Previewing a Document Template from the Document Library

To generate a document template preview from the Document Library page:

Navigate to the Documents Page
Select a document template from the Document Library table.
Select Preview.
A Preview Template drawer opens on the right side of the page.
In the Preview Template drawer, either choose to use Generic Data or My Organization Data.
Note: If you select My Organization Data, you will need to complete additional steps. If you use Generic Data, you can proceed to step six in these instructions.
Select a project, contract, and draw from the available drop-down lists. Textura will use information from these selections when generating the document template preview. You will only see projects available to you across your organization.
(Optional) Select a checkbox to configure the preview to include additional options:
- Final: Generate a preview of how a final document looks when signed by an organization.
- Progress: Generate a preview of how a progress document looks when signed by an organization.
- Notary: Generate a preview of how a document looks when you define conditional logic for notary actions.
Select Create.
From the Document Library, select View Previews.
The Preview page displays.
From the table on the Previews page, select the document template to preview.
The document template preview opens in a drawer on the right side of the page.