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Test a Document Template

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

  1. Click the Document 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.

    • To adjust additional test settings, click Show advanced options and provide Keys and Extras. For more information, see the section "Keys and extra parameters" in the Kofax Communications Manager Core Developer's Guide.

    The Test window appears.
  3. Review the Document Template.

    • If the Document Template is interactive, fill in the fields and click Next to proceed. The review pane opens.

    • You can select the output format for the Document Template under Reviewing output format. The review pane is dynamically updated to reflect the selected format for the Document Template.

    • You can either preview the output in the preview section or download the actual output results for further investigation. If the output format is Word, you can also download it as PDF.

    • If the preview is not possible, a notification appears.

  4. When you finish reviewing the Document Template, click Confirm.
    • If you need to make some changes, click Previous. This action is only available if the Document Template is interactive.
    • To proceed, click Next.