DocumentTemplates
Get one DocumentTemplate
Retrieve a single DocumentTemplate record by its Id.
GET
Get one DocumentTemplate
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-Read role.Path Parameters
The Id of the DocumentTemplate record to retrieve.
Code Examples
Response
200
ID of the business linked to this record.
Display name of the linked business (read-only).
The name value for this document template.
The document value for this document template.
Current file name of the binary document (read-only; upload via the corresponding URL field).
URL of a new file to upload as the binary document.
Set to true to remove the current binary document file.
The template output format value for this document template. See
eDocumentTemplateFormat enum values: 1 = Html, 2 = Word, 3 = Binary.Unique record identifier.
UUID of the record.
Date and time the record was created (ISO 8601).
Date and time the record was last updated (ISO 8601).
Email of the user who last updated this record.
Whether the record was recently created.
External system identifier.
Example Response
Get one DocumentTemplate