How is data processed when using 'Start New Document'

About this article

This article will explain client and server side processing of Data in the Templafy platform when a new Template is actioned by the user.  It will show where Data is processed temporarily and persisted throughout the flow. 

Data can be any of the following:

• The user profile
• The form responses
• Data sources 
• External data sources
• Templafy Library

Prerequisites

Step-by-step process

1. The User starts from an external system, using our App Connector, Templafy web app or Templafy add-in.
2. Composer is opened in order for the User to select a Template.
3. A form field is opened in the background to capture Data. If the document does not have any or no required form fields, the request is identical but no gating question responses are sent server side.
4. Data from the following places are added to the template.
   • The user profile
   • The form responses
   • Data sources 
   • External data sources
   • Templafy Library
5. The Template with the added Data is sent to a temporary document store.
6. A download link to the document in the temporary document store is returned. This link is used to download the file client side.
7. The finished document is stored in temporary location on users machine then opened in Word/PowerPoint/Excel and then the temporary file is deleted. Alternatively, the finished document can be sent through a Delivery Connector.
8. The connection server-side has ended here and the user can continue working on the final document/presentation.

Start new document data flow diagram

See attachment for "Start new document data flow diagram".

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