Template Links Overview

Create New Projects from Template with URL

Marq allows you to use URL parameters to open Marq's Editor and create a new project from a template. To create a project, you will need to update the URL parameter from edit to editNew while using the template ID.

When using the editNew you will notice that the Editor will open and then create the new project and resolve the URL back to edit but with a new ID at the end of the URL which will indicate the new project's ID:

• Example Template ID: e8cd8c97-43fd-44e9-ae5a-2aa6e5e8855d
• Example "Create New Project" URL: https://app.marq.com/documents/editNew/e8cd8c97-43fd-44e9-ae5a-2aa6e5e8855d

Automate Smart Fields with URL

Marq enables you to customize projects dynamically via URL parameters by either passing custom values to populate a templates' smart field (variables); or apply a set of data from Marq's Data Automations.

To leverage Dynamic template links, use the following parameters:

Create a new project using the template with id :templateId. To create or set custom smart fields on the new project, append query string parameters in the form custom_document_smart_field_<smart field name>.

Automatically Rename the Project

In addition, you can update newly created project name by adding the query parameter: title=<project name>

Example

<https://app.marq.com/documents/editNew/44241f34-523b-3d0a-9c6d-380c0a00d946?custom_document_smart_field_Name=Abraham Lincoln&title=New Project Name

The above example would do the following:

• Create a new project based on the template (provided by the template ID in the URL).
• Pre-populate a custom smart field Namewith the value Abraham Lincoln
• Update the Project name to New Project Name

Apply a Data Item from Data Automations

To automatically apply a data item upon creation of the new document, append the following query string parameters:

Example

<https://app.marq.com/documents/editNew/44241f34-523b-3d0a-9c6d-380c0a00d946?dataSetId=312&key=Column1&value=test

The above example would do the following:

• Create a new project based on the template (provided by the template ID in the URL).
• Preapply the data item in the data set named "Test Data Set" where "Column1" is "test"

MLS Property Data Feeds

If the data set is a property listings data set, this can be simplified to appending this single query parameter - propertyId: MLS Number.

Authenticate via SAML with Template Deep Links

In order to automatically log in a user via SAML and then route them to a template link include the following parameters in the URL:

Base SAML URL + return_url= + Template Link

https://app.marq.com/saml/sso/:domain?return_url=https://app.marq.com/documents/editNew/:template-id