Test template with your data

You can test the document template to see an example of the resulting file from Editor and Settings substeps of the Configure template step.

Testing from the editor

The first option – testing from the Editor step – will help to see how your modifications to the template affect the result.

Test template from editor step

Testing from the settings

The second option – testing from the Settings step – will show you how the finalized document will look after you’ve customized all the settings.

Test template from settings step

What to do after you clicked on the Test template?

After that, you will see the dialog where you can put your data in JSON format:

Test template dialog

Just click Create document to apply this data to your template and review the resulting document.


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.