Introduction
Previewing documents before filling and signing is crucial to ensure all information is accurate and formatted correctly. BoloSign provides a simple process to preview your documents and make necessary adjustments before finalizing them. Follow these steps to preview documents in BoloSign.
Step-by-Step Guide to Preview Documents
1. Click on the 'Form Creation' option to proceed.
2. Include all necessary question types in your form to gather the required information as specified in your document.
3. Click on "Customize PDF"
4. Click on "Upload your PDF"
5. Select all the Questions from your form and adjust accordingly.
6. Click on "Preview" in your Form
7. Fill out the form.
8. Click on the "Eye icon" at Preview the PDF as you fill the form!"
9. You can now preview your PDF with the questions added to the form to check how it looks.
10. Click on "View & Verify PDF"
11. The pdf has been sent to the email and the response has been recorded.
FAQs
How do I preview a document before signing in BoloSign?
Use the "Preview" option in the form creation process to see how the document will look before filling and signing.Will I receive a copy of the previewed document?
Yes, the PDF will be sent to your email for your records, and the response will be recorded for verification.Can I preview documents multiple times before sending them?
Yes, you can preview documents as many times as needed to ensure accuracy and proper formatting.
Conclusion
Previewing documents before filling and signing in BoloSign ensures that all information is accurate and well-formatted. By following these steps, you can effectively preview and verify your documents, making necessary adjustments before finalizing them. BoloSign's user-friendly interface and robust features make it easy to manage and preview documents, enhancing the overall efficiency of your digital signature workflow.