, are your own responsibility. Note that passing the checklist is not a guarantee that the document's content is accurate.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: QA Check, Using a Template (From Input to Output), Output History (12-Month Retention on Pro)

What it is: Helps you efficiently find the one template you need from the library. Search by keyword for names and purposes, narrow by category, and switch the display order with sorting. The list shows how many items are displayed out of the total, and a show-more control loads the rest, so no candidate is left unseen.

When to use: Use it as your starting point in both cases: when you know what you want and can search by name or purpose, and when your goal is vague and you would rather browse by field.

What to input: A search keyword, a category selection, and a sort order. All are optional and can be combined.

Steps:

1. Open the template list on the free page or the dashboard
2. If you know what you need, type a keyword and search (for example, trade journal or client briefing)
3. Select a category to narrow by field or purpose
4. Switch the sort order and compare the candidates
5. Check the displayed-versus-total counter and use the show-more control to load the rest
6. Open the detail page of a promising template, review its description and fields, then proceed to use it

Practical scene: Say you need a briefing memo for a client. Select the category closest to client communication, then search for briefing within it. Once a few candidates remain, compare their fields on the detail pages and pick the closest match. This is usually the fastest route.

Common mistakes:

• Searching with a long phrase, getting no hits, and concluding the template does not exist (split it into short words and retry)
• Searching while a category filter is active and deciding the template is missing when it lives in another category
• Never pressing show more and assuming the first batch is the whole list
• Mistaking locked cards on the free page for a defect

Cautions: On the free page, paid templates appear locked, with a link to plan information instead of the use action. This is intended behavior, not a defect. If results are sparse, loosen the conditions: shorten the keyword or remove the category filter and search again.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Template Marketplace, Viewing Template Details, Using a Template (From Input to Output), Finding Your Way Around Categories, Free Templates Hub

What it is: A guide to grasping the overall structure of the library so you can head straight to the right category. Categories broadly split into personal-trader templates for your own records and business-document templates read by colleagues or clients. Categories are more than shelves: they also affect the input form of the template you pick. For example, templates in personal categories do not show audience or tone options.

When to use: Read this when you are exploring the library for the first time, when you want a mental map before searching, or when you are unsure which category to look in.

What to input: No special input is required. Simply browse the list while switching categories.

Steps:

1. Scan the category display and grasp the top-level split: personal records versus business documents
2. Pick the category closest to your goal and narrow the list
3. Read the template descriptions in that category and confirm the purpose matches
4. If several categories look close, switch between them and compare the candidates' input fields
5. Once you settle on the categories you use most, combine them with search for everyday access

Practical scene: A personal trader will naturally start from record-keeping categories such as trade journals and money management. For business use, choose by reader: client-facing briefing materials versus internal reports and checks. Picking by reader gets you to a template with the right field structure sooner.

Common mistakes:

• Choosing by the category name's impression alone and starting with a template whose fields do not fit
• Mixing up business and personal categories and picking a business template with an approval block for a private record
• Looking at only one category and missing a better-suited template in a neighboring one

Cautions: The input form changes by category. Templates in personal categories are designed for your own records, so audience, tone, and sharing options are not shown. The category structure organizes document purposes; it does not represent any legal classification or advice.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Search and Filtering, Template Marketplace, Using the Personal Trader Categories, Viewing Template Details, Workspace Profile (12 Industry Profiles)

What it is: The personal trader categories are template sets for keeping your own records of daily trades and money status. Their purpose is to support the habit of writing down the reasoning behind decisions and reviewing it later. Because they assume private records, no audience or tone options appear during input, and the output contains no business elements such as approval blocks or internal handling labels. The free library centers on templates for individual investors and traders, and you can start without creating an account.

When to use: Use them when you want to log every trade, run weekly or monthly reviews, or put your money-management rules into written form.

What to input: The trade or money details you want to record: date, instrument (stock, currency pair, and so on), size, reasoning, outcome, and observations. Filling in the fields is all it takes.

Steps:

1. Open a personal category on the free page (no account needed) or the dashboard
2. Pick the template that fits your goal, such as a trade journal, money management sheet, or review
3. Press the use action and fill in the fields with your trade or money details
4. If there are many optional fields, expand the optional section and fill in only what you need
5. Choose an output format and generate the document
6. Save the record somewhere you control and revisit it during your reviews

Practical scene: A routine that sticks: after each weekday trade, write the entry reasoning and outcome into the trade journal template, then on the weekend review the week and note improvements for the next one. Because every record has the same shape, comparing across periods becomes easy.

Common mistakes:

• Closing the screen without saving, leaving no copy of the record (Free keeps no history)
• Picking a business template by mistake and getting an approval block your private record does not need
• Logging only outcomes without the reasoning, which makes the record useless for review
• Trying to fill every optional field, turning the habit into a burden that does not last

Cautions: Output from personal templates always includes a line stating that actual trading and investment decisions are your own responsibility. The templates are tools for recording and organizing; they are not investment advice and promise no profits or outcomes. The Free plan keeps no output history, so always save your output yourself. On Free, the language can be Japanese, English, or bilingual output.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Free Templates Hub, Using a Template (From Input to Output), Finding Your Way Around Categories, Saving Your Output (Copy, Download, Print), Language Selection

What it is: A generated document generally flows from title and date, to a summary, a list of key details, the body, checklists and next actions, notices, and a footer. Knowing what lives where lets you find the parts to verify immediately, so the pre-sharing check takes little time. Fields you left blank are collected in an unfilled-items list rather than hiding in the body, and on Pro and Premium, issues found by the QA check (questionable wording or missing input) are attached as warnings.

When to use: Useful the first time you generate a document, before sharing or printing, and whenever you need to decide what to fix.

What to input: No special input. You simply read through the generated document on screen.

Steps:

1. Look at the title and date to confirm this is the document you intended
2. Check the opening summary and the key-details list to verify your input was reflected correctly
3. Read the body and confirm the sentences flow naturally around the inserted values
4. Review the unfilled-items list; if something essential is missing, return to the input and regenerate
5. Go through the checklist and notices to see what needs attention before sharing
6. (Pro/Premium) If QA warnings appear, resolve the flagged wording or missing input before using the document

Practical scene: After generating a client briefing memo, the author first checks the unfilled-items list and QA warnings, finds a missing amount, and regenerates. Then a full read-through confirms the text flows correctly, and only then does the memo move on to sharing.

Common mistakes:

• Reading only the summary and missing blanks or inconsistencies in the body
• Sharing without checking the unfilled-items list
• Skipping QA warnings as if they were decoration
• Deleting the disclaimer or footer as unnecessary boilerplate

Cautions: Do not delete the disclaimers and notices included in the document. Output from this service is not investment, legal, or tax advice, and verifying the content is your responsibility. Business elements such as approval blocks and handling labels do not appear in output from personal templates. On Pro and Premium, changing the detail level or sharing mode changes the structure itself, so a different layout from what you are used to is not an error.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Using a Template (From Input to Output), QA Check, Choosing an Output Format (Overview of the 7 Formats), Editing After Output vs. Regenerating

What it is: Treat a generated document as a high-quality draft, not a finished product. There are two ways to finish it: export in an editable format such as txt or markdown and adjust the wording in your own editor, or return to the input screen, correct values or settings, and regenerate. Splitting the roles this way, regeneration for errors, hand-editing for wording preferences, reduces missed fixes and speeds up the work.

When to use: Decide between the two whenever you want to match your organization's phrasing, fix just one spot before sharing, or notice an input error or omission after generating.

What to input: The generated document (in an editable format such as txt or markdown if you plan to edit) and a note of what needs fixing.

Steps:

1. Sort each fix into one of two kinds: an input error or omission, or a wording preference
2. For input errors or omissions, return to the input screen, correct it, and regenerate (more reliable than hand-fixing every occurrence)
3. For wording adjustments, export in an editable format such as txt or markdown
4. Paste into your own editor or word processor and make the changes
5. After editing, confirm the disclaimers and notices are still present
6. On Pro and Premium you can regenerate from output history, so rebuild with changed settings from there

Practical scene: To change one phrase in a client briefing memo, export as markdown and edit locally. If you spot a wrong amount, go back to the input and regenerate. Keeping these two paths separate is the basic pattern; mixing them invites missed fixes.

Common mistakes:

• Hand-fixing a wrong input value in every spot and missing one (returning to the input and regenerating is safer)
• Deleting the disclaimer while editing
• Treating the edited document as identical to the recorded, generated one
• On Free, not keeping a note of your inputs and losing time when rebuilding

Cautions: A hand-edited document is no longer what the system generated. Premium record features (Release Register and Evidence Mode) record the output as generated; your edited copy is outside their scope. Likewise, QA results apply to the document at generation time, not to your edits. Always keep the disclaimers and notices when editing.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: How to Read a Generated Document, Using a Template (From Input to Output), Output History (12-Month Retention on Pro), Markdown Format, QA Check

What it is: Downloaded files are saved with the correct MIME type and extension for the output format you chose. Because the files live on your own device, having a naming and folder convention directly speeds up daily record-keeping and client work.

When to use: Relevant every time you download an output to keep it, and whenever you look back at or share past files.

What to input: A downloaded file and your own naming convention (date, topic, recipient, and so on).

Steps:

1. Generate an output, choose a format, and download it.
2. Confirm the saved file's extension matches the format (for example .txt for text, .json for JSON).
3. Pick a destination folder using your own rule, such as per client or per month.
4. Rename the file if needed, for example 20260706_trade-log_USDJPY.txt with a date plus topic.
5. When renaming, keep the extension and edit only the name part.
6. Before sending a file to anyone, check that the file name itself does not expose client names, account details, or anything you would not want seen.

Practical scene: If you save daily trade logs into monthly folders with date-based names, a month-end review starts in seconds. For files sent to clients, a name that explains the content before opening reduces follow-up questions.

Common mistakes:

• Accidentally editing the extension while renaming, making the file unopenable.
• Piling up files under their automatic names until you can no longer tell which is which.
• Overwriting an earlier version by saving under the same name.
• Sending a file outside the company with a client name or deal details still in the file name.

Cautions: Files are saved on your own device, and document bodies are never sent to SG Group's external servers. This also means backup and retention are your responsibility; keep a second copy of important documents.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: How to create PDF files (PDF conversion), Output History (12-Month Retention on Pro), Using a Template (From Input to Output)

What it is: Because the service runs entirely in a browser, you can search templates, fill in fields, generate, and copy outputs from a smartphone or tablet. The goal is to let you capture records right after a trade or while on the move, when a desktop is out of reach.

When to use: Use it when you want to write something down on the spot: a log right after a trade, a draft while out of the office, or first notes from a meeting.

What to input: A smartphone or tablet browser. No special setup is required.

Steps:

1. Open your usual page (the free template hub or the dashboard) in your phone's browser.
2. Find a template and tap Use.
3. Fill in the required fields first. Keep the collapsed optional-fields section closed until you need it, so the screen stays readable.
4. Choose an output format and generate. The copy format is the easiest to handle while on the move.
5. Copy the result and paste it into a notes app or an email draft to keep it.
6. Do finishing work such as printing or PDF conversion later from a desktop, using the same template.

Practical scene: The most reliable way to log a trade is to enter it from your phone while the details are fresh. A natural split is to capture on mobile, then reopen on a desktop at home to finish the print-ready version.

Common mistakes:

• Closing the tab without saving the result (the Free plan keeps no history).
• Trying to complete long-form input entirely on mobile, which multiplies typos and omissions.
• Attempting to print on mobile, hitting the popup blocker, and assuming the feature is broken.
• Reviewing a document with tables without zooming or rotating the screen, and missing details.

Cautions: There is no app to install; everything runs in the browser. Mobile popup blockers can interfere with the print window, so printing and PDF conversion are best done on a desktop. Also note that the Free plan keeps no output history, so copy or download your result on the spot.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Using a Template (From Input to Output), Free Templates Hub, How to create PDF files (PDF conversion), Using optional fields (the collapsed section)

What it is: Clears up the common assumption that an English page can only produce English output. The language field simply starts on the page's language as a default; change it before generating and you can produce a document in the language you want from either page.

When to use: Worth keeping in mind whenever you create a document in a language other than your usual one, or when working alongside colleagues who browse the site in the other language.

What to input: Checking and choosing the language field on a template's Use screen.

Steps:

1. Check whether you are on the Japanese page or the English page.
2. Open a template's Use screen; the language field starts on the page's language as its default.
3. If you want a different output language, change it in the language field. There is no need to switch the page itself.
4. On the Free plan you can choose Japanese, English, or Japanese-English side by side.
5. On Pro and Premium you can pick from 12 languages, including generating several languages at once (switch to custom selection).
6. After generating, first confirm the body text is in the language you intended.

Practical scene: It is routine for a colleague browsing the English page to produce an internal document in Japanese, or for someone on the Japanese page to generate an English client document. Remembering that page and output are independent removes the confusion.

Common mistakes:

• Switching the whole page to English just to get an English document (changing the language field is enough).
• Generating with the default untouched and ending up with a document in the wrong language.
• Confusing the bilingual option with English-only and sending a document twice the expected length.
• Assuming that because the page displays in English, the output can only be English.

Cautions: Switching the page language does not change the language of documents you already generated; language is a setting applied at generation time. Also note that the bilingual option puts both languages into one document, which is different from an English-only output.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Language Selection, Simultaneous 12-Language Output, Using a Template (From Input to Output)

What it is: This service does not provide investment, legal, or tax advice; template outputs are drafts for your work and records. Disclaimers exist to convey that positioning to readers and to protect both the writer and the reader from misunderstanding. The goal here is to understand that role and keep disclaimers working for you rather than deleting them.

When to use: Keep this in mind before showing a generated document to anyone else, and whenever you add your own sentences to the body.

What to input: A generated output. No special action is needed; what you bring is a reviewing mindset.

Steps:

1. After generating, locate the disclaimer section at the end of the document or in its designated position.
2. Consider whether the document's nature (a personal record versus material shown to others) matches the disclaimer's content.
3. For personal templates, confirm the note that actual trading and investment decisions are your own responsibility is present.
4. For documents you share with others, leave the disclaimer in place; do not delete it.
5. Re-read anything you wrote yourself for wording that promises returns or asserts safety, using the QA check warnings as a guide.
6. If your business requires additional disclaimer language, confirm it with the responsible team or a professional before adding it.

Practical scene: When handing a client an explanation memo, the disclaimer makes it clear the document is information, not advice. Even in a personal trade log, it serves as a level-headed reminder each time you re-read it.

Common mistakes:

• Deleting the entire disclaimer section just to make the document look cleaner.
• Treating the disclaimer as a safety net and skipping the content review altogether.
• Adding self-written passages that promise returns or assert certainty.
• Reusing the exact same text for a personal record and a client-facing document.

Cautions: Template outputs are drafts; they do not guarantee returns, results, or regulatory compliance. The service is not investment, legal, tax, accounting or regulatory advice, and using the templates intended for financial-institution work does not guarantee the legality of your operations, the outcome of any examination or inspection, or the fulfillment of any duty of explanation. Managing your inputs, outputs, storage, sharing and submissions is your responsibility; to the maximum extent permitted by applicable law, SG Group is not liable for damages, lost profits, refunds, compensation or third-party claims. Any document that must meet regulations or internal policies should be reviewed by the responsible person or a professional before use.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: QA Check, Locked Sections, Rulebook (Compliance Rules)

What it is: A mechanism for shaping a document before every value is known. Blank fields remain in the body as fill-in slots, and the unfilled-items list inside the output shows every gap at a glance. It supports both catching omissions and finishing later by hand or by regenerating.

When to use: Use it when you want the document's frame before all the information arrives, and again as a final check before sharing.

What to input: Whatever values you know so far. Blanks can stay blank.

Steps:

1. Open a template's Use screen and enter only the fields you know right now.
2. Generate as-is; blank fields remain in the body as fill-in slots.
3. Review the unfilled-items list inside the output to see every gap in one place.
4. Choose how to finish: print and fill in by hand, or enter the values once available and regenerate.
5. On Pro and Premium, the QA check warnings act as a second net for overlooked blanks.
6. For documents handed to others, do a final pass before sending to confirm no unfilled items remain.

Practical scene: Before a client meeting you can print just the frame and fill it in by hand as you listen. For outbound documents, the same list works in reverse: a checklist you drive down to zero before sending.

Common mistakes:

• Giving up mid-entry in the belief that every field must be filled before generating.
• Sending a document to a client without checking the unfilled-items list.
• Filling in a printed copy by hand but never updating the data, so regeneration brings the blanks back.
• Mistaking the fill-in slots in the body for decoration and deleting them manually.

Cautions: The unfilled-items list exists to surface omissions; blanks never cause an error. On personal templates, the opening text adjusts so the document still reads naturally as a personal record even with gaps.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Using a Template (From Input to Output), QA Check, Using optional fields (the collapsed section)

What it is: A two-tier design: required fields alone produce a usable document quickly, while each optional field you add deepens the content. The collapsed grouping keeps the form short, so even on an unfamiliar template you can start confidently with the required part.

When to use: Relevant both when you want a richer, more explanatory document and when you want the leanest possible one in minimal time.

What to input: Values for the required fields, plus values for whichever optional fields serve your purpose.

Steps:

1. Open the template's Use screen and fill in the required fields first.
2. Expand the optional-fields section to reveal the collapsed items.
3. Fill in only the fields that relate to the document's purpose.
4. Leave unused optional fields blank; that is perfectly fine.
5. Generate and see how each optional field you filled shows up in the body.
6. If the result feels thin, fill more optional fields and regenerate to tune the density.

Practical scene: In a trade log you can vary the depth: instrument and result on normal days, but on a bad day also fill in the optional fields for emotions and market conditions. In client documents, carefully filled optional fields translate directly into more convincing explanations.

Common mistakes:

• Missing the collapsed section and concluding the template has very few fields.
• Treating every optional field as mandatory and spending far too long on one document.
• Filling optional fields unrelated to the purpose and bloating the document.
• Generating without re-reading what you wrote in optional fields and missing overlaps with other parts of the body.

Cautions: Blank optional fields never block generation, but they are either omitted from the output or treated as unfilled items. The more you fill, the longer the document becomes, so keep the reader's attention span in mind.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Using a Template (From Input to Output), Working with unfilled items, Viewing Template Details

What it is: Many apparent malfunctions can be explained by environmental factors such as browser settings or plan status. The goal is to learn a diagnostic order so you can solve most problems yourself in a few minutes.

When to use: Use this when something does not behave as expected, or when you want to check things yourself before contacting anyone.

What to input: Note the screen where the issue occurred, the steps you took, and any message shown; this speeds up both diagnosis and any later inquiry.

Steps:

1. First reload the page and try the same operation again.
2. Classify the symptom: is it about output, input, display, plan, or account?
3. If printing fails, note that the print button re-fetches a print-ready document, so disable your browser's popup blocker and try again.
4. If a downloaded document will not open, check that you are opening it with an app that supports that format's file extension.
5. If a paid feature is unavailable, check your plan and expiry date on the account page.
6. Search the manual's troubleshooting section and FAQ for the same symptom.
7. If it is still unresolved, write down the symptom, your steps, and any message before making an inquiry; it shortens the path to a fix.

Practical scene: If nothing seems to happen when you press the print button, the first suspect is the popup blocker. With a diagnostic order decided in advance, most issues can be resolved calmly within minutes.

Common mistakes:

• Changing settings at random without classifying the symptom, losing track of the cause
• Repeating the print operation many times without noticing the popup blocker
• Mistaking an expired plan for a malfunction
• Making an inquiry without recording the error message, requiring many back-and-forth exchanges

Cautions: Input and output bodies are never sent to external servers. Browser extensions such as ad blockers can affect display and printing behavior. An expired plan is a subscription status, not an error.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Account Page, QA Check, How to Navigate the Manual Center

What it is: The goal is to know where everything lives in the Manual Center so you can reach the right information by the shortest route, whether you want to learn an operation, understand a field, or solve a problem.

When to use: Read this when you start using the service, before trying a new feature, or when onboarding a new team member.

What to input: No preparation is needed. Just remember that what you see is tailored to your current plan.

Steps:

1. Open the Manual Center; feature guides are arranged by category.
2. If you already know the feature you need, open its card from the matching category.
3. If you are new, start with a quick-start recipe and you can produce your first document in minutes.
4. When a field's meaning is unclear, check the field dictionary for per-field explanations and sample entries.
5. For usage that follows a business workflow, consult the practical scenarios.
6. For problems, search the FAQ and troubleshooting section by symptom.
7. Features from higher plans appear as overview-only teasers; full details unlock after upgrading.

Practical scene: For a new team member, you can use it for training: hands-on document creation via recipes on day one, then scenarios close to their actual work from the next day. Telling them to search the FAQ by symptom also reduces the load of answering questions.

Common mistakes:

• Mistaking teaser cards for higher-plan features as a malfunction
• Filling in fields by guesswork without the field dictionary and getting unexpected output
• Researching the same question repeatedly instead of checking the FAQ

Cautions: Manual content is displayed according to your current plan. Cards for higher-plan features appearing in abbreviated form is not a malfunction. This manual explains operations and is not investment, legal, or tax advice.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Troubleshooting Basics, Free Templates Hub, Viewing Template Details

What it is: This feature displays the manual in a compact, readable way without cutting any content. It solves the problem of the manual running too long vertically on the dashboard or the free page, making it hard to find what you need. An overview panel at the top gives you the big picture, and a search box lets you jump to the right entry by keyword. Tabs and a table of contents switch between major sections, and each entry is collapsed into an accordion so you can open only what you need. Long entries scroll within a fixed-height area, and pressing 'Open full text' shows the whole thing at once in a drawer or modal. Open and closed states are remembered in localStorage, so your previous state is preserved next time. The content itself is not abbreviated, and printing or exporting always outputs the full text. The Free, Pro, and Premium display scopes are preserved, so the set of features explained does not change unexpectedly per plan.

When to use: Use it when you want to quickly find how to use a feature or a caution in the manual, when a long page makes it easy to lose the entry you want, or when you want to read the full text all at once. It suits anyone who opens the dashboard or the free page regularly.

What to input: There is no special input field. You use it by opening the manual and typing a keyword in the search box, choosing a section with the tabs or table of contents, and pressing an entry heading to open or close it. To read everything at once, press 'Open full text'.

Steps:

1. Open the manual on the dashboard or the free page and check the overview panel at the top
2. Type a feature name or keyword in the search box to narrow down to the relevant entry
3. Switch between major sections such as 'Basics' or 'Output' using the tabs or table of contents
4. Press the heading of the entry you want to read to open the accordion and view its content
5. Scroll within the area to read through longer entries
6. To read everything at once, press 'Open full text' to show it in a drawer or modal
7. Since opened entries stay in the same state next time, keep frequently used entries open
8. To keep a paper or file copy, use print or export, which always outputs the full text

Practical scene: Someone opening the dashboard for the first time wants to check the differences between output formats. Typing 'print' in the search box shows only the relevant entry, and pressing its heading reveals the steps. On another day, they use 'Open full text' to show the whole manual in a drawer and review several parts together. Entries they left open before appear the same way the next time they open it.

Common mistakes:

• Mistaking a collapsed entry for missing information and giving up without opening it from search or the table of contents
• Assuming compact display removes content
• Being confused that a different device or browser does not carry over the previous open/closed state
• Opening accordions one by one when you want the full text, instead of using 'Open full text'
• Wanting to print only part but not selecting a range, then being surprised the full text is output

Cautions: Compact display only tidies the appearance; it does not remove content. Entries that are collapsed and not visible still exist and can be opened from search or the table of contents. Open and closed states are saved in your browser's localStorage, so a different device or browser may not carry over your previous state. Print and export always output the full text, so select the range you need if you want to keep only part of it. This service is not investment, legal, or tax advice.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Choosing an Output Format (Overview of the 7 Formats), Printing and PDF/A-ready Output

What it is: A guide to picking the right output format for how you will use the document: pasting, saving, printing, converting to PDF, or handing data to another system. You can regenerate the same input in a different format at any time, so knowing the mapping is all it takes.

When to use: Refer to it before generating, when deciding where the document will be used. Once you settle on a default format per purpose, choosing becomes automatic.

What to input: Select one format on the output screen. You can also keep your input as is and regenerate with a different format.

Steps:

1. First decide how the document will be used: pasting, saving, printing, PDF conversion, or data handoff.
2. For pasting into chat or email, choose copy.
3. For keeping a file, choose txt; for continued editing in a note app or wiki, choose markdown.
4. For embedding in a web page, choose html - a body-only fragment.
5. For a paper submission, choose print - a complete document laid out for A4.
6. For PDF conversion, choose PDF/A-ready HTML; for handing data to another system, choose json.
7. Press the output button, then download the file if you need to keep it.

Practical scene: Use copy for a quick paste into chat, txt to keep a record, and print when you need a paper copy to submit. Once you fix a default format for each purpose, every generation goes smoothly without hesitation.

Common mistakes:

• Mistaking the html fragment for a complete document - use print or PDF/A-ready HTML for full documents.
• Choosing copy when you actually want to print, and ending up with plain-text layout.
• Picking a text format for a data handoff, which forces extra processing on the receiving side - json is the right choice there.
• Rethinking the format from scratch every time - fixing a default per purpose is much faster.

Cautions: All 7 formats are available on the Free plan. Downloads are saved with the correct file extension for each format. PDF/A conformance depends on your conversion tool and is not guaranteed by this service.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Copy Format (Paste-Ready Text), TXT Format (Text File), Markdown Format, HTML Format (Embeddable Fragment), Saving Your Output (Copy, Download, Print)

What it is: Gives you readable text you can paste straight into email or chat. Headings and separators are shaped with symbols, so the document's structure still comes through wherever you paste it.

When to use: Use it when you want to paste the output directly into another app instead of saving a file. It is the fewest-steps route to sharing, which also makes it handy for urgent messages.

What to input: Just select copy as the output format - your template inputs stay exactly the same.

Steps:

1. Select copy as the output format.
2. Press the output button.
3. Read the generated text on screen and confirm the content.
4. Copy the text.
5. Paste it into email or chat, then check how it looks on the receiving side.

Practical scene: When sharing a trade memo in team chat, generate it as copy and paste it in as is. No file is involved, so it takes the fewest steps from output to shared message.

Common mistakes:

• Expecting rich formatting like a word processor - consider html or print if you need styling.
• Closing the screen before actually copying the text.
• Mistaking symbol alignment shifts caused by the destination's font for broken output.

Cautions: It is plain text, so there are no colors or table borders; headings and separators are expressed with symbols. If you need styled documents, choose html or print instead.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Choosing an Output Format (Overview of the 7 Formats), TXT Format (Text File), Saving Your Output (Copy, Download, Print)

What it is: Keeps the output as a file on your device so you can reopen it later. It needs no special app, which makes it a safe choice for long-term storage and moving between environments.

When to use: Use it when you want to save records as files or manage documents in folders. It suits a routine of building up daily records especially well.

What to input: Just select txt as the output format. The download is saved with the correct .txt extension.

Steps:

1. Select txt as the output format.
2. Press the output button.
3. Check the content on screen.
4. Download the file - it is saved with the correct .txt extension.
5. Add a date or project name to the filename and file it in your chosen folder.

Practical scene: Saving each day's trade log as a txt file lets you organize and review them in folders later. Since the format opens anywhere, it suits records you want to keep for the long run.

Common mistakes:

• Closing without saving on the Free plan and losing the output.
• Expecting tables or styling in txt - consider markdown or html if you need structure.
• Piling up files with default names, then being unable to tell which record is which.

Cautions: It is plain text with no styling. On the Free plan there is no output history, so download and keep any output you need right away.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Choosing an Output Format (Overview of the 7 Formats), Copy Format (Paste-Ready Text), Saving Your Output (Copy, Download, Print)

What it is: Lets you import the document into Markdown-aware note apps or internal wikis while keeping its structure. Headings and lists survive as syntax, which makes later re-editing and searching much easier.

When to use: Use it when you plan to manage or edit the output in a note app or wiki. It suits documents you keep adding to over time rather than one-off outputs.

What to input: Just select markdown as the output format. Check beforehand that your destination tool understands Markdown.

Steps:

1. Select markdown as the output format.
2. Press the output button.
3. Check the content, then download the file or copy the text.
4. Import it into a Markdown-aware note app or wiki.
5. Confirm that headings and lists render as intended in the destination.
6. Keep adding to and editing the document there as needed.

Practical scene: Generate your weekly review memo as markdown, paste it into your usual note app, and keep adding to it. Since headings and lists remain as syntax, organizing and searching the accumulated notes stays easy.

Common mistakes:

• Pasting into a place that does not support Markdown, so the raw symbols show up.
• Always choosing markdown even when copy would be more readable for a plain paste.
• Mistaking rendering differences between tools for broken output - appearance depends on the destination's Markdown engine.

Cautions: The final appearance depends on how your tool renders Markdown. Downloads are saved with the correct file extension. If the rendering looks off, check the destination tool's Markdown support first.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Choosing an Output Format (Overview of the 7 Formats), Copy Format (Paste-Ready Text), TXT Format (Text File)

What it is: Lets you drop the document's content into an existing web page or blog post. Because it is a body-only fragment, it inherits the styling of the host page and blends naturally into your site's design.

When to use: Use it when you want to embed the output inside the body of a site or blog. It is not the right choice when you need a file that opens on its own.

What to input: Just select html as the output format. It helps to confirm in advance that the destination lets you edit HTML.

Steps:

1. Select html as the output format.
2. Press the output button.
3. Copy or download the generated fragment.
4. Open the editing screen of the target page.
5. Paste the fragment where the body HTML can be edited.
6. View the page and confirm the content blends with the surrounding design.

Practical scene: You can embed a notice created from a template directly into an announcements page on your own site. Since it inherits the page's styling, the result matches the look of the rest of your site.

Common mistakes:

• Opening the fragment by itself in a browser and thinking the layout is broken.
• Choosing html for printing - the print format is the right choice for that.
• Pasting into a field that does not accept HTML, so the tags show up as literal text.

Cautions: The html format is a body-only fragment and is not meant to be opened or printed on its own. If you need a complete HTML document, use print or PDF/A-ready HTML instead.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Choosing an Output Format (Overview of the 7 Formats), Saving Your Output (Copy, Download, Print)

What it is: Use this format when you need a cleanly laid-out paper copy for submission or filing. Unlike the on-screen fragment, it is a complete document designed for A4 and printable on its own.

When to use: When you need a paper copy, an in-person review, or handwritten signature fields - and also when you want filed records to look properly formatted.

What to input: No extra input beyond the template fields; simply choose "print" as the output format.

Steps:

1. Open the template with "Use" and fill in the fields.
2. Choose "print" as the output format and generate.
3. Check the content on screen for errors.
4. Click the print button (it re-fetches the full print document, then opens your browser's print dialog).
5. Check the A4 layout and page count in the print preview.
6. Adjust browser-side settings such as copies or duplex if needed, then print.

Practical scene: When filing monthly trade records on paper, the print format gives you an A4-ready document you can print as is. It also suits in-person meetings where someone signs a confirmation field by hand.

Common mistakes:

• Printing the list screen with the browser's own print command (use the print button in the print format instead).
• Choosing print when your real goal is PDF conversion (pdfa_html is the better fit).
• Printing without checking the preview and getting page breaks in unintended places.
• Assuming a print dialog that fails to open is a bug - the browser's popup blocker settings are often the cause.

Cautions: The print button does not print the on-screen view; it re-fetches the complete print document first, so the layout is always correct. Your content is never sent to external servers. If your real goal is a PDF, the pdfa_html format is the better fit.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: PDF/A-Ready HTML (pdfa_html Format), JSON Format (Structured Data), Using a Template (From Input to Output)

What it is: Use this format to produce a fully self-contained HTML document - no scripts, no external assets - intended for conversion to PDF for archiving or submission. With zero external references, conversion results are far less environment-dependent.

When to use: When you plan to save or submit the document as a PDF, or need a file with zero external references. It also suits audit situations where you want to keep the pre-conversion source alongside the PDF.

What to input: Only the template fields. Choose "pdfa_html" as the output format; downloads are saved with the correct file extension and MIME type.

Steps:

1. Fill in the template fields.
2. Choose "pdfa_html" as the output format and generate.
3. Download and save the file - it uses the correct extension and MIME type.
4. Open it in a browser to check the content and layout.
5. Convert it to PDF with your own conversion tool.
6. Open the resulting PDF and confirm the layout and text are intact.
7. For long-term storage, keep the pre-conversion pdfa_html file alongside the PDF.

Practical scene: When you want records converted to PDF for audits or long-term storage, the dependency-free pdfa_html file makes a stable conversion source. If a recipient asks for a PDF submission, converting from this format gives you a well-formatted result.

Common mistakes:

• Assuming the downloaded pdfa_html is already a PDF/A-compliant PDF (a separate conversion step is required).
• Confusing it with the html format for embedding (html is a fragment; pdfa_html is a complete document).
• Submitting the converted PDF without opening and checking it.
• Believing the service guarantees PDF/A conformance - that depends on your conversion tool.

Cautions: PDF/A conformance depends on the conversion tool you use; the service does not guarantee conformance. The file is designed to reference no external URLs. Like all formats it is available on Free, and Pro and Premium include unlimited PDF/A-ready output.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Print (Full HTML Document), JSON Format (Structured Data), Output History (12-Month Retention on Pro)

What it is: Use this format to receive the output as machine-readable structured data rather than a human-facing document. Because values can be pulled out field by field, it suits analysis and import into your own systems.

When to use: When you want to import records into your own tracking sheet or internal tools, or work with the data field by field. It also suits recurring records you plan to batch-process later.

What to input: Only the template fields. Choose "json" as the output format; downloads use the correct MIME type and file extension.

Steps:

1. Fill in the template fields.
2. Choose "json" as the output format and generate.
3. Download and save the file - it uses the correct MIME type and extension.
4. Import it into your spreadsheet software or internal tools.
5. Check how field names map to values, then set up your summary columns and filters.
6. If you will do this regularly, write down your import steps for next time.

Practical scene: If you save each trade record as JSON, you can later batch-import them into your own analysis sheet for review. When you want monthly trends tallied field by field, that is faster and more accurate than rereading documents.

Common mistakes:

• Sending the raw JSON file to clients or outside parties as if it were a document.
• Choosing json when you actually want a readable document (html or print works better for reading).
• Bulk-importing without checking how fields map in the target tool, and tallying with misaligned columns.
• Editing the file directly and breaking its structure - fixing the original inputs and regenerating is safer.

Cautions: JSON is a data format, not a submission-ready document. For submission or sharing, use document formats such as print or pdfa_html. Output data is never sent to external servers.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Print (Full HTML Document), PDF/A-Ready HTML (pdfa_html Format), Using a Template (From Input to Output)

What it is: Lets you take a generated document straight to paper. Pressing the print button re-fetches a complete print document laid out for A4, separate from the on-screen view, and then opens the print dialog. Because the result does not depend on how the screen looks, printing is consistent. Switching the destination in the print dialog also lets you save a PDF instead of printing on paper.

When to use: Use it when you want trade records or reviews on paper, need printed copies for a meeting or internal check, or want to save a PDF that looks exactly like the printout.

What to input: Just press the print button on an existing output. No additional input is needed.

Steps:

1. Fill in the template and generate the document
2. Press the print button on the output screen (it re-fetches the A4 print document, then opens the print dialog)
3. Confirm the paper size in the print dialog is set to A4
4. Check page breaks and layout in the print preview
5. If everything looks right, print
6. To keep a PDF, choose the save-as-PDF destination in the print dialog
7. If the print dialog does not open, check your browser's pop-up blocker settings

Practical scene: It suits a personal trader who prints the week's trade records to keep with a notebook, or a staff member who prints a single client briefing memo to bring to a meeting. In both cases, one test print to confirm the layout before the real run avoids waste.

Common mistakes:

• Printing the on-screen preview through the browser menu and getting a broken layout (always print via the print button on the output screen)
• Printing with a paper size other than A4 and ending up with a mismatched layout
• Mistaking a pop-up-blocked print dialog for a defect
• Skipping the print preview and noticing layout problems only after a large print run

Cautions: Fine details of the result, such as margins and page breaks, depend on your browser and printer settings. If the print dialog does not open, a pop-up blocker is the usual cause and allowing the site fixes it. For distribution that will be converted to PDF, the self-contained pdfa_html format with no external references is also available (PDF/A conformance depends on the conversion tool and is not guaranteed).

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Print (Full HTML Document), PDF/A-Ready HTML (pdfa_html Format), Choosing an Output Format (Overview of the 7 Formats), How to Read a Generated Document, Saving Your Output (Copy, Download, Print)

What it is: Lets you save and share a generated document as a PDF file. Instead of generating PDFs directly, the service provides a self-contained HTML document with no scripts or external assets (pdfa_html) and a complete A4 print document (print); you convert it to PDF in your own environment. The document body is never sent to an external server.

When to use: Use it when you need a fixed-layout file, such as sending a document to a client, archiving it long term, or submitting it on paper.

What to input: A generated output and a format choice (pdfa_html or print).

Steps:

1. Open a template, fill in the fields you need, and generate the output.
2. Choose the pdfa_html format (a self-contained HTML document built for PDF conversion).
3. Save the file with the download button. The file extension is set automatically to match the format.
4. Open the saved HTML file in your browser.
5. From the browser's print menu, choose Save as PDF, set the paper size to A4, and save.
6. Alternatively, use the print button of the print format and choose Save as PDF in the print dialog. The print button re-fetches the latest print document before opening.
7. Open the finished PDF and check the body text, page breaks, and layout.

Practical scene: Useful when emailing a client a PDF of the explanation memo used in a meeting, or archiving monthly trade logs as PDFs. Even for paper submissions, converting to PDF first makes reprints and replacements easy.

Common mistakes:

• Choosing the html format (an embed fragment) by mistake; it loses its styling when opened on its own. Use pdfa_html or print for PDF conversion.
• Changing the paper size away from A4 or adjusting the scale in the print dialog, which shifts the layout.
• Mistaking a browser popup blocker for a bug when the print window does not open.
• Sending the converted PDF without checking it and missing awkward page breaks or cut-off content.

Cautions: pdfa_html is a self-contained document suited to PDF conversion, but full conformance to the PDF/A standard depends on the conversion tool you use and is not guaranteed by the service. If a recipient requires strict conformance, validate the file with a dedicated tool before submitting.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Using a Template (From Input to Output), QA Check, Naming and organizing downloaded files

What it is: This feature is for printing a generated document on paper or obtaining it in a form that converts easily to PDF. FTH provides a print format for printing and a pdfa_html format for conversion. The print format is a complete HTML document assuming A4 paper; when you press the print button, it re-fetches a dedicated print document before printing. Bodies used to sometimes print as garbled text, but because the print button now re-fetches the print document, the current version prints correctly. The pdfa_html format is a self-contained, complete HTML document with no scripts or external assets, suited for loading into an external PDF conversion tool. Whether it conforms to PDF/A, however, depends on the conversion tool you use, and FTH does not guarantee conformance. Both formats are available on all plans. The preview is shown inside a sandboxed frame, and printing is based on the re-fetched print document rather than the on-screen appearance, so you get a result with fewer layout problems.

When to use: Use it when you want to hand out a document on paper, print a copy for your records, or turn it into a PDF to send or submit. It is especially useful when you want to deliver a clean layout to the recipient or keep the printed appearance stable.

What to input: There is no special input field. Simply generate the document from the target template, then choose print (for printing) or pdfa_html (for PDF conversion) as the output format. If you plan to convert to PDF, have your browser or PDF conversion tool ready.

Steps:

1. Open the target template, fill in the required fields, and generate the document
2. To print on paper, choose print as the output format
3. Press the print button on screen; a dedicated print document is re-fetched and a print preview opens
4. Check the paper size and margins, then print from the browser print dialog
5. To make a PDF, choose pdfa_html as the output format and download it
6. Open the downloaded self-contained HTML with your browser's 'Save as PDF' or an external PDF conversion tool
7. Confirm the generated PDF has correct layout and no garbled text, then save or send it

Practical scene: A personal trader wants to keep a printed copy of a monthly summary made from their trading-record template. They choose print as the format, press the print button, and a dedicated print document is fetched and prints in a clean A4 layout. Another staff member exports a client explanation note as pdfa_html and prepares a PDF for delivery using the browser's Save as PDF. Both come out without garbled text.

Common mistakes:

• Trying to print the on-screen preview directly instead of choosing the print format, resulting in a broken layout
• Assuming pdfa_html always conforms to PDF/A and overlooking that it depends on the conversion tool
• Pressing print with the pop-up blocker on and mistaking the blocked window for a failure
• Not checking paper size and margins before printing and noticing layout problems only after distribution
• Sending a converted PDF without checking for garbled text or layout issues

Cautions: The pdfa_html format is self-contained HTML that converts easily to PDF, but whether the final result conforms to PDF/A depends on the conversion tool you use, and FTH does not guarantee conformance. Printed results can vary in margins and so on depending on the browser and settings, so check an actual copy before distributing. If your browser's pop-up blocker is enabled, the print window may not open. This service is not investment, legal, or tax advice.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Choosing an Output Format (Overview of the 7 Formats), Brand Kit, Evidence / Document Seal

What it is: An output contract declares, per standard template and as data rather than code, what the document is for, who reads it, which layout family shapes it, which input fields matter, which sections, checklists, and cautions it carries, and which languages and formats it may be produced in. The contract plays two roles: it guides how the document is composed, and it serves as the yardstick for an independent 12-axis quality audit of real renders (purpose alignment, field relevance, checklist relevance, actionability, structure, visual hierarchy, audience fit, tone fit, language integrity, format integrity, compliance honesty, download integrity). A template without an explicit contract is never auto-passed - it is honestly reported for manual review. The contract is a record-format and quality-check framework; it never judges or guarantees the legal adequacy of any document.

When to use: It works in the background whenever you check a template's purpose and audience on the detail view, or confirm that the output structure and formats match expectations. Day-to-day use never requires editing a contract yourself.

What to input: Nothing to enter on your side. Contracts ship as data bundled with the templates and take effect simply by choosing a template and generating output as usual.

Steps:

1. Choose a template and review the purpose, audience, and format notes on the detail view.
2. Enter values and generate output as usual; the document structure (summary, checklist, cautions, and so on) follows the contract declaration.
3. If the format choices look narrower on some templates, only the formats the contract declares are being offered.
4. If the composition does not fit your purpose, consider another template or reach out via the contact page.

Practical scene: When producing a client-facing explanation, the contract declares the outward audience, the pre-share check, and the allowed formats, which helps keep internal-memo composition from leaking in. When an auditor reviews quality, the 12-axis comparison of contract versus real output provides the working evidence.

Common mistakes:

• Reading a manual-review flag as a bug - it is the honest report that no explicit contract exists.
• Skipping the content check on the assumption that a contract makes the substance correct.
• Treating a template with fewer format choices as broken - only contract-declared formats are offered.

Cautions: An output contract does not review the substance of your document. Verifying the accuracy and legality of what you write remains your own responsibility. Templates without an explicit contract run on the default generic composition and are reported for manual review in audits - that is honest reporting, not a defect.

Data handling: Output contracts are declaration data bundled with the plugin; resolving and auditing them happens entirely inside the customer-controlled environment. Inputs and output text are never transmitted externally.

Related: Layout Families, Translation Status and Untranslated Items, QA Check

What it is: Layout families align the appearance and composition of template outputs with the character of each document. Structural families - letter and email, checklist and worksheet, ledger and register, minutes and committee papers, periodic reports, personal records, consent and disclaimer, procedure and FAQ - shape the section composition itself to match the document type. Styling families - client leaflet, internal approval form, partner request, media brief, seminar note, bilingual parallel, performance journal, risk worksheet, and others - keep the shared skeleton and refine headings and presentation. Twenty-two families are defined, and each template declares exactly one through its output contract; without a declaration the generic memo shape applies. Whatever the family, the offering remains a record format - it never judges the substance of a document.

When to use: When you produce documents of different characters back to back - say a client leaflet and an internal ledger - the fitting skeleton and styling are chosen automatically. There is no manual family switch to operate.

What to input: Nothing to enter. Choosing a template applies the family its output contract declares.

Steps:

1. Choose a template - the family follows from its output contract declaration.
2. Enter values as usual and pick an output format such as HTML, print, or PDF/A-ready.
3. For print and PDF-save output you get a document whose headings and separations match the family.
4. If the composition does not suit the task, compare other templates in the same category and switch.

Practical scene: Ledger-type templates center on row order and record fields, while client-explanation types lead with readable headings and confirmation areas. The same input flow yields a finish matched to the document's character, cutting the manual layout fixes needed after output.

Common mistakes:

• Mistaking visual differences for plan-gated features - families work the same on every plan.
• Letting a tidy layout stand in for a content review.
• Treating generic-memo output as a defect - it is the honest default when no explicit declaration exists.

Cautions: Layout families arrange appearance and composition; they do not verify the accuracy or legality of what you write. Review content yourself before sharing. PDF/A-ready output is HTML prepared for PDF saving, not a certified PDF/A file.

Data handling: Resolving and applying layout families happens entirely inside the customer-controlled environment. Inputs and output text are never transmitted externally.

Related: Output Contract, Choosing an Output Format (Overview of the 7 Formats), Print (Full HTML Document)

What it is: The basic control for switching the output language to match your reader. The language of the page you are viewing is preselected, so a Japanese page starts in Japanese and an English page starts in English.

When to use: When you want records in English, or both languages side by side in one document - the standard adjustment whenever your reader's language differs from your own.

What to input: Open a template with "Use" and the language field appears. Pick Japanese, English, or the bilingual layout.

Steps:

1. Open the template with "Use".
2. Check the language field - the language of the page you are on is preselected.
3. Pick Japanese, English, or the bilingual layout.
4. Fill in the remaining fields and generate.
5. Confirm the output is in the language you intended.

Practical scene: If your trading tools are in English and you want matching records, switching the language field to English is all it takes. When you have readers of both languages, the bilingual layout covers everyone in a single document.

Common mistakes:

• Generating with the default language still selected and getting an unintended language.
• Trying to select 12 languages on Free (Free has three options; 12 languages requires Pro or Premium).
• Generating twice for a mixed-language audience instead of using the bilingual layout once.

Cautions: Free offers only Japanese, English, and bilingual output. Simultaneous 12-language output is a Pro/Premium feature. The default follows the page language, so double-check before generating to avoid an unintended language.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Simultaneous 12-Language Output, Using a Template (From Input to Output), Free Templates Hub

What it is: Generate one document containing the same content in both Japanese and English, so you can share a single document with readers of either language. On every plan, it works with any of the 7 output formats.

When to use: Use it when sharing the same document with overseas counterparties or English-speaking team members, or when you want to keep records while checking the English phrasing.

What to input: The input fields are the same as for any template. Just choose the Japanese-English side-by-side option in the language selector; no extra input is required.

Steps:

1. Click Use on the template card.
2. Fill in the required fields.
3. Choose the Japanese-English side-by-side option in the language selector (the page language is the default).
4. Pick the output format that fits your purpose from the 7 formats.
5. Click the output button and review the document with both languages side by side.
6. Save it via copy or download and share it with the recipient.

Practical scene: For example, you can keep your records in Japanese and quote the English half directly when contacting an overseas support desk. In a team with English speakers, a single output serves both audiences with the same document.

Common mistakes:

• Exporting with the default setting and sharing a document that contains only one language.
• Editing only the Japanese half afterward, so it no longer matches the English half.
• Printing a long side-by-side document without checking the print layout first.

Cautions: A side-by-side document is longer than a single-language one, so check the page count and page breaks before printing. The default language follows the page language, so select the side-by-side option explicitly each time you want it.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Language Selection, Using a Template (From Input to Output), Choosing an Output Format (Overview of the 7 Formats)

What it is: Per-language input lets you optionally register your own translation of each free-text field for every output language. Under each text field on the Use form, open the per-language values (manual translation) block and an input appears for each selected output language. The value is sent internally as the pair of the field key and the language code (the key__lang form) and takes precedence in that language's output. No automatic translation is ever performed. For a language without a manual value, the original text is shown as entered, an untranslated note is attached, and the QA check at output time shows an untranslated warning. Choice fields render as bilingual options and dates render in each language's locale format, so only free-written sentences ever need a manual value.

When to use: Use it when a document generated in several languages contains free-text values such as a company name, a case name, or a description. Entering a manual value for at least the language you hand to the client avoids output with original-language text mixed in.

What to input: First select additional output languages, then open the per-language block under each text field and enter a value per language. Everything is optional; a language left blank gets the original text plus the untranslated note.

Steps:

1. On the Use form, select additional output languages - with only the default language selected, the per-language block does not appear.
2. Open the per-language values (manual translation) block under the text field.
3. Enter your own translation into the input shown for each selected language; right-to-left languages accept right-to-left input.
4. Generate and confirm each language version uses your manual value.
5. For languages you left blank, confirm the original text, the untranslated note, and the untranslated QA warning.
6. If an untranslated value remains in a language you will hand over, add the value and regenerate.

Practical scene: For a report handed to an English-speaking client, the staff member registers English values for the subject and the description in the per-language inputs. The English output now uses those values, and the untranslated note that marked the earlier version is gone. For material aimed at an Arabic-speaking client the inputs switch to right-to-left, and dates render in each language's own format, so only the free-written sentences ever needed manual work.

Common mistakes:

• Selecting only one output language and mistaking the absent per-language block for a bug.
• Believing that entering one value translates it into the other languages - each language is entered individually.
• Distributing output with original-language text mixed in because the untranslated note went unnoticed.
• Assuming choice fields also need manual values - options and dates render per language automatically.

Cautions: No automatic translation is performed. Languages without a manual value show the original text with the untranslated note. The per-language block appears when output languages beyond the default are selected (the number of selectable languages follows your plan). Verifying the accuracy of your translations is your own responsibility.

Data handling: Per-language values are used only to generate the output; nothing is sent externally to translation services or anywhere else.

Related: Simultaneous 12-Language Output, English Fallback for Untranslated Content, Using Japanese-English Side-by-Side Output, Language Selection

What it is: In multilingual output, template headings and fixed sections are assembled from per-language dictionaries, but text you write freely is never machine-translated. Translation status is the mechanism that reflects the real state - translated, untranslated, or fallback display - honestly in the output. Items with a manual per-language value appear in that language; items without one appear in the original wording together with an untranslated note. JSON output records the list of untranslated fields and any fallback usage as metadata. And when an outward-facing output still carries untranslated or unfilled items, a confirmation dialog appears before generation so you can proceed knowingly. The system never fabricates a translation to make the document look finished - knowing the true state before sharing comes first.

When to use: It matters when content entered in Japanese is output in English or another language, and when using 12-language simultaneous output. To check untranslated spots before sharing, look at the notes in the output and the JSON metadata.

What to input: Optionally enter your own translation per output language. Without one, the original text is output as provided, with an untranslated note.

Steps:

1. Fill in the template as usual.
2. For output in other languages, optionally add per-item translations via the per-language inputs.
3. Generate the output. If untranslated items remain in an outward-facing output, a confirmation dialog lists them.
4. Review, generate, and if needed add translations and regenerate.

Practical scene: Before sending an English request document to an overseas counterparty, the confirmation dialog reveals that a payment proviso is still untranslated; you add the translation and regenerate. Fewer translation gaps get discovered only after sending.

Common mistakes:

• Reading the untranslated note as a bug - it is the honest display of a no-auto-translation design.
• Confirming the dialog without reading it and sharing with items still untranslated.
• Expecting every language to come out translated without using the per-language inputs.

Cautions: Because nothing is translated automatically, writing translations and verifying their accuracy is your own work. Whether to share an output that carries untranslated notes is also your decision. The confirmation dialog reports the state - it does not guarantee translation quality.

Data handling: Translation-status detection, notes, and the confirmation dialog all run inside the customer-controlled environment. Your inputs are never sent to any external translation service.

Related: Per-language Input and Manual Translation Values, Output Contract, Simultaneous 12-Language Output

What it is: Gives you a single place to review your subscription details and account status. It is also the starting point for billing tasks, and the first screen to check whenever a question about your plan or expiry date comes up, before contacting support.

When to use: Use it when you want to check your plan or expiry date, before moving on to billing tasks such as renewal or cancellation, or when you need to confirm whether you are the master account or a subaccount in a team setup.

What to input: No input is required. Your subscription details appear automatically once you are logged in.

Steps:

1. Log in to the dashboard
2. Open the account page
3. Check your current plan and subscription status
4. Check the expiry date and days remaining (days remaining is shown only when subscription period data is available)
5. Check your account type (master account or subaccount)
6. If you are the master account and need to handle billing, proceed via the button to the Stripe portal

Practical scene: When renewal is approaching, you can confirm the expiry date and days remaining on the account page before handling payment. It is also the first screen a new team member should visit to find out whether they are the master account or a subaccount.

Common mistakes:

• Looking for billing settings from a subaccount (payment screens exist only on the master account side)
• Never checking the expiry date, then mistaking a lapsed subscription for a malfunction
• Treating a missing days-remaining value as an error (it is simply not shown when no period data exists)
• Not returning to this page after a payment procedure to confirm the subscription status was updated

Cautions: Subaccounts do not see billing buttons; instead a notice explains that contracts and billing are managed by the master account. Days remaining is displayed only when actual subscription period data exists, so a blank value is not a malfunction. When a subscription lapses, paid features stop working - this is normal behavior reflecting the plan status.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Managing Payments (Stripe), Checking Plans and Upgrading, Subaccount Management (Premium)

What it is: Helps you compare what each plan offers and move to the plan that matches how you work. Free is the no-registration entry point with the free templates, Pro adds the full catalog with 12-language output and output history, and Premium adds team operation and document governance features on top.

When to use: Consider it when you want more than the free templates, when you need 12-language output, the QA check, or output history, or when team features such as subaccounts and approval flows become necessary.

What to input: Upgrading requires an account (login) and payment via Stripe. Comparing the plans themselves requires no registration.

Steps:

1. Compare Free, Pro, and Premium on the plan list page
2. Confirm which plan includes the features you need (12-language output, output history, team features, and so on)
3. Register an account or log in
4. Choose the plan to upgrade to
5. Complete payment via Stripe
6. Confirm the new plan is reflected on your account page

Practical scene: A common path is to get comfortable with the input-to-output flow on the free templates, then move to Pro once you need the business templates or 12-language output. When your team later wants approval flows or brand settings, that is the moment to consider Premium.

Common mistakes:

• Assuming only the price difference is charged when changing plans (the new plan's full price is charged as a new payment)
• Subscribing without checking which plan includes the features you need
• Trying to change plans from a subaccount (the master account manages the contract)
• Not checking the account page after payment and concluding the new features never arrived

Cautions: When changing plans, the new plan's price is charged as a new payment, and there are no prorated refunds. Check in advance which plan includes the features you need. Pro allows up to 3 accounts, but there is no self-management UI - the operator configures them. If you want to manage subaccounts yourselves, Premium is the plan for that.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Account Page, Managing Payments (Stripe), Free Templates Hub

What it is: Helps you judge plans by how you actually work rather than by scanning a feature list. Three questions simplify the choice: is your focus personal records, do you need client-facing or multilingual documents, and do you need team-level approvals and controls?

When to use: Revisit this when you first start, when your usage grows and Free starts to feel tight, or when you begin considering team use.

What to input: A quick inventory of your main use: who reads your documents, in which languages, and how often you produce them.

Steps:

1. Start with Free. No account is needed, and the free library templates are fully usable as-is.
2. Write down your use cases: personal records, internal documents, or client-facing materials.
3. If personal trade logs and reviews are your focus, Free already covers Japanese, English, and bilingual output across all 7 formats.
4. Consider Pro when you need access to all templates, 12-language simultaneous output, or the 12-month output history.
5. Premium becomes relevant once you need organizational operations: team approval flows, brand application, and audit readiness.
6. Payment methods and receipts are handled in the Stripe portal. When changing plans, the new plan's price is billed fresh; there are no prorated refunds.
7. If undecided, identify which of four things you are missing: template range, languages, history, or team operations.

Practical scene: A common path is building a logging habit on Free as an individual trader, then moving to Pro when client-facing documents enter the picture. Once a team needs approvals and audit trails, that is the moment to look at Premium.

Common mistakes:

• Assuming nothing works without a paid plan (Free does not even require registration).
• Using Free as if history were saved, then losing results that were never downloaded.
• Expecting prorated refunds on plan changes and mistiming the switch.
• Needing genuinely multilingual documents but stretching the bilingual option far past its purpose.

Cautions: Pro includes up to 3 accounts, but there is no self-service screen to add or assign them; the operator configures this for you. If you want to invite and manage subaccounts yourselves, that requires Premium. On every plan, document bodies stay off external servers by design.

Data handling: Your inputs and output text are never transmitted to external SG Group servers.

Related: Free Templates Hub, Account Page, Managing Payments (Stripe), Simultaneous 12-Language Output, Output History (12-Month Retention on Pro)

What it is: The Plan Comparison Export writes out the Free, Pro, and Premium feature comparison in six formats convenient for distribution, storage, and further editing: embeddable HTML, print HTML, PDF-save HTML, CSV for spreadsheets, JSON for processing, and Markdown for pasting into documents - plus a ZIP bundle containing all of them. The table is generated from the plan registry (the single source of plan information) at every export, so each export reflects the comparison as of that moment. One important honesty note: the print and PDF-save HTML are HTML documents intended for saving as PDF through the browser's print function - they are not certified PDF/A (the certified archival PDF standard). The headings and file names state this plainly.

When to use: Use it when distributing plan explanation materials, attaching the comparison to internal deliberation documents, or re-distributing the latest comparison when plans change.

What to input: Just choose the format to export. If you need every format, choose the ZIP bundle.

Steps:

1. Open the plan-comparison export screen.
2. Choose from the six formats - html, print, PDF-save, CSV, JSON, Markdown - or the ZIP bundle.
3. Check the downloaded file.
4. For the print or PDF-save HTML, open it in the browser and choose save as PDF from the print function.
5. Confirm the content matches the comparison as of the export before distributing.
6. After a plan change, re-export instead of continuing to hand out the old file.

Practical scene: For a plan-change announcement, the administrator exports the latest comparison as PDF-save HTML, saves it as a PDF via the browser's print function, and attaches it to the announcement. A CSV is exported as well and trimmed down in a spreadsheet for internal deliberation. Both come from the same plan registry, so no figure or feature name disagrees between them.

Common mistakes:

• Presenting the PDF-save HTML as certified PDF/A - it is the save-as-PDF-via-browser-print method.
• Continuing to distribute an old export as the current comparison.
• Distributing a garbled CSV because the character-encoding setting in the spreadsheet app was never checked.
• Mixing up the embeddable HTML and the print HTML.

Cautions: The print and PDF-save HTML use the save-as-PDF-via-browser-print method and are not certified PDF/A. An export is a snapshot of the comparison at that moment, so a plan change requires re-exporting. The export operation is performed from an administrator-facing screen.

Data handling: Generating and exporting the comparison stay inside the customer-controlled environment; nothing is transmitted externally.

Related: Choosing the right plan, Checking Plans and Upgrading, Print (Full HTML Document), PDF/A-Ready HTML (pdfa_html Format)

Cause: The Print button re-fetches a complete print-ready HTML document at the moment of printing. Printing an outdated page, or using the browser's own print command on the on-screen preview instead, can produce broken output.

Fix:

1. Print again using the Print button on the output screen, not the browser's print menu.
2. If the problem persists, reload the page, generate the output again, and then print.
3. If it still looks broken, re-select the print format and print from the freshly generated document.

✓ Prevention: Always print via the Print button on the output screen rather than printing the on-screen view directly.

Cause: A browser popup blocker or an extension may be preventing the print document from opening or the print dialog from launching.

Fix:

1. Check for a blocked-popup notice near the address bar and allow popups for this site.
2. Temporarily disable ad-blocking or similar extensions and press the Print button again.
3. If it still fails, try printing the same output in a different browser to isolate the cause.

✓ Prevention: Allow popups for this site in your everyday browser so printing works reliably.

Cause: Downloads are saved with the correct MIME type and file extension for each format. When a file will not open, the issue is usually the application associated with that extension on your device.

Fix:

1. Check the file extension (.txt, .md, .html, .json, etc.).
2. Use right-click and Open With to choose a suitable application, such as a text editor or a browser.
3. If you cannot find the file, open its location from the browser's download history.

✓ Prevention: Set your preferred application as the default for the formats you download most often.

Cause: Browser download settings (ask-before-saving prompts or automatic blocking) or security software may be stopping the file from being saved.

Fix:

1. Open the browser's downloads list and check for pending or blocked items.
2. If the browser is set to ask where to save each file, complete the save dialog when it appears.
3. Check notifications from your security software and allow the file if it was blocked.
4. If nothing changes, try downloading the same format in a different browser.

✓ Prevention: Allow downloads from this site in both your browser and your security software.

Cause: The html format is an HTML fragment intended for embedding into another page, not a complete standalone document. Opened by itself, it may render without full styling.

Fix:

1. For standalone viewing or printing, choose the print format, which is a complete A4 print-ready HTML document.
2. For a self-contained file suited to PDF conversion, choose the pdfa_html format.
3. Use the html format only when embedding the content into an existing page or intranet.

✓ Prevention: Match the format to the purpose: html for embedding, print or pdfa_html for standalone viewing and printing.

Cause: The pdfa_html format is a self-contained HTML document (no scripts, no external assets) prepared for PDF conversion, but final PDF/A compliance depends on your conversion tool and is not guaranteed by this service.

Fix:

1. Enable the PDF/A output options in your conversion tool, such as font embedding.
2. Re-validate after conversion and resolve reported items through the tool's settings.
3. For strict compliance requirements, consider a conversion tool that explicitly supports PDF/A.

✓ Prevention: Confirm the recipient's requirements in advance and keep your conversion tool's PDF/A settings fixed.

Cause: When the browser has cached an old version of the page or its scripts, what you see on screen can lag behind the actual current state.

Fix:

1. Reload the page; a hard reload (Ctrl+F5 on Windows, Cmd+Shift+R on Mac) is most reliable.
2. If that does not help, clear the browser cache and visit the page again.
3. If the content is still stale, open the page in a private window to confirm whether caching is the cause.

✓ Prevention: When a page seems out of date, make a hard reload your first step.

Cause: History retention depends on the plan. Free keeps no history, Pro retains outputs for twelve months, and Premium retains them indefinitely. Outputs created on Free, or Pro outputs older than twelve months, will not appear.

Fix:

1. Check your current plan and when the output was created.
2. Outputs made on the Free plan are not stored, so re-enter the values and generate the document again.
3. For long-term retention, download each output when you create it and store it locally.
4. If long-term history is essential for your work, consider moving to a higher plan.

✓ Prevention: Do not rely on history alone for important outputs; download and archive them at creation time.

Cause: The free library is limited to Japanese, English, and the bilingual format. Simultaneous 12-language output is a Pro/Premium feature.

Fix:

1. On the free page, choose Japanese, English, or the bilingual format for output.
2. If you need 12-language output, consider upgrading to Pro or higher from the plan page.
3. If you already have Pro/Premium, open the template from the logged-in dashboard instead of the free page.

✓ Prevention: Do multilingual work from the logged-in dashboard, not from the free page.

Cause: The language field defaults to the language of the page you are viewing. Opening a template on the English page pre-selects English.

Fix:

1. Check the language field in the Use form and re-select the language you want.
2. Press Generate again to rebuild the output in the selected language.

✓ Prevention: Glance at the language field before pressing Generate.

Cause: Personal trader templates are meant for your own records, so audience, tone, and sharing options are intentionally not shown. This is by design, not a defect.

Fix:

1. Check on the detail screen whether the template belongs to a personal category.
2. If you need audience or tone controls, choose a template from a business (internal or client-facing) category.

✓ Prevention: Pick the template category based on whether the document is for yourself or for internal/client use.

Cause: On templates with many optional fields, non-required fields are collapsed together under an Optional fields section.

Fix:

1. Click the Optional fields heading in the form to expand it.
2. Locate the field in the expanded list and fill it in.

✓ Prevention: Scroll through the whole form before starting and check for collapsed sections.

Cause: Fields left empty on the input form are treated as unfilled in the output, and the QA check displays a warning about them.

Fix:

1. Review the unfilled-items list or QA warning shown with the output.
2. Return to the form and fill in the missing fields.
3. Generate again and confirm the warning is gone.

✓ Prevention: Always check the QA notice before sharing and finalize only when nothing is left unfilled.

Cause: Search narrows the list by matching your words against template names and descriptions, so spelling variations or word combinations can prevent a match. An active category filter narrows the results even further.

Fix:

1. Retry the search with a single short keyword.
2. Try alternative spellings or the English name of the topic.
3. Reset the category filter to All.
4. If it still does not appear, clear the search box and browse the list by category.

✓ Prevention: Start with short keywords, and watch the results when combining search with a category filter.

Cause: Both are plain-text formats: copy is shaped with symbol-based headings for pasting, while txt is intended for saving as a file. The body content is the same, so the visual difference can look small. This is not a defect.

Fix:

1. Choose the format by purpose: copy for pasting into chats or e-mails, txt for saving as a file.
2. If you need clearer structure, choose markdown or html instead.
3. Downloads are always saved with the correct extension and file type for the chosen format.

✓ Prevention: Pick output formats by how the file will be used, not by how similar they look.

Cause: Downloads are served with the correct file type and extension, but some browser or extension settings display json and other text files in a tab instead of saving them.

Fix:

1. In the opened tab, press Ctrl+S (Cmd+S on Mac) to save the content as a file.
2. Open the browser download history (Ctrl+J) in case the file was already saved.
3. Set the browser to save files instead of opening them, or temporarily pause interfering extensions and retry.

✓ Prevention: After downloading json, confirm the saved file has the .json extension.

Cause: The list keeps the selected category, so templates from other categories stay hidden while the selection remains. Occasionally an old page state also remains in the browser cache.

Fix:

1. Set the category selector back to All.
2. Check the search box for leftover keywords and clear them.
3. If the list still does not change, force-reload the page (Ctrl+F5).

✓ Prevention: Before browsing for something else, check the category selector and the search box first.

Cause: If the page scripts have not finished loading, or an outdated script remains in the browser cache, the expand and collapse control may not respond.

Fix:

1. Wait a few seconds for the page to finish loading, then click again.
2. Force-reload the page bypassing the cache (Ctrl+F5 on Windows, Cmd+Shift+R on Mac).
3. If it still does not open, try the same page in another browser.

✓ Prevention: After an announced update, force-reload the page once before you start filling in forms.

Cause: Markdown is a text format that keeps its notation: # marks headings and - marks list items. It is rendered as formatted text only in markdown-capable tools.

Fix:

1. If the recipient's tool does not support markdown, share the copy, txt, or html format instead.
2. To hand over a formatted document, generate the print or pdfa_html format.
3. For markdown-capable tools such as note-taking apps, pasting as-is works fine.

✓ Prevention: Check whether the destination tool can render markdown before choosing the format.

Cause: The browser may be showing an old page or script from its cache. Actual availability is enforced server-side at generation time, so only the display is stale.

Fix:

1. Force-reload the page (Ctrl+F5 on Windows, Cmd+Shift+R on Mac).
2. If that does not help, clear the browser cache and open the page again.
3. Right after a plan change, log out and back in, then check the plan shown on the account page.

✓ Prevention: After a plan change or announced update, force-reload the page once before working.

Cause: Only free-library templates are usable on the free page. Paid templates appear locked with a link to the plan information.

Fix:

1. Use categories or search to find free templates without a lock icon.
2. If you specifically need a locked template, follow the plan link on the locked card to review paid plans.
3. After subscribing and logging in, the template becomes available.

✓ Prevention: You can tell in advance which templates are free by checking for the lock icon.

Cause: The free version does not save output history. Outputs are not retained unless you save or copy them at generation time.

Fix:

1. Copy or download outputs immediately after generating them.
2. Past outputs cannot be recovered, so re-enter your data in the same template to recreate them.
3. If you need history, consider Pro (12 months) or Premium (unlimited retention).

✓ Prevention: On the free version, make it a habit to download every output when you generate it.

Cause: Tables need horizontal space for their columns, so on narrow screens the right side can fall outside the view. The content itself is not lost.

Fix:

1. Scroll the table area sideways, or rotate the device to landscape.
2. For printing or sharing, generate the print or pdfa_html format and handle it as an A4 document.
3. Do detailed checking and editing on a PC screen.

✓ Prevention: Review and share table-heavy documents as full documents (print/pdfa_html) rather than as on-screen views.

Cause: The list loads a fixed number of items at a time, and the Show more button loads the rest. The counter shows loaded items versus the total.

Fix:

1. Press the Show more button at the bottom of the list to load more items.
2. Repeat until the counter reaches the total.
3. If you know what you need, narrow the list with search or a category instead.

✓ Prevention: Narrowing by search or category first is usually faster than loading the whole list.

Cause: The browser is blocking the download or pop-up, or the page was left open so long that the login session or the single-use action key (nonce) expired. When expired, the request is rejected and no file is produced.

Fix:

1. Check the blocking indicator near the browser's address bar and allow downloads from this site.
2. Reload the page and press the export button again - reloading refreshes the single-use action key.
3. If it still fails, log out, log back in, and try again.
4. Try another format (for example JSON instead of CSV) to isolate a format-specific problem.
5. Try another browser, temporarily disabling extensions such as ad blockers.

✓ Prevention: Run exports from a freshly opened page rather than one that has been sitting open for hours.

Cause: The most common cause is that only the default output language is selected. The per-language inputs appear only for output languages selected beyond the default, one input per language. Also, the block exists only on free-text fields (single-line and multi-line); choice fields and dates never have it, because they render per language automatically and need no manual value.

Fix:

1. In the language selection on the Use form, choose the languages you want in addition to the default.
2. Re-open the per-language values block under the text field - the inputs are built from the language selection at the moment it opens.
3. If the field without the block is a choice or date field, that is normal - those render per language automatically.
4. If you cannot add languages on the free page, check how many languages your plan allows.
5. After changing the language selection, close and re-open the block to rebuild it for the current languages.

✓ Prevention: For multilingual documents, select the output languages first, then open the per-language inputs.