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Check out this quick clip on How to Create, Edit, and Publish a Suitability Report using the new Document Templates feature, or read on for more instructions.

To preview a Suitability Report, simply follow these steps:

1. Select a document you wish to preview

Previewing will allow you to see how your draft will look once generated.

2. Click on Preview at the bottom right

Once you open your draft, you can select the preview button on the lower menu.

3. Preview the document