Previewing a Template Within the Interview

There are multiple ways to preview information before selecting Complete at the end of an interview to create a finished document. View this section to learn other ways to preview information within the interview.

To create a preview of a document, follow these steps:

1. Navigate to the Designer tab of the online workspace. Select the layouts tab.
2. Click and drag an information cell to the location in the layout you would like the preview.

3. Insert the template from the search bar on the right. Save.

   Note: In our example, we included some additional text formatting. You can review Formatting Your Interviews With Video, Colors, and Images to learn how to add text formatting.

   

4. Navigate to the Dashboard and select Review or Update to view the changes made to the interview.

If you do not want the preview to always appear, you can also add conditional logic by creating a True/False variable PreviewTF. Additionally, you can edit the cell within the layouts tab just like any other cell, so you can change the span:

If PreviewTF is not selected, the interview will appear like this:

When PreviewTF is selected, the interview will appear like this: