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Getting started
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Collaboration Functionality
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Templates
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Account Settings
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Concord API
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Salesforce Integration
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Managing Your Documents
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Automation Workflows
Create a Document from an Automated Template with the API
To create a document from an automated template with the API, you will need:
- Your API key to authenticate yourself
- The UID of your automated template
- To create a new API key, follow this article.
- To create a new automated template and set it up, please read this article.
- To get the UID of your automated template, go to your automated template on Concord; in the AUDIT tab, you will find your UID.