Confirm the source
Open Print and confirm the workspace, record or audience, and intended document. Review the recipient and address before preparing output.
Choose a template
Select the approved letter or document template. Confirm that the template is appropriate for the purpose and that its variable information is available.
Inspect the preview
Review every page for merged information, missing values, line breaks, margins, header, footer, stationery, page count, and blank pages. Check both the application view and the printable result.
Prepare the output
Generate or download only after the preview is correct. Printing or downloading is a separate action from preparation and may create copies outside Workganic.
Verify and recover
Reopen the prepared job and confirm its record, template, page count, and status. If layout changes after reload, stop and correct the draft or template before producing more copies.