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API Reference
v1.0

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Overview

  • SideDrawer
  • Our API Design & Protocol
  • Using the SideDrawer APIs
  • HTTP Methods and Response Codes
  • Filtering
  • Pagination

Definitions

  • SideDrawer Structure
  • Glossary
  • Metadata
  • Entities
    • Collaborators
    • Filing Cabinets
    • Drawers
    • Hangers
    • Folders
      • Record Subtypes
      • Record Subtype Specific Fields
    • Files
    • Notifications
    • Reminders
    • Accounts
    • Plan Requests
    • Subscriptions
      • Subscription Features
    • Reports
    • Signatures
    • Cloud Storage
    • Smart Forms Requests
    • Tenants
    • User Roles
    • Team Roles
    • Messages
    • Branding
    • Plans
      • Fields
    • Templates
    • Integrations
    • Webhooks
    • Customer Vaults
    • Smart Forms

Getting Started

  • Access Token Generation
  • Versioning
    • Version Comparisons for Cabinets Endpoints
  • Permissions

Cabinets Gateway

  • Cabinets Endpoints
  • Collaborators
    • Add a Collaborator to a Folder (record)post
    • Remove a Collaborator from a Folder (record)del
    • Update a Folder (record) Collaboratorput
    • Remove a Collaborator from a Folder (record) using the networkIddel
    • Add a Collaborator (including a Team) to a Folder (record)post
    • List all Drawers (sidedrawer) shared with youget
    • List all of your owned Drawers (sidedrawer)get
    • List all template Drawers (sidedrawer)get
    • Add a Collaborator to a Drawer (sidedrawer)post
    • Remove a Collaborator from a Drawer (sidedrawer)del
    • Transfer ownership of a Drawer (sidedrawer) to another Userpost
    • Update a Drawer (sidedrawer) Collaboratorput
    • Remove a Collaborator from a Drawer (sidedrawer) using the networkIddel
    • List all Drawers (sidedrawer) shared with you (paginated)get
    • List Drawers (sidedrawer) you have access to (lite)get
    • List all of your owned Drawers (sidedrawer) (paginated)get
    • Add a Collaborator (including a Team) to a Drawer (sidedrawer)post
    • List all template Drawers (sidedrawer) (paginated)get
    • List Collaboratorsget
    • List active Collaboratorsget
    • List inactive Collaborators (Invitees)get
    • List "Team"-type Collaboratorsget
    • List your Teamsget
    • List Collaborators (paginated)get
    • List a Drawer's (sidedrawer) or Folder's (record) Collaboratorsget
    • List a Folder's (record) Collaboratorsget
    • Add a Collaborator for a Hanger (recordType)post
    • List a Hanger's (recordType) Collaboratorsget
    • List a Hanger's (recordType) Collaborators (paginated)get
    • Remove a Collaborator from a Hanger (recordType)del
  • Folders (Records)
    • List a Drawer's (sidedrawer) Folders (record) (paginated)get
    • Update a Folder (record)put
    • Delete a Folder (record)del
    • Retrieve a Folder (record)get
    • Create a Folder (record)post
    • List a Drawer's (sidedrawer) Folders (record)get
    • Move a Folder (record)put
    • Copy a Folder (record)put
    • Set Folders (record) as "related"post
    • Retrieve a Folder's (record) related Foldersget
    • Remove a Folder (record) as "related" to anotherdel
  • Drawers (Sidedrawers)
    • Create a Drawer (sidedrawer) for a free Subscriptionpost
    • List a Brand's Drawer (sidedrawer) typesget
    • Update a Drawer (sidedrawer)put
    • Delete a Drawer (sidedrawer)del
    • Retrieve a Drawer (sidedrawer)get
    • Apply a template to a Drawer (sidedrawer)put
    • Retrieve a Drawer's (sidedrawer) brandingget
    • Retrieve information about a Drawer (sidedrawer)get
    • Retrieve information (lite) about a Drawer (sidedrawer)get
    • Retrieve a Drawer's (sidedrawer) licenseget
    • List all files within a Drawer (sidedrawer)get
    • List all files from cloud storageget
    • Retrieve a Drawer's (sidedrawer) Filing Cabinetsget
    • Retrieve a Filing Cabinet's Drawers (sidedrawer)get
    • Check email availabillity for sidedrawerget
  • Files
    • Create a filepost
    • Get Record files from cloud storage folderget
    • Get Record files from cloud storage folderget
    • Download Record File by streamget
    • Copy Record Filesput
    • List a Folder's (record) filesget
    • Update a file (using the file name and extension)put
    • Delete a file (using the file name and extension)del
    • Seal a file (using the file name and extension)put
    • Send a file to quarantine (using the file name and extension)post
    • Retrieve a file's metadataget
    • Create file(s)post
    • List a Folder's (record) files (paginated)get
    • Download a file (using the file name and extension)get
    • Download a file (using the file token)get
    • Update a file (using the file token)put
    • Delete a file (using the file token)del
    • Copy a fileput
    • Move a fileput
    • Seal a file (using the file token)put
    • Send a file to quarantine (using the file token)post
    • Retrieve a file's metadata (using the file token)get
    • Download a file by stream (using the file token)get
  • Reminders
    • Create a Reminderpost
    • List an entity's Remindersget
    • Update a Reminderput
    • Retrieve a Reminderget
    • Delete a Reminderdel
    • Update a Reminder's statusput
    • List Remindersget
  • Tiles (Hangers)
    • List Hangers (recordType)get
    • List Record Subtypesget
    • List a Record Subtype's Specific Fieldsget
  • Notifications
    • Retrieve a Drawer's (sidedrawer) timelineget
    • Retrieve a Drawer's (sidedrawer) logged eventsget
    • Retrieve a Drawer's (sidedrawer) timeline (paginated)get
    • Retrieve a Drawer's (sidedrawer) detailed timelineget
    • Retrieve number of unread Drawer (sidedrawer) timeline notificationsget
    • Mark a Drawer's (sidedrawer) notifications as "read"put
    • Save a note into the timelinepost
    • Get the timeline notesget
    • Pin noteput
    • Unpin noteput
    • Delete a note in the timelinedel
    • Get sidedrawer unread notifications countget
    • Get Drawer (sidedrawer) notificationsget
    • Mark notification as readput
    • Mark notification as unreadput
    • Mark all Drawer notifications as unreadput
    • Mark all Drawer notifications as readput
    • Delete notificationdel
    • Get Drawer's (sidedrawer) raw logget
  • Accounts
    • Retrieve an Account's settingsget
    • Update an Account's settingsput
    • Create an Accountpost
    • Create an Invitationpost
    • Retrieve an Accountget
    • Update an Accountput
    • Delete an Account (admin rights needed)del
    • List an Account's Teamsget
    • Retrieve an Account by usernameget
    • Retrieve an Account by OpenIDget
    • Log out of Accountdel
    • Create an Invitationpost
    • Add an email address to an Accountpost
    • Remove an email address from an Accountdel
    • Add a phone number to an Accountpost
    • Remove a phone number from an Accountdel
    • Accept Account agreementspost
    • List the Account agreementsget
    • Create an MFA codepost
    • Validate an MFA codeget
    • List all of a User's Filing Cabinetsget
    • List all of a Filing Cabinet's Drawers (sidedrawer)get
    • Resend invitation Emailpost
    • Get Invitation Hashget
    • Available agreements by BrandCodeget
    • Get specific agreementget
    • Get invitations by codeget
    • Check if the username is already takenget
    • Available agreementsget
  • Plan Requests
    • List a Drawer's (sidedrawer) available Plansget
    • List a Drawer's (sidedrawer) available Plans (paginated)get
    • Create a Plan Requestpost
    • List a Drawer's (sidedrawer) Plan Requestsget
    • Delete a Plan Requestdel
    • List a Plan Request's Itemsget
    • Consolidate Items into a Plan Requestpost
    • Update a Plan Request Itemput
    • Delete a Plan Request Itemdel
    • Get Plan Requests with paginationget
  • Subscriptions
    • Create a Subscriptionpost
    • Retrieve a Subscription's tax informationget
    • Retrieve the available Subscriptionget
    • Delete a Subscriptiondel
    • Create a Drawer (sidedrawer) from a Subscriptionpost
    • Create a Customer profile for the current Userpost
    • Retrieve Customer information (using the email address)get
    • Retrieve Customer information (using the customerId)get
    • Add a payment method to a Customerpost
    • List a Customer's payment methodsget
    • Set a payment method as the defaultput
    • Detach a payment method from a Customer's profiledel
    • Retrieve a Customer's available Subscriptionsget
    • Retrieve the current User's available Subscriptionsget
    • Retrieve the available Subscriptions and pricesget
    • Retrieve a Subscription's informationget
    • Calculate a Subscription priceget
    • Assign a license to a Drawer (sidedrawer)post
    • List available licensesget
    • Detach a license from a Drawer (sidedrawer)del
    • Increase the number of licensesput
    • Decrease the number of licensesput
    • Send a sponsored Invitation to SideDrawerpost
    • List available licenses (paginated)get
    • Retrieve a Drawer's (sidedrawer) featuresget
    • Retrieve a Customer's featuresget
    • Create Sidedrawer from Subscriptionpost
  • Reports
    • Create a Report for a Drawer (sidedrawer)post
    • List a Drawer's (sidedrawer) Reportsget
    • Retrieve a Report's statusget
    • List a Drawer's (sidedrawer) Report typesget
  • Signatures
    • List a Drawer's (sidedrawer) templatesget
    • Get Templatesget
    • Create Signature from Templatepost
    • List Envelopesget
    • Retrieve an Envelopeget
    • Get Envelopeget
    • Get Envelopeget
  • Cloud Storage
    • List available Integrationsget
    • Retrieve a Drawer's (sidedrawer) cloud drivesget
    • Retrieve a cloud drive's root contentget
    • Retrieve a folder's cloud content.get
    • Upload a cloud folder to a SideDrawer Folder (record)post
    • Delete a cloud folder from a SideDrawer Folder (record)del
    • Upload a cloud file to a SideDrawer Folder (record)post
    • Delete a cloud file from a SideDrawer Folder (record)del
  • Filing Cabinets
    • Create a Filing Cabinetpost
    • List the current User's Filing Cabinetsget
    • Retrieve a Filing Cabinetget
    • Update a Filing Cabinetput
    • Delete a Filing Cabinetdel
    • Add a Drawer (sidedrawer) to a Filing Cabinetpost
    • Retrieve a Drawer (sidedrawer) from a Filing Cabinetget
    • Remove a Drawer (sidedrawer) from a Filing Cabinetdel
    • List a Filing Cabinet's Drawers (sidedrawer)get
    • Create a Filing Cabinet for a Drawer (sidedrawer)post
    • List a User's Filing Cabinetsget
    • Create a Filing Cabinet for an Invitee's Drawer (sidedrawer)post
    • List an Invitee's Filing Cabinetsget
  • Smart Forms Request
    • List the available Smart Formsget
    • Create a Smart Formpost
    • Retrieve a Drawer's (sidedrawer) Smart Form requestsget
    • Retrieve a Smart Form requestget
    • Delete a Smart Form requestdel
    • Create a Smart Form request rolepost
    • Delete a Smart Form request roledel
    • Create a Smart Form screen namepost
    • List Smart Form screen namesget
    • Create a Smart Form section namepost
    • List Smart Form section namesget
    • Delete a Smart Form section namedel
    • Check Smart Form Request Signature statusget
    • Update Smart Form Request Signature statuspost
    • Delete Smart Forms Request Signature statusdel
    • Remove onCompleteReportId form reportsdel
  • Network
    • Get Networkget

SideDrawer tenants API

  • Workflow Automations
    • Create workflow automationpost
    • List workflow automationsget
    • Get workflow automation by IDget
    • Delete workflow automationdel
    • Update workflow automationput
    • Execute workflow automation manuallyput
    • List automation execution historyget
    • Get detailed automation execution with action runsget
    • Execute automation via webhook triggerpost
    • Export workflow automation with dependenciesget
    • Import workflow automation with dependenciespost
  • Webhooks
    • Create Webhook subscriptionpost
    • Get list of Webhook Subscriptionsget
    • Create Webhook subscriptionget
    • Update Webhook subscriptionput
    • Get Webhook subscriptionget
    • Delete Webhook subscriptiondel
    • Get webhook logs by business events and subscription IDget
    • Create Webhook subscriptionpost
    • Get list of Webhook Subscriptionsget
    • Create Webhook subscriptionget
    • Update Webhook subscriptionput
    • Get Webhook subscriptionget
    • Delete Webhook subscriptiondel
  • Branding
    • Get brandingsget
    • Create brandingpost
    • Get brandingsget
    • Update brandingput
    • Delete brand by iddel
    • Get brandings by brand codeget
    • Create branding flavourpost
    • Get flavours for giving brandingget
    • Get flavours by idget
    • Update flavours by idput
    • Get flavours by iddel
    • Create branding default sidedrawerpost
    • Get default sidedrawers for giving brandingget
    • Get default sidedrawer by idget
    • Update default sidedrawer by idput
    • Delete default sidedrawer by iddel
  • Comments
    • Create commentpost
    • Get commentsget
    • Update commentput
    • Delete commentdel
    • Get comments archiveget
    • Get comments unread countget
    • Mark comments as readput
  • Marketplace - OAuth Configuration
    • Generate OAuth consent URLget
    • Complete OAuth authorizationget
  • Marketplace - Export/Import
    • Export Marketplace Configurationget
    • Import Marketplace Configurationpost
  • Connections
    • Find Connections from tenantget
    • Create a Connectionpost
    • Get Connection by Idget
    • Update Connectionput
    • Delete Connectiondel
    • Api to Test Connection Endpointget
  • Subscriptions
    • Create Subscriptionspost
    • Get available Subscription by customerIdget
    • Create Sidedrawer from Subscriptionpost
    • Create Sidedrawer from Subscriptionpost
    • Delete Subscription by iddel
    • Get available customer by email (only for Stripe subsriptions).get
    • Add payments methods to customers (only for Stripe subscriptions)post
    • Get payment methods from Tenant (just for Stripe subscriptions).get
    • Set payment methods as default (just for Stripe subscriptions).put
    • Detach payment method (just for Stripe subscriptions).del
    • Assign licenses To existing Userpost
    • Get available licenses by subscription idget
    • Detach licenses To existing Userdel
    • Increase licensesput
    • Decrease licensesput
  • Record Types
    • Create Custom Record typespost
    • List Record typesget
    • List Tenant Sidedrawer typesget
    • Get Record types by Nameget
    • Delete Record typesdel
    • Update Record typesput
  • Users
    • Create tenant assumed role Userspost
    • Get users account by branding or sponsorshipsget
    • Create tenant assumed role Userspost
    • Get User account by OpenIDget
    • Get account by usernameget
    • Update accountput
    • Get account by OpenIDget
    • Delete user account by OpenID with tenant validationdel
    • Lock accountput
    • Unlock accountput
    • Reset Password Emailput
    • Migrate account from one OpenID to another (Auth0 Keycloak) with tenant validationput
    • Get users account by branding or sponsorshipsget
    • List user Sidedrawers and Recordsget
    • Get account by OpenIDpost
    • Validate otp code by OpenIDget
  • Invitations
    • Create invitationpost
    • Search invitationsget
    • Search pending sponsored invitationsget
    • Get invitations by codeget
    • Create invitationput
    • Delete invitationsdel
    • Resend invitation Emailpost
    • Create temporary passwordpost
    • Lock invitationput
    • Unlock invitationput
    • List invitation Sidedrawers and Recordsget
    • Search pending sponsored invitationsget
    • Search invitations with advanced filtering and date-based queriesget
  • File Delivery
    • Create Files bulk deliverypost
    • Get files bulk deliveriesget
    • Draft Files bulk deliverypost
    • Sign-off Files bulk deliveryput
    • Get files bulk deliveries by deliveryget
    • Get files bulk deliveries by deliveryget
    • reprocess files bulk deliveries by deliveryput
    • Get files bulk deliveries by deliveryget
    • Get files bulk deliveries by deliveryput
    • Rollback Files bulk deliveryput
    • Get files bulk deliveriesget
    • Get files bulk deliveries by deliveryget
  • Tenant
    • Create Tenant Accountpost
    • Get tenant by Brand Codeget
    • Get tenants shared with the logged userget
    • Update Tenant Accountput
  • User Roles
    • List employee usersget
    • Get employee user roleget
    • Set employee role to a userpost
    • Update employee role to a userput
    • Remove employee role to a userdel
    • Transfer ownershipput
    • List employee pending usersget
    • Set employee role to a pending userpost
    • Set employee role to a pending userput
    • Delete employee role to a pending userdel
  • Teams Roles
    • Get Team roleget
    • Assign role to a Teampost
    • Update role to a Teamput
    • Remove Team roledel
  • Applications
    • Get Applications from tenantget
    • Create a Frontend Applicationpost
    • Create a Backend Applicationpost
    • Get Developer account by clientIdget
    • Update Developer Accountput
    • Delete Developer accountdel
    • Rotate Developer secretput
  • Applications Login
    • Get Developer Management Tokenpost
    • Get User M2M Token for API Navigationpost
    • Api to use SideDrawer login screen for a Frontend applicationget
  • Federation Groups
    • Get federation groupsget
    • Create federation grouppost
    • Get federation group by Idget
    • Update federation groupput
    • Remove federation groupdel
  • Files
    • Upload Files to Sidedrawer CDNpost
    • List files from Sidedrawer CDNget
    • Download Filesget
    • Remove Filesdel
  • Filing Cabinets
    • List Filing Cabinets of a given Sidedrawerget
    • List Sidedrawers of a given Filing Cabinetget
    • List Filing Cabinets by OpenIDget
    • List Sidedrawers of a given Filing Cabinet by OpenIDget
    • List Filing Cabinets by by Federation idget
    • List Sidedrawers of a given Filing Cabinet by Federation idget
    • List Filing Cabinets by invitation codeget
    • List Sidedrawers of a given Filing Cabinet by invitation codeget
  • Integrations Config
    • generate consent for providerget
    • Endpoint requeste when the consent is givenget
  • Integrations
    • Create external Integrationspost
    • Get integrations by tenantIdget
    • Get integrations by idget
    • Update Developer Integrationsput
    • Delte integrations by iddel
    • reset integrations configuration by iddel
  • Key Delivery
    • Create Files bulk deliverypost
    • Create Files bulk deliverydel
    • Get key deliveriesget
    • Create Files bulk delivery (JSON)post
    • Delete Files bulk delivery (JSON)del
    • Get deliveryget
    • Get key delivery itemsget
    • Get key delivery itemget
  • Marketplace - Connections
    • Create external marketplace connectionpost
    • List marketplace connectionsget
    • Create internal marketplace connectionpost
    • Get connections by idget
    • Update Developer Connectionsput
    • Delete connections by iddel
    • reset connections configuration by iddel
    • Export Connection Dataget
    • Import Connection Datapost
  • Marketplace - Requests
    • Create marketplace requestpost
    • List marketplace requests by connectionget
    • Get marketplace request by IDget
    • Update marketplace requestput
    • Delete marketplace requestdel
    • Test external Requestpost
    • Export marketplace requestget
    • Import marketplace requestpost
  • Sidedrawer Networks
    • Create Sidedrawer Networkpost
    • List Sidedrawer Networkget
    • Delete Sidedrawer Network by Iddel
    • Create Sidedrawer Networkpost
    • List Sidedrawer Networkget
  • Messages
    • Sync messages with default onespost
    • Create new Messagepost
    • Get messagesget
    • Get specific messagesget
    • Update a Message Templateput
    • Delete a message template del
    • Deliver a notification to specific userspost
  • Plans
    • Create Plan Requestpost
    • Get Plan Requestsget
    • Get Plan Requests by brandingget
    • Get Plan Requestget
    • Update Plan Requestput
    • Delete Plan Requestdel
    • Create Plan Request Itempost
    • Get Plan Request Itemsget
    • Get specific Plan Request itemget
    • Update Plan Request item order Idput
    • Delete Plan Request itemdel
    • Get Plan Request Sidedrawersget
    • Get Plan Requestsget
    • List plan requestsget
    • Get Plan Request Sidedrawersget
  • Plan Requests
    • Update Plan Requestput
  • Aggregators
    • Get Portfolio Viewsget
    • Get Entity Typesget
    • Get Entitiesget
    • Get Portfolioget
    • Get Generated Reportsget
    • Get Report Filesget
    • Assign file to Recordpost
    • Unassing file from Recorddel
  • Aggregators Delivery
    • Create Files bulk deliverypost
    • Get files bulk deliveriesget
    • Get files bulk deliveries by deliveryget
    • Get files bulk deliveries by deliveryget
    • reprocess files bulk deliveries by deliveryput
    • Get files bulk deliveries by deliveryget
    • Get files bulk deliveries by deliveryput
  • Record SubTypes
    • Create Record Sub typespost
    • List Record SubTypesget
    • Get record sub-type by Nameget
    • Delete Record Sub typesdel
    • Update Record Sub types)put
  • Record SubTypes specific fields
    • Create Record Sub types specific fieldspost
    • List Record SubType Specific fieldget
    • Delete Record Sub types specific fields (Needs Admin Rights)del
    • Update Record Sub types specific fieldsput
  • Smart Forms
    • Create Smart Formpost
    • List Smart Form Screensget
    • Create Smart Form Screensput
    • Create Smart Form Screensdel
    • Create Smart Form Screenspost
    • List Smart Form Screensget
    • Update Smart Form Screensput
    • Update Smart Form Screensdel
    • Create Smart Form Sectionspost
    • List Smart Form Sectionsget
    • Update Smart Form Sectionsput
    • Update Smart Form Sectionsdel
    • Create Smart Form Itemspost
    • Get Smart Form Itemsget
    • Create Smart Form Itemsput
    • Create Smart Form Itemsdel
    • Available Smart Formsget
    • Create Smart Formspost
    • Get Smart Forms Requestget
    • Update Smart Forms Requestput
    • Get Smart Form Screens and Items by IDget
    • get Smart Form screens/sections and items by Idpost
    • get Smart Form screens/sections and items by Idpost
    • get Smart Form screens/sections and items by Iddel
    • get Smart Form screens/sections and items by Iddel
    • Export Smart Form Structureget
    • Import Smart Form Structurepost
  • Reports
    • Create Report Requestpost
    • Get Reportsget
    • Get Report Statusget
    • Sync report types with default onespost
    • Create Report Typepost
    • Get Report Typesget
    • Get Report Type by Idget
    • Update a Report Typeput
    • Update a Report Typedel
  • Sidedrawers
    • Get Sidedrawers by brand Codeget
    • Get Sidedrawer by idget
    • Update Sidedrawer BrandCode, Region or Editable attributesput
    • Delete Sidedrawerdel
    • Get Plan Requests for a given sidedrawerget
    • Apply Sidedrawer template to Sidedrawerput
    • Delete Sidedrawer External Keydel
    • Get Sidedrawers by brand Codeget
  • Signature
    • List Signature Templatesget
    • Get Signature Template by IDget
    • Update Signature Templateput
    • Delete Signature Templatedel
  • Tags
    • Create Tagpost
    • Get Tagsget
    • Update a Tagput
    • Delete a Tagdel
    • Get a Tag by nameget
    • Move a Tagput
    • Delete Tag referencesdel
    • Get autocomplete Tagsget
  • Teams
    • Get Teams for logged userget
    • Get Teams available for a given userget
    • Create Teamspost
    • Get Teamsget
    • Get Team by idget
    • Update Teamsput
    • Delte Teams Membersdel
    • Add accounts to Teampost
    • Get Teams Membersget
    • Delte Teams Membersdel
  • Template Delivery
    • Create template deliverypost
    • Get template deliveriesget
    • Get template deliveryget
    • Delete template deliverydel
    • Get template delivery itemsget
    • Get template delivery itemget
  • Templates
    • Create Sidedrawer Templatepost
    • Get Sidedrawer templatesget
    • Delete Sidedrawer template del
  • Timeline
    • Get Timelineget
    • Get unread notifications countget
    • Read all notificationsput
    • Get Tenant timelineget
    • Get unread notifications countget
    • Read all notificationsput
  • Customer Vaults
    • Create Vault with Enhanced Phone Number Supportpost
    • List Vaults by Tenantget
    • Update Tenant Vaultput
    • Delete Tenant Vaultdel
    • Get Vault by IDget
    • Add Sidedrawer to Tenant Vaultpost
    • Create Sidedrawer Templateget
    • List Vault Sidedrawersget
    • Create Sidedrawer and add to Vaultpost
    • Delete Sidedrawer from Vaultdel
    • List Vaults by OpenIDget
    • List Vaults by invitation codeget
    • List Vaults by Federation idget
    • List Vaults by combination of external keys with optional user identifier and paginationget
    • List Vaults by OpenIDget
    • List Vaults by invitation codeget
    • List Vaults by Federation idget
  • Agreements
    • Create Agreementpost
    • Get Agreementsget
    • Update Agreementput
    • Delete Agreementdel
    • Get specific agreementget
  • Reminders
    • Create Reminderspost
    • Get Remindersget
    • Update Reminderput
    • Get Reminderget
    • Delete Reminderdel
    • Update Reminder Statusput
  • Record Files
    • Get Record filesget
    • Update Record Fileput
    • Remove Record Filedel
    • Download Record File by fileTokenget

Blocks Gateway

  • Blocks Endpoints
  • Blocks
    • Upload individual or multiple Blockspost
    • Download multiple Blockspost
    • Download filesget
    • Download files by streamget
  • Health Check
    • Health checkget
  • Signatures
    • Retrieve all document metadataget
    • Retrieve a document's metadataget
  • Cloud Storage
    • Get a cloud folder's contentget
  • Aggregators
    • Download an aggregator fileget
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Cabinets Endpoints

API endpoints for the front-end and/or for non-Tenant users.

Use the API to manage the following entities (click to jump to related endpoints):

  • Collaborators
  • Drawers
  • Hangers (Tiles)
  • Folders (Records)
  • Files
  • Reminders
  • Notifications
  • Accounts
  • Plan Requests
  • Subscriptions
  • Reports
  • Signatures
  • Cloud Storage
  • Filing Cabinets
  • Smart Forms Requests