CreateDocumentUsingTemplate API

Creates a new HTML document or a new version of an existing document at the specified path, using an infoRouter template document and XML content data to populate the template fields.

When the target Path does not exist, a new document is created. When it already exists, a new version of that document is created using the template.

Endpoint

/srv.asmx/CreateDocumentUsingTemplate

Methods

GET /srv.asmx/CreateDocumentUsingTemplate?authenticationTicket=...&Path=...&TemplatePath=...&xmlContent=...
POST /srv.asmx/CreateDocumentUsingTemplate (form data)
SOAP Action: http://tempuri.org/CreateDocumentUsingTemplate

Parameters

Parameter	Type	Required	Description
`authenticationTicket`	string	Yes	Authentication ticket obtained from `AuthenticateUser`.
`Path`	string	Yes	Full infoRouter path for the document to create or update (e.g. `/MyLibrary/Reports/Summary.htm`). If the path does not yet exist, a new document is created. If it already exists, a new version is created.
`TemplatePath`	string	Yes	Full infoRouter path of the existing HTML template document to use (e.g. `/Templates/ReportTemplate.htm`). Pass `"999"` to use a blank/empty template.
`xmlContent`	string	Yes	XML-formatted data used to populate the template fields. Pass an empty string if no field data is required.

Response

Success Response — New Document Created

<response success="true" error="" DocumentID="42" DocumentName="Summary.htm" />

Attribute	Description
`success`	`true` if the document was created successfully.
`DocumentID`	The integer ID of the newly created document.
`DocumentName`	The name of the created file (`.htm` extension is added automatically if the path does not end with `.html` or `.htm`).

Success Response — New Version Created

<root success="true" />

Error Response

<response success="false" error="Error message" />

Required Permissions

Creating a new document: The authenticated user must have Add Document permission on the destination folder (the parent of Path).
Creating a new version: The authenticated user must have Check Out and Publish permissions on the existing document at Path. If the document is already checked out by another user, the call fails.

Example

GET Request — Create new document

GET /srv.asmx/CreateDocumentUsingTemplate
  ?authenticationTicket=3f2504e0-4f89-11d3-9a0c-0305e82c3301
  &Path=/MyLibrary/Reports/Q1Summary.htm
  &TemplatePath=/Templates/QuarterlyReport.htm
  &xmlContent=%3Cfields%3E%3Ctitle%3EQ1+2026%3C%2Ftitle%3E%3C%2Ffields%3E
HTTP/1.1

POST Request — Create new document

POST /srv.asmx/CreateDocumentUsingTemplate HTTP/1.1
Content-Type: application/x-www-form-urlencoded

authenticationTicket=3f2504e0-4f89-11d3-9a0c-0305e82c3301
&Path=/MyLibrary/Reports/Q1Summary.htm
&TemplatePath=/Templates/QuarterlyReport.htm
&xmlContent=<fields><title>Q1 2026</title><author>Jane Smith</author></fields>

POST Request — Create new version using blank template

POST /srv.asmx/CreateDocumentUsingTemplate HTTP/1.1
Content-Type: application/x-www-form-urlencoded

authenticationTicket=3f2504e0-4f89-11d3-9a0c-0305e82c3301
&Path=/MyLibrary/Reports/Q1Summary.htm
&TemplatePath=999
&xmlContent=<fields><title>Q1 2026 (revised)</title></fields>

SOAP Request

<soap:Envelope xmlns:soap="http://schemas.xmlsoap.org/soap/envelope/"
               xmlns:tns="http://tempuri.org/">
  <soap:Body>
    <tns:CreateDocumentUsingTemplate>
      <tns:authenticationTicket>3f2504e0-4f89-11d3-9a0c-0305e82c3301</tns:authenticationTicket>
      <tns:Path>/MyLibrary/Reports/Q1Summary.htm</tns:Path>
      <tns:TemplatePath>/Templates/QuarterlyReport.htm</tns:TemplatePath>
      <tns:xmlContent>&lt;fields&gt;&lt;title&gt;Q1 2026&lt;/title&gt;&lt;/fields&gt;</tns:xmlContent>
    </tns:CreateDocumentUsingTemplate>
  </soap:Body>
</soap:Envelope>

Notes

This API produces HTML documents (.html / .htm). If the document name in Path does not end with .html or .htm, the extension .htm is automatically appended to the created file name.
The destination folder (the parent of Path) must already exist. It is not created automatically.
When creating a new version of an existing document that is not currently checked out, the API automatically checks the document out and then publishes the new version (leaving the document checked in).
When creating a new version of a document that is already checked out by the current user, the document remains checked out after the call.
If the document at Path is checked out by a different user, the call fails with an error.
Pass TemplatePath = "999" to generate the document content from a blank template rather than an existing template file.
The response root element differs between the two modes: <response> when creating a new document, <root> when creating a new version.

UploadDocument - Upload a document from raw file bytes
GetDocument - Retrieve properties of a document
GetDocumentVersions - List all versions of a document

Error Codes

Error	Description
`[900] Authentication failed`	Invalid or missing authentication ticket.
`[901] Session expired or Invalid ticket`	The ticket has expired or does not exist.
`Folder not found`	The destination folder (parent of `Path`) does not exist or is not accessible.
`Document not found`	The `TemplatePath` does not refer to an existing document.
`This document has been checked out by another user.`	The document at `Path` is checked out by a different user; a new version cannot be created.

For detailed documentation visit: https://support.inforouter.com/api-docs/CreateDocumentUsingTemplate