Querying for document information
Querying for document metadata
Use the following endpoints to retrieve document metadata.
Endpoint | Returns |
---|---|
/common/v1/documents/{documentId} |
Metadata for the given document |
/account/v1/accounts/{accountId}/documents |
Metadata for documents on the given account |
/job/v1/jobs/{jobId}/documents |
Metadata for documents on the given job |
/policy/v1/policies/{policyId}/documents |
Metadata for documents on the given policy |
ContactManager also has its own /contact/v1/contacts/{contactId}/documents
endpoint.
The following is a portion of an example response from the Common API's
/documents/{documentId}
endpoint.
GET /common/v1/documents/xc:101
{
"data": {
"attributes": {
"author": "Sue Smith",
"dateModified": "2020-12-07T23:40:23.534Z",
"docUID": "2020/11/7/235-53-425892/Legal Ownership of Property",
"id": "xc:101",
"inbound": false,
"mimeType": "text/plain",
"name": "Legal Ownership of Property",
"obsolete": false,
"section": {
"code": "legal",
"name": "Legal"
},
"status": {
"code": "final",
"name": "Final"
},
"type": {
"code": "other",
"name": "Other"
}
},
...
Querying for document content
You can use the following to GET document contents. However, these contents are base64 encoded and therefore are not human-readable until they are decoded.
/common/v1/documents/{documentId}/content
The following is a portion of an example response from the Common API's
/documents/{documentId}/content
endpoint.
GET /common/v1/documents/xc:101/content
RESPONSE:
{
"data": {
"attributes": {
"contents": "REVWIEJVSUxEDQoNCklmIHRoZXJlIGlzIG9ubHkgYSB2aXN1YWxp
emVkIHByb2R1Y3QNCiAgQU5EIHRoZSAiRW5hYmxlZCBmb3IgUmVzdCBBUEkiIGZpZWxkIGlzIGlua
XRpYWxseSBzZXQgdG8gRW5hYmxlZA0KICBBTkQgeW91IGNoYW5nZSB0aGUgZmllbGQgdG8gRGlzYW
JsZWQNCiAgVEhFTiB0aGUgcHJvZHVjdCBpcyBpbW1lZGlhdGVseSB1bmF2YWlsYWJsZSB0byB0aGU
gc3lzdGVtIEFQSXMNCg0KSWYgdGhlcmUgaXMgYSB2aXN1YWxpemVkIHByb2R1Y3QgYW5kIGEgZmlu
YWxpemVkIHByb2R1Y3QNCiAgQU5EIHRoZSAiRW5hYmxlZCBmb3IgUmVzdCBBUEkiIGZpZWxkIGlzI
GluaXRpYWxseSBzZXQgdG8gRW5hYmxlZA0KICBBTkQgeW91IGNoYW5nZSB0aGUgZmllbGQgdG8gRG
lzYWJsZWQNCiAgVEhFTiB0aGUgZmluYWxpemVkIHByb2R1Y3QgaXMgaW1tZWRpYXRlbHkgYXZhaWx
hYmxlIHRvIHRoZSBzeXN0ZW0gQVBJcw0KDQpDVVNUT01FUiBCVUlMRA0KDQpJZiB0aGVyZSBpcyBv
bmx5IGEgdmlzdWFsaXplZCBwcm9kdWN0DQogIEFORCB0aGUgIkVuYWJsZWQgZm9yIFJlc3QgQVBJI
iBmaWVsZCBpcyBpbml0aWFsbHkgc2V0IHRvIEVuYWJsZWQNCiAgQU5EIHlvdSBjaGFuZ2UgdGhlIG
ZpZWxkIHRvIERpc2FibGVkDQogIFRIRU4gdGhlIHByb2R1Y3QgaXMgaW1tZWRpYXRlbHkgdW5hdmF
pbGFibGUgdG8gdGhlIHN5c3RlbSBBUElzDQooSSBhc3N1bWUgdGhpcyBpcyB0aGUgc2FtZSBhcyAN
Cg0KSWYgdGhlcmUgaXMgYSB2aXN1YWxpemVkIHByb2R1Y3QgYW5kIGEgZmluYWxpemVkIHByb2R1Y
3QNCiAgQU5EIHRoZSAiRW5hYmxlZCBmb3IgUmVzdCBBUEkiIGZpZWxkIGlzIGluaXRpYWxseSBzZX
QgdG8gRW5hYmxlZA0KICBBTkQgeW91IGNoYW5nZSB0aGUgZmllbGQgdG8gRGlzYWJsZWQNCiAgVEh
FTiB0aGUgZmluYWxpemVkIHByb2R1Y3QgaXMgaW1tZWRpYXRlbHkgYXZhaWxhYmxlIHRvIHRoZSBz
eXN0ZW0gQVBJcw==",
"responseMimeType": "text/plain"
},
...