Search DocumentTemplates

GET

api

crm

documenttemplates

curl --request GET \
  --url https://spaces.nexudus.com/api/crm/documenttemplates \
  --header 'Authorization: Basic <encoded-value>'

import requests

url = "https://spaces.nexudus.com/api/crm/documenttemplates"

headers = {"Authorization": "Basic <encoded-value>"}

response = requests.get(url, headers=headers)

print(response.text)

const options = {method: 'GET', headers: {Authorization: 'Basic <encoded-value>'}};

fetch('https://spaces.nexudus.com/api/crm/documenttemplates', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

{
  "Records": [
    {}
  ],
  "CurrentPage": 123,
  "CurrentPageSize": 123,
  "CurrentOrderField": "<string>",
  "CurrentSortDirection": 123,
  "FirstItem": 123,
  "LastItem": 123,
  "TotalItems": 123,
  "TotalPages": 123,
  "HasNextPage": true,
  "HasPreviousPage": true
}

A DocumentTemplate defines a reusable template for generating documents such as contracts, proposals, or invoices. Templates support HTML, Word, and binary output formats and can include dynamic merge fields populated from customer and business data.

Authentication

This endpoint requires OAuth2 authentication. Include a valid bearer token in the Authorization header. The authenticated user must be a full unrestricted administrator or have the DocumentTemplate-List role.

Enums

eDocumentTemplateFormat — TemplateOutputFormat values

Value	Name
1	Html
2	Word
3	Binary

Query Parameters

Pagination & Sorting

integer

default:"1"

The page number to retrieve.

integer

default:"25"

The number of records per page.

string

The property name to sort results by (e.g. Name, CreatedOn).

integer

Sort direction. 0 for ascending, 1 for descending.

Filters

integer

Filter by iD of the business linked to this record.

string

Filter by display name of the linked business (read-only).

string

Filter by the name value for this document template.

string

Filter by the document value for this document template.

string

Filter by current file name of the binary document (read-only; upload via the corresponding URL field).

string

Filter by uRL of a new file to upload as the binary document.

boolean

Filter by set to true to remove the current binary document file.

integer

Filter by the template output format value for this document template.

Range Filters

string

Filter records created on or after this date. Format: YYYY-MM-DDTHH:mm.

string

Filter records created on or before this date. Format: YYYY-MM-DDTHH:mm.

string

Filter records updated on or after this date. Format: YYYY-MM-DDTHH:mm.

string

Filter records updated on or before this date. Format: YYYY-MM-DDTHH:mm.

Code Examples

Simple listing

curl -X GET \
  "https://spaces.nexudus.com/api/crm/documenttemplates?page=1&size=15&orderBy=Name&dir=0" \
  -H "Authorization: Bearer YOUR_TOKEN"

const response = await fetch(
  'https://spaces.nexudus.com/api/crm/documenttemplates?' + new URLSearchParams({
    page: 1,
    size: 15,
    orderBy: 'Name',
    dir: 1 // Ascending
  }),
  {
    headers: {
      'Authorization': 'Bearer YOUR_TOKEN'
    }
  }
);

const data = await response.json();

import requests

response = requests.get(
    'https://spaces.nexudus.com/api/crm/documenttemplates',
    params={
        'page': 1,
        'size': 15,
        'orderBy': 'Name',
        'dir': 0 // Ascending
    },
    headers={
        'Authorization': 'Bearer YOUR_TOKEN'
    }
)

data = response.json()

Filtering by Name

curl -X GET \
  "https://spaces.nexudus.com/api/crm/documenttemplates?DocumentTemplate_Name=example-value&orderBy=Name&dir=0" \
  -H "Authorization: Bearer YOUR_TOKEN"

const response = await fetch(
  'https://spaces.nexudus.com/api/crm/documenttemplates?' + new URLSearchParams({
    DocumentTemplate_Name: 'example-value',
    orderBy: 'Name',
    dir: 1
  }),
  {
    headers: {
      'Authorization': 'Bearer YOUR_TOKEN'
    }
  }
);

const data = await response.json();

import requests

response = requests.get(
    'https://spaces.nexudus.com/api/crm/documenttemplates',
    params={
        'DocumentTemplate_Name': 'example-value',
        'orderBy': 'Name',
        'dir': 0 // Ascending
    },
    headers={
        'Authorization': 'Bearer YOUR_TOKEN'
    }
)

data = response.json()

Range filters

curl -X GET \
  "https://spaces.nexudus.com/api/crm/documenttemplates?from_DocumentTemplate_UpdatedOn=2025-01-01T00:00&to_DocumentTemplate_UpdatedOn=2025-12-31T23:59&orderBy=UpdatedOn&dir=0" \
  -H "Authorization: Bearer YOUR_TOKEN"

const response = await fetch(
  'https://spaces.nexudus.com/api/crm/documenttemplates?' + new URLSearchParams({
    from_DocumentTemplate_UpdatedOn: '2025-01-01T00:00',
    to_DocumentTemplate_UpdatedOn: '2025-12-31T23:59',
    orderBy: 'UpdatedOn',
    dir: 1 // Descending
   }),
  {
    headers: {
      'Authorization': 'Bearer YOUR_TOKEN'
    }
  }
);

const data = await response.json();

import requests

response = requests.get(
    'https://spaces.nexudus.com/api/crm/documenttemplates',
    params={
        'from_DocumentTemplate_UpdatedOn': '2025-01-01T00:00',
        'to_DocumentTemplate_UpdatedOn': '2025-12-31T23:59',
        'orderBy': 'UpdatedOn',
        'dir': 1 // Descending
    },
    headers={
        'Authorization': 'Bearer YOUR_TOKEN'
    }
)

data = response.json()

Response

200

DocumentTemplate[]

The list of DocumentTemplate records matching the query. See the Get one DocumentTemplate endpoint for the full list of properties returned for each record.

Partial records — The listing endpoint returns a summary representation of each DocumentTemplate. The following fields are not populated in the Records[] response: Document, TemplateOutputFormat.To get all fields, fetch the full record using the Get one DocumentTemplate endpoint.Important for updates: When updating a record via PUT, always retrieve the full record with a GET request first, apply your changes to that complete data, and then send the updated record. Do not use data from a listing response as the base for a PUT request, as missing fields may be unintentionally cleared.

integer

Current page number.

integer

Number of records per page.

string

The field used for sorting.

integer

The sort direction (0 = ascending, 1 = descending).

integer

Index of the first item on the current page.

integer

Index of the last item on the current page.

integer

Total number of matching records across all pages.

integer

Total number of pages.

boolean

Whether there is a next page of results.

boolean

Whether there is a previous page of results.

Example Response

{
  "Records": [
    {
      "BusinessId": 0,
      "BusinessName": null,
      "Name": "",
      "BinaryDocumentFileName": null,
      "NewBinaryDocumentUrl": null,
      "ClearBinaryDocumentFile": null,
      "Id": 87654321,
      "UpdatedOn": "2025-01-15T10:30:00Z",
      "CreatedOn": "2025-01-10T08:00:00Z",
      "UniqueId": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
      "UpdatedBy": "admin@example.com",
      "IsNew": false,
      "SystemId": null,
      "ToStringText": "DocumentTemplate Example",
      "LocalizationDetails": null,
      "CustomFields": null
    }
  ],
  "CurrentPageSize": 15,
  "CurrentPage": 1,
  "CurrentOrderField": "Name",
  "CurrentSortDirection": 1,
  "FirstItem": 1,
  "HasNextPage": false,
  "HasPreviousPage": false,
  "LastItem": 1,
  "PageNumber": 1,
  "PageSize": 15,
  "TotalItems": 1,
  "TotalPages": 1
}

Get one DocumentTemplateRetrieve a single DocumentTemplate record by its Id.

Search DocumentTemplates

curl --request GET \
  --url https://spaces.nexudus.com/api/crm/documenttemplates \
  --header 'Authorization: Basic <encoded-value>'

import requests

url = "https://spaces.nexudus.com/api/crm/documenttemplates"

headers = {"Authorization": "Basic <encoded-value>"}

response = requests.get(url, headers=headers)

print(response.text)

const options = {method: 'GET', headers: {Authorization: 'Basic <encoded-value>'}};

fetch('https://spaces.nexudus.com/api/crm/documenttemplates', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

{
  "Records": [
    {}
  ],
  "CurrentPage": 123,
  "CurrentPageSize": 123,
  "CurrentOrderField": "<string>",
  "CurrentSortDirection": 123,
  "FirstItem": 123,
  "LastItem": 123,
  "TotalItems": 123,
  "TotalPages": 123,
  "HasNextPage": true,
  "HasPreviousPage": true
}

Overview

Apps & Marketplace

Billing

Collaboration

Community

Content

CRM

Security

Spaces

Support

System

Authentication

Enums

Query Parameters

Filters

Range Filters

Code Examples

Simple listing

Filtering by Name

Range filters

Response

200

​Authentication

​Enums

​Query Parameters

​Pagination & Sorting

​Filters

​Range Filters

​Code Examples

​Simple listing

​Filtering by Name

​Range filters

​Response

​200

Authentication

Enums

Query Parameters

Pagination & Sorting

Filters

Range Filters

Code Examples

Simple listing

Filtering by Name

Range filters

Response

200