Manage documents associated with specific clients. Supports creating, listing, updating, and deleting client documents. Includes filtering by document type and review status. Documents uploaded by clients via the portal start with ReviewStatus=PendingReview and must be approved or rejected by an internal user. The list endpoint defaults to showing only Approved documents — use the reviewStatus filter parameter to view PendingReview or Rejected documents.

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.

Parameters

Name	Type	Description
tenant*	path string	The Tenant.Code
The Tenant.Code
client*	path string

Request Body*

CreateClientDocumentFromTemplateRequest

{
  "templateCode": "string",
  "designThemeCode": "string",
  "title": "string",
  "documentCategoryCode": "string",
  "customTokens": {}
}

Responses

201 Created

ClientDocumentDto

400 Bad Request

401 Unauthorized – Invalid or missing API key

404 Not Found