Update Multiple Document Templates

Update uo to 500 document templates in your Vault.

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

Headers

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

Body Parameters

To update document templates, prepare a CSV or JSON input file. You can update the following fields on document templates:

Name	Description
`name__v`	Include the name of an existing document template.
`new_name`	Change the name of an existing document template.
`label__v`	Change the label of an existing 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 document templates should be set to active, i.e., available for selection when creating a document.

Download Input File

Convert Basic Document Template to Controlled Document Template

To convert a basic document template to a controlled document template, specify the Template Document. Vault will automatically update is_controlled__v on this template to true.

It is not possible to convert a controlled document template into a basic document template.

Request

curl -X PUT -H "Authorization: {SESSION_ID}" \
-H "Content-Type: text/csv" \
--data-binary @"C:\Vault\Templates\update_document_templates.csv" \
https://myvault.veevavault.com/api/v20.3/objects/documents/templates

Response

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