Client - Documents

Manage documents associated with specific clients. Supports creating, listing, updating, and deleting client documents. Includes filtering by document type and review status. Documents uploaded by clients via the portal start with ReviewStatus=PendingReview and must be approved or rejected by an internal user. The list endpoint defaults to showing only Approved documents — use the reviewStatus filter parameter to view PendingReview or Rejected documents.

GET List Documents for Client
Lists all Documents for the specified client.
/tenants/{tenant}/clients/{client}/clientdocument
POST Create Document for Client
Creates a new Document for the specified client.
/tenants/{tenant}/clients/{client}/clientdocument
GET Get Document for Client
Gets a Document for the specified client.
/tenants/{tenant}/clients/{client}/clientdocument/{code}
PUT Update Document for Client
Updates the specified Document for the specified client.
/tenants/{tenant}/clients/{client}/clientdocument/{code}
DELETE Delete Document for Client
Deletes a Document for the specified client.
/tenants/{tenant}/clients/{client}/clientdocument/{code}
GET Get Client Document Folder
Gets the external folder reference for a client's documents. This is only relevant if an external Document Storage provider has been set for the Tenan...
/tenants/{tenant}/clients/{client}/document-folder
PUT Set Client Document Folder
Updates the external folder reference for a client's documents. This is only relevant if an external Document Storage provider has been set for the Te...
/tenants/{tenant}/clients/{client}/document-folder
PUT Review Document
Approve or reject a document uploaded by a client via the portal.
/tenants/{tenant}/clients/{client}/clientdocument/{code}/review
PUT Request Client Approval
Request that a client approves a document. The document will appear in the client portal for approval.
/tenants/{tenant}/clients/{client}/clientdocument/{code}/request-approval
PUT Cancel Client Approval Request
Cancel a pending client approval request, resetting the document to no approval status.
/tenants/{tenant}/clients/{client}/clientdocument/{code}/cancel-approval
GET Stream Document Content
Streams document content. Requires a valid signed token with tenant and client as query parameters. Use the optional 'disposition' parameter to contro...
/clientdocument/{code}/stream