Create 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 ```html <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 ```html <h1 class="heading-base"></h1> ``` **bulletList** Type: block list Content: listItem+ Atts: none ```html <ul class="list-base"><li></li></ul> ``` **hardBreak** Type: inline Atts: none ```html <br> ``` **horizontalRule** Type: block Atts: none ```html <hr class="hr-base"> ``` **orderedList** Type: block list Content: listItem+ Atts: - start: 1 - type: null ```html <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 ```html <li></li> ``` **blockquote** Type: block Content: block+ (one or more block child nodes (e.g. paragraph, list, …)) Atts: none ```html <blockquote class="blockquote-base"><p class="paragraph-base"></p></blockquote> ``` **table** Type: block Content: tableRow+ Atts: none ```html <table style="width: 0px;"><colgroup></colgroup><tbody><tr></tr></tbody></table> ``` **tableRow** Content: (tableCell | tableHeader)* Atts: none ```html <tr></tr> ``` **tableHeader** Content: block+ (one or more block child nodes (e.g. paragraph, list, …)) Atts: - colspan: 1 - rowspan: 1 - colwidth: null - align: null ```html <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 ```html <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 ```html <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 ```html <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": [] } ```html <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 ```html <condition-body><p class="paragraph-base"></p></condition-body> ``` ### Marks **link** Atts: - href: null - target: _blank - rel: noopener noreferrer nofollow - class: null - title: null ```html <a target="_blank" rel="noopener noreferrer nofollow" href="">link text example</a> ``` **bold** Atts: none ```html <strong>bold text example</strong> ``` **code** Atts: none ```html <code>code text example</code> ``` **italic** Atts: none ```html <em>italic text example</em> ``` **strike** Atts: none ```html <s>strike text example</s> ``` **underline** Atts: none ```html <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.

A brief description explaining the purpose or use case of this template. Helps users understand when to use this template.

ISO 639-1 language code for the template (e.g., "en" for English, "de" for German). Determines which language version of the template is used.

The name/title of the document template. This is displayed in the templates list and when selecting a template.

The type of document this template generates. Currently only "ProjectDocument" is available, which is used for generating project-related documents.