Firm Template | Test the firm template

Published: 14/11/2023

How to test the firm template?

Instructions:

This article will cover the following topics:

Automated Tasks
Manual Tests

Automated tests

How to use the automated tests

Click either “Execute all tests” or “Execute test” button next to each test.

Once the test has run it will fill in the date and time the test was run and indicate whether the test passed or failed. A tick indicates a test passed and a cross indicates a test failed.

If you click on the cross it will launch the results of the text files which you can use to help fix your problem

Duplicate sections

Checks if you have multiple sections with the same name.

This typically happens if you copy a section in design mode and don’t rename the section. You can delete the duplicated section and reinsert it using the super insert menu>Insert copy of existing section.

Find duplicate guides.

Checks if you have duplicate guides in your file.

This typically happens if you copy a section in design mode and don’t clear the guide and run add guides. You can find the duplicated guide and delete it. Once all the duplicate guides are deleted you can then go to “Options>Enable special features” and run "ADDGUIDS".

You can perform the test again to ensure that all guides have been corrected.

Find overlapping sections.

Checks if you have sections which are overlapping.

You can find the section in design mode and resize it so that it does not overlap with another section.

Carry forward headers

Checks if the carry forward headers are correct

You can run “enable special feature” with code “CFD2014” to fix the carry forwards.

Manual Tests

This is a list of suggested tests and is not all encompassing. These have been tested on our standard template but if you have made design mode changes then you might want to check that all these features work around your customizations.