Document API options

Audience:

api

•

Version: 10

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In this section, the focus will be on how to create, as well as edit, and upload a modified document.

Available samples

RESTful REST and RESTful Agent APIs

• Add document template
• Generate document

Services88 DocumentAgent

• Create a new document
• Download an existing document
• Configuring document access

Documents vs. other entities

When working with documents, data will often intersect with the following entities:

• company (contact table)
• contact (person table)
• follow-up (appointment table)
• project
• sale