Document templates

A copy of a system document template that an organization can customize.

Fields

The API name is what the API, MCP and the CLI use.

NameAPI nameTypeRequiredDescription
IDidRecord IDYes
NamelabelText I18n
System templatetemplateIdConstantYesSystem template that this template replaces. You cannot change it after create.
DefaultisDefaultBooleanYesWhen enabled, this row is the default choice among peers.
ContentcontentMarkdown I18nComark body for each language. A blank language uses the system body.
TagstagIdsTags
DescriptiondescriptionText Area I18n
Created bycreatedByUser
Created atcreatedAtDate and TimeYes
Updated byupdatedByUser
Updated atupdatedAtDate and TimeYes
Blocked byblockedByUser
Blocked atblockedAtDate and Time
Archived byarchivedByUser
Archived atarchivedAtDate and Time

Relations

FieldPoints toKind
Tags tagIdsTagsreference

Actions

What you can do with a record. Every action also sends the webhook event documenttemplates.<action>. Reads (find, get, count) work on every table.

NameAPI nameDescriptionWhere
CreatecreateAdd a new document template.App · WebMCP · API · MCP · CLI
EditupdateSave changes to this document template.App · WebMCP · API · MCP · CLI
ArchivearchiveRetire this document template from daily use. It leaves active lists and pickers, and most actions stop. Unarchive to restore it.App · WebMCP · API · MCP · CLI
RestoreunarchiveReturn this document template to active lists and actions.App · WebMCP · API · MCP · CLI
DeletedeleteDelete this document template and the data that belongs with it. This cannot be undone.App · WebMCP · API · MCP · CLI