Create Multiple Document Templates

Create up to 500 document templates.

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

Headers

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

Body Parameters: Basic Document Templates

To create basic document templates, create a CSV or JSON input file with the following fields:

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.
`file`	The filepath of the file for this document template, from the file staging server. Maximum allowed size is 4GB.

Download Input File

Body Parameters: Controlled Document Templates

To create controlled document templates, create a CSV or JSON input file with the following fields:

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.
`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.
`is_controlled__v`	Set to `true` to indicate this template is a controlled document template.
`template_doc_id__v`	The document `id` value to use as the Template Document for this controlled document template. Learn more about setting up valid Template Documents in Vault Help.

Example CSV Input: Basic Document Templates

`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/v20.3/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."
            }
         ]
      }
   ]
}