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How to preview the response form that will be displayed to the users

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This article will explain how to preview in the response form of the Template Designer within Office applications while building the questions required to populate the smart template. 

 

Prerequisites

 

 

How to preview the response form

When building the response form, it might be useful to preview its look and feel in order to anticipate how it will be displayed to end-users. Also, previewing the response form will allow verifying if the set options such as help texts, default value, filters, and others, are working as expected. 

  1. In the Template Designer, navigate to the Form tab
  2. At the bottom of the side pane, click Preview form 
    • The response form will open in the document creation flow simulating the end-user experience when generating the template. This will allow to populate and select different answers to ensure that the response form is behaving as expected. 

Preview_response_form.gif

 

 

 

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