Data Rooms (VDR)

How to preview documents in your data room

Preview documents before sharing with viewers.

Updated December 1, 2024
1 min read

How to preview documents in your data room


Preview how documents will appear to viewers before sharing.


Previewing Documents


  • Open your data room
  • 2. Click on any document

    3. Select "Preview" option

    4. View document as a viewer would see it


    Preview Features


  • See exact viewer experience
  • Test document rendering
  • Check formatting
  • Verify watermarks
  • Test permissions

  • Use Cases


  • Quality assurance before sharing
  • Testing new document formats
  • Verifying branding
  • Checking security settings

  • Best Practices


  • Preview before sharing important documents
  • Test on different devices
  • Verify all settings are correct
  • Check watermark appearance
  • data-roompreviewquality-assurance

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