GET /public/v1/documents

This endpoint will let you list and search for the documents.

Here you can find how to filter, search and order documents.

Servers

Query parameters

Name Type Required Description
count Integer No

Limits the size of the response. Default is 50 documents, maximum is 100 documents.

created_to String No

Limits results to the documents with the date_created less than this value.

deleted Boolean No

Returns only the deleted documents.

q String No

Filters documents by name or reference number (stored on the template level).

created_from String No

Limits results to the documents with the date_created greater than or equal to this value.

metadata[] Array No

Filters documents by metadata. Pass metadata in the format of metadata_{metadata-key}={metadata-value} such as metadata_opportunity_id=2181432. The metadata_ prefix is always required.

status Integer No

Filters documents by the status.

  • 0: document.draft
  • 1: document.sent
  • 2: document.completed
  • 3: document.uploaded
  • 4: document.error
  • 5: document.viewed
  • 6: document.waiting_approval
  • 7: document.approved
  • 8: document.rejected
  • 9: document.waiting_pay
  • 10: document.paid
  • 11: document.voided
  • 12: document.declined
  • 13: document.external_review

Valid values:

  • 11
  • 12
  • 13
  • 0
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
tag String No

Filters documents by tag.

template_id String No

Filters by parent template. This Parameter can't be used with form_id.

order_by String No

Defines the sorting of the result. Use date_created for ASC and -date_created for DESC sorting.

Valid values:

  • "-date_sent"
  • "-date_expiration"
  • "date_sent"
  • "date_completed"
  • "date_declined"
  • "-date_of_last_action"
  • "-status"
  • "name"
  • "-name"
  • "-date_modified"
  • "date_status_changed"
  • "date_expiration"
  • "status"
  • "-date_declined"
  • "date_created"
  • "date_modified"
  • "date_of_last_action"
  • "-date_status_changed"
  • "-date_completed"
  • "-date_created"

Default value: "date_status_changed"

page Integer No

Paginates the search result. Increase value to get the next page of results.

id String No
completed_to String No

Limits results to the documents with the date_completed less than this value.

modified_to String No

Limits results to the documents with the date_modified less than this value.

status__ne Integer No

Exludes documents with this status.

  • 0: document.draft
  • 1: document.sent
  • 2: document.completed
  • 3: document.uploaded
  • 4: document.error
  • 5: document.viewed
  • 6: document.waiting_approval
  • 7: document.approved
  • 8: document.rejected
  • 9: document.waiting_pay
  • 10: document.paid
  • 11: document.voided
  • 12: document.declined
  • 13: document.external_review

Valid values:

  • 11
  • 12
  • 13
  • 0
  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
form_id String No

Filters by parent form. This parameter can't be used with template_id.

contact_id String No

Filters by recipient or approver with this 'contact_id'.

folder_uuid String No

Filters by the folder where the documents are stored.

membership_id String No

Filter documents by the owner's 'membership_id'.

completed_from String No

Limits results to the documents with the date_completed greater than or equal to this value.

modified_from String No

Limits results to the documents with the date_modified greater than or equal to this value.

How to start integrating

  1. Add HTTP Task to your workflow definition.
  2. Search for the API you want to integrate with and click on the name.
    • This loads the API reference documentation and prepares the Http request settings.
  3. Click Test request to test run your request to the API and see the API's response.