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Test an object

You can test the changes you applied or the document you created before unlocking or accepting them.

  1. Navigate to the object to test.

    For example, if you inserted a table in a Welcome Letter and want to see the whole document, navigate to Content > Text Blocks > Letters.

  2. Click the object and then click Test in the Other Actions pane on the right.
    The Test window appears.

    The status line indicates the status of an object (for more information on statuses, see View the version history of an object).

    The upper frame shows which Document Templates use this Text Block.

    The lower frame shows the data file to use in the test.

  3. Select a status, a Document Template, and a Test Data file.
    To edit data to use in the test (such as name, gender, customer address, or other), select a Test Data file and then click Edit Test Data. Click Expand All to see all data available to be edited.
  4. 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.
  5. Click Test.
  6. If you are prompted to enter additional information, enter it in the forms that appear and click Next to proceed.
  7. Review the changes you applied.
For more information on testing Document Pack Templates, see Test a Document Pack Template, and for more information on testing Document Templates, see Test a Document Template.