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Create document

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The soprotocol should be on the format: soprotocol:document.main[new=true]?appointment_id=0&...other args...

Refer to the document arguments for full list of available properties/args.

Create new document

soprotocol:document.main[new=true]?document_id=0

Create new document with pre-selected documenttemplate_id equals 10

soprotocol:document.main[new=true]?document_id=0&documenttemplate_id=10

Document arguments

The following arguments are supported when creating a new document:

Property Description
document_id Document ID, if 0, a new document is created.
contact_id Set the current contact.
person_id Set the current person.
sale_id Set the current sale.
project_id Set the current project.
logicmode "default" or "sendandarchive"
setvisiblefor If true, use the same logic as if the preference "remember visible for" is enabled.
suggesteddocument_id Suggested document ID.
email_item_id If set, the document is created from this email.
email_attachment_id Email attachment ID.
savedreport If true, create the document from a saved report.
reportid Report ID.
documenttemplate_id The template to use for the document.
documentdate_name The date of the document in C# "ticks".
documentheading_name The heading of the document.
documentfile_name Filename to use.
documentforeignkey_name Set a custom field in the document entity.
documentforeignkey_type The value of the custom field defined above.
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