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.

GET List DocumentTemplates
Lists all DocumentTemplates for the given tenant.
/tenants/{tenant}/document-templates
POST Create DocumentTemplate
Creates a new DocumentTemplate for the specified tenant.
/tenants/{tenant}/document-templates
GET Get DocumentTemplate
Gets a DocumentTemplate for the specified tenant.
/tenants/{tenant}/document-templates/{code}
PUT Update DocumentTemplate
Updates a DocumentTemplate for the specified tenant.
/tenants/{tenant}/document-templates/{code}
DELETE Delete DocumentTemplate
Deletes a DocumentTemplate for the specified tenant.
/tenants/{tenant}/document-templates/{code}
GET List Library DocumentTemplates
List all DocumentTemplates available in the library as templates. Use optional 'search' query parameter to filter by Code, Name, or Description.
/tenants/{tenant}/document-templates/library
GET Get Library DocumentTemplate
Get details of a specific DocumentTemplate template from the library
/tenants/{tenant}/document-templates/library/{code}
PUT Revert DocumentTemplate to Library
Reverts the DocumentTemplate to the current library template version, overwriting any local edits. The DocumentTemplate's code is preserved so it rema...
/tenants/{tenant}/document-templates/{code}/library-version
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. All pr...
/tenants/{tenant}/document-templates/{code}/render
POST Import from Library
Imports a document template from the library, creating any associated custom tokens that don't already exist. Re-imports of the same library item are ...
/tenants/{tenant}/document-templates/library/{libraryCode}/import
GET Get Custom Tokens
Extracts custom token names from a document template's body HTML, excluding standard template variables.
/tenants/{tenant}/document-templates/{code}/custom-tokens