Guides related to Testing, Publishing and Releasing Forms
Help Guides provide in-depth explanations of key features, with step-by-step detail, to help you get the most from your automation.
Testing, Publishing and Releasing Forms Help Guide
Testing a form ensures that sections, field types, logic, and user experience all function correctly, with previews allowing you to trial the form without generating real documents. Once testing is complete, publishing locks the form version while allowing drafts for future updates, and releasing makes the form visible to users in the company library. The guide also provides a detailed checklist and testing tips, such as running submissions with varied responses, using placeholders, and setting up test contacts to confirm accuracy and consistency.