Previewing a Document from the Document Editor for Owners

You can preview a document template while creating or editing a template in the Document Editor.

To preview a document template:

  1. From the Document Editor, select Preview.

    A Preview Template drawer opens.

  2. From the Project drop-down, select a project to use for the preview.

    Only documents in which you have access will populate this list.

  3. Choose a contract to use for the preview.
  4. Select a draw.
  5. (Optional) Choose to base the generated document template off of a final lien waiver.
  6. (Optional) Choose to include variable fields in the document template.
  7. Select Create.
    • A Creating Preview message displays at the bottom of the page while the document preview generates.
    • When ready, the document preview immediately opens in a dialog box.
    • You can choose download or print the document template.
  8. Select Cancel to close the dialog box.

Note: When you generate a document template preview from the Document Editor, the preview will not display on the Previews page. Only document template previews generated from the Document Library display on that page.