patrickwQ: Creating a template via API
Is it possible to upload a template (ie a docx) via API and then use it?
I also read that there is a limit of 10 template on Tier 1. Is it possible to delete templates via API?
I like to use it a bit as a report generator where WORD is the report editor with changing templates as opposed to a fixed template that gets used again and again
Jarek23197
Nov 16, 2024A: Hi! Templates management as of now is only through our app interface. In-app we are able to show all uploaded template related errors and detected fields.
Verified purchaser
Thank you.
My use case is that I have a database and want for my clients to design their own reports.
So I'm wondering if this on your roadmap?
1) Using Excel as opposed to Word as a template? Excel can do great calculations based on values your engine puts in a field
2) Allowing clients to upload templates to your app interface themselves
3) Offering the API for template creation
Verified purchaser
Just wanted to follow-up
Hi Again Patrick. 1) Yes we research using Excel templates for creating reports based on provided fields values. 2) Currently clients can upload templates to our platform using app interface 3) No plans for API for that.
Verified purchaser
When you say clients can upload are you referring to me as your client or to my clients? Ie can I provide logins to my clients to create templates on my account?
Hi. Refering you as our client - Only person that has login and password can manage account templates.