> For the complete documentation index, see [llms.txt](https://docs.hotwax.co/documents/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.hotwax.co/documents/retail-operations/workflow/workflow/data-documents/preview-export-schedule.md).

# Preview and export

Open a saved document from `Data documents` > `Documents`.

## Preview the result

1. Open `Preview`.
2. Run the preview.
3. Confirm the columns.
4. Review representative rows.
5. Compare the result with the document fields and conditions.

An empty preview can be valid when no records match the conditions. Review `Issues` and `Conditions` before you change the document.

## Review usage

Open `Usage` to understand where the document is referenced when usage information is available. Review dependencies before you remove or rename fields.

## Export the document

1. Save the latest changes.
2. Open `Preview`.
3. Select the export action.
4. Confirm the export request.
5. Open `Recent Exports` or `Export history`.

Export processing can continue after you leave the builder. Use export history to confirm the final status.

## Schedule an email export

Use the schedule action when the document supports email delivery.

1. Open the schedule form.
2. Enter the recipient and delivery values requested by the form.
3. Select a frequency or enter a custom cron expression.
4. Review the human-readable schedule.
5. Save the schedule.

Share exported data only with approved recipients. Confirm the document fields before you add an email address.

## Pause or resume an export schedule

Open the schedule list in the builder, then select the pause or resume control for the required schedule. Confirm the resulting state before you leave the page.

## Review recent exports

Open `Recent Exports` to inspect exports for the current document. Select an export to open its detail.

Use [Export history](/documents/retail-operations/workflow/workflow/data-documents/export-history.md) to investigate exports across documents.


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