Testing a Template with a Source Document - Release of Information - English - Foundation 22.1 - OnBase - external - OnBase/Release-of-Information/English/Foundation-22.1/Release-of-Information-Unity/Configuring-Templates/Testing-Templates/Testing-a-Template-with-a-Source-Document - 2023-12-11

Release of Information (Unity)
Platform
OnBase
Product
Release of Information
Release
Foundation 22.1
License

The previous section describes the basic process for testing a template. To test a template with a source document:

  1. From the Test this Template dialog box, select Document button.

    If a document has already been selected, the Test this Template dialog box contains the Auto-Name String of the source document. To use this same source document to test the template, skip to step 4. Click Change Document to change the source document that you will use to test the template.

    The Select Source Document dialog box is displayed.

  2. Retrieve a document to test document creation.
  3. Double-click the document.

    The document Auto-Name String is displayed in the Test this Template dialog box.

  4. Click Finish.

    The composed document is displayed. Configuration settings for populated Placeholders are automatically displayed as comments.

    Note:

    Placeholders located in Headers and Footers will not display configuration settings, as comments cannot be added to Headers and Footers in Microsoft Word.

    Note:

    Comments are not displayed for Nested Placeholders or for Placeholders composed within a Fragment or Repeating Placeholder.

    Inspect the document to ensure the configured elements are displaying as expected.