Learn how my templates work
Real-time walkthroughs of every paid template in the ClicknFile catalog. See the actual workflow before you buy, no edited demo magic.
Every tutorial below is recorded in real time on the actual paid version of the template, with no time skips, no fake data, and no "and now magically it works" moments. You see the inputs, the clicks, the outputs, and what happens when something goes wrong. If a feature has a quirk, the video shows it.
Most videos run 3 to 8 minutes and walk through the entire workflow from a blank file to a finished output: an org chart from an employee list, a flowchart from a process spec, a branded invoice from a customer record, or a full catalog tour. Watching the tutorial before purchase is the fastest way to know if a template fits your specific case.
- How to enter employee data with manager-employee links
- The single-click chart generation
- Color coding by department or seniority
- Exporting the chart as PNG or PDF for slides
- What to do when the chart looks crowded
- Entering process steps with assigned roles (swimlanes)
- The automatic layout that draws shapes and arrows
- How to handle decision branches and parallel flows
- Customizing colors per swimlane to match your brand
- Exporting the final flowchart for documentation or audits
- Setting up your business info and logo once
- Adding clients to the built-in database
- Generating an invoice with auto-incrementing number
- One-click PDF export with branded template
- Drafting a Gmail email with the PDF attached automatically
- How the archive of past invoices works for taxes
- The HR collection: RACI, skills matrix, onboarding/offboarding
- The finance suite: invoice generator, branded PDFs
- The org chart family: Excel, Google Sheets, automatic versions
- The productivity tools: file merger, file analyzer, QR generator
- How to pick between similar templates (Excel vs Google Sheets)
Explore the full template catalog
Download the tool you just watched, or browse all 23 templates in the catalog.