General

Customer documents are often used in lending to keep copies of a borrower's loan agreement, identification information, and more. Here's what you need to know about this request:

• This request edits an existing customer document in your account.
• This request does not edit the document itself; instead, it edits the document's information that is stored in LoanPro such as sectionId, fileName, description, and active status.
• You will need to know the document's ID to use this request. If you need help finding it, a GET request to the Customers endpoint like the following will help:
  
  https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers(1183)/Documents
  
  

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A Note About Customer Documents

When you pull document information through the API, the active property will show 0 for all documents. The active property is no longer used to show if a document is active. The archived property, on the other hand, is now used to show whether the document is active/archived. An archive value of 1 means it has been archived, and 0 means it is still active.

To see how customer documents work within the UI, take a look at our Uploading a Customer Document article.

Database

For information on customer and customer document database tables, see the following articles:

• Database – Customer Document Entity (customer_document_entity)
• Database – Document Section Entity (doc_section_entity)
• Database – Customer Main Table (customer_entity)

{
    "id":9,
    "sectionId":1,
    "fileName":"test.jpg",
    "description":"Test JPeg",
    "active":1,
    "archived":0,
    "customerVisible":1
}

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Try It Instructions

Our requests often provide sample payload information so that you can receive a 200 response from simply hitting the Try It button. This request is ready for you—hit Try It to send the request.

However, if you would like to try this request with your own tenant account, make sure to change the headers to match your own authentication information.