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v3

latestOpenAPI 3.0.3Apache 2.02026-07-312637031.3 MB
Documents

Create a document

Store a document in the Synctera platform.

post/documents

Response

Created document representation.

available_versionsinteger[]

All document versions

batch_idstring

The ID of the batch that the document belongs to

creation_timestring date-time

The date and time the resource was created

deletion_reasonstring

An explanation why the file was deleted. You must set a document's deletion_reason before deleting it.

descriptionstring

A description of the document

encryption'NOT_REQUIRED' | 'REQUIRED'

Whether the file will be encrypted by the Synctera platform before storing. All documents containing PII must be encrypted.

Creating and retrieving encrypted documents requires documents_encrypted:write and documents_encrypted:read permissions, respectively.

If encryption is not specified, a default will be chosen based on the document type. See the following table.

Document types with a default of REQUIRED must be encrypted. It is an error to explicitly set encryption to NOT_REQUIRED for these document types.

Document types with a default of NOT_REQUIRED may optionally be encrypted by explicitly setting encryption to REQUIRED.

Document TypeDefault Encryption
ADDRESS_VERIFICATIONREQUIRED
APPLICATION_DOCUMENTATIONNOT_REQUIRED
BILLING_DOCUMENTNOT_REQUIRED
CHECK_IMAGEREQUIRED
COMPANY_PROFILE_DOCUMENTNOT_REQUIRED
COMPLIANCE_REPORTREQUIRED
DATE_OF_BIRTH_VERIFICATIONREQUIRED
FINANCIAL_FILEREQUIRED
IDENTITY_DOCUMENTATIONREQUIRED
INCOME_DOCUMENTATIONREQUIRED
STATEMENTNOT_REQUIRED
STATEMENT_DISCLOSURENOT_REQUIRED
TAX_FORMREQUIRED
TERMS_OF_SERVICENOT_REQUIRED
file_namestring

The file name of the document

idstring uuid

The unique identifier for this resource

last_updated_timestring date-time

The date and time the resource was last updated

metadataMetadata

Optional field to store additional information about the resource. Intended to be used by the integrator to store non-sensitive data.

namestring

A user-friendly name for the document

related_resource_idstring uuid

The ID of the resource related to the document

related_resource_type'ACCOUNT' | 'BUSINESS' | 'CUSTOMER' | 'EDD' | 'INVOICE' | 'REVENUE_STATEMENT'

The type of the resource related to the document

tenantstring

The id of the tenant containing the resource. This is relevant for Fintechs that have multiple workspaces.

type'ADDRESS_VERIFICATION' | 'APPLICATION_DOCUMENTATION' | 'BILLING_DOCUMENT' | 'CHECK_IMAGE' | 'COMPANY_PROFILE_DOCUMENT' | 'COMPLIANCE_REPORT' | 'DATE_OF_BIRTH_VERIFICATION' | 'FINANCIAL_FILE' | 'IDENTITY_DOCUMENTATION' | 'INCOME_DOCUMENTATION' | 'STATEMENT' | 'STATEMENT_DISCLOSURE' | 'TAX_FORM' | 'TERMS_OF_SERVICE'

The type of the document. The type can be changed after the document is created, except that a non-encrypted document cannot be changed to a type that requires encryption.

versioninteger

Positive integer representing the version of the document

Example response

{
  "available_versions_info": [
    {
      "creation_time": "2010-05-06T12:23:34.321Z",
      "last_updated_time": "2010-05-06T12:23:34.321Z"
    }
  ],
  "creation_time": "2010-05-06T12:23:34.321Z",
  "id": "b01db9c7-78f2-4a99-8aca-1231d32f9b96",
  "last_updated_time": "2010-05-06T12:23:34.321Z",
  "tenant": "abcdef_ghijkl"
}