Document template preview and send workflow
OverviewThis article explains when to use document template preview and send workflow, what the focused step is designed to achieve, and what to review before confirming the action.When to use thisUse this article when t
Overview
This article explains when to use document template preview and send workflow, what the focused step is designed to achieve, and what to review before confirming the action.
When to use this
Use this article when the action appears as part of a larger parent screen and you want to understand the focused choices inside that dialog or sub-flow.
How it fits into the flow
Document template preview and send workflow sits within Settings / Document Templates. It is designed to work alongside related articles such as Creating a document template, Document templates list, Editing a document template, so users can move through the workflow without relying on one giant reference page.
Main actions
- Review the context shown in the dialog so you are acting on the correct record or selection.
- Choose the options that control how the action should run before you confirm it.
- Finish the action and then check the parent screen for the result or any follow-up work.
Important fields
- This article is more about the workflow than a long form, so focus on the visible actions, status cues, and related follow-up steps on the parent screen.