Test template with your data¶
You can test the document template to see an example of the resulting file from the Editor and Settings substeps of the Configure template step.
Testing from the editor¶
The first option – testing from the Editor substep – will help to see how your modifications to the template affect the result.
Testing from the settings¶
The second option – testing from the Settings substep – will show you how the finalized document will look after you’ve customized all the settings.
What to do after you clicked on the Test template?¶
After that, you will see the dialog with two options for testing the template - Fill the form and Submit JSON.
Fill the form¶
The process creates a testing form based on tokens from the template. You just complete it and press ‘Create document’. The resulting document will appear in a new tab.
It’s possible to adjust the testing form by changing token types.
Important
Nesting tokens referring to the single object, not the collection of items, won’t work in the testing form. Thus, if you have some nesting tokens like {{company.name}}, {{company.address}}, get rid of a dot operator and change them to simple tokens like {{companyName}} and {{companyAddress}}. Alternatively, you can keep them and submit JSON for testing the template.
Submit JSON¶
Insert the JSON object representing the data for the document template and click on the ‘Create document’ button. This type of testing may be useful if your document template is complex or you already have JSON output from third systems.
Note
Once you tested the template you can configure how to deliver the result document (email, OneDrive, etc). Just click the Save & Next button in the Configure template step.