Bulk Create Document Templates

Upload from 1-500 document templates. To upload one document template, see Create Document Template.

POST/api/{version}/objects/documents/templates

Headers

Name	Description
`Content-Type`	`application/json` or `text/csv`
`Accept`	`application/json` (default) or `application/xml`

File Upload

Before submitting this request, you must upload the document template source files to the staging server. Then, in your JSON or CSV input, include the file parameter set to the {path/file_name} of each source file on the server.

Body Parameters

When creating document templates, the following fields are required in all Vaults:

Name	Description
`name__v`	The name of the new document template. If not included, Vault will use the specified `label__v` value to generate a value for the `name__v` field.
`label__v`	The label of the new document template. This is the name users will see among the available binder templates in the UI.
`type__v`	The name of the document type to which the template will be associated.
`subtype__v`	The name of the document subtype to which the template will be associated. This is only required if associating the template with a document subtype.
`classification__v`	The name of the document classification to which the template will be associated. This is only required if associating the template with a document classification.
`active__v`	Set to true or false to indicate whether or not the new document template should be set to active, i.e., available for selection when creating a document.

Example CSV Input

`file`	`name__v`	`label__v`	`type__v`	`subtype__v`	`classification__v`	`active__v`
templates/doc_template_1.doc	site_document_template__c	SMF Template	site_master_file__v			true
templates/doc_template_2.doc		TMF Document Template	trial_master_file__v			true
templates/doc_template_3.doc		Trial Protocol Document Template	central_trial_documents__vs	trial_documents__vs	protocol__vs	true
templates/doc_template_4.doc		Clinical Study Report Document Template	central_trial_documents__vs	reports__vs	clinical_study_report__vs	false

In this example input, we're creating four new document templates in our Vault:

We've included the file parameter with the path/name of four document template source files located in the "templates" directory of our Vault's staging server.
We've only specified the name__v value for the first template and given it a different label__v value. The other templates will inherit their name__v values from the label__v values.
We've specified the document type, subtype, and classification to which each document template will be associated.

Request

curl -X POST -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
--data-binary @"C:\Vault\Templates\add_document_templates.csv" \
https://myvault.veevavault.com/api/v17.2/objects/documents/templates

Response

{
   "responseStatus":"SUCCESS",
   "data":[
      {
         "responseStatus":"SUCCESS",
         "name":"site_document_template__c"
      },
      {
         "responseStatus":"SUCCESS",
         "name":"tmf_document_template__c"
      },
      {
         "responseStatus":"SUCCESS",
         "name":"trial_protocol_document_template__c"
      },
      {
         "responseStatus":"FAILURE",
         "errors":[
            {
               "type":"INVALID_DATA",
               "message":"Error message describing why this template was not created."
            }
         ]
      }
   ]
}

Response Details

In this example:

The input file format is set to CSV.
The response format is not set and will default to JSON.
The path/name of the CSV input file in our local directory is specified.