Copying a document from a parent account to a subaccount

If you are a parent account looking to copy documents to a subaccount, you can easily do so by following the below instructions:

First, gather your API keys for both Docs accounts - the parent account  and the subaccount. 

Find your Parent account api key in your account settings

1. Sign in to your Formstack Documents account.

2. Click on your profile in the top right corner.

3. Select "API Access."

4. Click "Create an API Key" to generate your key if you don’t already have one.

Then, use the Subaccount API to get a list of your subaccount’s API keys.

Once you have both API keys, follow these steps to copy a document from the parent account to the subaccount:

1. Fetch the document details you want to copy using the Get a Document endpoint:

GET https://www.webmerge.me/api/documents/

• Replace with the document ID from the parent account

• Use the parent account's API credentials for authentication

• This will give you the document's properties (name, type, output settings, etc.)

If the document type is not HTML, use this endpoint to fetch the file:

GET https://www.webmerge.me/api/documents//file

This will return the file contents encoded in base64, which you'll need for creating the document in the subaccount

2. Create a new document in the subaccount using the Create a Document endpoint:

POST https://www.webmerge.me/api/documents

• Use the subaccount's API credentials for authentication

• Include all the necessary parameters from the document in the parent account:

  • name: The name of the document

  • type: The document type ("html", "pdf", "docx", "xlsx", or "pptx")

  • output: The output format ("pdf", "docx", "xlsx", "pptx", or "email")

  • output_name: The custom filename for the merged document (if applicable)

  • folder: The folder name to save the document in (if applicable)

• Include document content based on the document type:

  • For HTML documents:

    • Include the html parameter with the HTML content

    • Include any size parameters (size_width and size_height) if necessary

  • For PDF, DOCX, XLSX, or PPTX documents:

    • Include the file_contents parameter with the base64-encoded file content obtained in step 2