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Testing

Template testing lets you validate your templates with real documents before using them in production. Free users test by consuming their monthly quota, while paid plans test without consuming quota.

Overview​

The template testing feature provides:

  • Paid plans: Quota-free testing without consuming API quota
  • Free users: Testing available by consuming monthly quota (50 pages)
  • Real-time validation: See exactly how your template performs on actual documents
  • Available for all users: Both free and paid subscribers
  • Instant feedback: Get immediate results with extracted data preview

Prerequisites​

Subscription Requirements​

Template testing is available for all users with different quota usage:

  • ✅ Free Plan: Testing consumes monthly quota (50 pages)
  • ✅ Starter Plan: Quota-free testing (unlimited)
  • ✅ Pro Plan: Quota-free testing (unlimited)
  • ✅ Business Plan: Quota-free testing (unlimited)

Supported File Formats​

The testing feature supports the same file formats as the main API:

  • PDF documents (.pdf)
  • Image files: JPG, PNG, TIFF, WebP, and other common formats

How to Test Templates​

Access Template Testing​

  1. Navigate to Template Editor

    • Go to your Templates list
    • Click "Edit" on the template you want to test
    • Or create a new template

  2. Locate the Testing Section

    • In the template editor, find the "Live Testing" tab or section
    • This is typically located alongside other template configuration options

Testing Process​

Step 1: Upload Document​

  1. Click the file upload area or "Click to browse" button
  2. Select a document from your computer
  3. Supported formats: PDF and image files

Step 2: Run Test​

  1. Click the "Test template" button
  2. For Free users: This consumes pages from your monthly quota
  3. For Starter, Pro, and Business users: Testing is quota-free
  4. The system will process your document using the current template configuration

Step 3: Review Results​

The test results include:

  • Extracted data: JSON-formatted results showing all extracted fields
  • Processing status: Shows quota consumption for free users, or quota-free for paid plans
  • Copy functionality: Easy copying of results for integration testing

Results​

When testing succeeds, you'll see:

{
    "invoice_number": "INV-2024-001",
    "total_amount": 1250.00,
    "date": "2024-05-31",
    "customer": {
        "name": "Acme Corporation",
        "email": "billing@acme.com"
    }
}

Best Practices​

Template Development Workflow​

  1. Create template structure with fields and validation rules
  2. Test with sample documents to verify extraction accuracy
  3. Iterate and refine based on test results
  4. Save final template once testing confirms accuracy
  5. Deploy in production with confidence

Testing Strategy​

  • Use representative documents: Test with documents similar to production use
  • Test edge cases: Try documents with varying layouts or quality
  • Verify all fields: Ensure every template field extracts correctly
  • Check data types: Confirm numbers, dates, and booleans parse correctly

Troubleshooting​

If testing fails:

  1. Check file format: Ensure document is in supported format
  2. Verify template structure: Confirm all required fields are configured
  3. Review document quality: Poor quality scans may affect extraction
  4. Check quota availability: Free users need sufficient quota for testing
  5. Check subscription status: Ensure account access is active

Integration After Testing​

Once your template testing is successful:

  1. Save the template using the "Create" or "Update" button
  2. Copy the Template ID for API integration
  3. Use the production endpoint /documents/parse for actual processing
  4. Monitor quota usage as production calls will consume quota
Testing for All Users

Template testing is available for all users. Free users test by consuming quota, while Starter, Pro, and Business users can test without consuming quota.