Previewing your document lets you see the exact version your recipients will view when they open and sign it. This helps you confirm the layout, conditional content, and overall experience before sending, ensuring a polished, professional presentation every time.
Step 1: Open your document in the sending tab
Once your contract is ready, go to the Sending tab. This is where you’ll review the final details before sharing it with your recipients.
Step 2: Choose your preview type
Use the split button at the top of the sending view to switch between two options:
Email preview — See how your email invitation will appear to recipients.
Document preview — See how the interactive signing page will look once your recipients open it.
Step 3: Review your interactive preview
Your preview now shows a live, interactive version of the actual signing experience. You’ll be able to see:
The exact layout and formatting of your contract
Interactive elements functioning as they will for signers
Conditional content displayed based on your configured rules
This gives you full confidence that your document looks and behaves as intended.
Step 4: Make final adjustments before sending
If you notice any formatting issues or content errors, return to Edit mode to make changes. Once everything looks right, you’re ready to hit Send with peace of mind.
Note: At this time, you can’t preview how the document appears for a specific recipient — the preview shows the default recipient view.
Why this helps you work smarter
Avoid mistakes by catching layout or conditional logic issues early.
Save time by confirming that everything looks perfect before sending.
Work confidently knowing your recipients will experience your document exactly as intended.