Create Template for Customer
This API creates or updates a template for the customer. This template is used while generating Investor Contracts for the specified Customer. The template URLs may include pdfs and HTML with replaceable variables.
For sending requests the hostname and protocol will be the same as given in the Authentication section.
Send a post request to: /api/customers/..customerId../templates with the data below.
Property | Value |
|---|---|
Content-type | application/json |
Authorization | Authorization header as per the login request |
The below table describes all the properties available in the request body:
Property | Accepted Values/Format | Description |
|---|---|---|
templateUrls | Array | Accepted formats of template URLs are only pdf and HTML |
databaseVariables | Object | Key Value Pair of variables that will be present in the database and need to be replaced in the HTML file |
standardVariables | Object | Key Value Pair of static variables that need to be replaced in the HTML file |
Investor Contract is generated using the latest contract provided by the Customer. The contract file may include pdfs, string-replaced HTML, and identity/ address proof images of the Investor.
Getting help
Please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better.
You can reach out to us at [email protected].