SmartCapture Web - Previewing Preplans

Alex Craib

The following article outlines how to preview a preplan through the SmartCapture Web app.

1. Video Tutorial

1. From the SmartCapture List View, select Preview.

The preplan preview will open in a new tab.

2. Use the search bar to search for a value within the record.

3. Use the menu to switch between sections of the preplan.

4. Switch between dark and light modes using the toggles in the top bar of the preview.

5. Users can also access a preplan preview when editing a preplan by selecting Preplan Preview in the menu.