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Docs
History
Schema
Generate

Filter operations

Accounts2

AI Analysis2

Bank Accounts1

Batches4

Cases8

Custom Lists8

Diagnostics1

Documents9

post/documentsDescribe a Document Before an Entity is Created
get/documents/downloadDownload One or More Documents
put/documents/{document_token}Submit a Document File Before an Entity is Created
get/entities/{entity_token}/documentsGet a List of All Documents for an Entity
post/entities/{entity_token}/documentsDescribe a Document Before Uploading
get/entities/{entity_token}/documents/{document_token}Download a Document
put/entities/{entity_token}/documents/{document_token}Submit a Document File for an Entity
patch/entities/{entity_token}/documents/{document_token}Update Document Metadata
post/entities/{entity_token}/documents/{document_token}/notesAdd Notes to a Document

Entities10

Entity Feedback2

Entity Groups1

Evaluations5

Events3

Groups3

Investigations24

Journeys20

Lists6

OAuth2

Portfolio Evaluations2

Published Attributes6

Reviews6

Transactions2

Documents

Changes to Download One or More Documents

get/documents/download

Nov 3, 2026615aa97a5ddb Revision changes
- info
  endpoint added