Document Templates are files used to create standardized documents using Clio’s Document Automation feature. Document Templates contain merge fields, which are used to pull information from Clio into the document being generated by Document Automation. The supported formats are doc, docx, ppt, pptx, xls, xlsx, pdf and xml. [Support Link](https://help.clio.com/hc/en-us/articles/9290238939163-Document-Templates#create-document-templates-in-clio-manage-0-4)
openapi: 3.0.0
info:
title: Clio API Documentation Activities Document Templates API
contact:
name: Clio API Support
email: api@clio.com
description: "# Developer Support and Feedback\n* Clio takes the availability and stability of our API seriously; please report any **degradations** or **breakages** to Clio's API Support team at [api@clio.com](mailto:api@clio.com).\n* For business and partnership inquiries, contact our API Partnerships team at [api.partnerships@clio.com](mailto:api.partnerships@clio.com).\n* For best practices and tips from the Clio development community, join the conversation in the [Clio Developer Slack Channel](https://join.slack.com/t/clio-public/shared_invite/zt-36i0eqgo1-7POORPtMJpp2N0~_auL2IQ).\n\nA community-driven [Clio Developers Stack Overflow Group](https://stackoverflow.com/questions/tagged/clio-api) also exists where you can connect and ask questions from other Clio API users.\n# Getting Started\n> **Note:** The API is available in four distinct data regions: Australia (au.app.clio.com), Canada (ca.app.clio.com), EU (eu.app.clio.com) and US (app.clio.com).\n>\n> Likewise, the developer portal is available at region-specific links for the [Australia](https://au.developers.clio.com), [Canada](https://ca.developers.clio.com), [EU](https://eu.developers.clio.com), and [US](https://developers.clio.com) regions.\n>\n> This document assumes the US region is being used (app.clio.com). If you're building in one of the other regions, you should adapt the links and examples as necessary.\n\nTo start building on the Clio API, you’ll need a Clio account – you can review our [Developer Handbook](https://docs.developers.clio.com/) and follow the steps to sign up for an account.\n\nOnce you have an account, you can [create a developer application](https://docs.developers.clio.com/api-docs/applications) from the [Developer Portal](https://developers.clio.com) and start building!\n# Authorization with OAuth 2.0\nSee our [Authorization documentation →](https://docs.developers.clio.com/api-docs/authorization)\n# Permissions\nSee our [Permissions documentation →](https://docs.developers.clio.com/api-docs/permissions)\n# Fields\nSee our [Fields documentation →](https://docs.developers.clio.com/api-docs/fields)\n# Rate Limiting\nSee our [Rate Limits documentation →](https://docs.developers.clio.com/api-docs/rate-limits)\n# Paging\nSee our [Pagination documentation →](https://docs.developers.clio.com/api-docs/paging)\n# ETags\nSee our [ETags documentation →](https://docs.developers.clio.com/api-docs/etags)\n# Minor Versions\nAPI v4 supports multiple minor versions. Versions are of the form '4.X.Y'. To request a specific version, you can use an `X-API-VERSION` header in your request, with the header value set to the API version you're requesting. If this header is omitted, it will be treated as a request for the default API version. If the header is present but invalid, it will return a `410 Gone` response. If the header is present and valid, but it is no longer supported, it will return a `410 Gone` response.\n\nAn `X-API-VERSION` will be included in all successful responses, with the value being set to the API version used.\n\nYou can find our [API Versioning Policy and Guidelines](https://docs.developers.clio.com/api-docs/api-versioning-policy) in our documentation hub.\n\nThe [API Changelog](https://docs.developers.clio.com/api-docs/api-changelog) explains each version's changes in further detail.\n### [4.0.4](https://docs.developers.clio.com/api-docs/api-changelog#404)\n\n * Update `quantity` field to return values in seconds rather than hours for Activities\n\n### [4.0.5](https://docs.developers.clio.com/api-docs/api-changelog#405)\n\n * Remove `matter_balances` field from Bills\n* Standardize status/state enum values\n* Add a Document association to completed DocumentAutomations\n* Add rate visibility handling for Activity's price and total\n\n### [4.0.6](https://docs.developers.clio.com/api-docs/api-changelog#406)\n\n * Remove `document_versions` collection field from Documents\n\n### [4.0.7](https://docs.developers.clio.com/api-docs/api-changelog#407)\n\n * Change secure link format\n\n### [4.0.8](https://docs.developers.clio.com/api-docs/api-changelog#408)\n\n * `Activity` hours are redacted in the response based on the activity hours visibility setting for the user\n * Add `quantity_redacted` field to activities\n\n### [4.0.9](https://docs.developers.clio.com/api-docs/api-changelog#409)\n\n * Contacts are filtered and redacted in the response based on the new 'Contacts Visibility' user permission setting.\n\n### [4.0.10](https://docs.developers.clio.com/api-docs/api-changelog#4010)\n\n * Fixed validation of `type` query parameter when querying Notes\n\n### [4.0.12](https://docs.developers.clio.com/api-docs/api-changelog#4012)\n\n * Restrict fields for CalendarEntry that should only be visible to event owners, editors, and viewers\n\n### [4.0.13](https://docs.developers.clio.com/api-docs/api-changelog#4013)\n\n **This is the default version**\n\n * Add association limits to Contacts\n* Returns 422 Unprocessable Entity when association limits are exceeded\n\n\n"
version: v4
x-logo:
url: https://www.clio.com/wp-content/uploads/2015/05/Container-5-Logo.png
servers:
- url: https://app.clio.com/api/v4
description: US region Production Server
- url: https://eu.app.clio.com/api/v4
description: Europe region Production Server
- url: https://ca.app.clio.com/api/v4
description: Canada region Production Server
- url: https://au.app.clio.com/api/v4
description: Australia region Production Server
tags:
- name: Document Templates
description: 'Document Templates are files used to create standardized documents using Clio’s Document Automation feature. Document Templates contain merge fields, which are used to pull information from Clio into the document being generated by Document Automation.
The supported formats are doc, docx, ppt, pptx, xls, xlsx, pdf and xml.
[Support Link](https://help.clio.com/hc/en-us/articles/9290238939163-Document-Templates#create-document-templates-in-clio-manage-0-4)
'
paths:
/document_templates/{id}/download.json:
get:
tags:
- Document Templates
summary: Get the contents of the DocumentTemplate
operationId: DocumentTemplate#download
description: Get the contents of the DocumentTemplate
parameters:
- name: id
in: path
description: The unique identifier for the DocumentTemplate.
required: true
schema:
type: integer
format: int64
responses:
'303':
description: See Other
'404':
description: Not Found
/document_templates.json:
get:
tags:
- Document Templates
summary: Return the data for all DocumentTemplates
operationId: DocumentTemplate#index
description: Outlines the parameters, optional and required, used when requesting the data for all DocumentTemplates
parameters:
- name: X-API-VERSION
in: header
description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
required: false
schema:
type: string
- name: created_since
in: query
description: Filter DocumentTemplate records to those having the `created_at` field after a specific time. (Expects an ISO-8601 timestamp).
required: false
schema:
type: string
format: date-time
- name: fields
in: query
description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields).
required: false
schema:
type: string
- name: ids[]
in: query
description: Filter DocumentTemplate records to those having the specified unique identifiers.
required: false
schema:
type: integer
format: int64
- name: limit
in: query
description: 'A limit on the number of DocumentTemplate records to be returned. Limit can range between 1 and 200. Default: `200`.'
required: false
schema:
type: integer
format: int32
- name: order
in: query
description: 'Orders the DocumentTemplate records by the given field. Default: `id(asc)`.'
required: false
schema:
type: string
enum:
- id(asc)
- id(desc)
- filename(asc)
- filename(desc)
- category.name(asc)
- category.name(desc)
- last_modified(asc)
- last_modified(desc)
- last_modified_by.name(asc)
- last_modified_by.name(desc)
- name: page_token
in: query
description: A token specifying which page to return.
required: false
schema:
type: string
- name: updated_since
in: query
description: Filter DocumentTemplate records to those having the `updated_at` field after a specific time. (Expects an ISO-8601 timestamp).
required: false
schema:
type: string
format: date-time
responses:
'200':
description: Ok
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/DocumentTemplate_List'
'400':
description: Bad Request
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'401':
description: Unauthorized
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'429':
description: Too Many Requests
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
post:
tags:
- Document Templates
summary: Create a new DocumentTemplate
operationId: DocumentTemplate#create
description: Outlines the parameters and data fields used when creating a new DocumentTemplate
parameters:
- name: X-API-VERSION
in: header
description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
required: false
schema:
type: string
- name: fields
in: query
description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields).
required: false
schema:
type: string
responses:
'201':
description: Created
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/DocumentTemplate_Show'
'400':
description: Bad Request
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'422':
description: Unprocessable Entity
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'401':
description: Unauthorized
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'429':
description: Too Many Requests
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
requestBody:
description: Request Body for Document Templates
content:
application/json:
schema:
type: object
required:
- data
properties:
data:
type: object
properties:
document_category:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single DocumentCategory associated with the DocumentTemplate. The keyword `null` is not valid for this field.
file:
type: string
description: 'A file that contains the DocumentTemplate. The file can be uploaded through a form as application/x-www-form-urlencoded or multipart/form-data request.
Alternatively, the file can be converted to a BASE64-encoded string and serialized to JSON.
'
filename:
type: string
description: The name of the file. The field is required when the file is BASE64-encoded string.
required:
- file
application/x-www-form-urlencoded:
schema:
type: object
required:
- data
properties:
data:
type: object
properties:
document_category:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single DocumentCategory associated with the DocumentTemplate. The keyword `null` is not valid for this field.
file:
type: string
description: 'A file that contains the DocumentTemplate. The file can be uploaded through a form as application/x-www-form-urlencoded or multipart/form-data request.
Alternatively, the file can be converted to a BASE64-encoded string and serialized to JSON.
'
filename:
type: string
description: The name of the file. The field is required when the file is BASE64-encoded string.
required:
- file
multipart/form-data:
schema:
type: object
required:
- data
properties:
data:
type: object
properties:
document_category:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single DocumentCategory associated with the DocumentTemplate. The keyword `null` is not valid for this field.
file:
type: string
description: 'A file that contains the DocumentTemplate. The file can be uploaded through a form as application/x-www-form-urlencoded or multipart/form-data request.
Alternatively, the file can be converted to a BASE64-encoded string and serialized to JSON.
'
filename:
type: string
description: The name of the file. The field is required when the file is BASE64-encoded string.
required:
- file
required: false
/document_templates/{id}.json:
get:
tags:
- Document Templates
summary: Return the data for a single DocumentTemplate
operationId: DocumentTemplate#show
description: Outlines the parameters, optional and required, used when requesting the data for a single DocumentTemplate
parameters:
- name: IF-MODIFIED-SINCE
in: header
description: The server will send the requested resource with a 200 status, but only if it has been modified after the given date. (Expects an RFC 2822 timestamp).
required: false
schema:
type: string
format: date
- name: IF-NONE-MATCH
in: header
description: The server will send the requested resource with a 200 status, but only if the existing resource's [ETag](#section/ETags) doesn't match any of the values listed.
required: false
schema:
type: string
- name: X-API-VERSION
in: header
description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
required: false
schema:
type: string
- name: fields
in: query
description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields).
required: false
schema:
type: string
- name: id
in: path
description: The unique identifier for the DocumentTemplate.
required: true
schema:
type: integer
format: int64
responses:
'200':
description: Ok
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/DocumentTemplate_Show'
'400':
description: Bad Request
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'401':
description: Unauthorized
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'429':
description: Too Many Requests
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'304':
description: Not Modified
patch:
tags:
- Document Templates
summary: Update a single DocumentTemplate
operationId: DocumentTemplate#update
description: Outlines the parameters and data fields used when updating a single DocumentTemplate
parameters:
- name: IF-MATCH
in: header
description: The server will update the requested resource and send back a 200 status, but only if value in the header matches the existing resource's [ETag](#section/ETags).
required: false
schema:
type: string
- name: X-API-VERSION
in: header
description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
required: false
schema:
type: string
- name: fields
in: query
description: The fields to be returned. See response samples for what fields are available. For more information see the [fields section](#section/Fields).
required: false
schema:
type: string
- name: id
in: path
description: The unique identifier for the DocumentTemplate.
required: true
schema:
type: integer
format: int64
responses:
'200':
description: Ok
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/DocumentTemplate_Show'
'400':
description: Bad Request
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'403':
description: Forbidden
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'404':
description: Not Found
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'422':
description: Unprocessable Entity
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'401':
description: Unauthorized
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'429':
description: Too Many Requests
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
'412':
description: Precondition Failed
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
requestBody:
description: Request Body for Document Templates
content:
application/json:
schema:
type: object
required:
- data
properties:
data:
type: object
properties:
document_category:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single DocumentCategory associated with the DocumentTemplate. The keyword `null` is not valid for this field.
file:
type: string
description: 'A file that contains the DocumentTemplate. The file can be uploaded through a form as application/x-www-form-urlencoded or multipart/form-data request.
Alternatively, the file can be converted to a BASE64-encoded string and serialized to JSON.
'
filename:
type: string
description: The name of the file. The field is required when the file is BASE64-encoded string.
application/x-www-form-urlencoded:
schema:
type: object
required:
- data
properties:
data:
type: object
properties:
document_category:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single DocumentCategory associated with the DocumentTemplate. The keyword `null` is not valid for this field.
file:
type: string
description: 'A file that contains the DocumentTemplate. The file can be uploaded through a form as application/x-www-form-urlencoded or multipart/form-data request.
Alternatively, the file can be converted to a BASE64-encoded string and serialized to JSON.
'
filename:
type: string
description: The name of the file. The field is required when the file is BASE64-encoded string.
multipart/form-data:
schema:
type: object
required:
- data
properties:
data:
type: object
properties:
document_category:
type: object
properties:
id:
type: integer
format: int64
description: The unique identifier for a single DocumentCategory associated with the DocumentTemplate. The keyword `null` is not valid for this field.
file:
type: string
description: 'A file that contains the DocumentTemplate. The file can be uploaded through a form as application/x-www-form-urlencoded or multipart/form-data request.
Alternatively, the file can be converted to a BASE64-encoded string and serialized to JSON.
'
filename:
type: string
description: The name of the file. The field is required when the file is BASE64-encoded string.
required: false
delete:
tags:
- Document Templates
summary: Delete a single DocumentTemplate
operationId: DocumentTemplate#destroy
description: Outlines the parameters, optional and required, used when deleting the record for a single DocumentTemplate
parameters:
- name: X-API-VERSION
in: header
description: 'The [API minor version](#section/Minor-Versions). Default: latest version.'
required: false
schema:
type: string
- name: id
in: path
description: The unique identifier for the DocumentTemplate.
required: true
schema:
type: integer
format: int64
responses:
'204':
description: No Content
'403':
description: Forbidden
content:
application/json; charset=utf-8:
schema:
$ref: '#/components/schemas/Error'
components:
schemas:
DocumentTemplate_base:
type: object
properties:
id:
type: integer
format: int64
description: Unique identifier for the *DocumentTemplate*
etag:
type: string
description: ETag for the *DocumentTemplate*
size:
type: integer
format: int32
description: The size in bytes of the template
content_type:
type: string
description: A standard MIME type describing the format of the object data.
filename:
type: string
description: The name of the original file that was uploaded
created_at:
type: string
format: date-time
description: The time the *DocumentTemplate* was created (as a ISO-8601 timestamp)
updated_at:
type: string
format: date-time
description: The time the *DocumentTemplate* was last updated (as a ISO-8601 timestamp)
Error:
type: object
required:
- error
properties:
error:
$ref: '#/components/schemas/ErrorDetail'
DocumentTemplate_Show:
type: object
required:
- data
properties:
data:
$ref: '#/components/schemas/DocumentTemplate'
DocumentTemplate_List:
type: object
required:
- data
properties:
data:
type: array
description: DocumentTemplate List Response
items:
$ref: '#/components/schemas/DocumentTemplate'
User_base:
type: object
properties:
account_owner:
type: boolean
description: Whether the *User* is the owner of the account
clio_connect:
type: boolean
description: Whether the *User* is a Clio Connect user
court_rules_default_attendee:
type: boolean
description: Whether the *User* is a default attendee for court rules events
created_at:
type: string
format: date-time
description: The time the *User* was created (as a ISO-8601 timestamp)
default_calendar_id:
type: integer
format: int64
description: Default calendar id for *User*.
email:
type: string
description: The email of the *User*
enabled:
type: boolean
description: Whether the *User* is allowed to log in
etag:
type: string
description: ETag for the *User*
first_name:
type: string
description: The first name of the *User*
id:
type: integer
format: int64
description: Unique identifier for the *User*
initials:
type: string
description: The initials of the *User*
last_name:
type: string
description: The last name of the *User*
name:
type: string
description: The full name of the *User*
phone_number:
type: string
description: The primary phone number for the *User*.
rate:
type: number
format: float
description: Default user activity rate for *User*.
roles:
type: array
items:
type: string
description: An array of roles assigned to this *User*
subscription_type:
type: string
enum:
- Attorney
- NonAttorney
description: The subscription type of the *User*
time_zone:
type: string
description: The selected time zone of the *User*
updated_at:
type: string
format: date-time
description: The time the *User* was last updated (as a ISO-8601 timestamp)
ErrorDetail:
type: object
required:
- type
- message
properties:
type:
type: string
description: Unique name for this error
message:
type: string
description: Detailed message about the error
DocumentTemplate:
allOf:
- $ref: '#/components/schemas/DocumentTemplate_base'
- type: object
properties:
document_category:
$ref: '#/components/schemas/DocumentCategory_base'
description: DocumentCategory
last_modified_by:
$ref: '#/components/schemas/User_base'
description: User
DocumentCategory_base:
type: object
properties:
id:
type: integer
format: int64
description: Unique identifier for the *DocumentCategory*
etag:
type: string
description: ETag for the *DocumentCategory*
name:
type: string
description: The name of the *DocumentCategory*
created_at:
type: string
format: date-time
description: The time the *DocumentCategory* was created (as a ISO-8601 timestamp)
updated_at:
type: string
format: date-time
description: The time the *DocumentCategory* was last updated (as a ISO-8601 timestamp)
x-tagGroups:
- name: Api
tags:
- Custom Actions
- Webhooks
- name: Activities
tags:
- Activities
- Activity Descriptions
- Activity Rates
- Expense Categories
- Timers
- Utbms Codes
- Utbms Sets
- name: Accounting
tags:
- Bank Accounts
- Bank Transactions
- Bank Transfers
- name: Billing
tags:
- Bills
- Billable Clients
- Billable Matters
- Bill Themes
- Interest Charges
- Line Items
- Outstanding Client Balances
- name: Calendars
tags:
- Calendars
- Calendar Entries
- Calendar Entry Event Types
- Calendar Visibilities
- Reminders
- name: Clio Payments
tags:
- Clio Payments Links
- Clio Payments Payments
- name: Communications
tags:
- Communications
- Conversations
- Conversation Messages
- name: Contacts
tags:
- Contacts
- Email Addresses
- Phone Numbers
- Notes
- Log Entries
- name: Court Rules
tags:
- Jurisdictions To Triggers
- Jurisdictions
- Matter Dockets
- Service Types
- name: Custom Fields
tags:
- Custom Fields
- Custom Field Sets
- name: Documents
tags:
- Docume
# --- truncated at 32 KB (33 KB total) ---
# Full source: https://raw.githubusercontent.com/api-evangelist/clio/refs/heads/main/openapi/clio-document-templates-api-openapi.yml