Previewing Documents

You can preview the generated documents at any point in the lifecycle for a Services Product or Services Item. The preview and generation of documents relies on templates created using Report Template Design.

Before you begin: View the properties page the Services Product or Services Item. For more information, see Opening a Services Product.
  1. Click Document Generation > Preview.
  2. Enter these details:

    FieldDescription
    Report TemplateClick to search for and select a template. You can select any template that uses Product Configurations or Services Items as input.
    Report LanguageClick to search for and select a language. You can only select a language if the selected template allows you to choose a language.

    Input shows the name of the Services Item used as a filter for the selected report template.

  3. Click Done.
    The app opens a dialog box that shows a simulation of the report.

You can click Generate in the preview window to generate the report (for more information, see Generating Documents, or you can close the preview window without generating the report.