Previewing a Document
To generate a document preview from the Documents page:
- Navigate to the Documents Page
From the Tools menu at the top of any page, select Documents. The Documents page will open in a new tab.
Note: Only users with Documents permissions will see this option in their Tools menu.
- Select a document from the Document Library table.
- Click Preview.
A Preview Template drawer opens on the right side of the page.
- In the Preview Template drawer, select a project, contract, and draw from the available drop-down lists. Textura will use information from these selections when generating the document preview. You will only see projects available to you across your organization.
- Optional. Select a check box to configure the preview to include additional options:
- Final: Generate a preview of how a final document may look when signed by an organization.
- Progress: Generate a preview of how a progress document may look when signed by an organization.
- Notary: Generate a preview of how a document may look when electronic notarization of a signature is required.
- Click Create.
- From the Document Library, click View Previews.
The Preview page displays.
- From the table on the Previews page, select the document template to preview.
The document preview opens in a drawer on the right side of the page.
Last Published Friday, October 3, 2025