Before sending a document to a client, you can preview it to see exactly how it will appear on their end. There are two ways to do this: a standard preview, and a preview as PDF.

Option 1: Standard Preview

• Open the document you want to review.

• In the top panel, click the Preview button on the right side.
  

• A new tab opens showing a live preview of the document exactly as the recipient will see it.
  

Option 2: Preview as PDF

• Click the three dots (⋮) in the top-right corner of the document.
  

• Select Preview as PDF.
  

• A new tab opens with a PDF version of the document, showing exactly how your client will see it when downloaded or printed.