Steps to preview all application templates. If you have multiple "finance products" or templates, you can preview them all in the same place.
Step 1: Navigate to the Application Templates Tab.
Step 2: Click Preview
Step 3: A preview of your application will open up in a new browser tab. Keep in mind this is a "preview" and does not have all the functionality of a live application. For example, the fields will not auto fill, the connection to Accounting/Banking will not work, you are not able to click Authorize anywhere or Save when you click. If a document is embedded into the application, it will also not show it to you in Preview mode.



