Skip to main content
How to Preview Documents

Quickly preview documents before sending to your clients.

Perry Smith avatar
Written by Perry Smith
Updated over 6 months ago

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.
โ€‹
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.

Did this answer your question?