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PUT
/
api
/
crm
/
documenttemplates
Update DocumentTemplate
curl --request PUT \
  --url https://spaces.nexudus.com/api/crm/documenttemplates \
  --header 'Authorization: Basic <encoded-value>' \
  --header 'Content-Type: application/json' \
  --data '
{
  "Id": 123,
  "BusinessId": 123,
  "Name": "<string>",
  "TemplateOutputFormat": 123
}
'
{
  "Status": 123,
  "Message": "<string>",
  "Value": "<any>",
  "WasSuccessful": true,
  "Errors": [
    {
      "AttemptedValue": "<any>",
      "Message": "<string>",
      "PropertyName": "<string>"
    }
  ]
}
Updates an existing DocumentTemplate record. You must include the Id of the record to update along with all required fields.

​
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-Edit role.

​
Enums

ValueName
1Html
2Word
3Binary

​
Request Body

​
Required Fields

​
Id
integer
required
The Id of the DocumentTemplate record to update.
​
BusinessId
integer
required
ID of the business linked to this record.
​
Name
string
required
The name value for this document template.
​
TemplateOutputFormat
integer
required
The template output format value for this document template.

​
Optional Fields

​
Document
string
The document value for this document template.
​
NewBinaryDocumentUrl
string
URL of a new file to upload as the binary document.
​
ClearBinaryDocumentFile
boolean
Set to true to remove the current binary document file.

​
Code Examples

curl -X PUT \
  "https://spaces.nexudus.com/api/crm/documenttemplates" \
  -H "Authorization: Bearer YOUR_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "BusinessId": 0,
    "Name": "",
    "TemplateOutputFormat": 0,
    "Id": 87654321
}'

​
Response

​
200

​
Status
integer
HTTP status code. 200 on success.
​
Message
string
A human-readable message confirming the update.
​
Value
object
Contains the Id of the updated record.
​
WasSuccessful
boolean
true if the documenttemplate was updated successfully.
​
Errors
array
null on success.
Example Response
{
  "Status": 200,
  "Message": "DocumentTemplate was successfully updated.",
  "Value": {
    "Id": 87654321
  },
  "OpenInDialog": false,
  "OpenInWindow": false,
  "RedirectURL": null,
  "JavaScript": null,
  "UpdatedOn": "2025-01-15T10:30:00Z",
  "UpdatedBy": "admin@example.com",
  "Errors": null,
  "WasSuccessful": true
}

​
400

​
Message
string
A summary of the validation error(s), in the format PropertyName: error message.
​
Value
any
null on validation failure.
​
Errors
object[]
Array of validation errors.
​
WasSuccessful
boolean
false when the request fails validation.
Example Response
{
  "Message": "Name: is a required field",
  "Value": null,
  "Errors": [
    {
      "AttemptedValue": null,
      "Message": "is a required field",
      "PropertyName": "Name"
    }
  ],
  "WasSuccessful": false
}