Test a Document Pack Template

To verify that the Document Pack Template you created is correct, you can review it.

  1. Click the Document Pack Template and then click Test in the Other Actions pane on the right.
  2. Select a status and a Test Data file and then click Test.
    The Test window appears.
  3. 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.
  4. 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.

  5. 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.