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Getting Started

Testing the questionnaire

The Test button in the
Contract Express
 tab will upload the current document to the Contract Express solution where the template can be tested and made available to other users. The button has four options available in the dropdown:
Testing the questionnaire options menu
  • Test in Word
     (default): This option will upload the template to Contract Express then open the questionnaire in a Test window in Word. You can choose from:
    • Latest test document
       (default): The questionnaire will open pre-populated with the answers from the latest test document that was created for this template using this feature. If no test document is available a new test document will be created
    • New test document
      : This option will open a new questionnaire in a Test window in Word
  • Upload and test
    : This option will upload the template to Contract Express then open a browser to launch a new questionnaire for the template
  • Upload template
    : This option uploads the template but will not open a browser to test the questionnaire
  • Manage template
    : This option will launch a browser and navigate to either the Templates tab if the current template has not yet been uploaded, or the Template Details Page for the current template in Contract Express.
Simply clicking the main Test button will perform a Test in Word with the latest test document. If no test document is available, it will perform a “New test document”.
Clicking the Test button to upload a new template will first prompt the user to enter a
Template name
. The template name is a unique name which will identify that template. Upon entering a template name, Contract Express Author will perform a full Usage Check of the current template to check for any serious issues in the template. If there are serious issues such as mismatched brackets then Contract Express Author will prevent the template from being uploaded and the issues will be displayed in the Dictionary Editor or Markup Editor.
For help with serious issues reported after a test or upload see Troubleshooting.

Test in Word

Test in Word
 will open a questionnaire window in Word so you can quickly review changes that you make to the template.
The option to test the “Latest test document” allows you to edit the questionnaire of your latest generated test document; this can help you save time by reusing your previous answers. The option to test a “New test document” generates a fresh questionnaire to create a new test document.
The functionality of the questionnaire is the same as in the browser.
Testing the questionnaire in word
Clicking Save and Close will close the questionnaire window and open the
Test Summary
 window. From there, you can open the generated documents to review them or go back to edit the questionnaire.
Test summary window.

Uploading to a specific server

Contract Express will upload the active template to the Contract Express instance selected on the Server tab in the Options Dialog. If the template is to be uploaded to a different instance, click on Options, select the Server tab and add in a new URL to the instance that you wish to upload to. See User options for more details.
Options tab displaying servers.

This article applies to:

  • Product: Contract Express