Document Preview - UI and Actions [V1]

Once you have generated your document from your document editor or widget, clicking the View Document button will open the document in a new tab. This article will explain and describe the UI and Actions that you can do in this document preview.

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The Preview is not a representation of the final document but a way to see the content of the document before its final generation. The final document can be previewed by downloading it as a PDF file.

The Document Preview screen is divided into two areas:

Left:

Select all - by default, all the documents in the left area are selected. If this will be unticked, individual tickboxes will appear on the left side of each document thumbnail.
Search - you can search the name of the recipient if you generated the document for a larger number of people.
Download as ZIP folder - place the documents individually as a PDF file inside a single ZIP folder.
Download all as PDF - download the selected document as a single PDF file.
Print - print the selected documents.
Send Email - send the selected documents to the email of the recipients. An email creation window will appear for you to type in text to your email.

Right:

Document preview - displays the document filled with the data of the employee that is currently selected from the left.
Send Email - send the document to the currently selected employee from the left. An email creation window will appear for you to type in text to your email.
Print - print the document that is currently selected.
Download - download the currently selected document as a PDF file.

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External Datasource Documents generated from External Datasource widgets can also sign documents using AdobeSign and DocuSign.