How to Preview your Generated Documents in Workflow

To preview a generated document, you first need to create a Workflow

Once you have applied a template in step 3, hover over the Documents column on the far right side and click on the template you wish to preview. This will bring you to a quick view–we recommend selecting “Export to PDF” for a fully rendered version of your document.

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You can also preview the document in step 5: Click on the name of the template in the second column (“Documents”). This will open a quick view–we recommend selecting “Export to PDF” for a fully rendered version of your document.

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