Properties
| Name | Type | Description |
|---|---|---|
| templateCode* | string | Code of the document template to render. |
Code of the document template to render. | ||
| designThemeCode | string | Optional design theme code. If not specified, the template's default or tenant default is used. |
Optional design theme code. If not specified, the template's default or tenant default is used. | ||
| title* | string | Title for the generated document. |
Title for the generated document. | ||
| summary | string | Optional summary/description for the generated document. |
Optional summary/description for the generated document. | ||
| documentCategoryCode | string | Optional document category code. |
Optional document category code. | ||
| customTokens | object | Custom token values to inject into the template. Keys are token names, values are the text to substitute. |
Custom token values to inject into the template. Keys are token names, values are the text to substitute. | ||
| visibleInClientPortal | boolean | Whether the generated document should be visible in the client portal. Defaults to true. |
Whether the generated document should be visible in the client portal. Defaults to true. | ||
| portalFolderPath | string | Portal folder path for the generated document. Defaults to "Generated Documents" if not specified. |
Portal folder path for the generated document. Defaults to "Generated Documents" if not specified. | ||
| taskCode | string | Optional code of the client's task the document is generated for (a workflow step's document): its period |
Optional code of the client's task the document is generated for (a workflow step's document): its period | ||
JSON Example
{
"templateCode": "string",
"designThemeCode": "string",
"title": "string",
"summary": "string",
"documentCategoryCode": "string"
}