Update organization document settings

Partially updates document formatting settings for an organization. Only the fields you provide will be updated; all other fields remain unchanged.

What are Document Settings? Document settings control how project documents (quotes, requirement documents, contracts) are formatted for this organization. These settings can override workspace defaults to enable customer-specific layouts.

Available settings:

projectDocumentEnableToc: Include table of contents (boolean or null to inherit)
projectDocumentTitlePage: Show title/cover page (boolean or null to inherit)
projectDocumentHeadingStyle: Heading formatting style (enum value or null to inherit)
projectDocumentDefaultContactUserId: Default contact person UUID (or null to clear)

Inheritance:

Set any field to null to inherit the workspace default for that setting
Provide a value to override the workspace default for this organization
Omit fields you do not want to change (they remain unchanged)

Example use cases:

Enable table of contents for a specific customer: { “projectDocumentEnableToc”: true }
Reset to workspace default: { “projectDocumentEnableToc”: null }
Set multiple settings at once: { “projectDocumentEnableToc”: true, “projectDocumentTitlePage”: false }

Note: This endpoint requires the Organizations.edit permission. The organization must exist in your workspace and not be deleted.

PATCH/organizations/{id}/document-settings

Authorization

AuthorizationOAuth2 access token · headerrequired

Scopes:api:write

AuthorizationBearer token (JWT) · headerrequired

Path parameters

idstringrequired

Request body

requiredapplication/json

documentLanguageobject

Document language override for this organization. Overrides workspace default. Set to null to inherit workspace default. Omit this field to leave it unchanged.

offerTextsobject

Offer text overrides for this organization. Overrides workspace defaults. Set to null to inherit workspace defaults. Omit this field to leave it unchanged.

Show properties

offerIntroTextobject | null

Custom intro text for offers (HTML or Markdown). Overrides workspace default. Set to null to clear.

offerOutroTextobject | null

Custom outro text for offers (HTML or Markdown). Overrides workspace default. Set to null to clear.

projectDocumentDefaultContactUserIdobject | null

UUID of the organization member (contact person) to set as the default recipient for new project documents. Set to null to clear the default contact. Omit this field to leave it unchanged.

projectDocumentEnableTocobject | null

Whether to automatically include a table of contents in project documents. Set to null to inherit the workspace default, true to enable, or false to disable. Omit this field to leave it unchanged.

projectDocumentHeadingStylestring | null

Formatting style for headings in project documents (e.g., Sequential, Normal). Set to null to inherit the workspace default, or provide a specific style to override. Omit this field to leave it unchanged.

Allowed:NormalSequentialSequentialFromSecondLevelSequentialWithParagraphs

projectDocumentTitlePageobject | null

Whether to include a title/cover page in project documents. Set to null to inherit the workspace default, true to enable, or false to disable. Omit this field to leave it unchanged.

Responses

200

successbooleanrequired

Operation success flag

401

Unauthorized - Invalid or missing authentication token

403

Forbidden - Insufficient API scopes or permissions

Try it

Server

Base URLCustom base URLOverrides the selected server when set.

Authorization

OAuth2 access tokenRemember on this deviceInclude my values in samples

Parameters

idpath*

Bodyapplication/json

Request body

Request

curl -X PATCH "https://leadtime.app/api/public/organizations/string/document-settings" \
  -H "Authorization: Bearer YOUR_ACCESS_TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
  "documentLanguage": "de",
  "offerTexts": {
    "offerIntroText": {},
    "offerOutroText": {}
  },
  "projectDocumentDefaultContactUserId": "123e4567-e89b-12d3-a456-426614174000",
  "projectDocumentEnableToc": true,
  "projectDocumentHeadingStyle": "Sequential",
  "projectDocumentTitlePage": false
}'

const response = await fetch("https://leadtime.app/api/public/organizations/string/document-settings", {
  method: "PATCH",
  headers: {
    "Authorization": "Bearer YOUR_ACCESS_TOKEN",
    "Content-Type": "application/json"
  },
  body: "{\n  \"documentLanguage\": \"de\",\n  \"offerTexts\": {\n    \"offerIntroText\": {},\n    \"offerOutroText\": {}\n  },\n  \"projectDocumentDefaultContactUserId\": \"123e4567-e89b-12d3-a456-426614174000\",\n  \"projectDocumentEnableToc\": true,\n  \"projectDocumentHeadingStyle\": \"Sequential\",\n  \"projectDocumentTitlePage\": false\n}"
});

import requests

response = requests.patch(
    "https://leadtime.app/api/public/organizations/string/document-settings",
    headers={
        "Authorization": "Bearer YOUR_ACCESS_TOKEN",
        "Content-Type": "application/json"
    },
    data="{\n  \"documentLanguage\": \"de\",\n  \"offerTexts\": {\n    \"offerIntroText\": {},\n    \"offerOutroText\": {}\n  },\n  \"projectDocumentDefaultContactUserId\": \"123e4567-e89b-12d3-a456-426614174000\",\n  \"projectDocumentEnableToc\": true,\n  \"projectDocumentHeadingStyle\": \"Sequential\",\n  \"projectDocumentTitlePage\": false\n}",
)

Response

{
  "success": true
}