Template 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_DocumentGet by ID
GET
/v1/odata/Template_Document({id})Create
POST
/v1/odata/Template_DocumentUpdate
PUT
/v1/odata/Template_Document({id})Delete
DELETE
/v1/odata/Template_Document({id})Fields
| Field | Type | Description |
|---|---|---|
MarginRight | Double | Right margin |
FileNameTemplate | String | Filename template |
HasFilenameTemplate | Boolean | Has filename template |
Header | String | Header |
Footer | String | Footer |
MarginTop | Double | Top margin |
MarginBottom | Double | Bottom margin |
MarginLeft | Double | Left margin |
Custom Query
Build your own OData query against Template_Document. Open Run and edit the whole request inline — swap the entity set, change the $filter, or add $expand, $select, $orderby, $top, $skip. Type $ for suggestions; use ↺ Reset to restore this example.
GET
/v1/odata/Template_Document?$top=10