Clio Document Templates API
Document Templates are files used to create standardized documents using Clio’s Document Automation feature. Document Templates contain merge fields, which are used to pull information from Clio into the document being generated by Document Automation.The supported formats are doc, docx, ppt, pptx, xls, xlsx, pdf and xml.[Support Link](https://help.clio.com/hc/en-us/articles/9290238939163-Document-Templates#create-document-templates-in-clio-manage-0-4)
Clio Document Templates API is one of 85 APIs that Clio publishes on the APIs.io network, described by a machine-readable OpenAPI specification.
Tagged areas include Document Templates. The published artifact set on APIs.io includes an OpenAPI specification, API documentation, an API reference, and authentication docs.
This API exposes 6 operations across 3 paths, and defines 8 schemas. It is described by OpenAPI 3.2.0, at version v4.
Requests are made against 4 base URLs: https://app.clio.com/api/v4, https://eu.app.clio.com/api/v4, https://ca.app.clio.com/api/v4, https://au.app.clio.com/api/v4.
Metadata
The identity and technical contract details declared by the specification.
Paths & Operations 6
Across 3 paths, the API surfaces 6 operations — 1 DELETE, 3 GET, 1 PATCH, 1 POST. Each is listed below with its method, path, parameters, and response codes.
Document Templates are files used to create standardized documents using Clio’s Document Automation feature. Document Templates contain merge fields, which are used to pull inform…
Schemas 8
The contract defines 8 schemas that model the data the API accepts and returns. The most detailed are User_base (19 properties), DocumentTemplate_base (7 properties), DocumentCategory_base (5 properties), ErrorDetail (2 properties). Each schema is shown below with its type and property counts.
Specification
The full machine-readable OpenAPI contract behind this narrative.
Source
More from Clio 12
Other APIs Clio publishes across the network.
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