Document Viewer

Article • 4/10/2026 • 1 min read

The document viewer functions the same as in the Document View. Some additional options and functionality is available in the template editor however.

When a field is open for editing clicking & dragging on the document viewer will create a selection box, this is used to select the areas on the document the various fields should gathered from. For more information see Template Editor - Fields.

Additional options are available in the 3 dots menu at the top right.