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Templates

Open Appearance > Templates.

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How The System Works

Edit, compare, download, upload, and manage template files. This page stores the records and settings used by the related admin workflow, storefront page, checkout flow, support area, theme, or integration. After saving, refresh the affected page and test the result from the user side when possible.

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Before You Fill The Form

Check that your admin role has permission for this page. If the form depends on a payment provider, server connection, theme module, or external account, configure that dependency before saving. If a selector is empty, create the related product, category, user, role, provider, server, or currency record first so it appears in the dropdown.

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How To Fill The Form

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Create Or Update A Record

  1. Open the page from the admin menu.
  2. Click the add, create, publish, send, give, ban, upload, or generate action shown on the page.
  3. Fill the required fields first. Required fields are usually marked with an asterisk in the panel.
  4. Fill optional fields that affect display, delivery, pricing, limits, rewards, integrations, or visibility.
  5. Save the form and wait for the success message.
  6. Open the list or public page to confirm that the record works as expected.

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Page Actions

  • Edit template: Opens the selected record so you can change its saved values.
  • View diff: Opens the detail view for the selected record.
  • Download template: Downloads the selected report, file, or template.
  • Download all templates: Downloads the selected report, file, or template.
  • Upload templates: Uploads the selected file and attaches it to this system.
  • Open SFTP: Opens the detail view for the selected record.
  • Copy SFTP connection: Creates a new record using the selected record as a starting point.

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After Saving

Return to the list and confirm that the record is visible. If the page supports ordering, drag the record into the correct position and click Save changes. Then test the affected user flow, such as checkout, login, support, content display, reward delivery, or integration sync.

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Important Notes

  • Template edits can affect the public site or admin panel immediately.
  • Use What changed or Diff before overwriting a template.

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Common Issues

The record does not appear to users Check status, visibility, date limits, stock or usage limits, role permissions, and whether the related extension is enabled. A dropdown is empty Create the related record first. For example, products need categories, SMM products need providers, rewards may need products, and server delivery needs a connected server. Saving works but the feature does not run Check external credentials, server connection, API keys, theme compatibility, cache, and required extension settings.