Live Demo allows you to test and preview your document automation directly within a template. It shows how your document is populated as you answer the questionnaire — without needing to generate or download the document first.
You can also inspect conditional logic in plain English, view the questionnaire and document side-by-side, and save answer sets for repeat testing.
Why use it?
Live Demo helps you:
Validate that your questionnaire answers populate the document correctly
Check conditional logic in a clear, readable format
See exactly which clauses, fields, and placeholders are active or inactive
Test different answer scenarios quickly without leaving the template
How to use Live Demo
This feature can be accessed by clicking on “Live Demo” in the Template sidebar.
Live Demo allows users to test the questionnaire and see the document side-by-side. The fields which are activated by the answer to a question will appear as green, whereas the ones which are not will remain grey. The Placeholders which are populated by answers or operations will appear in yellow.
As the image below demonstrates, activating the toggle to “Show condition logic” will get a detailed view of the template’s conditional logic. This displays a plain English explanation of your template’s conditional logic. For example:
Clause 1 will drop into the document if “Inline Condition = Yes”
This is useful for double-checking that your logic is set up as intended:
Download Live Demo Output
Users can download the automated document with its underlying logic as a PDF or Microsoft Word document by clicking the download icon.
Reset Live demo
If needed, users can reset Live Demo in two different ways:
Reset Questionnaire icon (beside the Download button)
Reset button at the bottom of the screen
Resetting is useful to:
Restore the questionnaire to its default state (including default answers)
Refresh Live Demo with latest saved version of the template to reflect newly added or updated questions
Saved answer sets
Users are also able to save answer sets to the test questionnaire. Saved answer sets can be:
Re-used directly in Live Demo
Used for document generation
This is especially useful when testing multiple scenarios or edge cases.
To save an answer set, fill out the questionnaire and then click "Save".
After clicking "Save" a modal will open to name the answer set and confirm saving.
Existing answer sets can also be resaved to update the answers if needed.
Answer sets can be used directly in live demo, or use them for document generation.
If needed, users can delete saved answer sets, or disable them from being used in document generation by selecting the relevant option from the dropdown:
