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How to Preview Documents

Quickly preview documents before sending to your clients.

Written by Perry Smith

While creating a document or group of documents, they can be previewed before they are sent to your client. Multiple viewing options are enabled which, will display the preview in a phone, tablet, or desktop view.

Every document can be reviewed exactly as your client will receive it and any additional changes can be made.

When you have started creating your document(s) for your client, you can click the "preview" icon in the lower left-hand corner to view the document(s) before they are sent.


For any additional questions please reach out by clicking on the chat box and a team member would be happy to assist you.

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