To preview a draft template:

1. Go to Templates.
2. Search for and click the template you want to preview.
3. Click the preview (eye) icon appearing in the header of the template editor.
4. Use the drop-down menu to preview fields for one or all roles.
5. Interact with fields to make sure everything is working as expected.
6. Click the PDF button to see your test responses rendered on a PDF.
7. Close the preview to return to the template editor.

To preview an active or inactive template:

1. Go to Templates.
2. Search for the template you want to preview.
3. Hover over the ellipsis (three dots) icon appearing next to the template.
4. Select “Preview.” If an active template has pending edits, the link will be “Preview active” instead.