Test a Document Pack Template
To verify that the Document Pack Template you created is correct, you can review it.
- Click the Document Pack Template and then click Test in the Other Actions pane on the right.
-
Select a status and a
Test Data file and then click
Test.
The Test window appears.
-
Review the documents included in the pack.
- If the Document Pack Template contains interactive Document Templates, fill in the fields and click Next to proceed. Then click Review to review the result documents. To review a particular slot, click the magnifying glass in the list on the left.
- If channels have been configured for the Document Pack Template, proceed with Step 4.
- If no channels have been configured, you can simply review the documents included in the pack.
-
A channel assigns a particular document format to slots. You can review the document for each channel:
-
Under Reviewing channel, select the required channel.
- To review the document for a particular channel, click the magnifying glass.
- If the preview is not possible, a notification appears.
- If no document is included for a particular channel in this slot, a
notification is shown.
To get information on the available channels, click the information icon.
-
-
When you finish testing the Document Pack Template, click
Close review pane.
- If you need to make some changes, click Previous. This action is only available when the Document Pack Template contains interactive Document Templates.
- To proceed, click Next.
- To review the documents included in the Document Pack Template in more detail, test their corresponding Document Templates. For information on testing objects, see Test an object.