Create Document from Template

POST /tenants/{tenant}/clients/{client}/clientdocument/from-template

Generates a PDF from a document template using client data and custom token values, then saves it as a client document.

Requires: Create on ClientDocuments.

Parameters

NameTypeDescription
tenant* path string

The Tenant.Code

The Tenant.Code

client* path string
{
  "templateCode": "string",
  "designThemeCode": "string",
  "title": "string",
  "summary": "string",
  "documentCategoryCode": "string"
}

Responses

400 Bad Request
401 Unauthorized – Invalid or missing API key
403 Forbidden – the caller lacks the permissions this endpoint requires; the detail lists every one missing
application/problem+json
404 Not Found