There is a backdoor that will allow you to preview the offer letter or contract (or any other form) that your onboardee will receive. To preview the form, go to the “Forms” section of the onboardee’s file, find the form in question, and click the “...” to the right, and select “Upload:”
This will take you to a screen that’s intended to provide you with a spot to manually override the requirement of a submission by uploading a PDF, but it also functions as a way to see the most current version of the form that the onboardee would view when they log-in:
If you need to make changes -- for instance, if a merge field is showing as not provided in the onboardee’s contract -- you can make the necessary changes in the onboardee’s profile, then return to the Upload screen, and the changes will have already taken effect. See below for an example.
IMPORTANT NOTE: Changing a profile field will NOT affect a signed document. It will only change the form that the onboardee would be presented with if you rejected a current submission or reassigned them the form. A signed form is a reflection of what was accurate at the time of signing and can only be revised if the onboardee recompletes the form.