Test Generating a Document in Builder

As you automate a Builder template, you should test it to make sure the interview is organized coherently and the completed document is formatted correctly and that information is being merged as expected.   

Testing your template is best done in Builder where you can easily review the appearance of interview questions and the completed document and then quickly make adjustments in the underlying Online Workspace and template file.  

To test your automation: 

1. Make sure all "parts" of your automation workflow are saved, including text in the Word template as well as changes you've made in the Builder Word Designer and/or the Online Workspace. See Syncing Work Between Word Designer and Online Designer for help. 
2. In the Builder window, select the catalog along the top of the window where template/app is saved.  
3. Click Create Record and choose the app for the template(s) you want to test. The interview appears.
4. Complete the interview by answering the questions. When you're finished, click Complete.
5. When finished, click Create Docs. You are returned to the catalog page. The record you just created is selected in the Records list.
6. Complete any of the following next steps:
   • Review the record selected in the left side and potentially update the answers you provided by clicking Review or Update.
   • Download the completed document and review it.
     TIP: You can also click the link for the DOCX file.
   • View of history of the record by clicking the menu icon and choosing History.  
   • Delete the record by clicking the menu icon and choosing Delete item. The record will be deleted.  
7. If needed, return to the template file or Online Workspace and make adjustments to the template or the variables used in the template.