Overview
Sometimes you just need to see what actually went out. Maybe a recipient's called asking about a statement they don't remember receiving, or you want to double-check that personalisation rendered the way you expected. Previewing a document lets you pull up any individual record and view the communication exactly as the recipient saw it.
This works across every channel in CX Platform. Emails show as the fully designed message, SMS sends show the text content, and printed documents show the rendered output. It's a quick way to verify what was sent without leaving the platform.
Good to know
Previewing is read-only. You're looking at exactly what was sent, so nothing you do here will change the original record.
Preview a document
- In the secondary navigation menu, click Lists to view all your data lists.
- Find the list you want to work with. Use the search field or the filters at the top (status, channel, application, or date range) to narrow things down if you've got a lot to look through.
- Double-click the list to open it, or click the document icon on the left of the row. You'll land on the Documents tab by default, showing exactly what was sent or generated.
- Double-click an individual record, or click the document icon on the left of the row, to open the preview dialog.
That's it. You'll see the rendered communication along with the key send details: when it went out, the current status, who it came from, who it went to, and the subject line. If you want a closer look, click Open in new window to view the full document in its own tab.
Send a copy
Inside the preview dialog you'll also find a Send copy button, right next to Open in new window. This is your shortcut for getting a copy of the correspondence out the door without setting up a fresh send. Learn more in the Resending or Forwarding a Copy of Correspondence guide.
What's next
Once you've found what you need, close the dialog to head back to the list and check other records. If you want the full activity trail for a specific send (delivery events, opens, clicks, and so on), switch over to the History tab at the top of the record.