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Work with a generated form

After you generate a form or letter, you can preview, download, edit, email, or regenerate it. This article explains the actions available for a generated Word or PDF document.

Available actions

After you generate a form, these actions are available:

  • Preview: open a read-only preview (Word and PDF).

  • View in Word: download the form as a .docx file.

  • Edit in Word: open the Word editor flow.

  • Email: send the generated form by email.

  • Regenerate: generate the form again.

  • Download: download the generated form.

Conclusion

These actions let you review, share, and update a form after you generate it. If an action doesn’t work as expected, contact support.

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