CreateClientDocumentFromTemplateRequest

Request to generate a PDF document from a template and save it as a client document.

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.
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. Accessible in templates as {{ CustomFields.TokenName }}.
Custom token values to inject into the template. Keys are token names, values are the text to substitute. Accessible in templates as {{ CustomFields.TokenName }}.
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.

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