> ## 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. # List all customization templates > The endpoint returns a list of all customization templates for user. ## OpenAPI ````yaml GET /v1/templates/ openapi: 3.0.1 info: title: Truv API description: Truv API Documentation termsOfService: https://www.truv.com/legal/terms-of-use contact: email: support@truv.com version: v1 servers: - url: https://prod.truv.com security: - ClientID: [] AccessKey: [] tags: - name: Users - name: Bridge Token - name: Companies and Data Providers - name: Key Management - name: Account Links - name: Data Refresh - name: Customization Templates - name: Webhooks - name: Orders - name: Tasks - name: VOIE Reports - name: VOA Reports - name: Income Insights Reports - name: DDS Reports - name: Employment - name: Identity - name: Shifts - name: Pay Statements - name: Tax Documents - name: Parsed Documents - name: Reports - name: Uploaded Documents - name: Bank Accounts - name: Bank Statements - name: Deposit Switch Reports - name: Insurance Reports - name: Income Report - name: Scoring Attributes - name: Accounts - name: Transactions - name: Recurring Transactions - name: Document Collections paths: /v1/templates/: parameters: [] get: tags: - Customization Templates summary: List all customization templates description: The endpoint returns a list of all customization templates for user. operationId: v1_templates_list parameters: - name: query in: query description: Search query by a name. required: false schema: type: string - name: default_for_products in: query description: Default for products required: false schema: type: boolean - name: products in: query description: Filter by products required: false schema: type: string example: income enum: - income - employment - deposit_switch - pll - insurance - transactions - assets - name: page in: query description: A page number within the paginated result set. required: false schema: type: integer - name: page_size in: query description: Number of results to return per page. required: false schema: type: integer responses: '200': description: '' content: application/json: schema: required: - count - results type: object properties: count: type: integer next: type: string format: uri nullable: true previous: type: string format: uri nullable: true results: type: array items: $ref: '#/components/schemas/CustomizationTemplate' '401': description: HTTP 401 Unauthorized content: application/json: schema: $ref: '#/components/schemas/Error401' '403': description: HTTP 403 Forbidden content: application/json: schema: $ref: '#/components/schemas/Error403' components: schemas: CustomizationTemplate: required: - id - name - products - default_for_products - created_at - updated_at type: object properties: id: description: Unique identifier of the template. type: string readOnly: true maxLength: 32 example: 48427a36d43c4d5aa6324bc06c692456 name: description: Template name type: string default: My template maxLength: 128 products: description: Products list this template applies to type: array items: type: string enum: - income - employment - deposit_switch - pll - insurance - transactions - assets default: - income default_for_products: description: If enabled, the template will be applied for the products by default type: boolean bridge: $ref: '#/components/schemas/CustomizationTemplateBridge' branding: $ref: '#/components/schemas/CustomizationTemplateBranding' orders: $ref: '#/components/schemas/CustomizationTemplateOrders' document_upload: $ref: '#/components/schemas/CustomizationTemplateDocumentUpload' data: $ref: '#/components/schemas/CustomizationTemplateReturnedDocuments' reports: $ref: '#/components/schemas/CustomizationTemplateReportSettings' data_sources_flow: $ref: '#/components/schemas/CustomizationTemplateDataSourcesFlow' created_at: description: Timestamp when the template was created. type: string format: date-time readOnly: true example: '2022-05-04T11:30:00Z' updated_at: description: Timestamp when the template was updated last time. type: string format: date-time readOnly: true example: '2022-05-04T12:00:00Z' Error401: description: '' type: object properties: error: description: '' type: object properties: code: description: '' type: string example: authentication_failed message: description: '' type: string example: No such token Error403: description: '' type: object properties: error: description: '' type: object properties: code: description: '' type: string example: not_authenticated message: description: '' type: string example: Authentication credentials were not provided. CustomizationTemplateBridge: type: object properties: texts: description: >- Deprecated: Use product_settings instead. This field will be removed in future versions. type: object allOf: - $ref: '#/components/schemas/CustomizationBridgeTexts' hide_truv_logo: description: Hide the Truv logo type: boolean hide_support_button: description: Hide the support button type: boolean product_settings: description: List of product types configurations type: array items: $ref: '#/components/schemas/CustomizationBridgeProductsConfig' example: - product_type: assets texts: search_header: Find your bank success_title: Success! success_subtitle: Your bank account has been connected success_cta: Continue description: Settings for bridge default: {} CustomizationTemplateBranding: type: object properties: company_name: description: Client name type: string nullable: true maxLength: 255 accent_color: description: Main color type: string example: '#aabb00' nullable: true background_color: description: Background color type: string example: rgba(0, 0, 255, 0.5) nullable: true logo: description: Company logo image. type: string format: uri nullable: true hide_confetti: description: Option to hide confetti on the success screen type: boolean custom_end_user_agreement: $ref: '#/components/schemas/CustomizationTemplateAgreement' description: Settings for branding default: {} CustomizationTemplateOrders: type: object properties: link_expiration: description: Expiration of the link to the landing page type: string nullable: true example: '24' enum: - '24' - '48' - '72' - '120' - '240' - '336' - '360' - '480' - '1440' - null auto_open: description: >- Product name to auto-open in the widget for order-based flows, or 'disabled' to always suppress auto-open type: string nullable: true example: income enum: - income - assets - insurance - disabled custom_field_title: description: Custom field title type: string nullable: true maxLength: 255 support_email: description: Email address for customer support type: string format: email nullable: true maxLength: 254 auto_complete_after_hours: description: > Hours to wait after a successful data collection before automatically completing the order. Defaults to 24. Applies only when `skip_behavior` has at least one product set to `expire`. type: integer nullable: true minimum: 1 maximum: 720 skip_behavior: description: > Per-product skip behavior applied to orders using this template. Keys must be in this template's products list. Values: - `disabled`: product is required. - `all`: skip is allowed only after the user has tried every data provider for this product in the order. - `any`: skip is allowed after the user has tried at least one data provider for this product in the order. - `expire`: same as `any`, plus the order is auto-completed after `auto_complete_after_hours`. type: object nullable: true additionalProperties: type: string example: disabled enum: - disabled - all - any - expire example: income: any assets: expire allow_additional_connections: description: > Product types for which an end user can add more than one connection in a single order. Overrides the account-level default. Omit or set to null to inherit the default; pass `[]` to disallow all additional connections; pass a subset of the template's products to allow only those. type: array nullable: true items: type: string enum: - income - employment - deposit_switch - pll - insurance - transactions - assets example: - income notification_settings: description: >- Configuration for order notifications applied to orders created with this template. type: object properties: suppress_user_notifications: description: >- When true, suppresses all user-facing notifications. If enabled, first_notification_delay_hours is ignored. type: boolean default: false example: false first_notification_delay_hours: description: >- Number of hours to delay the first notification. Default is 0 (immediate). Ignored when suppress_user_notifications is true. type: integer default: 0 example: 12 minimum: 0 first_sms: $ref: '#/components/schemas/CustomizationTemplateFirstSMS' reminder_sms: $ref: '#/components/schemas/CustomizationTemplateReminderSMS' first_email: $ref: '#/components/schemas/CustomizationTemplateFirstEmail' reminder_email: $ref: '#/components/schemas/CustomizationTemplateReminderEmail' refresh_first_sms: $ref: '#/components/schemas/CustomizationTemplateFirstSMS' refresh_reminder_sms: $ref: '#/components/schemas/CustomizationTemplateReminderSMS' refresh_first_email: $ref: '#/components/schemas/CustomizationTemplateFirstEmail' refresh_reminder_email: $ref: '#/components/schemas/CustomizationTemplateReminderEmail' first_call: $ref: '#/components/schemas/CustomizationTemplateFirstCall' reminder_call: $ref: '#/components/schemas/CustomizationTemplateReminderCall' landing: $ref: '#/components/schemas/CustomizationTemplateLanding' bank_info: $ref: '#/components/schemas/CustomizationTemplateBankInfo' description: Settings for orders default: {} CustomizationTemplateDocumentUpload: type: object properties: is_enabled: description: >- If document upload is enabled for the template or not. Set to null - for global settings. If set to true document types should be enabled in the template explicitly. type: boolean nullable: true freddie_aim_check: $ref: >- #/components/schemas/CustomizationTemplateDocumentUploadFreddieAimCheck paystub: $ref: '#/components/schemas/CustomizationTemplateDocumentUploadConfig' w2: $ref: '#/components/schemas/CustomizationTemplateDocumentUploadConfig' f1099: $ref: '#/components/schemas/CustomizationTemplateDocumentUploadConfig' f1040: $ref: '#/components/schemas/CustomizationTemplateDocumentUploadConfig' insurance_home_policy: $ref: '#/components/schemas/CustomizationTemplateDocumentUploadConfig' insurance_auto_policy: $ref: '#/components/schemas/CustomizationTemplateDocumentUploadConfig' volunteer_letter: $ref: '#/components/schemas/CustomizationTemplateDocumentUploadConfig' other: $ref: '#/components/schemas/CustomizationTemplateDocumentUploadConfig' description: > Settings for document upload. When the `other` document type is enabled, 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 (`GET /v1/links/{link_id}/documents/`). default: {} CustomizationTemplateReturnedDocuments: type: object properties: paystubs_count: description: >- The number of most recent paystubs to include in the response. Specify the desired count of paystubs to be returned. type: integer nullable: true example: 6 w2_count: description: >- The number of most recent W2 forms to include in the response. Specify the desired count of W2 forms to be returned. type: integer nullable: true example: 3 paystubs_ytd_count: description: >- The number of most recent year-to-date paystubs to include in the response. Specify the desired count of year-to-date paystubs to be returned. type: integer nullable: true example: 3 extended_history: $ref: '#/components/schemas/CustomizationTemplateExtendedHistory' description: Settings for returned documents data default: {} nullable: true CustomizationTemplateReportSettings: type: object properties: hidden_sections: $ref: '#/components/schemas/CustomizationTemplateHiddenSections' days_requested: description: >- The specific duration in days for which the VOA report is requested to be generated. If not specified, returns the default value. type: integer example: 60 maximum: 730 minimum: 30 nullable: true large_deposit_threshold: description: >- Amount that must be met or exceeded for deposits to be marked as large for VOA reports. If not specified, returns the default value. type: integer example: 500 maximum: 100000 minimum: 0 nullable: true transaction_categories: description: >- List of transaction categories to include in VOA/DVOE reports. Only transactions with at least one matching category will be shown. If not specified or empty, all transactions are included. Applies to VOA JSON, VOA PDF, and DVOE PDF reports only. type: array items: type: string maxLength: 100 example: - Food & Dining - Travel - Shopping nullable: true transaction_account_types: description: >- List of account types to include in VOA/DVOE reports. Only transactions from accounts matching these types will be shown. If not specified or empty, all account types are included. Applies to VOA JSON, VOA PDF, and DVOE PDF reports only. type: array items: type: string maxLength: 100 example: - CHECKING - SAVINGS nullable: true transaction_account_subtypes: description: >- List of account subtypes to include in VOA/DVOE reports. Only transactions from accounts matching these subtypes will be shown. If not specified or empty, all account subtypes are included. Applies to VOA JSON, VOA PDF, and DVOE PDF reports only. type: array items: type: string maxLength: 100 example: - FIXED_ANNUITY - LOCKED_IN_RETIREMENT_ACCOUNT - PLAN_401_A nullable: true income_insights: $ref: '#/components/schemas/CustomizationTemplateIncomeInsights' description: Settings for reports nullable: true CustomizationTemplateDataSourcesFlow: description: >- Data sources and flow configuration per product type. Supported product keys: employment, income, insurance. type: object additionalProperties: false properties: employment: $ref: '#/components/schemas/CustomizationTemplateDataSourcesFlowEmployment' income: $ref: '#/components/schemas/CustomizationTemplateDataSourcesFlowIncome' insurance: $ref: '#/components/schemas/CustomizationTemplateDataSourcesFlowInsurance' CustomizationBridgeTexts: type: object properties: search_header: description: Search screen header text type: string nullable: true maxLength: 500 success_title: description: Success screen title type: string nullable: true maxLength: 500 success_subtitle: description: Success screen subtitle type: string nullable: true maxLength: 500 success_cta: description: Success button label type: string nullable: true maxLength: 500 default: {} CustomizationBridgeProductsConfig: required: - product_type type: object properties: product_type: description: Product type type: string enum: - income - employment - deposit_switch - pll - insurance - transactions - assets example: income data_source: description: Data source type: string enum: - payroll - docs - insurance - financial_accounts - tax example: financial_accounts texts: $ref: '#/components/schemas/CustomizationBridgeTexts' CustomizationTemplateAgreement: type: object properties: header: description: End-user agreement or privacy policy label type: string maxLength: 500 nullable: true url: description: End-user agreement or privacy policy URL type: string format: uri nullable: true maxLength: 255 default: {} CustomizationTemplateFirstSMS: type: object properties: text: description: SMS text message type: string nullable: true apply_for_reminder: description: >- If enabled, the first SMS text message will also be used as the reminder type: boolean default: {} CustomizationTemplateReminderSMS: type: object properties: text: description: SMS text message type: string nullable: true default: {} CustomizationTemplateFirstEmail: type: object properties: subject: description: Subject and title of the email type: string maxLength: 500 nullable: true header: description: Main header content of the email type: string maxLength: 2000 nullable: true button: description: Text within the call-to-action button type: string maxLength: 500 nullable: true caption: description: Small text below the call-to-action button type: string maxLength: 2000 nullable: true apply_for_reminder: description: >- If enabled, the first email fields will also be used as the reminder email fields type: boolean default: {} CustomizationTemplateReminderEmail: type: object properties: subject: description: Subject and title of the email type: string maxLength: 500 nullable: true header: description: Main header content of the email type: string maxLength: 2000 nullable: true button: description: Text within the call-to-action button type: string maxLength: 500 nullable: true caption: description: Small text below the call-to-action button type: string maxLength: 2000 nullable: true default: {} CustomizationTemplateFirstCall: type: object properties: text: description: >- Text message that will be spelled out during an automated phone call. The message should be composed of alphanumeric characters and standard punctuation. type: string maxLength: 1000 nullable: true delay_seconds: description: Delay in seconds after the order is placed. type: integer maximum: 10800 minimum: 60 nullable: true apply_for_reminder: description: >- Flag that determines whether the associated text message should be utilized in automated reminder phone calls type: boolean default: {} CustomizationTemplateReminderCall: type: object properties: text: description: Call text type: string maxLength: 1000 nullable: true delay_seconds: description: Call delay in seconds type: integer maximum: 864000 minimum: 600 nullable: true default: {} CustomizationTemplateLanding: type: object properties: header: description: Title header text type: string maxLength: 500 nullable: true body: description: Body text type: string maxLength: 2000 nullable: true hide_faq: description: If enabled, FAQ will be suppressed on the Landing page type: boolean success_screen: $ref: '#/components/schemas/CustomizationTemplateScreen' expired_screen: $ref: '#/components/schemas/CustomizationTemplateScreen' default: {} CustomizationTemplateBankInfo: type: object properties: bank_name: title: Bank name type: string maxLength: 128 minLength: 1 nullable: true CustomizationTemplateDocumentUploadFreddieAimCheck: type: object properties: is_enabled: description: Enable Freddie Mac AIM check document upload for this template. type: boolean nullable: true seller_id: description: Freddie Mac seller ID used for the AIM check. type: string nullable: true maxLength: 255 description: >- Freddie Mac AIM check settings for this template. Each value takes priority over the account-level setting; null falls back to it. default: {} CustomizationTemplateDocumentUploadConfig: type: object properties: is_enabled: description: If the document type is enabled type: boolean is_required: description: If the document type is required type: boolean title: description: Title on the first document upload screen type: string nullable: true description: description: Description on the first document upload screen type: string nullable: true example: PDF files only under 15 MB. button: description: Text on the upload button type: string nullable: true example: Upload submit_title: description: Title on the submit screen type: string nullable: true min_count: description: Minimum required number of uploaded documents type: integer nullable: true example: 2 max_count: description: Maximum required number of uploaded documents type: integer nullable: true example: 5 default: {} CustomizationTemplateExtendedHistory: type: object properties: statements_history_days: description: >- The number of days of paystub history to fetch from the payroll source. type: integer nullable: true example: 180 maximum: 730 minimum: 90 description: Settings for extended data collection default: {} CustomizationTemplateHiddenSections: type: object properties: deposits: description: Hide Deposits in VOIE reports type: boolean large_deposits: description: Hide Large Deposits in VOA reports type: boolean historical_payment_summary: description: Hide Historical Pay Summary type: boolean description: Sections to hide in PDF reports CustomizationTemplateIncomeInsights: type: object properties: days_requested: description: >- The specific duration in days for which an income insights report is requested to be generated. type: integer example: 60 maximum: 730 minimum: 30 nullable: true consumer_report_permissible_purpose: description: Describes the reason you are generating an income insights report. type: string example: WRITTEN_INSTRUCTION_OTHER nullable: true enum: - ACCOUNT_REVIEW_CREDIT - ACCOUNT_REVIEW_NON_CREDIT - EMPLOYMENT - EXTENSION_OF_CREDIT - LEGITIMATE_BUSINESS_NEED_TENANT_SCREENING - LEGITIMATE_BUSINESS_NEED_OTHER - WRITTEN_INSTRUCTION_PREQUALIFICATION - WRITTEN_INSTRUCTION_OTHER - null description: Default parameters for income insights reports CustomizationTemplateDataSourcesFlowEmployment: type: object additionalProperties: false minProperties: 1 properties: flow: description: >- Specifies the presentation order and fallback behavior for multiple data sources in the widget. type: string example: fallback enum: - fallback - waterfall - smart_routing - manual_selection data_sources: description: >- Data sources to use for this product type, in the order they are attempted. type: array minItems: 1 uniqueItems: true example: - payroll items: type: string enum: - payroll - docs - financial_accounts CustomizationTemplateDataSourcesFlowIncome: type: object additionalProperties: false minProperties: 1 properties: flow: description: >- Specifies the presentation order and fallback behavior for multiple data sources in the widget. type: string example: fallback enum: - fallback - waterfall - smart_routing - manual_selection data_sources: description: >- Data sources to use for this product type, in the order they are attempted. type: array minItems: 1 uniqueItems: true example: - payroll items: type: string enum: - payroll - financial_accounts - docs - tax CustomizationTemplateDataSourcesFlowInsurance: type: object additionalProperties: false minProperties: 1 properties: flow: description: >- Specifies the presentation order and fallback behavior for multiple data sources in the widget. type: string example: fallback enum: - fallback - waterfall - smart_routing - manual_selection data_sources: description: >- Data sources to use for this product type, in the order they are attempted. type: array minItems: 1 uniqueItems: true example: - insurance items: type: string enum: - insurance - docs CustomizationTemplateScreen: type: object properties: header: description: Title header text type: string maxLength: 500 nullable: true body: description: Body text type: string maxLength: 2000 nullable: true default: {} securitySchemes: ClientID: type: apiKey description: Client ID name: X-Access-Client-Id in: header AccessKey: type: apiKey description: Client Access Key name: X-Access-Secret in: header ````