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Previewing an agreement in a plan document

To see a preview of an agreement in a plan document:

  1. From a plan document title, click on the more options icon More options icon of any plan document that you wish to see a preview of an agreement from, and select Preview agreement.

  2. From the preview of the agreement, you can select different payees. Once a payee is selected, it will show a preview of the agreement according to each payee.