List Documents

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

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

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Query Params
string

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

string

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

string

Filters by the folder where the documents are stored.

string

Filters by recipient or approver with this 'contact_id'.

integer

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

integer
≥ 1

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

string
Defaults to date_status_changed

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

string

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

string

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

boolean

Returns only the deleted documents.

string

Searches for document by it's id.

string

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

string

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

string

Filter documents by the owner's 'membership_id'.

metadata
array of strings

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.

metadata
string

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

string

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

string

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

integer

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
integer

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
string

Filters documents by tag.

Responses

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