CoworkerDataFiles
Create CoworkerDataFile
Create a new CoworkerDataFile record.
POST
Create CoworkerDataFile
A customer file is a document attached to a customer’s record that can remain internal, be shared through the Members Portal, or be sent for digital signature.
Authentication
This endpoint requires OAuth2 authentication. Include a valid bearer token in the
Authorization header.
The authenticated user must be a full unrestricted administrator or have the CoworkerDataFile-Create role.Request Body
Required Fields
integer
required
ID of the location this customer file belongs to; it is supplied from the admin context when creating the record..
integer
required
ID of the customer this file belongs to..
string
required
Required name displayed for the customer file or document..
Optional Fields
string
Optional notes for the customer file; included in the notification sent when a new file is shared or sent for signature..
boolean
Whether the customer can view and download the file in the Members Portal; creating a shared file sends the new-file notification..
boolean
Whether to request a digital signature from the customer; requires a portal-enabled customer, enabled Dropbox Sign integration, and valid signatories..
string
URL of a new file to upload (replaces the existing file).
boolean
Set to true to remove the existing uploaded file.
string
URL of a new signed file to upload (replaces the existing signed copy).
boolean
Set to true to remove the existing signed copy.
string
File extension for the stored document, such as .pdf, .docx, or .jpg..
boolean
Whether the location has billed for this file’s digital signature request..
string
Opaque identifier assigned by the digital signature provider to track this document; it is managed automatically..
string
Unique ID of the document template used to generate the file; required when CoworkerContractGuid is set..
string
Email address to notify after the customer signs; when omitted for a signature request, it defaults to the creating user’s email when available..
string
Unique ID of the proposal this file supports; proposal workflows use it to locate their generated documents..
string
Unique ID of the customer’s contract used to generate a contract document; requires DocumentTemplateGuid..
Code Examples
Response
200
integer
HTTP status code.
200 on success.string
A human-readable message confirming the creation.
object
Contains the
Id of the newly created record.boolean
true if the coworkerdatafile was created successfully.array
null on success.Example Response
400
string
A summary of the validation error(s), in the format
PropertyName: error message.any
null on validation failure.object[]
Array of validation errors.
boolean
false when the request fails validation.Example Response