Previewing a Document Template

To generate a document template preview from the Documents page:

  1. Navigate to the Documents Page
  2. Select a document template from the Document Library table.
  3. Click Preview.

    A Preview Template drawer opens on the right side of the page.

  4. 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 template preview. You will only see projects available to you across your organization.
  5. 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 you define conditional logic for notary actions.
  6. Click Create.
  7. From the Document Library, click View Previews.

    The Preview page displays.

  8. 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.