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DFS DMS API (latest)

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AccessPolicy

The Access Policy API

Retrieve a list of access policies

Retrieves a list of access policies supported by DMS.

Authorizations:
Bearer
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

500

Internal Server Error

get/v2.0/access-policies
https://example-host/v2.0/access-policies

Response samples

Content type
application/json
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[
  • {
    }
]

Retrieve a list of access policy levels

Retrieves a list of access policy levels supported by DMS.

Authorizations:
Bearer
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

500

Internal Server Error

get/v2.0/access-policies/levels
https://example-host/v2.0/access-policies/levels

Response samples

Content type
application/json
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[
  • {
    }
]

DocumentAccessPolicy

The Document Access Policy API

Retrieve person-specific access to the specified document

Retrieves a list of persons and their assigned access policy for a specified document. Only a member with “MANAGE” access can successfully call this endpoint.

Authorizations:
Bearer
path Parameters
documentId
required
integer <int32>

The Document ID

header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

get/v2.0/documents/{documentId}/access-policies
https://example-host/v2.0/documents/{documentId}/access-policies

Response samples

Content type
application/json
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[
  • {
    }
]

Assign person-specific access to a specific document

Assign access policies of specific persons to the specified document. Only a member with “MANAGE” access can successfully call this endpoint. A successful call will override existing person-specific access policies assigned to this document.

Authorizations:
Bearer
path Parameters
documentId
required
integer <int32>
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:
application/json
accessPolicyItems
Array of objects (UpsertDocumentAccessPolicyRequestItem) Nullable

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

put/v2.0/documents/{documentId}/access-policies
https://example-host/v2.0/documents/{documentId}/access-policies

Request samples

Content type
application/json
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{
  • "accessPolicyItems":
    [
    ]
}

Response samples

Content type
application/json
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{
  • "code": "General",
  • "subCode": "string",
  • "message": "string",
  • "correlationId": "string",
  • "properties":
    {
    }
}

DocumentCategory

The Document Category API

Delete a document category

Deletes the document category specified by Id. If it is a parent document category it will also delete its children

Authorizations:
Bearer
path Parameters
categoryId
required
integer <int32>
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Responses

204

No Content

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

delete/v2.0/documents/categories/{categoryId}
https://example-host/v2.0/documents/categories/{categoryId}

Response samples

Content type
application/json
Copy
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{
  • "code": "General",
  • "subCode": "string",
  • "message": "string",
  • "correlationId": "string",
  • "properties":
    {
    }
}

Retrieve a list of document categories

Retrieves a list of document categories.

Authorizations:
Bearer
query Parameters
isActive
boolean
documentTypeId
integer <int32>
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

get/v2.1/documents/categories
https://example-host/v2.1/documents/categories

Response samples

Content type
application/json
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[
  • {
    }
]

Create a document category

Creates a document category. An inactive category cannot be the parent of an active category.

Authorizations:
Bearer
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:
application/json
name
string Nullable
parentId
integer <int32> Nullable
dmsDocumentTypeId
integer <int32>
isActive
boolean Nullable

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

post/v2.1/documents/categories
https://example-host/v2.1/documents/categories

Request samples

Content type
application/json
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{
  • "name": "string",
  • "parentId": 0,
  • "dmsDocumentTypeId": 0,
  • "isActive": true
}

Response samples

Content type
application/json
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0

Retrieve a document category

Retrieves the document category specified by Id.

Authorizations:
Bearer
path Parameters
categoryId
required
integer <int32>
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

get/v2.1/documents/categories/{categoryId}
https://example-host/v2.1/documents/categories/{categoryId}

Response samples

Content type
application/json
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{
  • "id": 0,
  • "name": "string",
  • "parentId": 0,
  • "dmsDocumentTypeId": 0,
  • "isActive": true,
  • "key": "string"
}

Update a document category

Updates the document category specified by Id. An inactive category cannot be the parent of an active category and cannot be assigned to an active metadata.

Authorizations:
Bearer
path Parameters
categoryId
required
integer <int32>
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:
application/json
name
string Nullable
parentId
integer <int32> Nullable
dmsDocumentTypeId
integer <int32>
isActive
boolean Nullable

Responses

204

No Content

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

put/v2.1/documents/categories/{categoryId}
https://example-host/v2.1/documents/categories/{categoryId}

Request samples

Content type
application/json
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{
  • "name": "string",
  • "parentId": 0,
  • "dmsDocumentTypeId": 0,
  • "isActive": true
}

Response samples

Content type
application/json
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{
  • "code": "General",
  • "subCode": "string",
  • "message": "string",
  • "correlationId": "string",
  • "properties":
    {
    }
}

Document

The Document API

Delete a document

Deletes a document specified by Id. Only a person with "WRITE" access can successfully call this endpoint.

Authorizations:
Bearer
path Parameters
documentId
required
integer <int32>
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Responses

204

No Content

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

delete/v2.0/documents/{documentId}
https://example-host/v2.0/documents/{documentId}

Response samples

Content type
application/json
Copy
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{
  • "code": "General",
  • "subCode": "string",
  • "message": "string",
  • "correlationId": "string",
  • "properties":
    {
    }
}

Retrieve a document by Document Id

Retrieves a document by Document Id. Only a person with "READ" access can successfully call this endpoint.

Authorizations:
Bearer
path Parameters
documentId
required
integer <int32>
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

get/v2.1/documents/{documentId}
https://example-host/v2.1/documents/{documentId}

Response samples

Content type
application/json
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{
  • "id": 0,
  • "storageFilename": "string",
  • "filename": "string",
  • "digitalSignature": "string",
  • "createDate": "2025-05-09T12:06:28Z",
  • "contractId": "string",
  • "customAttributes": "string",
  • "externalId": "string",
  • "dmsDocumentMetadataId": 0,
  • "validTill": "2025-05-09T12:06:28Z",
  • "isActive": true,
  • "extension": "string",
  • "mimeType": "string",
  • "languageTwoLetterIsoCode": "string",
  • "lastUpdatedDate": "2025-05-09T12:06:28Z",
  • "documentMetadata":
    {
    },
  • "file": "string"
}

Upload a new version of a document or update document registration

Uploads a new version of an existing document or updates document registration. Note the following:

  • The caller will need to have "WRITE" access to the metadata or to the replaced document.
  • When uploading a document, do not supply fileType. Upload of documents bigger than 150MB might fail due to technical limitations.
  • When updating a registered proxied document, do not supply file.
  • When updating a registered reference document, do not supply fileType, filename or file.

    Possible ApiError.SubCode values:

    FileNotInWhitelist: The format of the provided file is not in the whitelist defined in DMS settings.
Authorizations:
Bearer
path Parameters
documentId
required
integer <int32>
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:
application/json
filename
string Nullable
customAttributes
string Nullable
externalId
string Nullable

Set a unique external-id for the document. A document may later be fetched by the external-id alone.

validTill
string <date-time> Nullable

Set validity of the document. This field is informational only and does not effect the active state of the document.

file
string <byte> Nullable

If uploading a file, set the uploaded file in base64 format.

fileType
string Nullable

Responses

204

No Content

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

patch/v2.1/documents/{documentId}
https://example-host/v2.1/documents/{documentId}

Request samples

Content type
application/json
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{
  • "filename": "string",
  • "customAttributes": "string",
  • "externalId": "string",
  • "validTill": "2025-05-09T12:06:28Z",
  • "file": "string",
  • "fileType": "string"
}

Response samples

Content type
application/json
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{
  • "code": "General",
  • "subCode": "string",
  • "message": "string",
  • "correlationId": "string",
  • "properties":
    {
    }
}

Retrieve a document by External Id

Retrieves a document by External Id. Only a person with "READ" access can successfully call this endpoint.

Authorizations:
Bearer
path Parameters
externalId
required
string
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

get/v2.1/documents/externals/{externalId}
https://example-host/v2.1/documents/externals/{externalId}

Response samples

Content type
application/json
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{
  • "id": 0,
  • "storageFilename": "string",
  • "filename": "string",
  • "digitalSignature": "string",
  • "createDate": "2025-05-09T12:06:28Z",
  • "contractId": "string",
  • "customAttributes": "string",
  • "externalId": "string",
  • "dmsDocumentMetadataId": 0,
  • "validTill": "2025-05-09T12:06:28Z",
  • "isActive": true,
  • "extension": "string",
  • "mimeType": "string",
  • "languageTwoLetterIsoCode": "string",
  • "lastUpdatedDate": "2025-05-09T12:06:28Z",
  • "documentMetadata":
    {
    },
  • "file": "string"
}

Upload a new version of a document

Uploads a new version of an existing document to DMS as a stream. The values need to be passed as multipart/form-data and the actual document needs to be passed as a stream. Note the following:

  • DMS storage type should be Azure Blob for streaming functionality to work.
  • The caller will need to have "WRITE" access to the metadata or to the replaced document.
Authorizations:
Bearer
path Parameters
documentId
required
integer <int32>
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema: multipart/form-data
filename
required
string <string>

The name of the document in the storage.

file
required
string <binary>

The document stream to upload.

externalId
string <string>

The external ID of the document. Must be unique if passed.

customAttributes
string <string>

Custom attributes of the document

validTill
string <date-time>

The validity date of the document. This field does not effect the active state of the document.

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

patch/v2.0/documents/{documentId}/stream
https://example-host/v2.0/documents/{documentId}/stream

Response samples

Content type
application/json
Copy
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{
  • "code": "General",
  • "subCode": "string",
  • "message": "string",
  • "correlationId": "string",
  • "properties":
    {
    }
}

Update document metadata

Updates document metadata of an existing document. The caller will need to have “WRITE” access to both the old and the new metadata, or to the document itself. If both metadata-id and metadata-reference-id are supplied, metadata-id takes precedence.

Authorizations:
Bearer
path Parameters
documentId
required
integer <int32>
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:
application/json
documentMetadataId
integer <int32> Nullable
documentMetadataReferenceId
string Nullable

Responses

204

No Content

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

patch/v1.0/documents/{documentId}/metadata
https://example-host/v1.0/documents/{documentId}/metadata

Request samples

Content type
application/json
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{
  • "documentMetadataId": 0,
  • "documentMetadataReferenceId": "string"
}

Response samples

Content type
application/json
Copy
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{
  • "code": "General",
  • "subCode": "string",
  • "message": "string",
  • "correlationId": "string",
  • "properties":
    {
    }
}

Upload or register a document

Uploads or registers a document to DMS. Note the following:

  • The caller will need to have "WRITE" access to the metadata. If the access is given through owner-specific access policy, the caller needs to have the right relation with at least one of the specified owners.
  • A new document cannot be assigned to an inactive metadata.
  • When uploading a document, do not supply fileType, proxyParticipantUid or referenceDocumentId. Upload of documents bigger than 150MB might fail due to technical limitations.
  • When registering a proxied document, supply proxyParticipantUid, fileType and externalId. Do not supply file.
  • When registering a reference document, supply referenceDocumentId. Do not supply proxyParticipantUid, fileType, languageTwoLetterIsoCode, filename or file. The referenced document must be under a public metadata (which all members and/or contacts have READ access to). The referencing document must be under a metadata which does not expand the access to the referenced document. The referenced document may not be proxied.

    Possible ApiError.SubCode values:

    FileNotInWhitelist: The format of the provided file is not in the whitelist defined in DMS settings.
Authorizations:
Bearer
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:
application/json

The document to save

filename
string Nullable
contractId
string <uuid> Nullable

Set link to an entity in DFS (portfolio, instrument, credit request) to later be found through search.

ownerIds
Array of integers <int32> Nullable

Set owners of a document. A client-type document must have at least one contact as owner. General-type documents should not have contacts as owners.

customAttributes
string Nullable
externalId
string Nullable

Set a unique external-id for the document. A document may later be fetched by the external-id alone.

validTill
string <date-time> Nullable

Set validity of the document. This field is informational only and does not effect the active state of the document.

dmsDocumentMetadataId
integer <int32>

Set under which metadata will the document be using metadata id. If both metadata id and metadata reference id are supplied, this field takes precedence.

metadataReferenceId
string Nullable

Set under which metadata will the document be using metadata reference id.

languageTwoLetterIsoCode
string Nullable
file
string <byte> Nullable

If uploading a file, set the uploaded file in base64 format.

proxyParticipantUid
string <uuid> Nullable

If registering a proxied document, set the proxy-participant-uid.

fileType
string Nullable
referenceDocumentId
integer <int32> Nullable

If registering a referenced document, set the reference-document-id.

Responses

200

Successfully saved document

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

post/v2.3/documents
https://example-host/v2.3/documents

Request samples

Content type
application/json
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{
  • "filename": "string",
  • "contractId": "string",
  • "ownerIds":
    [
    ],
  • "customAttributes": "string",
  • "externalId": "string",
  • "validTill": "2025-05-09T12:06:28Z",
  • "dmsDocumentMetadataId": 0,
  • "metadataReferenceId": "string",
  • "languageTwoLetterIsoCode": "string",
  • "file": "string",
  • "proxyParticipantUid": "string",
  • "fileType": "string",
  • "referenceDocumentId": 0
}

Response samples

Content type
application/json
Copy
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0

Upload a document

Uploads a document to DMS as a stream. The values need to be passed as multipart/form-data and the actual document needs to be passed as a stream. Note the following:

  • DMS storage type should be Azure Blob for streaming functionality to work.
  • The caller will need to have "WRITE" access to the metadata. If the access is given through owner-specific access policy, the uploader needs to have the right relation with at least one of the specified owners.
  • A new document cannot be assigned to an inactive metadata.
Authorizations:
Bearer
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema: multipart/form-data
file
required
string <binary>

The document stream to upload.

filename
required
string <string>

The name of the document in the storage.

contractId
string <uuid>

Links the document to a contract in DFS.

externalId
string <string>

The external ID of the document. Must be unique if passed.

ownerIds
Array of integers <int32>

The persons owning the document.

customAttributes
string <string>

Custom attributes of the document

validTill
string <date-time>

The validity date of the document. This field does not effect the active state of the document.

dmsDocumentMetadataId
integer <int32>
Default: 0

The metadata ID of the document. If both dmsDocumentMetadataId and metadataReferenceId are supplied, this field takes precedence.

metadataReferenceId
string <string>

The metadata reference ID of the document. If both dmsDocumentMetadataId and metadataReferenceId are supplied, the field dmsDocumentMetadataId takes precedence.

languageTwoLetterIsoCode
string <string>

Set a specific language for the document.

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

post/v2.0/documents/stream
https://example-host/v2.0/documents/stream

Response samples

Content type
application/json
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0

Generate a digital signature

Generates a digital signature.

Authorizations:
Bearer
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:
application/json
content
string <byte> Nullable

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

post/v2.0/documents/digital-signature/generate
https://example-host/v2.0/documents/digital-signature/generate

Request samples

Content type
application/json
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{
  • "content": "string"
}

Response samples

Content type
application/json
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{
  • "digSig": "string"
}

Search documents by given criteria

Search documents by given criteria. The caller cannot retrieve documents for which they does not have “READ” access to. Note that specifying specific persons in personAssignment parameter is required when retrieving documents through Hierarchy access policy level or when applications retrieve documents when data segregation is enabled.

Authorizations:
Bearer
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:
application/json
page
integer <int32>
pageSize
integer <int32>
sortOrder
string (SortOrder)
Enum: "Ascending" "Descending"
sortBy
string Nullable

sort by one of the following fields: id (default), filename, createdate, DocumentCategoryId, DocumentMetadataId, mimeType, ValidTill

documentTypeId
integer <int32> Nullable

filter by document type

documentMetadataIds
Array of integers <int32> Nullable

filter by document metadata

documentCategoryIds
Array of integers <int32> Nullable

filter by document category

createDateFrom
string <date-time> Nullable

filter by CreateDateFrom

createDateTo
string <date-time> Nullable

filter by CreateDateTo

contractId
string <uuid> Nullable

filter by entities linked to documents.

isActive
boolean Nullable

filter by status of the document

filename
string Nullable

filter by file name

languageTwoLetterIsoCode
string Nullable

filter by language

personAssignment
object (PersonAssignment)

filter by specific people with assignment to the document, either as owners or as people with direct document access. If no persons are specified, hierarchy access to documents will not be checked

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

post/v2.0/documents/search
https://example-host/v2.0/documents/search

Request samples

Content type
application/json
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{
  • "page": 0,
  • "pageSize": 0,
  • "sortOrder": "Ascending",
  • "sortBy": "string",
  • "documentTypeId": 0,
  • "documentMetadataIds":
    [
    ],
  • "documentCategoryIds":
    [
    ],
  • "createDateFrom": "2025-05-09T12:06:28Z",
  • "createDateTo": "2025-05-09T12:06:28Z",
  • "contractId": "string",
  • "isActive": true,
  • "filename": "string",
  • "languageTwoLetterIsoCode": "string",
  • "personAssignment":
    {
    }
}

Response samples

Content type
application/json
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{
  • "results":
    [
    ],
  • "page": 0,
  • "pageSize": 0,
  • "pageCount": 0,
  • "totalCount": 0
}

DocumentMetadataAccessPolicy

The Document Metadata Access Policy API

Retrieve access policies for the specified metadata

Retrieves a list of access policy levels and their assigned access policy for a specified metadata.

Authorizations:
Bearer
path Parameters
metadataId
required
integer <int32>

The Metadata ID

header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

get/v2.0/documents/metadata/{metadataId}/access-policies
https://example-host/v2.0/documents/metadata/{metadataId}/access-policies

Response samples

Content type
application/json
Copy
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[
  • {
    }
]

Assign access policies for the specified metadata

Assign access policies to access-policy-levels for a specified metadata.

Authorizations:
Bearer
path Parameters
metadataId
required
integer <int32>
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:
application/json
accessPolicies
Array of objects (UpsertMetadataAccessPolicyRequestItem) Nullable

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

put/v2.0/documents/metadata/{metadataId}/access-policies
https://example-host/v2.0/documents/metadata/{metadataId}/access-policies

Request samples

Content type
application/json
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{
  • "accessPolicies":
    [
    ]
}

Response samples

Content type
application/json
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{
  • "code": "General",
  • "subCode": "string",
  • "message": "string",
  • "correlationId": "string",
  • "properties":
    {
    }
}

DocumentMetadata

The Document Metadata API

Delete a document metadata

Deletes a metadata specified by Id.

Authorizations:
Bearer
path Parameters
metadataId
required
integer <int32>
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Responses

204

No Content

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

delete/v2.0/documents/metadata/{metadataId}
https://example-host/v2.0/documents/metadata/{metadataId}

Response samples

Content type
application/json
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{
  • "code": "General",
  • "subCode": "string",
  • "message": "string",
  • "correlationId": "string",
  • "properties":
    {
    }
}

Retrieve a metadata by Id

Retrieves a metadata by Id.

Authorizations:
Bearer
path Parameters
metadataId
required
integer <int32>
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

get/v2.1/documents/metadata/{metadataId}
https://example-host/v2.1/documents/metadata/{metadataId}

Response samples

Content type
application/json
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{
  • "id": 0,
  • "name": "string",
  • "isMultiInstance": true,
  • "outputFilename": "string",
  • "documentReferenceId": "string",
  • "isActive": true,
  • "allowJointOwnership": true,
  • "documentCategory":
    {
    },
  • "documentType":
    {
    }
}

Update a document metadata

Updates the document metadata specified by Id. An inactive category cannot be assigned to an active metadata. Metadata may be inactivated even if there are active documents under it.

Authorizations:
Bearer
path Parameters
metadataId
required
integer <int32>
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:
application/json
name
string Nullable
isMultiInstance
boolean
dmsDocumentCategoryId
integer <int32>
outputFilename
string Nullable
documentReferenceId
string Nullable
allowJointOwnership
boolean
isActive
boolean Nullable

Responses

204

No Content

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

put/v2.1/documents/metadata/{metadataId}
https://example-host/v2.1/documents/metadata/{metadataId}

Request samples

Content type
application/json
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{
  • "name": "string",
  • "isMultiInstance": true,
  • "dmsDocumentCategoryId": 0,
  • "outputFilename": "string",
  • "documentReferenceId": "string",
  • "allowJointOwnership": true,
  • "isActive": true
}

Response samples

Content type
application/json
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{
  • "code": "General",
  • "subCode": "string",
  • "message": "string",
  • "correlationId": "string",
  • "properties":
    {
    }
}

Retrieve a metadata by MetadataReferenceId

Retrieves a metadata by MetadataReferenceId.

Authorizations:
Bearer
path Parameters
metadataReferenceId
required
string
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

get/v2.1/documents/metadata/reference/{metadataReferenceId}
https://example-host/v2.1/documents/metadata/reference/{metadataReferenceId}

Response samples

Content type
application/json
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{
  • "id": 0,
  • "name": "string",
  • "isMultiInstance": true,
  • "outputFilename": "string",
  • "documentReferenceId": "string",
  • "isActive": true,
  • "allowJointOwnership": true,
  • "documentCategory":
    {
    },
  • "documentType":
    {
    }
}

Create a document metadata

Creates an active document metadata. An inactive category cannot be assigned to an active metadata.

Authorizations:
Bearer
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:
application/json
name
string Nullable
isMultiInstance
boolean
dmsDocumentCategoryId
integer <int32>
outputFilename
string Nullable
documentReferenceId
string Nullable
allowJointOwnership
boolean

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

post/v2.1/documents/metadata
https://example-host/v2.1/documents/metadata

Request samples

Content type
application/json
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{
  • "name": "string",
  • "isMultiInstance": true,
  • "dmsDocumentCategoryId": 0,
  • "outputFilename": "string",
  • "documentReferenceId": "string",
  • "allowJointOwnership": true
}

Response samples

Content type
application/json
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0

Lookup accessible document metadata

Lookup accessible document metadata by a given criteria.

Authorizations:
Bearer
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:
application/json

The lookup criteria

documentType
string (DocumentType)
Enum: "Client" "General"
documentCategoryIds
Array of integers <int32> Nullable
documentMetadataName
string Nullable
isActive
boolean Nullable
metadataAccessPolicy
string (MetadataAccessPolicyFlag)
Enum: "Read" "Write" "Manage" "Any"

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

post/v2.1/documents/metadata/lookup
https://example-host/v2.1/documents/metadata/lookup

Request samples

Content type
application/json
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{
  • "documentType": "Client",
  • "documentCategoryIds":
    [
    ],
  • "documentMetadataName": "string",
  • "isActive": true,
  • "metadataAccessPolicy": "Read"
}

Response samples

Content type
application/json
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[
  • {
    }
]

Search through all document metadata

Searches through all document metadata by a given criteria.

Authorizations:
Bearer
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:
application/json
page
integer <int32>
pageSize
integer <int32>
sortBy
string Nullable
sortOrder
string (SortOrder)
Enum: "Ascending" "Descending"
searchTerm
string Nullable
searchMetadataBy
string (SearchMetadataBy)
Enum: "Name" "OutputFilename" "All"
documentTypeIds
Array of integers <int32> Nullable
documentCategoryIds
Array of integers <int32> Nullable
isActive
boolean Nullable

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

post/v1.1/documents/metadata/search
https://example-host/v1.1/documents/metadata/search

Request samples

Content type
application/json
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{
  • "page": 0,
  • "pageSize": 0,
  • "sortBy": "string",
  • "sortOrder": "Ascending",
  • "searchTerm": "string",
  • "searchMetadataBy": "Name",
  • "documentTypeIds":
    [
    ],
  • "documentCategoryIds":
    [
    ],
  • "isActive": true
}

Response samples

Content type
application/json
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{
  • "results":
    [
    ],
  • "page": 0,
  • "pageSize": 0,
  • "pageCount": 0,
  • "totalCount": 0
}

DocumentSet

The Document Set API

Retrieve all document sets.

Retrieves all document sets.

Authorizations:
Bearer
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

500

Internal Server Error

get/v1.0/document-sets
https://example-host/v1.0/document-sets

Response samples

Content type
application/json
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{
  • "results":
    [
    ]
}

Create a document set

Creates a document set

Authorizations:
Bearer
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:
application/json

The document set to save

name
string Nullable
key
string Nullable
documentMetadata
Array of objects (DocumentMetadata) Nullable

Responses

200

Successfully saved document set

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

post/v1.0/document-sets
https://example-host/v1.0/document-sets

Request samples

Content type
application/json
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{
  • "name": "string",
  • "key": "string",
  • "documentMetadata":
    [
    ]
}

Response samples

Content type
application/json
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0

Retrieve document set

Retrieves document set

Authorizations:
Bearer
path Parameters
documentSetId
required
integer <int32>
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

get/v1.0/document-sets/{documentSetId}
https://example-host/v1.0/document-sets/{documentSetId}

Response samples

Content type
application/json
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{
  • "name": "string",
  • "key": "string",
  • "documentMetadata":
    [
    ]
}

Update a document set

Updates a document set

Authorizations:
Bearer
path Parameters
documentSetId
required
integer <int32>
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Request Body schema:
application/json
name
string Nullable
key
string Nullable
documentMetadata
Array of objects (DocumentMetadata) Nullable

Responses

204

No Content

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

put/v1.0/document-sets/{documentSetId}
https://example-host/v1.0/document-sets/{documentSetId}

Request samples

Content type
application/json
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{
  • "name": "string",
  • "key": "string",
  • "documentMetadata":
    [
    ]
}

Response samples

Content type
application/json
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{
  • "code": "General",
  • "subCode": "string",
  • "message": "string",
  • "correlationId": "string",
  • "properties":
    {
    }
}

Validate whether a person owns active documents under all mandatory metadata listed in a specific document set

Validates whether a person owns active documents under all mandatory metadata listed in a specific document set. Only documents which the calling person or app had “READ“ access to are considered. If a contract is specified, the check would be performed only for documents which have this contract set for them. When returning information on unfulfilled metadatas, note that non-mandatory metadata will be returned as well.

Authorizations:
Bearer
path Parameters
ownerId
required
integer <int32>
documentSetId
required
integer <int32>
query Parameters
contractId
string <uuid>
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

404

Not Found

422

UnprocessableEntity

500

Internal Server Error

get/v1.0/document-sets/{documentSetId}/owners/{ownerId}/fulfillment
https://example-host/v1.0/document-sets/{documentSetId}/owners/{ownerId}/fulfillment

Response samples

Content type
application/json
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{
  • "isFulfilled": true,
  • "unfulfilledMetadataIds":
    [
    ]
}

DocumentType

The Document Type API

Retrieve list of document types

Retrieves list of document types

Authorizations:
Bearer
header Parameters
Accept-Language
string

The ISO 639-1 language to use for localizable data.

Responses

200

OK

400

Bad Request

401

Unauthorized

403

Forbidden

500

Internal Server Error

get/v1.0/documents/types
https://example-host/v1.0/documents/types

Response samples

Content type
application/json
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[
  • {
    }
]