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Downloading Generated Documents: Difference between revisions
Downloading Generated Documents (view source)
Revision as of 08:13, 6 October 2022
, 08:13, 6 October 2022no edit summary
(Created page with "== 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. thumb|Generated Document from template "download" button * Within normal mode (a.k.a. when the template has been distributed), requesting to download the docu...") |
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Downloading a generated document refers to the action where a document is "Downloaded" once it is generated using the "Download" button. | Downloading a generated document refers to the action where a document is "Downloaded" once it is generated using the "Download" button. | ||
== Action == | == Download Action == | ||
The action of downloading generated documents is available both within normal mode and [[Template Previews|preview mode]]. | [[File:Download Button.png|thumb|Generated Document from template "download" button]]The action of downloading generated documents is available both within normal mode and [[Template Previews|preview mode]]. [[File:Document Trace flags.png|thumb|Document Trace flags showing that the document has been downloaded successfully]] | ||
[[File: | |||
* Within normal mode (a.k.a. when the template has been distributed), requesting to download the document will result in the related session [[Document Traces|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 normal mode (a.k.a. when the template has been distributed), requesting to download the document will result in the related session [[Document Traces|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 | * Within preview mode, when the document is downloaded, no document trace will be available and the document will not be saved in the system | ||
== | == Considerations == | ||
* 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 | * 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 | ||
* A user can select the format in which a document should be downloaded, however we will always retain the HTML version of the generated document against the document trace record | |||
* A downloaded document may not look 1:1 alike with the generated document on screen. | |||
* For pixel perfect PDFs & HTML, please refer to using [[Custom Styling Templates & Documents|Template Styles]] for adding custom CSS | |||
[[Category:3B Docs]] | [[Category:3B Docs]] | ||