The Documents endpoints are typically utilized for two main purposes.
The first is to get documents, associated document information, and information on related objects. Customers commonly will leverage this use case to download documents to their document storage system on a regular basis.
The second purpose is to post documents into the correct Sageworks folders and associate them with the correct customer, collateral and loan information. Customers often utilize these endpoints to add in supporting documentation that is generated in an external system (Ex. external appraisals, flood reports, etc.).
Updated 8 months ago