Edit Customer Document

This request edits an existing document that's associated with a customer.

   Click here to learn more about this request

Customer documents are stored within LoanPro's Document Manager and are often used to keep copies of a borrower's loan agreement, identification information, and more:

• This request does not edit the document itself; instead, it edits the information stored in LoanPro, such as sectionId, fileName, description, and active status.
• This request requires the document's ID. To find this ID, send a GET request to the Customers endpoint like the following:
  
  HTTP

  https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers(1183)/Documents
  

For an example of how customer documents work within the UI, take a look at our Uploading a Customer Document article.

Database

For information regarding customer and 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)

Payload Example

{
    "sectionId":1,
    "fileName":"UpdatedProofofIncome.pdf",
    "description":"Updated Proof of Income",
    "active":1,
    "archived":0,
    "customerVisible":1
}