Partially update document template

Accepts Markdown or HTML for complex formatting. This content is rendered by the Leadtime rich editor, not by a plain Markdown viewer.

For quick/simple text, Markdown is acceptable. For polished user-facing content from an agent or integration, prefer structured HTML because it preserves editor blocks, links, and layout more predictably.

Use only the nodes and marks documented below for this field. Supported editor features differ by endpoint and field. Choose formatting for readability, not decoration: use headings for real sections, paragraphs for narrative text, lists or tables for structured facts, blockquotes for quoted context, callouts for important outcomes/risks/notes when supported, and explicit anchors for links. Do not rely on bare URLs or Markdown links when the link must be clickable; use explicit anchors such as <a href="https://example.com" target="_blank" rel="noopener noreferrer nofollow">link text</a>.

In HTML you can use:

Node Types and Marks

Nodes

paragraph Type: block Content: inline* (inline only — do not use block tags such as <p> inside; use e.g. <br>, <strong>, <em>, <span>…) Default paragraph. extraPlaceholder is an internal structure for the editor to show a ghost placeholder in empty “template” lines (ProseMirror JSON fragment or null). For normal agent output leave extraPlaceholder as null. Only set it if you are intentionally mirroring a field placeholder the user already has in the open editor; do not set random placeholder data for free-form answers. Atts:

• extraPlaceholder: null

<p class="paragraph-base" extraplaceholder="null/some-value"></p>

heading Type: block Content: inline* (inline only — do not use block tags such as <p> inside; use e.g. <br>, <strong>, <em>, <span>…) Atts:

• level: 1

<h1 class="heading-base"></h1>

bulletList Type: block list Content: listItem+ Atts: none

<ul class="list-base"><li></li></ul>

hardBreak Type: inline Atts: none

<br>

horizontalRule Type: block Atts: none

<hr class="hr-base">

orderedList Type: block list Content: listItem+ Atts:

• start: 1
• type: null

<ol class="order-list-base" type="null/some-value"><li></li></ol>

listItem Content: (paragraph|list)* (paragraphs and/or lists, in any order) Atts: none

<li></li>

blockquote Type: block Content: block+ (one or more block child nodes (e.g. paragraph, list, …)) Atts: none

<blockquote class="blockquote-base"><p class="paragraph-base"></p></blockquote>

table Type: block Content: tableRow+ Atts: none

<table style="width: 0px;"><colgroup></colgroup><tbody><tr></tr></tbody></table>

tableRow Content: (tableCell | tableHeader)* Atts: none

<tr></tr>

tableHeader Content: block+ (one or more block child nodes (e.g. paragraph, list, …)) Atts:

• colspan: 1
• rowspan: 1
• colwidth: null
• align: null

<th colspan="1" rowspan="1" colwidth="null/some-value" style="text-align: null/some-value;"><p class="paragraph-base"></p></th>

tableCell Content: block+ (one or more block child nodes (e.g. paragraph, list, …)) Atts:

• colspan: 1
• rowspan: 1
• colwidth: null
• align: null

<td colspan="1" rowspan="1" colwidth="null/some-value" style="text-align: null/some-value;"><p class="paragraph-base"></p></td>

variable Type: inline Document/template variable token (span with data-type="variable" and data-id).

• id: Variable key, often scoped (e.g. currentUser.firstName, project.name). Only use keys that exist for the document type you are in; product docs list the allowed variable ids. Do not invent new variable names in HTML for production templates. Atts:
• id: null

<span data-type="variable" data-id="null/some-value" id="null/some-value"></span>

pageBreak Type: block Page break for PDF/print output (void <page-break> element). Inserts a hard page break when exporting. Use sparingly where the user asked for a new printed page, not for normal on-screen line breaks (use hardBreak/paragraphs instead). Atts: none

<page-break></page-break>

condition Type: block Content: conditionBody (a single condition body block) This node conditionally renders its content based on a set of rules. The rules are defined in the 'conditions' attribute. 'conditions' is an object like: { type: 'and' | 'or', expressions: Array<Expression | ConditionGroup> }. An 'Expression' is { field: string, operator: string, value: any }. A 'ConditionGroup' is a nested { type: 'and' | 'or', expressions: [...] }. Example for an expression: { field: 'invoice.total', operator: 'gt', value: 100 } means 'if invoice total is greater than 100'. Supported operators typically include: eq (equals), neq (not equals), gt (greater than), gte (greater than or equal to), lt (less than), lte (less than or equal to), contains, in, is_true, is_false, etc. Check editor UI for available fields and operators. ALL FIELDS CAN ONLY BE EXISTING VARIABLES. DO NOT INVENT NEW FIELDS. Atts:

• conditions: { "type": "and", "expressions": [] }

<condition conditions="{&quot;type&quot;:&quot;and&quot;,&quot;expressions&quot;:[]}"><condition-body><p class="paragraph-base"></p></condition-body></condition>

conditionBody Content: block+ (one or more block child nodes (e.g. paragraph, list, …)) Atts: none

<condition-body><p class="paragraph-base"></p></condition-body>

Marks

link Atts:

• href: null
• target: _blank
• rel: noopener noreferrer nofollow
• class: null
• title: null

<a target="_blank" rel="noopener noreferrer nofollow" href="">link text example</a>

bold Atts: none

<strong>bold text example</strong>

code Atts: none

<code>code text example</code>

italic Atts: none

<em>italic text example</em>

strike Atts: none

<s>strike text example</s>

underline Atts: none

<u>underline text example</u>

Available Template Variables

You can use the following variables in your document templates. Variables are represented as HTML spans:

workspace: workspace.vat, workspace.hourRate, workspace.invoiceDaysTillOverdue, workspace.standardReminderFee, workspace.baseInterestRate, workspace.interestRate company: company.companyName, company.legalForm, company.country, company.zip, company.city, company.street, company.houseNumber, company.phone, company.email, company.website, company.fax, company.taxNumber, company.registrationNumber, company.registrationCourt organization: organization.companyName, organization.shortName, organization.legalForm, organization.description, organization.country, organization.zip, organization.city, organization.street, organization.houseNumber, organization.phone, organization.email, organization.website, organization.fax, organization.taxNumber, organization.registrationNumber, organization.registrationCourt, organization.hourRate, organization.invoiceDaysTillOverdue, organization.standardReminderFee, organization.baseInterestRate, organization.interestRate project: project.name, project.category, project.status, project.defaultAccountable, project.country, project.projectId, project.activeVersionId, project.activeVersionName currentUser: currentUser.title, currentUser.degree, currentUser.email, currentUser.firstName, currentUser.lastName, currentUser.country, currentUser.zip, currentUser.city, currentUser.street, currentUser.houseNr, currentUser.birthday, currentUser.phone, currentUser.signature recipient: recipient.firstName, recipient.lastName, recipient.position, recipient.gender, recipient.title, recipient.degree, recipient.birthdate, recipient.activeVersionName, recipient.country, recipient.zip, recipient.city, recipient.street, recipient.houseNumber, recipient.phone, recipient.email, recipient.socialNetwork macros: macros.todaysDate, macros.dearCustomer

Example HTML: <span data-type="variable" data-id="currentUser.firstName">John</span>, <span data-type="variable" data-id="project.name">Website Redesign</span>

Custom variables define template-specific placeholders that extend beyond standard system variables. Each variable can be referenced in the template content using <span data-type="variable" data-id="custom.variable_name">...</span> syntax. When generating a document from this template, users will be prompted to fill in these values. Variables support different types (Text, Number, Date, Boolean, Select, MultiSelect) and can be marked as required. If provided, the entire custom variables array replaces the existing one.