Instructions
Go to the Submissions Tab
1. Navigate to Submissions.
2. Locate the submission you want to review.
3. Click on the download button on the right of the row. This will display all the files generated, with the option to download the docx, PDF or preview the file.
Review the Output
Check the following:
- Were all fields populated correctly?
- Did conditional content appear as expected?
- Is spacing and formatting preserved?
- Are any unexpected gaps or placeholders still visible?
Troubleshoot Issues (If Any)
If the document is incorrect:
- Check whether the form was filled out correctly.
- Revisit the template in Word to verify content controls and conditional logic.
- Use the Testing tab in the Add-In to spot missing or unused fields.
Tips:
- Reviewing real submissions is helpful when refining templates—especially for complex logic or conditional scenarios.
- You can generate multiple versions of a document by cloning the submission to save time in re-entering the answers in the form.
Common Issues & Solutions
Issue: A field is blank in the document.
Solution: Check whether the corresponding field was completed in the form. Then confirm the correct field was inserted into the template.
Issue: The formatting is broken.
Solution: Return to the Word template and verify paragraph marks and Design Mode were used correctly during setup.