PATCH /public/v1/documents/{id}

Servers

Path parameters

Name Type Required Description
id String Yes

Document ID

Request headers

Name Type Required Description
Content-Type String Yes The media type of the request body.

Default value: "application/json"

Request body fields

Name Type Required Description
name String No

The name of the document.

recipients[] Array No

The list of recipients you're sending the document to. The ID or email are required. If the ID is passed, an existing recipient will be updated. If the email is passed, a new recipient will be added to CC.

recipients[].id String No
recipients[].email String No
recipients[].last_name String No
recipients[].first_name String No
pricing_tables[] Array No
pricing_tables[].name String Yes
pricing_tables[].sections[] Array No
pricing_tables[].sections[].multichoice_enabled Boolean No

Default value: false

pricing_tables[].sections[].default Boolean No
pricing_tables[].sections[].title String Yes
pricing_tables[].sections[].rows[] Array No
pricing_tables[].sections[].rows[].data Object No
pricing_tables[].sections[].rows[].options Object No
pricing_tables[].sections[].rows[].options.optional_selected Boolean No
pricing_tables[].sections[].rows[].options.qty_editable Boolean No
pricing_tables[].sections[].rows[].options.optional Boolean No
pricing_tables[].sections[].rows[].custom_fields Object No
pricing_tables[].options Object No
pricing_tables[].data_merge Boolean No

When set to true all field names in data rows must be passed as external names defined in the template.

metadata Object No

You can pass arbitrary data in the key-value format to associate custom information with a document. This information is returned in any API requests for the document details by id. If metadata exists in a document then the value will be updated. Otherwise, metadata will be added to the document.

fields Object No

You may pass a list of fields/values which exist in a document. Please use Merge Field property of the fields like the key.

tokens[] Array No

You can pass a list of tokens/values. If a token name exists in a document then the value will be updated. Otherwise, a new token will be added to the document.

tokens[].name String Yes
tokens[].value String Yes

How to start integrating

  1. Add HTTP Task to your workflow definition.
  2. Search for the API you want to integrate with and click on the name.
    • This loads the API reference documentation and prepares the Http request settings.
  3. Click Test request to test run your request to the API and see the API's response.