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[SC-17216] Document cancelling PDF template outline generation from My Inbox #1485

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Merged
emmavdh merged 1 commit into from
Aug 28, 2026
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[SC-17216] Document cancelling PDF template outline generation from My Inbox #1485

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10 changes: 9 additions & 1 deletion site/guide/templates/_create-document-templates.qmd
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Expand Up @@ -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.

:::
Expand All @@ -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).

::::
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