8min

Previewing templates

You can preview the final render of your templates and add test data to them in real time as you update them using the preview window.

Previewing a template

To preview a template:

  1. In the Settings option in the left sidebar, select Templates.
  2. Select a template from the template list.
  3. The template preview automatically displays in the Preview section.

Previewing a template using basic test data

You can use the employee dropdown and date selector fields in your template preview to test your template when adding basic employee data.

Preview basic information
Preview basic information

To test preview content:

  1. In the Settings option in the left sidebar, select Templates.
  2. Select a template from the template list.
  3. The template preview will automatically display in the Preview section.
  4. In the Preview section, select an employee or role from the employee dropdown list.
  5. Select a date from the date picker.
  6. Your template then automatically displays both elements in the Preview section.



Updated 15 Jun 2022
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