Document Preview and Edit Differences

You can preview clauses, sections, and document configurators. Previewing document elements enables you to review the Microsoft Word version of the document element as you build it. The preview process enables the system to expose formatting issues before you generate the document and provides status information about the element.

Microsoft Word documents you generate using the Preview Document button are intended to be read-only documents. You must use the Edit Document button to check out elements, make changes, and check in the elements. You can cancel the document check out. Using the Preview feature, the system does not explode repeat sections and rules because of dependence of transactional contract data. The system also assumes that rules are always true when you are previewing an element.

Another feature for viewing documents is the View Document button available on the Document Management page. This feature enables you to view a document, but does not enable you to check in the document. The actual Microsoft Word file that you view using this feature is not a read-only document.