POST https://{host}/rest/v1/{unitId}/documents

Example of very simple issued document

{
  "type": "DOCUMENT.ISSUED",
  "agencyId": 18,
  "ownerId": 24,
  "companyId": 30370,
  "personId": 24409,
  "binderId": 25619,
  "properties": {
      "name": "This is subject",
      "createdOn": "2021-09-03",
      "bodyRichtext-1": "<p>This is body <strong>formatted</strong> text.</p>"
  }
}

Example of similar document, but with process "Manager approval" to be initialized

{
  "type": "DOCUMENT.ISSUED",
  "agencyId": 18,
  "ownerId": 24,
  "companyId": 30370,
  "personId": 24409,
  "binderId": 25619,
  "setProcess": "PROCESS-DOCUMENT.MANAGER.APPROVAL",
  "properties": {
      "name": "This is subject",
      "createdOn": "2021-09-03",
      "bodyRichtext-1": "<p>This is body <strong>formatted</strong> text.</p>"
  }
}

Example of document with label filled

{
  "type": "DOCUMENT.ISSUED",
  "agencyId": 18,
  "ownerId": 24,
  "companyId": 30370,
  "personId": 24409,
  "binderId": 25619,
  "tags": ["tag1"],
  "status": "PROCESSING",
  "statusDate": "2021-09-01",
  "category": "CATEGORY.DOCUMENT-LETTER",
  "properties": {
      "name": "This is subject",
      "createdOn": "2021-09-03",
      "bodyRichtext-1": "<p>This is body <strong>formatted</strong> text.</p>",
      "properties.companyName": "AD-IN-ONE Europe a.s.",
    	"properties.companyLabelName": "Mr. James Sample",
    	"properties.companyLabelNameSuffix": "CEO",
    	"properties.companyLabelAddress": "'Venceslass square16\n15500 Praha\nCzechia'"
  }
}

Example of issued purchase order including table of items

{
  "type": "DOCUMENT.ORDER.PURCHASE",
  "agencyId": 18,
  "ownerId": 24,
  "companyId": 30370,
  "personId": 24409,
  "binderId": 26582,
  "tags": [
    "štítek1"
  ],
  "status": "PROCESSING",
  "statusDate": "2021-09-01",
  "category": "",
  "acl": {
    "read": {
      "users": [],
      "groups": [232]
    },
    "write": {
      "users": [24],
      "groups": []
    }
  },
  "properties": {
    "name": "Purchase order",
    "createdOn": "2021-09-03",
    "bodyRichtext-1": "<p>This is body <strong>formatted</strong> text.</p>",
    "paperSize": "PAPER.SIZE-A4",
    "paperOrientation": "PORTRAIT",
    "printForm": "PAPER.HEADER-DOCUMENT.OFFICIAL",
    "formLanguage": "en",
    "createdIn": "external system",
    "showSignature": false,
    "currencyDoc": "CZK",
    "exPairDocAcc": "CZK/CZK",
    "exRateDocAcc": 1,
    "exchangeDate": "2021-09-06",
    "paymentCondition": "CONDITION.PAYMENT.PURCHASE_ORDER-TRANSFER.AFTER_DELIVERY",
    "bodyEditTable-DOCUMENT.ORDER.PURCHASE.ITEMS": {
      "data": [
        {
          "amountDoc": 100,
          "jobOwnerName": "",
          "rowNumber": 0,
          "unitCostDoc": 100,
          "currencyDoc": "CZK",
          "brand": "",
          "jobName": "",
          "amountAcc": 100,
          "name": "test",
          "client": "",
          "info": "",
          "itemId": -1,
          "count": 1,
          "currencyAcc": "CZK",
          "jobOwnerId": "",
          "target": {
            "jobId": 25713
          }
      ]
    }
  }
}

Example of issued client invoice including table of items

{
    "agencyId": 2,
    "type": "INVOICE.SALES",
    "ownerId": 2,
    "companyId": 3,
    "personId": 2,
    "binderId": null,
    "number": null,
    "tags": [],
    "status": "PROCESSING",
    "statusDate": "2022-01-01",
    "category": "CATEGORY.INVOICE.SALES-LOCAL",
    "properties": {
        "name": "First sample sales invoice",
        "createdOn": "2022-01-01",
        "companyName": "",
        "companyLabelName": "",
        "companyLabelNameSuffix": "",
        "companyLabelAddress": "Bavorská 14\n155 00 Praha 5\nCzechia",
        "bodyRichtext-1": "<p></p>",
        "bodyRichtext-2": "<p></p>",
        "paperSize": "PAPER.SIZE-A4",
        "paperOrientation": "PORTRAIT",
        "printForm": "PAPER.HEADER-INVOICE.SALES",
        "formLanguage": "en",
        "createdIn": "external system",
        "showSignature": false,
        "currencyDoc": "EUR",
        "exPairDocAcc": "CZK/EUR",
        "exRateDocAcc": 25.0,
        "exchangeDate": "2022-01-01",
        "vatDate": "2022-01-01",
        "issueDate": "2022-01-01",
        "supplyDate": "2022-01-01",
        "paymentDate": "2022-01-01",
        "paymentCondition": "CONDITION.PAYMENT.INVOICE-TRANSFER",
        "paymentMark": "PAYMENT.NONE",
        "agencyBankAccountId": null,
        "agencyBankAccount": {},
        "referenceNumber": "1234",
        "bodyEditTable-INVOICE.SALES.ITEMS": {
            "data": [
                {
                    "rowId": 1,
                    "name": "Design",
                    "count": 25,
                    "unitPriceDoc": 100,
                    "amountDoc": 2500,
                    "currencyDoc": "EUR",
                    "vatSelector": "0.00",
                    "vatPercentage": 0,
                    "itemNumber": "JOB-00001",
                    "category": "OPIN.JOB"
                },
                {
                    "rowId": 2,
                    "name": "Print of leaflets",
                    "count": 1000,
                    "unitPriceDoc": 0.50,
                    "amountDoc": 500,
                    "currencyDoc": "EUR",
                    "vatSelector": "0.00",
                    "vatPercentage": 0,
                    "itemNumber": "JOB-00001",
                    "category": "OPIN.JOB"
                },
                {
                    "rowId": 3,
                    "name": "Designer",
                    "count": 10,
                    "unitPriceDoc": 100,
                    "amountDoc": 1000,
                    "currencyDoc": "EUR",
                    "vatSelector": "0.00",
                    "vatPercentage": 0,
                    "itemNumber": "JOB-00001",
                    "category": "OPIN.JOB"
                },
                {
                    "rowId": 4,
                    "name": "Web programmer",
                    "count": 10,
                    "unitPriceDoc": 120,
                    "amountDoc": 1200,
                    "currencyDoc": "EUR",
                    "vatSelector": "0.00",
                    "vatPercentage": 0,
                    "itemNumber": "JOB-00001",
                    "category": "OPIN.JOB"
                }
            ]
        }
    }
}

Example of issued purchase invoice including table of items

{
    "agencyId": 2,
    "type": "INVOICE.PURCHASE",
    "ownerId": 2,
    "companyId": 3,
    "personId": 2,
    "binderId": null,
    "number": null,
    "tags": [],
    "status": "PROCESSING",
    "statusDate": "2022-01-02",
    "category": "CATEGORY.INVOICE.PURCHASE-LOCAL",
    "properties": {
        "name": "First sample sales invoice",
        "createdOn": "2022-01-02",
        "referenceNumber": "AA-01234",
        "companyNumber": "1234",
        "companyName": "",
        "companyLabelName": "",
        "companyLabelNameSuffix": "",
        "companyLabelAddress": "Bavorská 14\n155 00 Praha 5\nCzechia",
        "bodyRichtext-1": "<p></p>",
        "bodyRichtext-2": "<p></p>",
        "paperSize": "PAPER.SIZE-A4",
        "paperOrientation": "PORTRAIT",
        "printForm": "PAPER.HEADER-INVOICE.PURCHASE",
        "formLanguage": "en",
        "createdIn": "external system",
        "showSignature": false,
        "currencyDoc": "EUR",
        "exPairDocAcc": "CZK/EUR",
        "exRateDocAcc": 25.0,
        "exchangeDate": "2022-01-02",
        "vatDate": "2022-01-02",
        "issueDate": "2022-01-02",
        "supplyDate": "2022-01-02",
        "receiptDate": "2022-01-02",
        "paymentDate": "2022-01-02",
        "paymentCondition": "CONDITION.PAYMENT.INVOICE-TRANSFER",
        "paymentMark": "PAYMENT.NONE",
        "agencyBankAccountId": null,
        "agencyBankAccount": {},
        "bodyEditTable-INVOICE.PURCHASE.ITEMS": {
            "data": [
                {
                    "rowId": 1,
                    "name": "Design",
                    "count": 25,
                    "unitPriceDoc": 100,
                    "amountDoc": 2500,
                    "currencyDoc": "EUR",
                    "vatSelector": "0.00",
                    "vatPercentage": 0,
                    "itemNumber": "JOB-00001",
                    "category": "OPIN.JOB"
                },
                {
                    "rowId": 2,
                    "name": "Print of leaflets",
                    "count": 1000,
                    "unitPriceDoc": 0.50,
                    "amountDoc": 500,
                    "currencyDoc": "EUR",
                    "vatSelector": "0.00",
                    "vatPercentage": 0,
                    "itemNumber": "JOB-00001",
                    "category": "OPIN.JOB"
                }
            ]
        }
    }
}

Example of issued sales quotation including table of items

{
    "agencyId": 2,
    "type": "DOCUMENT.QUOTATION.SALES",
    "ownerId": 2,
    "companyId": 3,
    "personId": 2,
    "binderId": null,
    "number": null,
    "tags": [],
    "status": "APPROVED",
    "statusDate": "2022-01-03",
    "category": "",
    "properties": {
        "name": "Quotation for the sample project",
        "createdOn": "2022-01-03",
        "companyName": "",
        "companyLabelName": "",
        "companyLabelNameSuffix": "",
        "companyLabelAddress": "Bavorská 14\n155 00 Praha 5\nCzechia",
        "bodyRichtext-1": "<p></p>",
        "bodyRichtext-2": "<p></p>",
        "paperSize": "PAPER.SIZE-A4",
        "paperOrientation": "PORTRAIT",
        "printForm": "PAPER.HEADER-DOCUMENT",
        "formLanguage": "en",
        "createdIn": "external system",
        "showSignature": false,
        "currencyDoc": "EUR",
        "exPairDocAcc": "CZK/EUR",
        "exRateDocAcc": 25.0,
        "exchangeDate": "2022-01-03",
        "paymentCondition": "CONDITION.PAYMENT.INVOICE-TRANSFER",
        "bodyEditTable-DOCUMENT.QUOTATION.SALES.ITEMS": {
            "data": [
                {
                    "rowId": 1,
                    "name": "Design",
                    "count": 10,
                    "unitPriceDoc": 100,
                    "costPriceQuote": 1000,
                    "costUnitPriceQuote": 100,
                    "costUnitMarkupQuote": 50,
                    "costUnitMarkupPercentage": 0,
                    "costSalesPrice": 1500,
                    "workHoursQuote": 0,
                    "workRateQuote": 0,
                    "workSalesPrice": 0,
                    "discountPercentage": 0,
                    "commissionPercentage": 0,
                    "amountDoc": 1500,
                    "currencyDoc": "EUR",
                    "vatSelector": "0.00",
                    "vatPercentage": 0,
                    "itemNumber": "JOB-00001",
                    "category": "OPIN.JOB"
                },
                {
                    "rowId": 2,
                    "name": "Print of leaflets",
                    "count": 1000,
                    "unitPriceDoc": 0.50,
                    "costPriceQuote": 500,
                    "costUnitPriceQuote": 0.50,
                    "costUnitMarkupQuote": 0.25,
                    "costUnitMarkupPercentage": 0,
                    "costSalesPrice": 750,
                    "workHoursQuote": 0,
                    "workRateQuote": 0,
                    "workSalesPrice": 0,
                    "discountPercentage": 0,
                    "commissionPercentage": 0,
                    "amountDoc": 750,
                    "currencyDoc": "EUR",
                    "vatSelector": "0.00",
                    "vatPercentage": 0,
                    "itemNumber": "JOB-00001",
                    "category": "OPIN.JOB"
                },
                {
                    "rowId": 3,
                    "name": "Designer",
                    "count": 10,
                    "unitPriceDoc": 0,
                    "costPriceQuote": 0,
                    "costUnitPriceQuote": 0,
                    "costUnitMarkupQuote": 0,
                    "costUnitMarkupPercentage": 0,
                    "costSalesPrice": 0,
                    "workHoursQuote": 10,
                    "workRateQuote": 120,
                    "workSalesPrice": 0,
                    "discountPercentage": 0,
                    "commissionPercentage": 0,
                    "amountDoc": 0,
                    "currencyDoc": "EUR",
                    "vatSelector": "0.00",
                    "vatPercentage": 0,
                    "itemNumber": "JOB-00001",
                    "category": "OPIN.JOB"
                },
                {
                    "rowId": 4,
                    "name": "Web programmer",
                    "count": 15,
                    "unitPriceDoc": 0,
                    "costPriceQuote": 0,
                    "costUnitPriceQuote": 0,
                    "costUnitMarkupQuote": 0,
                    "costUnitMarkupPercentage": 0,
                    "costSalesPrice": 0,
                    "workHoursQuote": 15,
                    "workRateQuote": 140,
                    "workSalesPrice": 0,
                    "discountPercentage": 0,
                    "commissionPercentage": 0,
                    "amountDoc": 0,
                    "currencyDoc": "EUR",
                    "vatSelector": "0.00",
                    "vatPercentage": 0,
                    "itemNumber": "JOB-00001",
                    "category": "OPIN.JOB"
                }
            ]
        }
    }
}

Example of Opportunity

{
    "agencyId": 2,
    "type": "OPPORTUNITY",
    "ownerId": 7,
    "companyId": 4,
    "personId": null,
    "binderId": null,
    "tags": null,
    "number": null,
    "status": "POTENTIAL",
    "participantIds": null,
    "statusDate": "2022-01-04",
    "category": null,
    "properties": {
        "name": "Digital services Sample",
        "createdOn": "2022-01-04",
        "opportunityNextStepNote": "Call them",
        "opportunityExpCloseDate": "2022-01-04",
        "opportunityNextStepDate": "2022-01-04",
        "opportunityValue": 50000,
        "bodyRichtext-1": "<p>This is such a great potential client. They are looking for a Digital services across many countries. Our goal from the Sales part is to convince them that we have the best Digital division in the country.</p>",
        
        "formLanguage": "en",
        "paperOrientation": "PORTRAIT",
        "paperSize": "PAPER.SIZE-A4",
        "printForm": "PAPER.HEADER-DOCUMENT"
    }
}

Example of Absence request

{
  "type": "ABSENCE",
  "ownerId": 24,
  "companyId": 23792,
  "personId": null,
  "binderId": null,
  "number": "",
  "status": "APPROVED",
  "statusDate": "2021-12-23",
  "category": "CATEGORY.ABSENCE-ABSENCE",
  "properties": {
    "name": "Bobby Brown Absence 2022-03-05 - 2022-03-08",
    "absenceType": "SUBCATEGORY.ABSENCE-PAID_FULL",
    "startDate": "2022-03-05",
    "endDate": "2022-03-08",
    "bodyRichtext-1": "<p>Absence HTML body</p>",
      
    "paperOrientation": "PORTRAIT",
    "formLanguage": "cs",
    "paperSize": "PAPER.SIZE-A4",
    "printForm": "PAPER.HEADER-ABSENCE",
    "division": "",
    "department": ""
  }
}