Skip to main content
Previewing Form Engagements

How to preview an engagement

Updated over a week ago

All engagements can be previewed at any time. 

To preview a form engagement navigate to Engagements > All Engagements > Click on the engagement from the list.

If it is In Progress or Not started you'll see a View/ Edit engagement button. Click on this to preview the engagement.

If the form is completed you can click on the View Engagement button. No further edits can be done.

Once the preview loads, you can navigate the engagement as if you are the engaged contact by clicking on the "Start", "Next" & "Prev" button in the lower right hand corner.

If the engagement is not yet completed, you can update information directly on the engagement which will auto save as you go along.

The toolbar has options for previewing the engagement in several different screen sizes. Use this feature to ensure your engagement looks good on any device.  You can also click on New Window to open the engagement in a new window or Print to Print the engagement.

Did this answer your question?