Edit Loan Document

This request allows you to edit a loan document.

General

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

  • This request edit information for a specific customer document saved within your account.
  • You will need to know the ID of the document, and this ID is not found in the UI. You will need to use a GET request to find a document's ID.
  • Loan documents differ from customer documents, but the two differ only in where they are saved. Thus, the two types of documents use different endpoints.

To see how loan documents work within the UI, take a look at our Loan Documents article.

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A Note About Loan 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 An archive value of 1 means it has been archived, and 0 means it is still active.

Database

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

{
    "id":257,
    "sectionId":1,
    "fileName":"test.jpg",
    "description":"Test JPeg",
    "active":0,
    "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.

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Authentication
Click Try It! to start a request and see the response here!