Edit Customer Document

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 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)

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

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Try It Instructions

Our pages often provide sample payload information so that you can try requests yourself. This request is ready for you—hit ‘Try It’ to send the request.

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.