Add Loan Document

This request allows you to upload a loan document.


This request is a bit different from our others listed here in our documentation. Here's what you need to know about uploading loan documents:

  • This request requires two steps (pretty exciting, right?). The first step is acquiring a URL to send the upload file to. Then, the second step is actually uploading the file to your account through the URL.
  • Most of our requests on this site allow you to try them yourself; however, this one doesn't quite work that way. We'll provide you the information for trying this yourself in your own REST client, though.

For more information on uploading customer documents, take a look at our API – Document Upload article.

And for an example of how uploading documents in the UI works, see Loan Documents.

Step 1 - Acquire Upload URL

The first step to adding a loan document is acquiring a URL to send it to. Here, you'll send a POST request to the following URL:{ID})/document/upload

This step requires a JSON payload, and here is an example of the payload you will need to send:

  "sectionId": 1, // This is the ID of the "section"——or category——that the document is filed under. You can create your own sections.
  "fileName": "file.jpg",
  "customFileName": "Loan Document"
Authorization:<Bearer token>
Autopal-Instance-Id:<Tenant ID>

If your request is successful, your response will look something like this:

  "d": {
    "id": "89",
    "fileName": "file.jpg",
    "uploadUrl": "",
    "customFileName": "Loan Document",
    "mime": "image/jpeg"

In this response, you'll notice there is a uploadUrl field. This is important, because you'll need to use the URL provided in the next step.

Step 2 - Upload Document

This step is where you'll actually upload the document to your account.


This step does not require authentication. You will not use any headers.

To upload the document, you will need to send a PUT request to the uploadUrl returned by the request in the step above. Here are examples of the payload you will need in both cURL and Python:


--upload-file "C:\Users\filepath\file.jpg" 

import requests

url = ""

file = open(r'C:\Users\filepath\file.jpg', 'rb')

response = requests.put(url, data=file)

print('Status:', request.status_code)