CoworkerDataFiles
Create CoworkerDataFile
Create a new CoworkerDataFile record.
POST
Create CoworkerDataFile
A CoworkerDataFile is a file attached to a customer’s record. Files can be kept internal or shared with the customer on the Members Portal.
When a file is shared (
AvailableToUser = true), the customer receives an email notification and can view or download the file from the Files tab under My Activity on the Members Portal.
You can request a digital signature (RequestDigitalSignature = true) — once the customer signs the document, a signed copy is automatically stored in SignedFileDataFileName. The notes in Description are included in the email notification sent to the customer.
Supported formats include .pdf, .docx, .xlsx, .jpg, .png, and other common types (max 10 MB). Files can be linked to a document template, a proposal, or a coworker contract via the respective GUID fields.
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
Location ID.
integer
required
ID of the customer this file belongs to.
string
required
Name of the file or document.
Optional Fields
string
Notes included in the email notification sent to the customer when the file is shared.
boolean
Whether the file is shared with the customer and visible on the Members Portal.
boolean
Whether to request a digital signature from the customer.
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 (e.g. pdf, docx, jpg).
boolean
Whether the customer has been billed for this file.
boolean
Whether the customer has signed this document.
string
Identifier used by the digital signature provider to track this document.
string
GUID of the document template used to generate this file.
string
Email address to notify when the customer signs the document.
string
GUID of the proposal linked to this file.
string
GUID of the coworker contract linked to this file.
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
Create CoworkerDataFile