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Can I Preview/Print or Download a Document Template?

Preview Document Template - Print Document Template - Download Document Temple

Updated over a week ago

There is no Preview or Print Button for Document Templates at this point in time. If you want to see how a document looks "live", you will have to apply the Template to a Booking following these steps in order to print it: ย 

  1. Open the relevant Booking

  2. Click on the Documents Tab

  3. Click New Document

  4. Select the Document Template

  5. On the New Document pop up click Save

  6. On the Edit Document page click Preview

  7. On the Document Preview page click Download

  8. On the PDF Settings Pop up click Download

  9. Once your PDF document has downloaded, Print

Additional Information

If you'd like to Print off the Template 'as is' with the merge field code visible, you can print via your browser, (CTL+P for Windows or Command+Shift+4 for Mac) or use a screenshot device to capture what it looks like.

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