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Can I preview the document before sending it?

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1 min read

In BoldSign, you can preview the document before sending it for signature. The preview option allows users to see how the document will appear to the recipients once it is sent. This helps in identifying potential errors and formatting issues.

Follow the steps below to preview the document before sending it:

  • Click on Create New and select the Create New Document option. You will be directed to the Prepare document for signing page.
  • Add files on the Add files section, add Recipients, and other required fields.
  • Click Next to go to the Configure fields page.
  • On the configure fields page, drag and drop the required form fields onto the document.
  • If you want to preview the document before sending it, click the Preview button at the top right of the page.

Preview option

  • In the View fields for section, you can choose to view fields for each recipient or all recipients by clicking on the dropdown arrow. By default, the All recipients option is displayed.
  • You will be able to view the document summary details such as the Uploaded file(s), Recipient details, Title, and Message.
  • You can edit the uploaded file(s) and recipient details by clicking the Edit option and you will be directed to the specific section.

Edit option

  • Once you have finalized the document to your satisfaction, click the send button to send it for signature.
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