Client - Document Requests
Manage document requests for clients. Create requests asking clients to provide specific documents, track submissions and review responses. Supports the full lifecycle: Draft → Open → Submitted → Accepted/Rejected/Cancelled. Documents can be uploaded by staff or portal clients, and submissions include comments and review workflows.
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GET List Document Requests for ClientLists all Document Requests for the specified client./tenants/{tenant}/clients/{client}/documentrequest
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POST Create Document RequestCreates a new document request in Draft status for the specified client./tenants/{tenant}/clients/{client}/documentrequest
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GET Get Document Request for ClientGets a Document Request for the specified client./tenants/{tenant}/clients/{client}/documentrequest/{code}
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PUT Update Document Request for ClientUpdates the specified Document Request for the specified client./tenants/{tenant}/clients/{client}/documentrequest/{code}
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DELETE Delete Document Request for ClientDeletes a Document Request for the specified client./tenants/{tenant}/clients/{client}/documentrequest/{code}
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GET Get Document Request DetailGets a document request with its associated documents and submission responses./tenants/{tenant}/clients/{client}/documentrequest/{code}/detail
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PUT Open Document RequestTransitions a document request from Draft to Open, making it visible to the client./tenants/{tenant}/clients/{client}/documentrequest/{code}/open
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POST Upload Document to RequestUploads a document and attaches it to the specified document request./tenants/{tenant}/clients/{client}/documentrequest/{code}/documents
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DELETE Remove Document from RequestRemoves a document from the specified document request./tenants/{tenant}/clients/{client}/documentrequest/{code}/documents/{documentCode}
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POST Submit Document RequestSubmits a response to a document request. Comments are required if no documents are attached./tenants/{tenant}/clients/{client}/documentrequest/{code}/submit
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PUT Review Document Request ResponseAccepts or rejects a submitted response. On rejection, specify the next action: reopen or reopen and clear documents./tenants/{tenant}/clients/{client}/documentrequest/{code}/responses/{responseCode}/review