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Interact with the Actaport API

Actions69

Document → Create

AI-generated

Summary

Create a new document in Actaport by specifying required case reference parameters and document attributes, optionally using templates and placeholders for Word documents, and assign it to a folder and office location.

Inputs

  • Sequential Number (required) — Sequential number of the case to which the document belongs.
  • Reference Year (required) — Reference year of the case for document association.
  • Name (required) — Name of the document to create.
  • Type (required) — Type of the document to create: Word Document, Excel Spreadsheet, or PowerPoint Presentation.
  • Folder (required) — Folder in which to create the document, selectable by list or by ID.
  • Letterhead Template — Letterhead template to apply, available only when creating Word documents.
  • Template — Document template to use for creating the document, selectable by list or by ID.
  • Office Location — Office location to be used for document creation.
  • Template Placeholders — Placeholder names and values to fill in when using a Word template.
  • Metadata — Additional metadata fields such as status, type, and description to associate with the document.

Output shape

a single record representing the created document with its details.

The operation sends the document creation request body with parameters mapped as documented. Optional fields like templates and placeholders are included conditionally. Document creation status or resultant document data is returned, enabling further workflow steps.

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