CRM

Confirm or edit imported engagement details

Saves the firm-reviewed display fields while leaving the signed source PDF and original machine-extracted snapshot unchanged. Confirming a new document archives the prior imported engagement for the company.

patch/companies/{companyId}/engagements/{engagementId}

Request

  • Base URL: https://ledgerhq.pro/api/v1
  • URL: https://ledgerhq.pro/api/v1/companies/{companyId}/engagements/{engagementId}
  • Auth: one of:
    • HTTP bearer and API key in header x-organization-id
    • HTTP bearer and API key in header x-organization-id

Path parameters

companyIdstring uuid required

Managed company organization UUID

engagementIdstring uuid required

Imported engagement UUID

Request body

titlestring required
clientNamestring nullable required
firmNamestring nullable required
servicesSummarystring nullable required
feeAmountCentsinteger nullable required
billingFrequencystring nullable required
effectiveDatestring date nullable required
signedDatestring date nullable required
renewalTermsstring nullable required
terminationTermsstring nullable required
signerNamestring nullable required
signerTitlestring nullable required
signerEmailstring email nullable required
internalNotesstring nullable required
confirmedunknown required

Response

Confirmed imported engagement

Changes

No recorded changes to this operation across all 5 revisions of this API.