UpdateClientDocumentRequest

Properties

Name	Type	Description
documentCategoryCode	string	The document category code. Optional — if omitted, the document will have no category assigned.
The document category code. Optional — if omitted, the document will have no category assigned.
title	string	The title of the document
The title of the document
summary	string	A brief summary or description of the document
A brief summary or description of the document
date	string	The date the document is dated (not the creation date)
The date the document is dated (not the creation date)
visibleInClientPortal	boolean	Whether this document is visible to the client in the portal. Defaults to true. Does not affect visibility in external storage providers — only controls portal access.
Whether this document is visible to the client in the portal. Defaults to true. Does not affect visibility in external storage providers — only controls portal access.
portalFolderPath	string	Folder path controlling where this document appears in the client portal. Format: "folderId:FolderName/folderId:FolderName". Null or empty for root-level. Only applies to portal display — does not move the physical file.
Folder path controlling where this document appears in the client portal. Format: "folderId:FolderName/folderId:FolderName". Null or empty for root-level. Only applies to portal display — does not move the physical file.

{
  "documentCategoryCode": "string",
  "title": "string",
  "summary": "string",
  "date": "2024-01-01",
  "visibleInClientPortal": false
}