Overview
The Uploads API provides functionality for managing:- File uploads and storage
- Document management
- File validation
- Signature tracking
- Customer documents
Core Concepts
Document Types
Document Properties
Approval Flow
Signature Flow
Validation Rules
File Rules
- Size: 512B to 20MB
- Types: PDF, JPEG, PNG
- Valid content type
- Valid extension
Approval Rules
- Required approvals set
- Valid approval count
- Status transitions
- Valid approvers
Signature Rules
- Required signatures set
- Valid signature count
- Status transitions
- Valid signers
Security Requirements
- File encryption required
- Size limits enforced
- Content validation
- Access control
- Audit logging
See individual endpoint documentation for detailed request/response formats and examples.