Previewing a form shows it the way your client will see it. It's the fastest way to catch a confusing question, a missing option, or a section in the wrong order.
Follow these steps
Open Forms.
Open the form you want to check.
Choose Preview.
Read through it as a client would, then go back and edit anything that doesn't read well.
Notes & best practices
Preview is read-only. Answers you type there aren't saved against anyone.
Always preview before sending an onboarding or application form. It's the first thing a new client sees, and a confusing question costs you sign-ups.
Read it on a phone if you can. Most clients fill forms on their phone, and a form that reads fine on a laptop can feel very long on a small screen.
Watch the length. Every extra question is another chance for someone to abandon the form.
FAQ
Does previewing send the form to anyone?
Does previewing send the form to anyone?
No. It only shows you what the form looks like.
Are answers I type in preview saved?
Are answers I type in preview saved?
No. Nothing you enter in preview is recorded.
Can I preview a form a client has already filled?
Can I preview a form a client has already filled?
To read a submitted form, open it from the client's profile instead.