Documents

In BillingCenter, a document is an electronic file (such as a PDF, Word document, or digital photograph) which contains information relevant to an account, policy, or producer.

For a complete description of the functionality of documents in BillingCenter, see the Application Guide.

Note: The Common API contains endpoints for retrieving, modifying, and deleting documents. However, as of this release, there are no endpoints for creating documents. Thus, the notes endpoints in the Common API have limited value. The Common API has been included in BillingCenter primarily in anticipation of some future release that may support the ability to create documents for accounts, policies, or producers.

Note: ContactManager provides the ability to attach documents to contacts. However, the contact must have the "vendor" tag. Documents cannot be attached to non-vendor contacts.