# documents.content.edit

Edit an agreement template or contractor template in place with 1 to 50 operations applied together, all or nothing: replace_text, delete_text, insert_text (Markdown at the start or end, or before or after the block holding anchor text), place_signature_section (moves it if already placed), insert_page_break, replace_document, set_title, set_description, set_letterhead, set_field (label, required, default), remove_field, set_signers, and for agreements set_footer (up to two lines with merge fields and {{page}} / {{pages}}; null for the default footer), set_logo (a library image, or null for the company logo), insert_image (a library image with alt, width 10–100 percent and align), insert_saved_block (a saved block from documents.snippets.list) and insert_record_details (a record's details from documents.records.search as plain text: lines, values or table, optionally only some fields by key). Text is found by quoting it exactly, though spacing may differ; quote enough to be unique or pass occurrence. Pass expectedRevision to refuse if it changed since you read it; without it, quoted edits apply to the latest version. Anyone with it open in the agreement writer sees the change at once. Starter templates and uploaded files are read-only. Returns the new revision and a line per change.

`POST /api/v1/accounting/documents.content.edit`

Permissions: `accounting:read`, `accounting:write` · Roles: admin, finance · Idempotency key required · Send `expectedRevision`

MCP tool: `accounting_documents_content_edit`

## Fields

| Field | Type | Required | Notes |
| --- | --- | --- | --- |
| `documentType` | enum | Yes | One of: `agreement_template`, `contractor_template`. |
| `documentId` | string (ID) | Yes | The ID of the related record. |
| `expectedRevision` | integer |  | The record's current revision, from the last time you read it. If someone changed the record since, the request is refused with a conflict so you can reload and check before trying again. at most 9007199254740991; greater than 0. |
| `operations` | array of objects | Yes | 1–50 items. |
| `idempotencyKey` | string | Yes | Any unique text you generate once per intended change, so a retried request only happens once. Send it as the Idempotency-Key header instead if you prefer; if you send both they must match. 8–200 characters. |

## Example request

```bash
curl https://app.getoatmilk.com/api/v1/accounting/documents.content.edit \
  -H "Authorization: Bearer $OATMILK_API_KEY" \
  -H "Content-Type: application/json" \
  -H "Idempotency-Key: $(uuidgen)" \
  -d '{
  "documentType": "agreement_template",
  "documentId": "1a2b3c4d-5e6f-4a7b-8c9d-0e1f2a3b4c5d",
  "operations": [
    {
      "type": "replace_text",
      "find": "example",
      "replace": "example"
    }
  ]
}'
```

Reference page: https://app.getoatmilk.com/docs/api/documents.content.edit