Previewing a Document Format

Before you release a document format for use you can preview the document format. This allows you to see a sample of how a document will look like when it is generated using that format.

Once you display a preview of a document format, you can print a copy of the preview sample or you can save the sample in PDF format to a file location accessible from your computer.

To preview a document format, follow the procedure below.

1.

Go to Maintenance > Document Designer Section > Document Formats.

The Document Format screen opens.

2.

Apply the Search criterion required to find the document format you wish to edit, and click Search.

Search results display.

3.

Click the preview action next to the document format you wish to preview.

A new tab opens showing a sample of a document generated with the selected document format.

You can also preview a document format that you are viewing or editing in the Document Format screen by clicking the Preview action located on the top right of the screen. For more information, see Working with the Document Format Screen.

You can save or print the sample that is displayed in the preview window by using the browser controls displayed in the preview tab window.