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Generated Documents Tab

The Generated Documents tab lists documents created from document templates: PDFs and Word documents produced by AI workflows, agent chat, or manual runs. You can preview, search, and manage these files in one place.

Key features

  • Template-based output — All items come from document templates
  • Action source badges — Workflow, Agent Chat, or Manual
  • Preview — View PDF or DOCX content without leaving the page
  • Search — By file name, template name, or user name
  • Delete — Remove documents (Managers and Administrators only)
  • Pagination — Navigate large lists with items-per-page control

What appears in Generated Documents

Documents are created when:

| Source | Description | |--------|-------------| | Workflow | Document generated by a workflow run (automated) | | Agent Chat | Document generated during an agent conversation | | Manual | Document created manually from a template |

Each document shows:

  • Filename — Output file name
  • Template — Document template used
  • User — Creator
  • Date — Creation time
  • Format — PDF or Word (DOCX)

How it works

Browsing

  1. Open Saved Items → Generated documents tab (or ?tab=generated).
  2. Use Grid or List view.
  3. Click a document card to open the preview modal.
  1. Search by file name, template name, or user name.
  2. Search is tab-specific; clearing or switching tabs resets it.

Document card

Each card shows:

  1. Format icon — PDF or Word
  2. Action badge — Workflow (purple), Agent Chat (blue), or Manual (green)
  3. User — Who created it
  4. Date — When it was created
  5. Template name — Source template

Preview

  1. Click a document or use the Preview action from the menu.
  2. The preview modal opens with the full document content.
  3. Close with the X button or by clicking outside.

Deleting

  1. Managers and Administrators can delete from the document menu.
  2. Deletion is permanent and cannot be undone.
  3. Regular users can view and preview but cannot delete.

No filters

The Generated Documents tab does not have the Filters dropdown. Use Search to find documents by name, template, or user.

Troubleshooting

  1. No documents found — Ensure document templates have been run; check that outputs were saved.
  2. Preview not loading — Check file format support; try another browser.
  3. Can't delete — You need Manager or Administrator role.
  4. Wrong template shown — Refresh the page to reload metadata.
  1. Saved Items Introduction — Overview and navigation
  2. AI Tools — Workflows and document generation
  3. Saved Items: Documents Tab — Uploaded documents