Create/manage documents attached to your businesses and identities. When a document record
is created using this API the response object returns a presigned url used to upload this
document to an encrypted bucket. The presigned url can then be used to upload directly to an
AWS s3 bucket, with a command like curl -X PUT -T /path/to/file.pdf "insert presigned url"
.
You must use the PUT method. This can also be accomplished from a backend or mobile app, from the browser or using our web components.
After upload is complete the status changes from pending
to uploaded
.
Create a reference to a document, and receive a presigned URL for uploading the document
Document was created and presigned successfully
{- "description": "My Document",
- "file_name": "the_file_name",
- "file_type": "application/pdf",
- "document_type": "balance_sheet",
- "business_id": "biz_abc123",
- "identity_id": "idty_abc123",
- "metadata": {
- "my_id": "123"
}
}
{- "id": 1,
- "type": "document",
- "data": {
- "id": "doc_abc123",
- "description": "My Document",
- "file_name": "my_document",
- "file_type": "pdf",
- "document_type": "balance_sheet",
- "business_id": "biz_abc123",
- "identity_id": "idty_abc123",
- "metadata": {
- "language": "english",
- "social_network": "@person"
}, - "status": "pending uploaded canceled",
- "created_at": "2021-01-01T12:00:00Z",
- "updated_at": "2021-01-01T12:00:00Z"
}, - "page_info": "string"
}
List the documents you have uploaded. This endpoint supports pagination.
Successfully list documents
{- "id": 1,
- "type": "array",
- "data": [
- {
- "id": "doc_abc123",
- "description": "My Document",
- "file_name": "my_document",
- "file_type": "pdf",
- "document_type": "balance_sheet",
- "business_id": "biz_abc123",
- "identity_id": "idty_abc123",
- "metadata": {
- "language": "english",
- "social_network": "@person"
}, - "status": "pending uploaded canceled",
- "created_at": "2021-01-01T12:00:00Z",
- "updated_at": "2021-01-01T12:00:00Z"
}
], - "page_info": {
- "end_cursor": "WyIyMDIyLTAyLTA4IDE5OjUyOjM3LjEwNDE3MzAwMCIsIjY4MDliYTU5LTYxYjctNDg3MS05YWFiLWE2Y2MyNmY3M2M1ZCJd",
- "has_next": false,
- "has_previous": false,
- "start_cursor": "WyIyMDIyLTAyLTA4IDIwOjAxOjU4LjEyMDIzMjAwMCIsIjU5ZTFjNGI1LWFlOWQtNDIyZC04MTVkLWNjNzQ5NzdlYmFjYSJd"
}
}
Get details about a document, and a presigned download URL
Get Document
{- "id": 1,
- "type": "document",
- "data": {
- "id": "doc_abc123",
- "description": "My Document",
- "file_name": "my_document",
- "file_type": "pdf",
- "document_type": "balance_sheet",
- "business_id": "biz_abc123",
- "identity_id": "idty_abc123",
- "metadata": {
- "language": "english",
- "social_network": "@person"
}, - "status": "pending uploaded canceled",
- "created_at": "2021-01-01T12:00:00Z",
- "updated_at": "2021-01-01T12:00:00Z"
}, - "page_info": "string"
}