Create Gestoria Template
gestoria_template_createCreate reusable document request templates with variable interpolation for bulk-sending to clients. Set due date offset and require file attachments.
Instructions
Create a reusable document request template that the gestor can bulk-send to many client workspaces. Template body supports plain-text variable interpolation (e.g. {{quarter}}, {{year}}). dueDateOffsetDays sets when the request is due relative to the bulk-send date. attachmentRequired=true enforces clients to upload a file before marking complete. Example: name='IVA trimestral', title='Documentacion IVA {{quarter}}/{{year}}', description='Adjunta extractos bancarios y facturas emitidas del {{quarter}}', dueDateOffsetDays=14, attachmentRequired=true. / Crea una plantilla de solicitud de documento reutilizable que el gestor puede enviar en masa a varios espacios cliente.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| name | Yes | Internal template name (shown to gestor only) / Nombre interno | |
| title | Yes | Title rendered to the client (supports {{variables}}) / Titulo visible al cliente | |
| description | Yes | Description / instructions for the client (supports {{variables}}) / Descripcion e instrucciones | |
| dueDateOffsetDays | Yes | Days from send until due (0-365) / Dias desde envio hasta vencimiento | |
| attachmentRequired | No | Require an uploaded file before completion (default: false) / Requiere archivo | |
| variables | No | Variable definitions for interpolation / Definiciones de variables |
Output Schema
| Name | Required | Description | Default |
|---|---|---|---|
| templateId | Yes |