Preview bulk send before sending
Preview what one doc would look like before sending via bulk send
Liz Panda
shared this idea
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Yuliya Valko commented
It would be great to preview the document before bulk-sending it to ensure it has no errors.
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Frank Elliott commented
Would be great to have a link I could embed into an iframe to preview a document.
Our intended flow is to generate the document from a template using the API using our own form. We wanted our users to be able to preview the populated draft document before sending to verify that there were no errors.At the moment it looks like we have to download the draft document pdf using the api, and then embed that instead for preview which is just a lot more hassle.
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Nick Jankovich
commented
It would be beneficial to have the ability to preview a "bulk send" document prior to sending out. It's nearly impossible to determine if a document has an error before sending out