Document API options

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

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Available samples

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RESTful REST and HTTP RPC Agent APIs

• Add document template
• Generate document

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Services88 DocumentAgent

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

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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