Samples Tab - Quick Reference

Samples Tab - Quick Reference

🎯 ONE-PAGE CHEAT SHEET - Your guide to instant success!

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📑 What is the Samples Tab?

Pre-made examples you can use RIGHT NOW!

No uploading. No configuring. Just click "Use This Sample" and GO!

Think of it as: A demo showroom where you test drive before buying.

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🗺️ Where is it?

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Top tabs: Home | Data | Actions | [ Samples ] | AI | Utilities

↑

Click here!

`

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🎨 The Three Categories

| Category | What's in it | Best for |

|----------|--------------|----------|

| Quick Start | Simple, single-file examples | Beginners, quick tests |

| Industry | Domain-specific multi-table samples | Real-world use cases |

| Advanced | Complex features & relationships | Power users |

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📦 Available Samples

Quick Start

🏢 Business Directory
  • 100 business listings
  • Contact info, services, classifications
  • Time: 5 minutes
  • Try first: Perfect for beginners!

🏬 Product Catalog
  • 50 products with images
  • Prices, descriptions, specifications
  • Time: 5 minutes
  • Coolness: Images auto-insert!

Industry

🏠 Real Estate Showcase
  • 25 properties with multiple photos
  • Listings, amenities, agent info
  • Time: 10 minutes
  • Wow factor: Multiple images per property!

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⚡ Quick Actions

Load a Sample (3 clicks!)

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  • Click "Samples" tab
  • Find sample card
  • Click "Use This Sample"

✅ Done! (loads in 2-3 seconds)

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Generate Document (4 more clicks!)

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  • Click "Actions" tab
  • Click "Merge" sub-tab
  • Select your sample from "Data File" dropdown
  • Click "Run Action"

✅ Document created!

`

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🎬 The Complete Workflow

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SAMPLES TAB ACTIONS → MERGE TAB RESULT

│ │ │

├─> Pick a sample │ │

├─> Click "Use This Sample" │ │

│ (2-3 seconds) │ │

└─> ✓ Sample loaded! ────────────┤ │

│ │

├─> Select Data File │

├─> Load Template (optional) │

├─> Choose Data Flow │

└─> Click "Run Action" ──────┤

│

├─> Watch progress

└─> 🎉 Document done!

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Total time: 5 minutes from zero to hero!

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🔍 Sample Card Features

Every card shows:

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┌─────────────────────────────────────┐

│ 🏢 Business Directory ✓ │ ← Badge = "I have this"

│ │

│ Complete business listings with │ ← Description

│ contact information... │

│ │

│ ⏱️ 5 minutes | 🟢 Beginner │ ← Time & difficulty

│ 📊 100 records │ ← How much data

│ │

│ Features: Single table, Text... │ ← What it teaches

│ │

│ [Preview] [Use This Sample] │ ← Actions

└─────────────────────────────────────┘

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Buttons:
  • Preview → See details before using
  • Use This Sample → Copy to your account (1 click!)

Badge:
  • ✓ = "I already have this sample"
  • No badge = "New to me"

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💡 Pro Tips

Tip 1: Start with Business Directory

Why: Simplest example, fast results, no images to configure Perfect for: Your first ever merge

Tip 2: Preview Before Using

Why: See exactly what you're getting Shows: Data fields, record counts, features, learning objectives

Tip 3: Try Different Data Flows

Experiment:

Tip 4: Samples Don't Overwrite

Don't worry! Using a sample again just refreshes it. Won't delete your other files or templates.

Tip 5: After Loading Sample...

Don't forget to go to Actions → Merge!

Sample loading is step 1. Merging is step 2!

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🚀 30-Second Tasks

Load your first sample

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✅ 10 seconds

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Generate first document

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✅ 45 seconds (30 sec processing + 15 sec your clicks)

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Try a different sample

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✅ 60 seconds

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Filter by category

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✅ 5 seconds

`

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🎯 Common Workflows

Workflow 1: "I'm brand new!"

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Result: 100-page directory in 5 minutes!

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Workflow 2: "I want to see images!"

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Result: Catalog with product images!

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Workflow 3: "Show me something impressive!"

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Result: Property listings with multiple photos per listing!

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🔧 Quick Troubleshooting

| Problem | Solution |

|---------|----------|

| "I don't see Samples tab" | Look at top row of tabs, click "Samples" |

| "Use This Sample did nothing" | Wait 2-3 seconds, check for ✓ badge |

| "Sample not in Data File dropdown" | Go back to Samples, click "Use This Sample" again |

| "Can't find Merge tab" | Actions tab (top) → Merge sub-tab (bottom) |

| "Run Action button disabled" | Select Data File + Template + Data Flow |

| "Where did my sample go?" | Data → Files tab → Should see your CSV there |

| "Merge failed" | Check you selected the right sample CSV file |

| "Document has no data" | Make sure you clicked "Run Action" in Merge tab |

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📊 Sample Comparison

| Sample | Records | Images? | Tables | Difficulty | Time | Best For |

|--------|---------|---------|--------|------------|------|----------|

| Business Directory | 100 | ❌ | 1 | Beginner | 5 min | First merge ever |

| Product Catalog | 50 |

✅ | 1 | Beginner | 5 min | Learning images |

| Real Estate | 25 |

✅ | 1 | Intermediate | 10 min | Impressive demo |

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🎓 What You Learn from Each Sample

Business Directory

✅ Basic placeholders (<>)

✅ One Per Page data flow

✅ Template loading

✅ Progress indicators

✅ Document generation

Product Catalog

✅ Everything from Business Directory

✅ Image placeholders ([[image]])

✅ Graphic library usage

✅ Images in documents

✅ Visual merchandising

Real Estate Showcase

✅ Everything from Product Catalog

✅ Multiple images per record

✅ Complex layouts

✅ Industry-specific templates

✅ Professional documents

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🔗 After Samples, What's Next?

Want to use your own data?

→ DATA_TAB_5MIN_START.md - Upload your CSV

Want to understand merge options?

→ ACTIONS_TAB_QUICK_REF.md - Data flows explained

Want to build complex placeholders?

→ ACTIONS_TAB_GUIDE.md - Builder tool

Want visual guides?

→ ACTIONS_TAB_VISUAL_GUIDE.md - Diagrams

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📖 Decision Tree

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Do you have your own data ready?

│

├─ NO → Use Samples tab first!

│ ├─> Try Business Directory

│ ├─> Learn how it works

│ └─> Then upload your data

│

└─ YES → Skip samples? Or...

├─> Try a sample anyway (5 min)

├─> See how it works

└─> Then use your data with confidence!

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Recommendation: Even if you have your own data, try a sample first! It's 5 minutes of learning that saves hours of confusion.

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✅ Success Checklist

You know the Samples tab when you can:

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🎁 Bonus: "My Samples" Section

After using your first sample, a new section appears at the top:

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📂 My Samples

━━━━━━━━━━━━━━━━━━━━━━━━━━━━━

Samples you've already copied:

┌──────────────────────────────┐

│ ✓ Business Directory │

│ ✓ Product Catalog │

└──────────────────────────────┘

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This is your quick reference to what samples you've tried!

The checkmarks don't delete files - they just help you remember what you've explored.

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💬 Remember

The Samples tab is:

It's like: Test driving a car before buying. Trying on shoes before purchasing. Sampling ice cream before ordering.

You get to SEE how it works without uploading anything, configuring anything, or risking anything!

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🚀 Quick Start Path

5-minute path to your first document:

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Minute 1: Click Samples tab → Find Business Directory

Minute 2: Click "Use This Sample" → Wait for ✓ badge

Minute 3: Click Actions → Merge → Select sample from dropdown

Minute 4: Choose "One Per Page" → Click "Run Action"

Minute 5: Watch progress → Document done! 🎉

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That's it! From "What is this?" to "I made 100 pages!" in 5 minutes!

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Print this page and keep it next to your computer! 🎯

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