Edit Document

The Edit Document flow block facilitates efficient document customization within the flow and enables users to modify generated content directly and seamlessly continue the workflow. This step in the document generation process allows users to make real-time edits before finalizing the document. This capability is crucial for ensuring that documents meet specific needs without interrupting the workflow. When you run the flow you get a link to edit the document in Experlogix Documents, you can edit the document and then return to the flow.

Parameters

The dropdown menus below provide all of the flow block's configuration options with detailed information and recommendations to help you configure your flow block.

Flow output

The Flow Output section serves as a comprehensive summary of the results and outcomes of a particular flow, providing valuable information to the user. Each setting that composes this output information is described in detail below:

Index No.	Field name	Function
1	Edited document	When checked, a download link to the last edited version of the document is provided when the system completes the flow.
2	The path to the document	When checked, the path to the document within the Experlogix Documents Content Manager is given.

Basic settings

Index No.	Field name	Function
1	Document/Document Path	The original document that needs to be edited. Generated document: Pulls in the initial generated version, not accounting for any edits made after generation. Search document path: Pulls in the most recently edited document, always retrieving the latest version if changes have been made.
2	Keep the document in the Content Manager after editing	When checked, this option saves the edited document in the Content Manager.
3	Description	A short message that is displayed along with the link to the document in Content Manager. The default message is displayed in the image above. This message can be changed and customized.

Index No.

Field name

Function

Document/Document Path

The original document that needs to be edited.

Generated document: Pulls in the initial generated version, not accounting for any edits made after generation.

Search document path: Pulls in the most recently edited document, always retrieving the latest version if changes have been made.

Keep the document in the Content Manager after editing

When checked, this option saves the edited document in the Content Manager.

Description

A short message that is displayed along with the link to the document in Content Manager. The default message is displayed in the image above. This message can be changed and customized.

Documents are stored by default in the Smart Flows workfolder. This location can be changed by going to the requisite connector and selecting Basic settings. This can only be done by an Administrator.