Downloading Generated Documents: Difference between revisions

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(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:Download Button.png|thumb|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 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[[File:Document Trace flags.png|thumb|Document Trace flags showing that the document has been downloaded successfully]]
* Within preview mode, when the document is downloaded, no document trace will be available and the document will not be saved in the system


== Important Notes ==
== 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]]

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