Step-by-Step Guide to Selecting and Customizing Digital Card Templates

4 mins read · Updated 01 Oct, 2025

STEP 1: Click on "Digital Card Templates"

  • Navigate to the Digital Cards section on the left sidebar.
  • Click on Digital Card Templates to access the template options.
  • Review the available configurations, including toggles for displaying language localization, inquiry forms, and QR code sections.
  • Adjust settings as needed before proceeding to the next step.

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STEP 2: Select Template

  • Click on the "Select Template" area highlighted in red.
  • Review the available digital card templates displayed.
  • Choose a template that best fits your needs by clicking on it.
  • Ensure to check for any required fields marked with an asterisk (*).

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STEP 3: Select Template

  • Click on the "Select Template" area highlighted in red.
  • Review the available templates displayed in the card layout.
  • Choose the desired template by clicking on it.
  • Ensure that any required fields marked with an asterisk (*) are filled out.
  • Proceed to the next step by clicking the "Save" button.

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STEP 4: Click on "Save" Button

  • Ensure all necessary fields are filled out correctly.
  • Locate the "Save" button highlighted in red.
  • Click the "Save" button to finalize your changes.
  • Confirm that a success message appears, indicating your changes have been saved.

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