Downloading Generated Documents

Intro

Downloading a generated document refers to the action where a document is "Downloaded" once it is generated using the "Download" button.

Action

The action of downloading generated documents is available both within normal mode and preview mode.

Generated Document from template "download" button

• Within normal mode (a.k.a. when the template has been distributed), requesting to download the document will result in the related session document trace to be updated with the "Document Downloaded" flag and a copy of what was downloaded will be saved in the Files section of the document trace

• Within preview mode, when the document is downloaded, no document trace will be available and the document will not be saved in the system
  

  Document Trace flags showing that the document has been downloaded successfully

Important Notes

• When a document is "Downloaded", we will create two files against the document trace - Document.HTML and Document.PDF. Do not delete these files as they give us important audit information about the downloaded document