---
title: "managedDocumentProfileV1"
url: https://developers.dagio.ai/reference/managed-document-profile-v1/
---

# managedDocumentProfileV1

   
                                 
                                                                                   
                                             
                  
           
          
   

This reference describes the full structure of `managedDocumentProfileV1`. Paths include nested objects, list items and conditional branches. A branch selected by `kind`, `contract` or `mode` only admits its own properties.

## Structure and values

| Field | Options / expected values | Description |
| --- | --- | --- |
| `contract` | `"DocumentProfile@1"` | **Required.** Exact discriminant of this contract variant. Match the literal value shown. |
| `key` | `string; min length 1` | **Required.** Stable semantic identifier used by references; changing it changes identity. |
| `sourceSurfaceDefinitionPaths` | `Array<string; min length 1; semantic validation>` | **Required.** Exact path of the relevant definition type; each reference must exist in the Model and respect declared scope. |
| `template` | `"article" \| "report" \| "manuscript" \| "project-brief"` | **Required.** Defines template for this object. Observe the type, variants and bounds in the Options column. |
| `sectionPolicy` | `"ordered" \| "grouped"` | **Required.** Defines section Policy for this object. Observe the type, variants and bounds in the Options column. |
| `exportFormats` | `Array<"docx" \| "markdown" \| "pdf">` | **Required.** Defines export Formats for this object. Observe the type, variants and bounds in the Options column. |

## Reading the contract

A path ending in `[]` describes each list item; `{key}` describes each dictionary value. The `↻` marker refers to the same recursive expression. Closed objects reject additional properties. Semantic validation denotes an additional check: matching a type does not make a reference, permission or transition valid. References must resolve in the Model and the current user context.

An older variant cannot accept properties belonging to a newer variant. The compiler checks the version and consistency of the complete Model.

## Structural example

This fragment passes the schema for this section. Its business references must be defined in the enclosing Model.

```json
{
  "contract": "DocumentProfile@1",
  "exportFormats": [
    "pdf",
    "markdown"
  ],
  "key": "account-preference-documents",
  "sectionPolicy": "ordered",
  "sourceSurfaceDefinitionPaths": [
    "workspace/account-home/surface/preferences/surface/preference"
  ],
  "template": "report"
}
```

## Related references

[Complete Model index](https://developers.dagio.ai/reference/) · [Build a Model](https://developers.dagio.ai/models/)

<!-- surface-examples:start -->

## Applied examples : Client notes and exported document

Content stays editable in the record; the export profile selects the authorized quotes.

### Configuration

Contract object `managedDocumentProfileV1`. [Properties and accepted values](https://developers.dagio.ai/reference/managed-document-profile-v1/).

```json
{
  "contract": "DocumentProfile@1",
  "exportFormats": [
    "pdf",
    "markdown"
  ],
  "key": "account-preference-documents",
  "sectionPolicy": "ordered",
  "sourceSurfaceDefinitionPaths": [
    "workspace/account-home/surface/preferences/surface/preference"
  ],
  "template": "report"
}
```

### Variation and connection

Fragment placed in `documentProfiles[]`. [Properties and accepted values](https://developers.dagio.ai/reference/managed-document-profile-v3/).

```json
{
  "contract": "DocumentProfile@3",
  "key": "client-quotes-export",
  "source": {
    "kind": "record-query",
    "recordProfileKey": "client",
    "queryBindingKey": "client-quotes",
    "viewKey": "quotes-table"
  },
  "exportFormats": [
    "markdown"
  ],
  "budget": {
    "maximumRows": 100,
    "maximumPages": 4,
    "maximumOutputBytes": 1000000
  }
}
```

### UI layout example

The illustrative layout below places this configuration in the Clients/Quotes app. Insert each fragment at the stated location, with Field, Query and Action references matching the Model declarations.

1. Quote S-1042
2. Subject and need
3. Proposal
4. Retained references

<!-- surface-examples:end -->