The Template Preview DataGrid displays all records in your database that match the Template you are previewing. Select the record(s) you wish to preview and click Continue. the preview process runs on the AppServer. Templates may take a few seconds to generate. Be patient.
SATemplatePreview_Tab1
Choose a record to print (SATemplatePreview_Datagrid)
The Template Preview DataGrid lists all the applicable records for the Template selected that are currently established in your system that you have Permissions to view. Scroll up/down to view the Activities or scroll left/right to view additional details.
DataGrid column sort options allow you to customize the view as desired. Click here for a full description of RecTrac DataGrids.
Buttons on the screen…
Select a record or records and click Continue to run the preview process. A separate template preview will be generated for each record selected.
Click Cancel to return to the previous screen without generating a preview.
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