Test an Application

Check to make sure an application is working as you've imagined it working.

Testing an application before it is being used by clients or candidates is critical. This will ensure that every question, show condition, field remark and more are functioning in the way they were created to work.

1. Select Clients or Candidate.

2. Next to Add a User.

Please refer to the guide on how to add a user here.

3. Go to More > Builder > Application & Profile Builder

Please refer to this guide on how to create an Application

4. Go to the desired Application Form and Click View Form

5. You will initially see this as an Admin so log out, or open a private browser to view this how a client or candidate would view it.

5. Go through the application.

Click all of the buttons.
Fill in all of the text boxes.

Test an Application as a Client or Candidate

1. To test it as a Client or Candidate select the URL of an application and open it into a Private tab or window, or log out of your account and begin filling out the application as a family or candidate.

Similar to the steps above, select every checkbox, fill in every detail, including a real address. Doing this will ensure that your system is working correctly when using this as a functional Test Account.

If this doesn't answer your questions you can always contact us by clicking here