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Synctera::DocumentsApi

All URIs are relative to https://api-sandbox.synctera.com/v0

Method HTTP request Description
create_document POST /documents Create a document
create_document_version POST /documents/{document_id}/versions Create a new document version
delete_document DELETE /documents/{document_id} Delete a document
get_document GET /documents/{document_id} Get a document
get_document_contents GET /documents/{document_id}/contents Get contents of latest document version
get_document_version GET /documents/{document_id}/versions/{document_version} Get a document by version
get_document_version_contents GET /documents/{document_id}/versions/{document_version}/contents Get document contents by version
list_documents GET /documents List documents
update_document PATCH /documents/{document_id} Update a document

create_document

create_document(file, opts)

Create a document

Store a document in the Synctera platform.

Examples

require 'time'
require 'synctera'
# setup authorization
Synctera.configure do |config|
  # Configure Bearer authorization (api_key): bearerAuth
  config.access_token = 'YOUR_BEARER_TOKEN'
end

api_instance = Synctera::DocumentsApi.new
file = File.new('/path/to/some/file') # File | The file contents. The maximum file size is 32 MB.
opts = {
  batch_id: 'batch_id_example', # String | The ID of the batch that the document belongs to
  description: 'description_example', # String | A description of the attached document
  encryption: Synctera::DocumentEncryption::NOT_REQUIRED, # DocumentEncryption | 
  metadata: 'metadata_example', # String | Optional field to store additional information about the resource. Intended to be used by the integrator to store non-sensitive data. Since some API clients have trouble formatting multipart/form-data properties that are objects, this property is defined as a string formatted to contain the marshalled JSON object. 
  name: 'name_example', # String | A user-friendly name for the document
  related_resource_id: '38400000-8cf0-11bd-b23e-10b96e4ef00d', # String | The ID of the resource related to the document
  related_resource_type: Synctera::RelatedResourceType::ACCOUNT, # RelatedResourceType | 
  type: Synctera::DocumentType::ADDRESS_VERIFICATION # DocumentType | 
}

begin
  # Create a document
  result = api_instance.create_document(file, opts)
  p result
rescue Synctera::ApiError => e
  puts "Error when calling DocumentsApi->create_document: #{e}"
end

Using the create_document_with_http_info variant

This returns an Array which contains the response data, status code and headers.

<Array(, Integer, Hash)> create_document_with_http_info(file, opts)

begin
  # Create a document
  data, status_code, headers = api_instance.create_document_with_http_info(file, opts)
  p status_code # => 2xx
  p headers # => { ... }
  p data # => <DocumentResponse>
rescue Synctera::ApiError => e
  puts "Error when calling DocumentsApi->create_document_with_http_info: #{e}"
end

Parameters

Name Type Description Notes
file File The file contents. The maximum file size is 32 MB.
batch_id String The ID of the batch that the document belongs to [optional]
description String A description of the attached document [optional]
encryption DocumentEncryption [optional]
metadata String Optional field to store additional information about the resource. Intended to be used by the integrator to store non-sensitive data. Since some API clients have trouble formatting multipart/form-data properties that are objects, this property is defined as a string formatted to contain the marshalled JSON object. [optional]
name String A user-friendly name for the document [optional]
related_resource_id String The ID of the resource related to the document [optional]
related_resource_type RelatedResourceType [optional]
type DocumentType [optional]

Return type

DocumentResponse

Authorization

bearerAuth

HTTP request headers

  • Content-Type: multipart/form-data
  • Accept: application/json, application/problem+json

create_document_version

create_document_version(document_id, file, opts)

Create a new document version

Docs

Examples

require 'time'
require 'synctera'
# setup authorization
Synctera.configure do |config|
  # Configure Bearer authorization (api_key): bearerAuth
  config.access_token = 'YOUR_BEARER_TOKEN'
end

api_instance = Synctera::DocumentsApi.new
document_id = 'b01db9c7-78f2-4a99-8aca-1231d32f9b96' # String | The unique identifier of the document.
file = File.new('/path/to/some/file') # File | The file contents
opts = {
  description: 'description_example', # String | A description of the attached document
  encryption: Synctera::DocumentEncryptionVersionPost::NOT_REQUIRED, # DocumentEncryptionVersionPost | 
  name: 'name_example', # String | A user-friendly name for the document
  type: Synctera::DocumentType::ADDRESS_VERIFICATION # DocumentType | 
}

begin
  # Create a new document version
  result = api_instance.create_document_version(document_id, file, opts)
  p result
rescue Synctera::ApiError => e
  puts "Error when calling DocumentsApi->create_document_version: #{e}"
end

Using the create_document_version_with_http_info variant

This returns an Array which contains the response data, status code and headers.

<Array(, Integer, Hash)> create_document_version_with_http_info(document_id, file, opts)

begin
  # Create a new document version
  data, status_code, headers = api_instance.create_document_version_with_http_info(document_id, file, opts)
  p status_code # => 2xx
  p headers # => { ... }
  p data # => <DocumentResponse>
rescue Synctera::ApiError => e
  puts "Error when calling DocumentsApi->create_document_version_with_http_info: #{e}"
end

Parameters

Name Type Description Notes
document_id String The unique identifier of the document.
file File The file contents
description String A description of the attached document [optional]
encryption DocumentEncryptionVersionPost [optional]
name String A user-friendly name for the document [optional]
type DocumentType [optional]

Return type

DocumentResponse

Authorization

bearerAuth

HTTP request headers

  • Content-Type: multipart/form-data
  • Accept: application/json, application/problem+json

delete_document

delete_document(document_id)

Delete a document

Delete a document. Before a document can be deleted, it must have a deletion_reason explaining why the document was deleted. Use the PATCH endpoint to set the deletion_reason property.

Examples

require 'time'
require 'synctera'
# setup authorization
Synctera.configure do |config|
  # Configure Bearer authorization (api_key): bearerAuth
  config.access_token = 'YOUR_BEARER_TOKEN'
end

api_instance = Synctera::DocumentsApi.new
document_id = 'b01db9c7-78f2-4a99-8aca-1231d32f9b96' # String | The unique identifier of the document.

begin
  # Delete a document
  result = api_instance.delete_document(document_id)
  p result
rescue Synctera::ApiError => e
  puts "Error when calling DocumentsApi->delete_document: #{e}"
end

Using the delete_document_with_http_info variant

This returns an Array which contains the response data, status code and headers.

<Array(, Integer, Hash)> delete_document_with_http_info(document_id)

begin
  # Delete a document
  data, status_code, headers = api_instance.delete_document_with_http_info(document_id)
  p status_code # => 2xx
  p headers # => { ... }
  p data # => <DeleteResponse>
rescue Synctera::ApiError => e
  puts "Error when calling DocumentsApi->delete_document_with_http_info: #{e}"
end

Parameters

Name Type Description Notes
document_id String The unique identifier of the document.

Return type

DeleteResponse

Authorization

bearerAuth

HTTP request headers

  • Content-Type: Not defined
  • Accept: application/json, application/problem+json

get_document

get_document(document_id)

Get a document

Returns the document attributes. Use /documents/{document_id}/contents to get the contents.

Examples

require 'time'
require 'synctera'
# setup authorization
Synctera.configure do |config|
  # Configure Bearer authorization (api_key): bearerAuth
  config.access_token = 'YOUR_BEARER_TOKEN'
end

api_instance = Synctera::DocumentsApi.new
document_id = 'b01db9c7-78f2-4a99-8aca-1231d32f9b96' # String | The unique identifier of the document.

begin
  # Get a document
  result = api_instance.get_document(document_id)
  p result
rescue Synctera::ApiError => e
  puts "Error when calling DocumentsApi->get_document: #{e}"
end

Using the get_document_with_http_info variant

This returns an Array which contains the response data, status code and headers.

<Array(, Integer, Hash)> get_document_with_http_info(document_id)

begin
  # Get a document
  data, status_code, headers = api_instance.get_document_with_http_info(document_id)
  p status_code # => 2xx
  p headers # => { ... }
  p data # => <DocumentResponse>
rescue Synctera::ApiError => e
  puts "Error when calling DocumentsApi->get_document_with_http_info: #{e}"
end

Parameters

Name Type Description Notes
document_id String The unique identifier of the document.

Return type

DocumentResponse

Authorization

bearerAuth

HTTP request headers

  • Content-Type: Not defined
  • Accept: application/json, application/problem+json

get_document_contents

File get_document_contents(document_id)

Get contents of latest document version

Returns the bytes of the requested document.

Examples

require 'time'
require 'synctera'
# setup authorization
Synctera.configure do |config|
  # Configure Bearer authorization (api_key): bearerAuth
  config.access_token = 'YOUR_BEARER_TOKEN'
end

api_instance = Synctera::DocumentsApi.new
document_id = 'b01db9c7-78f2-4a99-8aca-1231d32f9b96' # String | The unique identifier of the document.

begin
  # Get contents of latest document version
  result = api_instance.get_document_contents(document_id)
  p result
rescue Synctera::ApiError => e
  puts "Error when calling DocumentsApi->get_document_contents: #{e}"
end

Using the get_document_contents_with_http_info variant

This returns an Array which contains the response data, status code and headers.

<Array(File, Integer, Hash)> get_document_contents_with_http_info(document_id)

begin
  # Get contents of latest document version
  data, status_code, headers = api_instance.get_document_contents_with_http_info(document_id)
  p status_code # => 2xx
  p headers # => { ... }
  p data # => File
rescue Synctera::ApiError => e
  puts "Error when calling DocumentsApi->get_document_contents_with_http_info: #{e}"
end

Parameters

Name Type Description Notes
document_id String The unique identifier of the document.

Return type

File

Authorization

bearerAuth

HTTP request headers

  • Content-Type: Not defined
  • Accept: /, application/problem+json

get_document_version

get_document_version(document_version, document_id)

Get a document by version

Returns the document (attributes). Use /documents/{document_id}/versions/{version}/contents to get the contents.

Examples

require 'time'
require 'synctera'
# setup authorization
Synctera.configure do |config|
  # Configure Bearer authorization (api_key): bearerAuth
  config.access_token = 'YOUR_BEARER_TOKEN'
end

api_instance = Synctera::DocumentsApi.new
document_version = 1 # Integer | The document version.
document_id = 'b01db9c7-78f2-4a99-8aca-1231d32f9b96' # String | The unique identifier of the document.

begin
  # Get a document by version
  result = api_instance.get_document_version(document_version, document_id)
  p result
rescue Synctera::ApiError => e
  puts "Error when calling DocumentsApi->get_document_version: #{e}"
end

Using the get_document_version_with_http_info variant

This returns an Array which contains the response data, status code and headers.

<Array(, Integer, Hash)> get_document_version_with_http_info(document_version, document_id)

begin
  # Get a document by version
  data, status_code, headers = api_instance.get_document_version_with_http_info(document_version, document_id)
  p status_code # => 2xx
  p headers # => { ... }
  p data # => <DocumentResponse>
rescue Synctera::ApiError => e
  puts "Error when calling DocumentsApi->get_document_version_with_http_info: #{e}"
end

Parameters

Name Type Description Notes
document_version Integer The document version.
document_id String The unique identifier of the document.

Return type

DocumentResponse

Authorization

bearerAuth

HTTP request headers

  • Content-Type: Not defined
  • Accept: application/json, application/problem+json

get_document_version_contents

File get_document_version_contents(document_version, document_id)

Get document contents by version

Returns the bytes of the requested document.

Examples

require 'time'
require 'synctera'
# setup authorization
Synctera.configure do |config|
  # Configure Bearer authorization (api_key): bearerAuth
  config.access_token = 'YOUR_BEARER_TOKEN'
end

api_instance = Synctera::DocumentsApi.new
document_version = 1 # Integer | The document version.
document_id = 'b01db9c7-78f2-4a99-8aca-1231d32f9b96' # String | The unique identifier of the document.

begin
  # Get document contents by version
  result = api_instance.get_document_version_contents(document_version, document_id)
  p result
rescue Synctera::ApiError => e
  puts "Error when calling DocumentsApi->get_document_version_contents: #{e}"
end

Using the get_document_version_contents_with_http_info variant

This returns an Array which contains the response data, status code and headers.

<Array(File, Integer, Hash)> get_document_version_contents_with_http_info(document_version, document_id)

begin
  # Get document contents by version
  data, status_code, headers = api_instance.get_document_version_contents_with_http_info(document_version, document_id)
  p status_code # => 2xx
  p headers # => { ... }
  p data # => File
rescue Synctera::ApiError => e
  puts "Error when calling DocumentsApi->get_document_version_contents_with_http_info: #{e}"
end

Parameters

Name Type Description Notes
document_version Integer The document version.
document_id String The unique identifier of the document.

Return type

File

Authorization

bearerAuth

HTTP request headers

  • Content-Type: Not defined
  • Accept: /, application/problem+json

list_documents

list_documents(opts)

List documents

Returns a paginated list of documents (metadata only, not contents).

Examples

require 'time'
require 'synctera'
# setup authorization
Synctera.configure do |config|
  # Configure Bearer authorization (api_key): bearerAuth
  config.access_token = 'YOUR_BEARER_TOKEN'
end

api_instance = Synctera::DocumentsApi.new
opts = {
  related_resource_id: 'b01db9c7-78f2-4a99-8aca-1231d32f9b96', # String | Return documents that are related to resources with the specified ID
  batch_id: 'b01db9c7-78f2-4a99-8aca-1231d32f9b96', # String | Return documents that are related to batch with the specified ID
  type: [Synctera::DocumentType::ADDRESS_VERIFICATION], # Array<DocumentType> | The type of documents. Multiple types can be provided as a comma-separated list.
  encryption: 'NOT_REQUIRED', # String | Whether the file should be encrypted and access restricted, e.g. if the file contains PII
  page_token: 'a8937a0d', # String | 
  id: ['7d943c51-e4ff-4e57-9558-08cab6b963c7'], # Array<String> | Unique resource identifier
  related_resource_type: Synctera::RelatedResourceType::ACCOUNT, # RelatedResourceType | Return documents that are related to resources of the specified type
  limit: 100 # Integer | 
}

begin
  # List documents
  result = api_instance.list_documents(opts)
  p result
rescue Synctera::ApiError => e
  puts "Error when calling DocumentsApi->list_documents: #{e}"
end

Using the list_documents_with_http_info variant

This returns an Array which contains the response data, status code and headers.

<Array(, Integer, Hash)> list_documents_with_http_info(opts)

begin
  # List documents
  data, status_code, headers = api_instance.list_documents_with_http_info(opts)
  p status_code # => 2xx
  p headers # => { ... }
  p data # => <DocumentList>
rescue Synctera::ApiError => e
  puts "Error when calling DocumentsApi->list_documents_with_http_info: #{e}"
end

Parameters

Name Type Description Notes
related_resource_id String Return documents that are related to resources with the specified ID [optional]
batch_id String Return documents that are related to batch with the specified ID [optional]
type Array<DocumentType> The type of documents. Multiple types can be provided as a comma-separated list. [optional]
encryption String Whether the file should be encrypted and access restricted, e.g. if the file contains PII [optional]
page_token String [optional]
id Array<String> Unique resource identifier [optional]
related_resource_type RelatedResourceType Return documents that are related to resources of the specified type [optional]
limit Integer [optional][default to 100]

Return type

DocumentList

Authorization

bearerAuth

HTTP request headers

  • Content-Type: Not defined
  • Accept: application/json, application/problem+json

update_document

update_document(document_id, document_patch)

Update a document

Update attributes of the latest document version.

Examples

require 'time'
require 'synctera'
# setup authorization
Synctera.configure do |config|
  # Configure Bearer authorization (api_key): bearerAuth
  config.access_token = 'YOUR_BEARER_TOKEN'
end

api_instance = Synctera::DocumentsApi.new
document_id = 'b01db9c7-78f2-4a99-8aca-1231d32f9b96' # String | The unique identifier of the document.
document_patch = Synctera::DocumentPatch.new # DocumentPatch | 

begin
  # Update a document
  result = api_instance.update_document(document_id, document_patch)
  p result
rescue Synctera::ApiError => e
  puts "Error when calling DocumentsApi->update_document: #{e}"
end

Using the update_document_with_http_info variant

This returns an Array which contains the response data, status code and headers.

<Array(, Integer, Hash)> update_document_with_http_info(document_id, document_patch)

begin
  # Update a document
  data, status_code, headers = api_instance.update_document_with_http_info(document_id, document_patch)
  p status_code # => 2xx
  p headers # => { ... }
  p data # => <DocumentResponse>
rescue Synctera::ApiError => e
  puts "Error when calling DocumentsApi->update_document_with_http_info: #{e}"
end

Parameters

Name Type Description Notes
document_id String The unique identifier of the document.
document_patch DocumentPatch

Return type

DocumentResponse

Authorization

bearerAuth

HTTP request headers

  • Content-Type: application/json
  • Accept: application/json, application/problem+json