Test your document template

Once you have finished creating your template, you can test the same to ensure that the final document meets expectations.

To test your document, follow below steps:

  • Click on the Test option located in the top right corner of the template details page.

  • A Test Form with fields detected from your template will be shown in a popup.

Test form
  • Click the Fill Sample Data button to auto-populate the form with sample data, then click Test Template to generate a Test document.

Test form filled with Fill Sample Data option
  • Alternatively, you can enter sample data manually and click on Test Template button to generate the document.

Test form filled with data manually

Document generated using test form will contain a watermark.

Any configured deliveries will not be executed.

This test data will be stored and can be reused for testing purposes.

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