After uploading your quotation, invoice or other document in Teamleader, it is possible that you receive the following message: “We are sorry, live-preview does not work for this PDF”.


First of all, don’t worry: this message does not mean that the upload of your document was not successful. What it does mean however, is that Teamleader is looking for an example document (like a quotation or an invoice) to preview, but can’t find it.


There are two scenario’s in which it is possible to receive this message:

  1. You have more than one department in Teamleader and it’s the first time that you upload a certain document layout – this applies to all document types – for this department.
  2. You have just created a new layout variation for the same department, and it’s the first time that you upload a certain document layout – this applies to all document types – for this layout variation.

Solution

If you want Teamleader to provide a live-preview for your document, then you need to give the program a little hint by creating a first document with this new layout. You can do that by creating a new document from scratch, or by:

        a. In the case of scenario 1: changing the department of the document

        b. In the case of scenario 2: changing the layout of the document to the other layout variation


Now, a live-preview will be generated in your Settings > Document layout for that type of document. Note that there needs to be an example document for all document types, otherwise the message will still appear for some document types.


You can also take a look at this small video: