Once you have uploaded a document template and inserted the required variables the Document Template should be tested to verify the merged information is correct.

1. Go to the page as specified in the Related To field of the Document Template.  For example, if you set the Related To field to Matter, go to the Documents tab of a matter.
2. Click the +New button, then Document from Template.
3. Choose the template from the Matter Template field.
4. Enter a name for the document.
5. Fill in any other fields as necessary.
6. Click Save. The newly generated document will be available in the document list.
7. Click on the document title to preview.  If changes are necessary, follow the steps outlined in Editing a Document Template.