How Can I Preview a Document?

Go to your Bookings tab from the left-hand menu.

Select the booking that contains the document you’d like to preview.

Click on the Documents tab within that booking.

Locate and open the document you want to review.

In the top-right corner of the document screen, click Preview.

The system will open a new window showing how the document appears to your client.

You can scroll through the full layout, including headers, text, tables, and merge fields.

Go to your Bookings tab.

Select the booking that contains the document you want to view.

Click on the Documents tab inside the booking.

You’ll see a list of all documents for that booking.

Locate the document you want to preview in the list (for example, Blank Document).

Hover over the document row.

Click the arrow on the right-hand side.

Select Preview from the dropdown menu.

A new tab or window will open showing the formatted version of your document.

Scroll through to review all content, including merge fields, event details, and payment summaries.