diff --git a/site/guide/templates/_create-document-templates.qmd b/site/guide/templates/_create-document-templates.qmd index 7fc196b97..85b7f5f3f 100644 --- a/site/guide/templates/_create-document-templates.qmd +++ b/site/guide/templates/_create-document-templates.qmd @@ -48,6 +48,14 @@ b. Upload a **.pdf** file (drag and drop or choose a file), then click **Upload c. Track progress in **My Inbox**. When processing finishes, the outline is saved to the template (as a new version when applied). +d. To cancel outline generation while it is still in progress — including an upload that appears stuck — click **Cancel** on the job in **My Inbox**. + + ::: {.callout title="Cancelled outline generation is safe to retry."} + - Cancelling removes the uploaded PDF and leaves the template outline unchanged. + - Cancellation works even when the upload hasn't started processing yet — a stuck job is cancelled as soon as it is picked up. + - Cancelled jobs are shown as cancelled rather than failed in My Inbox. + ::: + You can also choose **Generate from PDF** later from the template outline actions when you want to regenerate structure from a PDF. ::: @@ -62,6 +70,6 @@ Create a new blank template for a document type, then build the outline manually 2. Under {{< fa file >}} Documents, select **Templates**. 3. Select the tab for the [document type](/guide/templates/managing-documents.qmd){target="_blank"} you want the template to belong to. 4. Click **{{< fa plus >}} Create [Document Type] Template**, enter a unique **Template Name** and **Description**, then click **Create Template**. -5. On the blank outline, choose **Build Outline Manually** or **Start Outline From PDF** (selectable-text PDFs only; structure-only outline; track progress in **My Inbox**). +5. On the blank outline, choose **Build Outline Manually** or **Start Outline From PDF** (selectable-text PDFs only; structure-only outline; track progress in **My Inbox**, where you can also cancel outline generation that is still in progress). ::::