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Preview Application

How to preview your application

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. 

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