Introduction
You can preview how your document for signature will appear to its signers with the Preview Request feature.
Access The Preview Request Feature
S-Sign documents can be previewed before generation from the Template Editor, or after generation from the Generated Documents page.
Preview Request From The Template Editor
To preview an S-Sign request document from the template editor, enable the Save & Preview feature by navigating to the Advanced Options tab and pasting a base record ID into the Preview ID field. A Save & Preview Request button will appear next to the regular Save & Preview button.
Previewing a request from the template editor allows admins to check that inputs are properly aligned and make immediate adjustments while building S-Sign templates.
Preview Request From The Generated Documents Page
To preview an S-Sign request document after generation, simply click the document icon in the Preview Request column on the Generated Documents page.
Previewing a request after generation allows end users to ensure the document/inputs are correct before sending for signature.
Example
When a user previews a request, they're able to access the entire document and view all input fields for all signers at once, but not interact with them.
