Preview the document
This preview shows you exactly how the final signed document will appear. Ensure all details are correct, including the content, the names of all signers, and the placement of any signature fields. Steps to preview the signed document
Steps to preview :
➢ Navigate to the Target Object
Go to the Target Object selected in the Template Information tab and open the desired record.
➢ Generate the Document
Click on Generate Document.
➢ Preview the document
To preview the document select the document and click on Preview.
➢ You will see the records and select the record to preview.
➢ Document look likes
➢ After clicking on Save document it will save in target object notes and attachments.
➢ After clicking on download it will save on the local device.
SEE ALSO :
____👉Download document