Documents may be previewed in-screen. From a document preview, you can either print or download the document(s).
Steps
To preview or print a single document:- Visit a document you wish to preview or print.
- Click the printer icon in the right of the toolbar.
- In the printer dropdown menu, you will see options to print/preview:
- Full Document
- Full Document + Attachments (if any)
- Viewing (any section(s) you are currently viewing)
- Additional Views (if any)
- Click the document you wish to preview/print.
- You'll see Print and Download options in the top right next to the Exit Preview button.
- Click the Exit Preview button to leave preview and return to editing the document.
Steps
To preview or print documents in bulk:- Navigate to a document list page.
- Select all documents you wish to print.
- Use filters as necessary.
- Click on the Printer icon in the top right of the screen.
- If all selected documents are the same form type, you may select a specific print view to print. Otherwise select Full documents.
- You'll see Print, Download, and Download Zip options in the top right next to the Exit Preview button.
- Click the Exit Preview button to leave preview and return to editing the document.
lightbulb Tip
Print options vary based on browser support.
- Chrome - When you choose Download, the document will download onto your computer without further prompting. You will need to manually open the file from wherever it is saved (usually your Downloads directory).
- Android and iPhone devices - You will see only the Print option, which downloads the document directly to your computer or device.