NavigateERP for African business

Preview and test a layout before publishing

See exactly how the layout will print - with sample data or one of your real documents - and test the PDF.

Steps

  1. In the designer, the preview on the right updates as you change things.
  2. Choose Preview with: *Sample data* (a full example with every field filled in) or one of your recent real documents of that type.
  3. Click Test as PDF to open the PDF exactly as it will be downloaded or emailed.
  4. When you are happy, Publish…. Until then, documents keep printing with the published version.

Good to know

  • The preview uses the changes on screen, even before you save them.