Preview Documents in the Template Editor

As you build an S-Docs template, you'll likely want to generate a document using that template several times in order to see how each change you make appears in an actual generated document. You can streamline this process by using the Template Preview feature.

Enabling Template Previews

To use this feature, navigate to the Advanced Options tab of the template editor and find the Preview Settings section. This section has a single field titled Preview ID. When you fill in the Preview ID field with the ID of a test record, a button titled Save & Preview will appear at the top of this page.

Record IDs can be found in the URL when you're viewing the record.

You can click the Save & Preview button in the template editor to generate and view a test document for the Account record with the ID you provided.

When you click Save & Preview, a new tab will open in which a document is generated and automatically opened for previewing. This saves you even more time throughout your template development process.


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