Documents Summary – via API

Documents are based on CDTs – we have one common system CDT (formation) with name “_document_summary” and all document types will be created with a “link” to this summary. So relation between Document Summary Record and Document Type Record is one-to-one.

“_document_summary” can’t be edited.

“_document_summary” has such fields set by default: – type – it’s the “link” between summary and document types – each created document type will be shown in this list like option. By default, we have 3 document types: Assessment (name – doc-type-assessment), Docusign (name – doc-type-docusign) and Others (name – doc-type-others). – files – for storing document files. Currently, users can upload only jpg, jpeg, png and pdf files.

Document Summary Record folder

Contains requests for creating a document record and uploading files to it

Document Records folder

Contains requests to populate custom fields that can be created in the Designer for document types