Testing the Template

When you have finished the attachment process, go to the front-end to test the template. Navigate to the relevant entity, select an existing record or create a new record for testing. On the record, click the “Output” button in the toolbar and select the Template from the output dropdown list (see example below).

Click the desired output document. This generates an output file, in the specified format, based on the template and the variable data of that particular record. Depending on the selected output format configuration, the generated file will automatically open in your web browser or download to your desktop download folder.