GET /public/v1/documents

Servers

Query parameters

Name Type Required Description
count Integer No

Specify how many document results to return. Default is 50 documents, maximum is 100 documents.

created_to String No

Return results where the date_created field (ISO 8601) is less than this value.

deleted Boolean No

Returns only the deleted documents.

q String No

Search query. Filter by document reference number (this token is stored on the template level) or name.

created_from String No

Return results where the date_created field (ISO 8601) is greater than or equal to this value.

metadata[] Array No

Specify metadata to filter by in the format of metadata_{metadata-key}={metadata-value} such as metadata_opportunity_id=2181432. The metadata_ prefix is always required.

status Integer No

Specify the status of documents to return.

  • 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

Possible values:

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

Search tag. Filter by document tag.

order_by String No

Specify the order of documents to return. Use value (for example, date_created) for ASC and -value (for example, -date_created) for DESC.

Possible 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"
template_id String No

Specify the template used for documents creation. Parameter can't be used with form_id.

id String No
page Integer No

Specify which page of the dataset to return.

completed_to String No

Return results where the date_completed field (ISO 8601) is less than or equal to this value.

modified_to String No

Return results where the date_modified field (iso-8601) is less than this value.

status__ne Integer No

Specify the status of documents to return (exclude).

  • 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

Possible values:

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

Specify the form used for documents creation. This parameter can't be used with template_id.

contact_id String No

Returns results where 'contact_id' is present in document as recipient or approver

folder_uuid String No

The UUID of the folder where the documents are stored.

membership_id String No

Returns results where 'membership_id' is present in document as owner (should be member uuid)

completed_from String No

Return results where the date_completed field (ISO 8601) is greater than or equal to this value.

modified_from String No

Return results where the date_modified field (iso-8601) is 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.