Viewing Template Documents in Workflow Manager

Feature Name: Viewing Template Documents in Workflow Manager

Product Area: Workflow Manager

Impact of Change: New Functionality

Roles Impacted: Legal Ops, Workflow Admins

Problem:

Until now, reviewing a template in a workflow meant downloading the document and opening it locally or in Google Docs just to check its contents or verify recent changes.

What's New?

With in-workflow document preview, you can now view the document directly inside the Workflow Manager. This lets you quickly confirm that the right template is in place, review recent edits, and catch any mistakes, all without leaving SpotDraft.

How to Enable:

This feature is has been rolled out to all the workspace.