Word plugin - Preview

The
Preview
option in the
Doc Auto Word Plugin
generates a preview of the automated template using iSheet data, but does not upload the automated template to Collaborate.

How to Preview

At any point during the automation of the template, you can generate a preview. To enable the
Preview
option you must first ' validate' your template. You don't need to validate again, even if you add more automation, but you should validate often to ensure the validity of any changes.
Once you've validated the template, select
Preview
and choose one of the following further options:
  • Sitewide preview
    - for templates that have been automated to generate a document from more than one record from an iSheet or records from many iSheets, or
  • Single record preview
    - for templates that have been automated to generate a document from a single record of a single iSheet
Sitewide preview
If you click the
Sitewide preview option
the plugin will send the preview request to the site associated with your template.
Single record preview
If you select
Single record preview
you must select an iSheet record that will be used to generate the preview document.
Select the
iSheet
and the iSheet
View
to use. All the iSheet records available in that iSheet View are displayed. Click the record you want to use and then select
Preview
.
You can enter keywords in the
Quick search
field in the top-right corner of the window to find a record.
Generated document
Once you have chosen which
Preview
you want a request is sent to
Collaborate
. This returns a Word document which automatically opens and is saved (by default) to your local
Downloads
folder (see below). The generated Word document will be called
Preview of [name of your document]
.
If you request another
Preview
without closing the first preview document, then a second Word document is generated and opened. This is also saved to your download location.
We recommend highlighting automated sections so you can quickly find and compare it to the previewed document. The highlight can be removed from the original document after you have completed and checked the automation.

Change the preview download location

You can change the default download location in
Settings
>
Advanced
>
Download location
.
Select
Change...
to browse to a new location. Select
Save
to confirm the new location.

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