How To: Preview a Document Template

This guide explains how to preview a document template before it is used in your workflow.

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Steps to Preview a Document Template

1. Navigate to Document Templates

   • Go to More > Document Templates.

2. Locate the Desired Template

   • Use the search bar and filters to find the document template you want to preview.

3. Preview the Template

   • Scroll to the far-right side of the template listing.
   • Click the "eye" icon (eyecon) to preview the template.
     

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Note: Previewing a template allows you to review its layout and fields before assigning or using it.

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