Creating a Document Preview

To create a document preview in the DocWriter Library:

  1. Navigate to the DocWriter Library
  2. Select a document from the table.
  3. Click Preview.

    A Preview pane opens on the right side of the page.

  4. From the Project drop-down list in the Preview panel, select a project. TPM will use information from this project when generating the document preview. You will only see projects available to you across your organization.
  5. From the Contract drop-down list, select the contract you wish to use in your document preview.
  6. Select a draw for the document preview.
  7. Optional. Choose to base the document preview after a final version (such as a final lien waiver), to include notarization fields, or to have the previewed document include highlighted signature fields.
  8. Select the Actions and then click Create.
    • The preview pane closes.
    • A Creating Preview message displays on the page.
    • Textura generates a PDF document of your document. It includes your project, contract ID, and draw selections in the proper fields. You can access your generated document previews from the View Previews page.

      Note: If you select Create and Create Another instead of Create, the pane will remain open and you can continue to edit options and create additional previews. The pane will only close if you click either Cancel or Create.