> ## Documentation Index
> Fetch the complete documentation index at: https://docs.truv.com/llms.txt
> Use this file to discover all available pages before exploring further.
# The Templates object
> Customization templates let you configure the design and text of Truv Bridge and your workflow.
Find Truv **Templates** within the Customization section of your Dashboard. Configure Truv Bridge and your order flow for your specific product types when creating a customization template. For example, you can apply different branding and language according to your specific client needs.
Your template configurations take priority over other settings, such as universal branding or those from **Truv Bridge** and **Order**s.
## Attributes
View the payload for retrieving customizable template information.
| Attribute | Type | Description |
| :--------------------- | :------- | :---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| id | string | Unique identifier of template |
| name | string | Template name |
| products | array | List of products with applied customizable templates |
| default\_for\_products | boolean | Status of customizable template as product default |
| bridge | object | Configuration object for Truv Bridge template |
| branding | object | Configuration object for branding template |
| orders | object | Configuration object for Orders template |
| document\_upload | object | Configuration object for Document upload template. Supported document types include `paystub`, `w2`, `f1099`, `f1040`, `insurance_home_policy`, `insurance_auto_policy`, `volunteer_letter`, `freddie_aim_check`, and `other` |
| data | object | Settings for returned documents |
| reports | object | Report settings, including Income Insights configuration |
| data\_sources\_flow | object | Data source flow configuration |
| created\_at | datetime | Timestamp for created customizable template |
| updated\_at | datetime | Timestamp for updated customizable template |
When the `other` document type is enabled in `document_upload`, end users can upload arbitrary documents that don't fit the other categories. Truv does not parse these documents into structured data (they are captured only) — you can collect the uploaded files through the [Uploaded Documents API](/api-reference/uploaded-documents/object) (`GET /v1/links/{link_id}/documents/`).
***
## Endpoints
The table below covers the available endpoints for customizable templates.
* [List all customizable templates](/api-reference/templates/templates_list) - GET /v1/templates/
* [Create a customizable template](/api-reference/templates/templates_create) - POST /v1/templates/
* [Retrieve a customizable template](/api-reference/templates/templates_read) - GET /v1/templates/\{template\_id}/
* [Update a customizable template](/api-reference/templates/templates_partial_update) - PATCH /v1/templates/\{template\_id}/
* [Delete a customizable template](/api-reference/templates/templates_delete) - DELETE /v1/templates/\{template\_id}/
***
## What templates control
Templates give you fine-grained control over the verification experience across several areas:
| Area | Capabilities |
| ------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| **Bridge UI** | Customize search header and per-product success-screen text, and toggle the Truv logo and support button |
| **Branding** | Set company logo, accent and background colors, custom end-user agreement, and privacy policy link |
| **Communications** | Customize or suppress Truv-sent email and SMS notifications using `suppress_user_notifications`. Configure reminder timing, subject lines, and message text independently for first-touch and follow-up messages |
| **Data & products** | Control which products are available for the template, configure document upload requirements (types, counts, required vs optional), and set report return preferences |
| **Order pages** | Customize the hosted order landing page header, body text, FAQ visibility, and the success/expired screen content |
To suppress all Truv-sent notifications and handle communications yourself, enable `suppress_user_notifications` in the template's `orders.notification_settings` configuration. Its companion field `first_notification_delay_hours` is ignored when suppression is on.
***
## Example response
The `bridge.texts` object is deprecated. Use `bridge.product_settings` instead to configure per-product Bridge text; `texts` will be removed in a future version.
View the JSON response example below.
```json theme={null}
{
"id": "3fa85f64-5717-4562-b3fc-2c963f66afa6",
"name": "My template",
"products": ["income"],
"default_for_products": false,
"bridge": {
"product_settings": [
{
"product_type": "assets",
"data_source": "financial_accounts",
"texts": {
"search_header": "Find your bank",
"success_title": "Success!",
"success_subtitle": "Your bank account has been connected",
"success_cta": "Continue"
}
}
],
"hide_truv_logo": false,
"hide_support_button": false
},
"branding": {
"company_name": "string",
"accent_color": "#aabb00",
"background_color": "rgba(0, 0, 255, 0.5)",
"hide_confetti": false,
"custom_end_user_agreement": {
"header": "string",
"url": "string"
}
},
"orders": {
"link_expiration": "24",
"custom_field_title": "string",
"support_email": "user@example.com",
"first_sms": {
"text": "string",
"apply_for_reminder": false
},
"reminder_sms": {
"text": "string"
},
"first_email": {
"subject": "string",
"header": "string",
"button": "string",
"caption": "string",
"apply_for_reminder": false
},
"reminder_email": {
"subject": "string",
"header": "string",
"button": "string",
"caption": "string"
},
"landing": {
"header": "string",
"body": "string",
"hide_faq": false,
"success_screen": {
"header": "string",
"body": "string"
},
"expired_screen": {
"header": "string",
"body": "string"
}
}
},
"document_upload": {
"is_enabled": true,
"freddie_aim_check": {
"is_enabled": true,
"seller_id": "00601"
},
"paystub": {
"is_enabled": true,
"is_required": true,
"title": "Upload two most recent paystubs",
"description": "PDF files only under 15 MB.",
"button": "Upload",
"submit_title": "Did you upload two most recent paystubs?",
"min_count": 2,
"max_count": 5
},
"w2": {
"is_enabled": true,
"is_required": false,
"title": "Upload two most recent W2s",
"description": "PDF files only under 15 MB.",
"button": "Upload",
"submit_title": "Did you upload two most recent W2s?",
"min_count": 2,
"max_count": 5
},
"f1099": {
"is_enabled": true,
"is_required": true,
"title": "Upload two most recent 1099s",
"description": "PDF files only under 15 MB.",
"button": "Upload",
"submit_title": "Did you upload two most recent 1099s?",
"min_count": 1,
"max_count": 1
},
"f1040": {
"is_enabled": true,
"is_required": true,
"title": "Upload most recent 1040",
"description": "PDF files only under 15 MB.",
"button": "Upload",
"submit_title": "Did you upload most recent 1040?",
"min_count": 1,
"max_count": 1
},
"insurance_home_policy": {
"is_enabled": true,
"is_required": true,
"title": "Upload home insurance policy",
"description": "PDF files only under 15 MB.",
"button": "Upload",
"submit_title": "Did you upload policy?",
"min_count": 1,
"max_count": 1
},
"insurance_auto_policy": {
"is_enabled": true,
"is_required": true,
"title": "Upload auto insurance policy",
"description": "PDF files only under 15 MB.",
"button": "Upload",
"submit_title": "Did you upload policy?",
"min_count": 1,
"max_count": 1
},
"volunteer_letter": {
"is_enabled": true,
"is_required": true,
"title": "Upload volunteer letter and timesheet",
"description": "PDF files only under 15 MB.",
"button": "Upload",
"submit_title": "Did you upload volunteer letter and timesheet?",
"min_count": 1,
"max_count": 1
},
"other": {
"is_enabled": true,
"is_required": false,
"title": "Upload supporting documents",
"description": "PDF files only under 15 MB.",
"button": "Upload",
"submit_title": "Did you upload supporting documents?",
"min_count": 1,
"max_count": 1
}
},
"data": {
"paystubs_count": 6,
"w2_count": 3,
"paystubs_ytd_count": 3,
"extended_history": {
"statements_history_days": 180
}
},
"reports": {
"hidden_sections": {
"deposits": false,
"large_deposits": false,
"historical_payment_summary": false
},
"days_requested": 60,
"large_deposit_threshold": 500,
"transaction_categories": ["Food & Dining", "Travel", "Shopping"],
"transaction_account_types": ["CHECKING", "SAVINGS"],
"transaction_account_subtypes": ["FIXED_ANNUITY", "LOCKED_IN_RETIREMENT_ACCOUNT", "PLAN_401_A"],
"income_insights": {
"days_requested": 60,
"consumer_report_permissible_purpose": "WRITTEN_INSTRUCTION_OTHER"
}
},
"data_sources_flow": {
"employment": {
"flow": "fallback",
"data_sources": ["payroll", "docs"]
},
"income": {
"flow": "fallback",
"data_sources": ["payroll", "financial_accounts"]
},
"insurance": {
"flow": "fallback",
"data_sources": ["insurance", "docs"]
}
},
"created_at": "2022-05-04T11:30:00Z",
"updated_at": "2022-05-04T12:00:00Z"
}
```