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    Release Notes

    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/templates

    Headers

    Section link for Headers
    NameDescription
    Content-Typemultipart/form-data
    Acceptapplication/json (default) or application/xml

    Body Parameters: Basic Document Template

    Section link for Body Parameters: Basic Document Template

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

    NameDescription
    name__v
    optional
    		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
    required
    		The label of the new document template. This is the name users will see among the available templates in the UI.
    type__v
    required
    		The name of the document type to which the template will be associated.
    subtype__v
    optional
    		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
    optional
    		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
    required
    		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.
    file
    required
    		The filepath of the file for this document template. Maximum allowed size is 4GB.

    Request

    Section link for Request
    curl -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/v26.1/objects/documents/templates

    Response

    Section link for Response
    responseStatus,name,errors SUCCESS,promo_ad_template__c,