Waivers & Documents: Document Preview

Document Preview

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In the Waivers & Documents support articles so far, we’ve touched on the fact that you can preview your document to see what your updates will look like to the customer. Let’s look at the preview in a little more detail though.  

 

 

 

 

  

On the left side of the preview pane is the document you are working on. Any field shortcodes that you have added to the document, will now be replaced by the actual live field. You can even go ahead and enter some test information to fully try it out!  

On the right side of the preview pane is a list of steps which must be completed in order to submit the document. As each step is completed, a checkmark will appear next to it and the status bar at the top will advance.  

If you have added any repeated sections, as described above, additional steps will be added to the list, depending on how many times the customer chooses to repeat the section.  

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