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Common Topics


Additional Card Buddy help coming soon. Be sure to use the tutorial document in the app to get started. If you still have questions, please use the Send Feedback feature within the app to send an email. I’ll be sure to update this page with more details based on the questions I get.

To view the tutorial in the Mac app, hit cmd-N to bring up the New Document window and then press the “View Tutorial” button in the bottom-left corner. On iOS, you can view the tutorial document in the Samples folder.

Keyboard Shortcuts

In the Mac app, these keyboard shortcuts are available to you for quick actions.

Canvas Mode - Editing

Canvas Mode - Navigation and Organizing Cards

Canvas Mode - Finding Cards

Editing Card in Canvas Mode

Focus Mode

Text Formatting Options

Card Buddy current has three options for text formatting:

Auto-style is a great way to quickly formatting text that has a heading and body text. When this formatting is chosen for a card, the first line of text will be formatted in a heading style. If there is a line of text immediately following it, it will be styled as a sub-title to the heading. (You may leave the line after the heading line blank if you don’t want sub-title.) The rest of the lines following will be styled a regular body text.

Markdown allows you to format your text using special characters, such as asterisks around words to italicize them. For more information on the syntax, check out this cheat sheet.

Looking for a more traditional rich text formatting, using buttons to bold or italicize selected text? Card Buddy currently doesn’t offer rich text formatting, but it is in the roadmap. Many users have requested this feature, so it will be added soon.

Printing: Standard Document vs Cards

Card Buddy lets you print your document in two ways: either as a “Standard Document” or as “Cards”. The former will cause all text to be laid out on the page as a linear narrative, doing away with the card boundaries entirely. The latter will print out each card to its own page. The Cards option also has the capability of printing multiple cards on each page. See below for how to do that. This is a great way to share your board with others in meetings.

Note: at the moment, there is no way to print the entire canvas as a single page, but I’m working on it. (If you have thoughts on this feature, be sure to send feedback using the Send Feedback feature in the app.)

Printing Multiple Cards to a Single Page

If you would like to print multiple cards to a single page, follow these instructions.

On macOS:

On iOS:

An example of printing several cards to the same page.

Printing Only Selected Cards

If you want to limit which cards are printed, simply select two or more cards before starting the print process. Only the selected cards will be printed.

If you are viewing a card in focus mode (i.e. pressed spacebar on a card in the Mac version, or hit the eye icon on iOS), printing will only print the current card being viewed. Exit focus mode if you’d like to print the whole document.

Note that this behavior works the same when exporting to Markdown file. If you select two or more cards, only those cards will be exported.

Exporting to PDF

To export your cards to PDF, you simply start the process as if you were goint to print. However, when you get to the print dialog, on Mac, click the PDF button to save to PDF. On iOS, tap the share button to either share the contents as a PDF with others or to save it to your iOS device.

Saving Files and Syncing to iCloud

If you would like to be able to use Card Buddy to edit the same document from a Mac and an iOS device, it is possible, although you will have to manually save or move your document to an iCloud folder first since Card Buddy normally saves your documents to a folder that is accessible only on a single device.

Card Buddy supports editing the same document across multiple devices, so long as the document is stored in your iCloud folder. (Editing a document across multiple devices is currently not supported if the file is stored on another cloud-based file service.)

iOS: Moving a Card Buddy Document to iCloud Drive

If you have an existing document, on iOS you can move the file to your iCloud folder this way:

  1. Launch Card Buddy
  2. Find the document you wish to move to the iCloud folder in the file browser within Card Buddy
  3. Long press the document icon
  4. A menu will appear. Tap the Move menu item to move the file.
  5. A new screen will appear allowing you to pick the destination folder. Tap the back button several times in the top-left corner until you see a screen similar to the one below. (It might take two taps to navigate from the Card Buddy default folder to the top-level screen.)
  6. Under “Locations”, tap “iCloud Drive”, which will navigate the browser to the iCloud Drive folder
  7. From there, either select an existing folder or create one for your shared Card Buddy files. (Press the “…” button to bring up a menu if you would like to create a new folder.)
  8. Tap Move to move the file there
  9. After tapping Move, the file will be moved and you’ll be back at the Card Buddy file browser. To navigate to the folder that contains the document you just moved, tap the Browse tab at the bottom-right of the screen until you see a screen similar to the one below.
  10. Tap iCloud Drive as you did earlier and then navigate to the folder you chose in step 7.

iOS: Creating New Card Buddy Documents in iCloud Drive

Whenever you tap the “+” button in the file browser in Card Buddy, the new document you create will be created in whichever folder you are browsing. If you would like to make your document available on your Mac or other iOS devices, be sure to first navigate to your iCloud folder before tapping the “+” button. Otherwise, you can move the document later to the iCloud folder as the previous section describes.

Using Your iCloud Drive on a Mac

On a Mac, you can find the iCloud Drive by bringing up a Finder window and looking for “iCloud Drive” in the left sidebar. If you don’t see the iCloud Drive there, make sure to setup the iCloud Drive feature.

From within Card Buddy, you can press cmd-O to open the file browser, then navigate to the iCloud Drive in the left sidebar to find your iCloud folder.

If you have existing documents created by Card Buddy on Mac, they will typically be saved in your Documents folder. You can use Finder to move those documents to your iCloud Drive by dragging and dropping from the Documents folder to the folder on your iCloud Drive.

Finding the Default Card Buddy Folder on iOS

When you first installed Card Buddy, the app created a Card Buddy folder that is only accessible on your device. This is where your documents are stored normally, but it isn’t available from other devices. (See the previous sections for details on making the file accessible on your Mac or other iOS devices.)

If you would like to navigate back to the default folder, tap the Browse button in Card Buddy’s file browser to first go to the top-level screen. From there, tap “On My iPhone” to list the folders on your device. From there you should see a folder named Card Buddy. This is the default folder the app used when first installed.