Previewing a Template - Previewing a Template - You can preview an existing template before publishing. The preview button is available both at the designer and the template levels. To preview a template when designing a template, see Designing a Credential Template The Template Designer helps you design a credential template. . - Content Innovation Cloud - Hyland Credentials - Current/Hyland-Credentials/udv1712671049727 - Current - Current

Hyland Credentials

Platform
Content Innovation Cloud
Product
Hyland Credentials
Release
Current
License
ft:lastPublication
2026-10-05T22:08:38.280649
ft:locale
en-US

You can preview an existing template before publishing. The preview button is available both at the designer and the template levels. To preview a template when designing a template, see Designing a Credential Template.

To preview a template:

  1. Log in to the User Portal and select the Credentials tile.
    The Document Types page is displayed.
  2. Select a document type from the available list.
    A list of templates associated with the document type is displayed.
  3. Select a template.
    The selected template opens in the Preview tab.You can also select the Preview button on the top right corner of the page.

    You can also preview a template after uploading a new sample data. See Previewing a Template with New Sample Data for more information.