See who’s ordered documents (templates), as well as sender and recipient emails, order and expiration dates, delivery methods, and order status on the Order Administration page under Template Settings in the Templates app. Also, expire, extend, and reorder documents that have been sent.

Preview documents

From the page, you can preview any of the documents that your users have customized and downloaded. If order approval is required for those documents, previews let you see the content and help you make an informed decision about whether to approve it or not. See order details, a high-res version of the document, and link to the document details for even more information about the document. (Previews can also be seen under Unapproved Orders under User-related Tasks on the Admin dashboard.)

How do I see who's ordered templates?

See who’s ordered documents (templates), as well as sender and recipient emails, order and expiration dates, delivery methods, and order status on the Order Administration page under Template Settings in the Templates app. Also, expire, extend, and reorder documents that have been sent.

 

 

Preview documents

From the page, you can preview any of the documents that your users have customized and downloaded. If order approval is required for those documents, previews let you see the content and help you make an informed decision about whether to approve it or not. See order details, a high-res version of the document, and link to the document details for even more information about the document. (Previews can also be seen under Unapproved Orders under User-related Tasks on the Admin dashboard.)