This guide is the beginning of the documentation with the built-in Notes for the database. Will help you gain a better understanding of how the template and Bubble works.

Starting with the Template

Once you have bought or added a template to your account, you will see a dropdown in the New Application popup that lets you pick a template as the basis for the new application.

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Note: this can only be done when you create a new app.

After you've selected a template you bought, complete the other fields with necessary data (i.e: Name of the new app, What kind of application you are building, etc) and press Create a new app.

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Tip: A template isn't a theme for your app, but a pre-built set of elements and workflows. You can modify the template as you would modify another app.

Wait for Bubble to load the application with all the data.

After the application has loaded, you'll see the bubble assistant on the left side for New Application. You can close it or follow the assistant steps to adjust different settings.

Now you're ready to go and dive into Bubble no-code development toolset.

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Congrats! You have successfully created a Bubble app based on your template. Now, you can proceed with the setups.

Payments

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Note: In order to continue using this premium plugin, you will need to get a license either subscribing or paying a one-time fee. ACH/Bank payments and transfers in this template are powered by Plaid-Dwolla integration using Premium Zeroqode Plugin - Dwolla ACH and Bank Payments in combination with Plaid.

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Payments: See the documentation on how to set Dwolla ACH and Bank Payments in Bubble App.

API Connector

This template is using third-party service to fetch the US states (no additional setup is required):

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API Connector: find out more on how it works here: https://bubble.io/video/intro-to-apis--the-api-connector

Remove Banner

This template comes with a promotional banner above the Header element. Feel free to remove it from your app.

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Banner: See the instructions on how to remove the Zeroqode Banner in your template.

Remove Demo Login

This template comes with demo accounts and demo buttons for testing purposes, which do not require a full sign-up process in order to test the platform features.In order to delete demo items, follow the instructions:

Database setup

To access and delete the demo account follow the steps:

Access Data Tab

Go to App data

All User thing

Find the demo users (demo@demo.com, investor@demo.com, and admin@demo.com) and remove them from the database

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Admin: See the instructions on how to grant Admin Rights in your template.

Button setup

To remove Demo (login) buttons follow the steps

signin page

Access the Element: login page element

Use the search on the page

Find Buttons Demo Borrower and Demo Investor

Select and delete these elements with their respective workflows

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Tip: Please note that deleting the demo buttons will delete the button workflows as well. Removing these demo options doesn't affect any other aspect of the template.

Setup Guide