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Preview a client-facing document

Read a document on computer and phone before a client receives it.

Document authors and reviewers1 min readVerified
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Open Preview

Open the document and choose Preview. The preview overlays the document as the client reads it. Switch between Phone and Computer to inspect the layout at both sizes.

Client-facing document preview with Phone and Computer controls
Read the document as the recipient will see it before sharing. Select the image to view it larger in a new tab.

Read the complete document

Check the cover, headings, sections, scope, totals, dates, terms and client identity. If it reads step by step, move through every step rather than reviewing only the first screen.

Inspect the intended client actions

Check the wording around acceptance, signing, questions and payment where those steps exist. Review required fields and the relationship between the document’s terms and its requested action.

Return to editing

Use Edit or close the preview to make corrections, then preview again. Do not complete a client’s acceptance, signature or payment while testing a layout. Review the actual status and history after a genuine client interaction.

Keep learning

Create a proposal or agreementReview document status and historyManage templates and document settings

Use this in a workflow

Set up your teamFrom enquiry to won workDeliver a client project

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