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How to Preview your Application/Portal

Steps on how to preview your application/client portal

In order to view what your prospects will see when they apply, you can Preview any application template. Please note this is only a preview and is not a live application so some functionality will not be the same/work the same way as when it is a live application.

Step 1: Navigate to Application Templates

Step 2: Find the Template you want and Click the Preview button. This will open up a separate browser window where you can preview the application. If your application has other sections that are external you may need to preview those separately; for example, if yours includes a Personal Financial Statement, Project Sheet, or other special section applicants must open to fill out, you will find them listed in Application Templates and can preview them as well.

🎉 That's it - Success!

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