Previewing Microsoft Word exports

You can preview a Word export to make sure the exported document contains the correct information and formatting. You choose the items to include in the preview. Previewing is especially helpful when you are working with draft templates because they are not available in the Export to Microsoft Word dialog box.

1. In the Configure Word Export Templates dialog box, select a template and click Preview.

The Select Items for Preview dialog box opens.

2. Select the items or folders to include in the preview.

To find items, you can search, apply a filter, or view a list of recently accessed items. You can also view a list of recently previewed items.

3. Click Preview.

The export starts and the progress is displayed. When the export completes, a confirmation dialog box opens. Click Close to close it.

Depending on the browser, the exported document may be saved in your downloads directory or you may be prompted to save or open it. The default file name includes the template name, date, and time (e.g., Issue Details 03-24-2016 05-07-56 pm.docx).