Previewing a template with fields populated

You may want to preview a template before printing it or sending it to EasyPost.

To preview a template with its merge fields already populated

  1. Select the template in the Document Details screen.
  2. By default, the template displays at right, showing merge fields in their coded (unpopulated) format:

    PreviewDisplay-context

  3. Click the Preview button:

    PreviewButton

  4. The template now displays as it will print, with the merge fields populated with a sample of actual values.

See also...

Using EasyPost

EasyPost Jobs Monitor

EasyPost Jobs Report - viewing, printing, emailing

EasyPost Statements and Invoices

EasyPost automated appointment follow-ups

Sending EasyPost Recall Runs

Launching Presentation Manager to create templates

Document Details window

Creating an EasyPost Postcard template

Creating a letter template

Adding EasyPost support to a non-EasyPost template

Testing the new letter template

EasyPost tasks in Presentation Manager

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Creating an EasyPost Postcard template