Testing your Template

Online Template Builder offers a testing interface that allows you to see your document the same way the end user will. It is suggested that you always test your templates carefully before making them live in the site.

*Before testing make sure you have "Committed Changes" that you have made to the template. If you uploaded a new PDF you must commit changes as well, otherwise you will not see the new PDF that you have uploaded.

Locating the Testing Links:

1) From the Templates page - Click on the magnifying glass below the template image icon. If you choose to test from the template page by default a new window in your browser will open up and you will be brought to the template testing area immediately. 

2) You can also test from inside the "Edit" area for the template. To do this, click on the pencil icon below the template icon and then at the top of the edit page you can click on the "Testing" link. Be sure that if you made any changes that you have located a commit changes button and committed those changes you made! 

If you click on the testing link from inside the particular template edit area, you will be given a choice to either:


• Test in a new window, or

• Test in a new tab (same window)

Testing the Production File

In the Interactive Designer version - complete the prompts in the template and then click on the "Approve / Checkout" button at the top of the page. The next page will show you a proof. Click on the acceptance button at the bottom of the page and continue.


2) In the Forms Based version - After completing the required prompts, update preview and then select the "Finished Editing" button at the bottom of the screen. 

Downloading the Production File

To download and test the production file generated from your test, go to the "Orders" tab at the top of the page.


Previous Chapter: Chapter 18c - Rules Tab for Image Fields

Next Chapter: Chapter 20a - Template Info Tab