Document Templates
Document templates using Liquid syntax for dynamic content generation. Supports CRUD operations with filtering by template type. Includes library access for using predefined templates, and a render endpoint to generate PDFs from templates with provided data (client, partner, manager, practice, proposal details). Templates support design theme integration for consistent branding.
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GET
List DocumentTemplates
Lists all DocumentTemplates for the given tenant.
/api/tenants/{tenant}/document-templates
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POST
Create DocumentTemplate
Creates a new DocumentTemplate for the specified tenant.
/api/tenants/{tenant}/document-templates
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GET
Get DocumentTemplate
Gets a DocumentTemplate for the specified tenant.
/api/tenants/{tenant}/document-templates/{code}
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PUT
Update DocumentTemplate
Updates a DocumentTemplate for the specified tenant.
/api/tenants/{tenant}/document-templates/{code}
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DELETE
Delete DocumentTemplate
Deletes a DocumentTemplate for the specified tenant.
/api/tenants/{tenant}/document-templates/{code}
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GET
Library
List all DocumentTemplates available in the library as templates
/api/tenants/{tenant}/document-templates/library
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GET
Library Item
Get details of a specific DocumentTemplate template from the library
/api/tenants/{tenant}/document-templates/library/{code}
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POST
Render DocumentTemplate as PDF
Renders a document template with the provided data to PDF format.
The template receives the TemplateVariables data structure from the request.
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/api/tenants/{tenant}/document-templates/{code}/render