Create Single Document Template
Create one basic document template. To create multiple document templates, see Create Multiple Document Templates.
You cannot create templates if your Vault exceeds template limits. Learn more about document template limits in Vault Help
POST
/api/{version}/objects/documents/templatesHeaders
Section link for Headers| Name | Description |
|---|---|
Content-Type | multipart/form-data |
Accept | application/json (default) or application/xml |
Body Parameters: Basic Document Template
Section link for Body Parameters: Basic Document TemplateWhen creating basic document templates, the following fields are required in all Vaults:
Request
Section link for Requestcurl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: multipart/form-data" \
-H "Accept: text/csv" \
-F "file=Promo Ad Template.docx" \
-F "label__v=Promo Ad Template" \
-F "type__v=promotional_piece__c" \
-F "subtype__v=advertisement__c" \
-F "classification__v=print__c" \
-F "active__v=true" \
https://myvault.veevavault.com/api/v24.1/objects/documents/templatesResponse
Section link for ResponseresponseStatus,name,errors
SUCCESS,promo_ad_template__c,