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. |