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How to Preview Documents
How to Preview Documents

Quickly preview documents before sending to your clients.

Jeb Holmes avatar
Written by Jeb Holmes
Updated over a week 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.
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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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