How to preview a Submission PDF on mobile

The View PDF feature allows users to preview the PDF on mobile while completing a submission.

To preview a submission PDF on mobile, the user must have Save to Cloud enabled on their mobile device and the Mobile View setting must be enabled for the specific app. The View PDF feature also requires a stable connection to function.

To preview a Submission PDF, tap the Menu button (three dots) in the upper right corner and select View PDF:

Tapping View PDF will automatically save a copy of the submission-in-progress to Cloud, then a preview of the PDF with the latest changes will appear on the mobile device.

Please note that the type of PDF that is previewed (Designer or Standard) is based on the Email Options for the specific App. The example below is for the Standard PDF version:

Please note that the View PDF option will not appear in the Menu on Loop screens. The user must complete a loop item and return to the Key Field screen or proceed past the loop to preview the Submission PDF.

Please note that View PDF is not supported in the Windows Desktop Client