Skip to main content

Template Document

EntityTemplateTemplate_Document

A document template using block-based content (Gutenberg-style). Renders to HTML or PDF with dynamic data substitution from a linked CRM entity. Used to generate letters, contracts, invoices, offers, and other printable documents.

Endpoints

List

GET/v1/odata/Template_Document

Get by ID

GET/v1/odata/Template_Document({id})

Create

POST/v1/odata/Template_Document

Update

PUT/v1/odata/Template_Document({id})

Delete

DELETE/v1/odata/Template_Document({id})

Fields

FieldTypeDescription
MarginRightDoubleRight margin
FileNameTemplateStringFilename template
HasFilenameTemplateBooleanHas filename template
HeaderStringHeader
FooterStringFooter
MarginTopDoubleTop margin
MarginBottomDoubleBottom margin
MarginLeftDoubleLeft margin