| name* | string | Display name for the template (e.g., "Standard Engagement Letter", "Monthly Report")
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Display name for the template (e.g., "Standard Engagement Letter", "Monthly Report")
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| type* | enum | EngagementLetter Proposal AdHoc
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EngagementLetter Proposal AdHoc
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| bodyHtml* | string | Template body in HTML with Liquid syntax tokens.
Supported tokens:
- {{ client.name }} - Client's name
- {{ client.companyNumber }} - Company registration number
- {{ tenant.name }} - Your practice name
- {{ date | date: "%B %d, %Y" }} - Current date (formatted)
- {{ contentBlock "block-code" }} - Include a reusable content block
- {% if client.isVatRegistered %} ... {% endif %} - Conditional content
- {% for item in services %} ... {% endfor %} - Loop through collections
Custom tokens can be passed via the Data parameter when rendering.
|
Template body in HTML with Liquid syntax tokens.
Supported tokens:
- {{ client.name }} - Client's name
- {{ client.companyNumber }} - Company registration number
- {{ tenant.name }} - Your practice name
- {{ date | date: "%B %d, %Y" }} - Current date (formatted)
- {{ contentBlock "block-code" }} - Include a reusable content block
- {% if client.isVatRegistered %} ... {% endif %} - Conditional content
- {% for item in services %} ... {% endfor %} - Loop through collections
Custom tokens can be passed via the Data parameter when rendering.
|
| description | string | Optional description explaining the template's purpose and usage
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Optional description explaining the template's purpose and usage
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| isActive | boolean | Whether this template is available for use. Set to false to disable without deleting.
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Whether this template is available for use. Set to false to disable without deleting.
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| outputNameTemplate | string | Optional template for naming rendered documents.
Supports {{ token }} placeholders (e.g. "Engagement Letter - {{ ClientName }} - {{ Month }} {{ Year }}").
When null or empty, documents use the template's Name.
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Optional template for naming rendered documents.
Supports {{ token }} placeholders (e.g. "Engagement Letter - {{ ClientName }} - {{ Month }} {{ Year }}").
When null or empty, documents use the template's Name.
|
| defaultDesignThemeCode | string | Code of the default design theme to apply when rendering this template.
If not specified, falls back to the tenant's default theme.
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Code of the default design theme to apply when rendering this template.
If not specified, falls back to the tenant's default theme.
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