Template Links Overview

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.

Automate Smart Fields with URL

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

URL Example to Populate Custom Smart Field

<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:

Query Parameter	Description	Example
dataSetId	ID of data set or name of data set the data item is in	sdlkfj-23409
key	name of key to search	company
value	value to match on	ACME

Example

URL Example to Automatically Apply A Data Automation to a Project

<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

SAML with Template URL

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