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Documents

List all documents
client.Documents.List(ctx, query) (*CursorPagination[Document], error)
get/documents
Upload a new document
client.Documents.New(ctx, body) (*Document, error)
post/documents
Delete a document
client.Documents.Delete(ctx, id) error
delete/documents/{id}
Get a document by ID
client.Documents.Get(ctx, id) (*Document, error)
get/documents/{id}
Update a document
client.Documents.Update(ctx, id, body) (*Document, error)
put/documents/{id}
Get summaries for a document
client.Documents.GetSummaries(ctx, id) (*DocumentGetSummariesResponse, error)
get/documents/{id}/document-summaries
Download document file content
client.Documents.Download(ctx, id) (*Response, error)
get/documents/{id}/download
ModelsExpand Collapse
type Document struct{…}
ID string

Unique identifier with document_ prefix

CreatedAt Time

Timestamp when the document was created

formatdate-time
HouseholdID string

Household ID this document belongs to

Name string

Display name of the document

Type of document

Accepts one of the following:
const DocumentTypeGratDesignSummary DocumentType = "GRAT_DESIGN_SUMMARY"
const DocumentTypeGeneratedPresentation DocumentType = "GENERATED_PRESENTATION"
const DocumentTypeAssetValuation DocumentType = "ASSET_VALUATION"
const DocumentTypeSignedTrustDocument DocumentType = "SIGNED_TRUST_DOCUMENT"
const DocumentTypeTrustAmendment DocumentType = "TRUST_AMENDMENT"
const DocumentTypeTransferConfirmation DocumentType = "TRANSFER_CONFIRMATION"
const DocumentTypeExistingRemainderTrustDocument DocumentType = "EXISTING_REMAINDER_TRUST_DOCUMENT"
const DocumentTypeBalanceSheet DocumentType = "BALANCE_SHEET"
const DocumentTypeWill DocumentType = "WILL"
const DocumentTypeWillCodicil DocumentType = "WILL_CODICIL"
const DocumentTypePowerOfAttorney DocumentType = "POWER_OF_ATTORNEY"
const DocumentTypeAssignmentOfInterest DocumentType = "ASSIGNMENT_OF_INTEREST"
const DocumentTypeAssignmentOfTangibleProperty DocumentType = "ASSIGNMENT_OF_TANGIBLE_PROPERTY"
const DocumentTypeLoanNoteAgreement DocumentType = "LOAN_NOTE_AGREEMENT"
const DocumentTypeArticlesOfIncorporation DocumentType = "ARTICLES_OF_INCORPORATION"
const DocumentTypeOperatingAgreement DocumentType = "OPERATING_AGREEMENT"
const DocumentTypePartnershipAgreement DocumentType = "PARTNERSHIP_AGREEMENT"
const DocumentTypeAccountDocumentationStatement DocumentType = "ACCOUNT_DOCUMENTATION_STATEMENT"
const DocumentTypeTaxIDConfirmation DocumentType = "TAX_ID_CONFIRMATION"
const DocumentTypeGiftTaxReturn DocumentType = "GIFT_TAX_RETURN"
const DocumentTypeIncomeTaxReturn DocumentType = "INCOME_TAX_RETURN"
const DocumentTypeTaxReceipt DocumentType = "TAX_RECEIPT"
const DocumentTypeTaxFiling DocumentType = "TAX_FILING"
const DocumentTypeCorporateBylaws DocumentType = "CORPORATE_BYLAWS"
const DocumentTypeLlcAgreement DocumentType = "LLC_AGREEMENT"
const DocumentTypeLlcAgreementAmendment DocumentType = "LLC_AGREEMENT_AMENDMENT"
const DocumentTypeOperatingAgreementAmendment DocumentType = "OPERATING_AGREEMENT_AMENDMENT"
const DocumentTypePartnershipAgreementAmendment DocumentType = "PARTNERSHIP_AGREEMENT_AMENDMENT"
const DocumentTypeShareholdersAgreement DocumentType = "SHAREHOLDERS_AGREEMENT"
const DocumentTypeStateBusinessFiling DocumentType = "STATE_BUSINESS_FILING"
const DocumentTypeLoggedContribution DocumentType = "LOGGED_CONTRIBUTION"
const DocumentTypeLoggedDistribution DocumentType = "LOGGED_DISTRIBUTION"
const DocumentTypeInsurancePolicy DocumentType = "INSURANCE_POLICY"
const DocumentTypeCrummeyLetter DocumentType = "CRUMMEY_LETTER"
const DocumentTypeInsurancePremiumPayment DocumentType = "INSURANCE_PREMIUM_PAYMENT"
const DocumentTypeBeneficialOwnershipInformationReport DocumentType = "BENEFICIAL_OWNERSHIP_INFORMATION_REPORT"
const DocumentTypeFincenFiling DocumentType = "FINCEN_FILING"
const DocumentTypeHealthcareProxy DocumentType = "HEALTHCARE_PROXY"
const DocumentTypeLivingWill DocumentType = "LIVING_WILL"
const DocumentTypeDriversLicense DocumentType = "DRIVERS_LICENSE"
const DocumentTypePassport DocumentType = "PASSPORT"
const DocumentTypeDeed DocumentType = "DEED"
const DocumentTypeOther DocumentType = "OTHER"
UpdatedAt Time

Timestamp when the document was last updated

formatdate-time
EnableAISuggestions booloptional

Whether this document should be used for AI suggestions

EntityID stringoptional

Entity ID if this document is owned by an entity

IndividualID stringoptional

Individual ID if this document is associated with an individual

type DocumentList struct{…}
Data []Document
ID string

Unique identifier with document_ prefix

CreatedAt Time

Timestamp when the document was created

formatdate-time
HouseholdID string

Household ID this document belongs to

Name string

Display name of the document

Type of document

Accepts one of the following:
const DocumentTypeGratDesignSummary DocumentType = "GRAT_DESIGN_SUMMARY"
const DocumentTypeGeneratedPresentation DocumentType = "GENERATED_PRESENTATION"
const DocumentTypeAssetValuation DocumentType = "ASSET_VALUATION"
const DocumentTypeSignedTrustDocument DocumentType = "SIGNED_TRUST_DOCUMENT"
const DocumentTypeTrustAmendment DocumentType = "TRUST_AMENDMENT"
const DocumentTypeTransferConfirmation DocumentType = "TRANSFER_CONFIRMATION"
const DocumentTypeExistingRemainderTrustDocument DocumentType = "EXISTING_REMAINDER_TRUST_DOCUMENT"
const DocumentTypeBalanceSheet DocumentType = "BALANCE_SHEET"
const DocumentTypeWill DocumentType = "WILL"
const DocumentTypeWillCodicil DocumentType = "WILL_CODICIL"
const DocumentTypePowerOfAttorney DocumentType = "POWER_OF_ATTORNEY"
const DocumentTypeAssignmentOfInterest DocumentType = "ASSIGNMENT_OF_INTEREST"
const DocumentTypeAssignmentOfTangibleProperty DocumentType = "ASSIGNMENT_OF_TANGIBLE_PROPERTY"
const DocumentTypeLoanNoteAgreement DocumentType = "LOAN_NOTE_AGREEMENT"
const DocumentTypeArticlesOfIncorporation DocumentType = "ARTICLES_OF_INCORPORATION"
const DocumentTypeOperatingAgreement DocumentType = "OPERATING_AGREEMENT"
const DocumentTypePartnershipAgreement DocumentType = "PARTNERSHIP_AGREEMENT"
const DocumentTypeAccountDocumentationStatement DocumentType = "ACCOUNT_DOCUMENTATION_STATEMENT"
const DocumentTypeTaxIDConfirmation DocumentType = "TAX_ID_CONFIRMATION"
const DocumentTypeGiftTaxReturn DocumentType = "GIFT_TAX_RETURN"
const DocumentTypeIncomeTaxReturn DocumentType = "INCOME_TAX_RETURN"
const DocumentTypeTaxReceipt DocumentType = "TAX_RECEIPT"
const DocumentTypeTaxFiling DocumentType = "TAX_FILING"
const DocumentTypeCorporateBylaws DocumentType = "CORPORATE_BYLAWS"
const DocumentTypeLlcAgreement DocumentType = "LLC_AGREEMENT"
const DocumentTypeLlcAgreementAmendment DocumentType = "LLC_AGREEMENT_AMENDMENT"
const DocumentTypeOperatingAgreementAmendment DocumentType = "OPERATING_AGREEMENT_AMENDMENT"
const DocumentTypePartnershipAgreementAmendment DocumentType = "PARTNERSHIP_AGREEMENT_AMENDMENT"
const DocumentTypeShareholdersAgreement DocumentType = "SHAREHOLDERS_AGREEMENT"
const DocumentTypeStateBusinessFiling DocumentType = "STATE_BUSINESS_FILING"
const DocumentTypeLoggedContribution DocumentType = "LOGGED_CONTRIBUTION"
const DocumentTypeLoggedDistribution DocumentType = "LOGGED_DISTRIBUTION"
const DocumentTypeInsurancePolicy DocumentType = "INSURANCE_POLICY"
const DocumentTypeCrummeyLetter DocumentType = "CRUMMEY_LETTER"
const DocumentTypeInsurancePremiumPayment DocumentType = "INSURANCE_PREMIUM_PAYMENT"
const DocumentTypeBeneficialOwnershipInformationReport DocumentType = "BENEFICIAL_OWNERSHIP_INFORMATION_REPORT"
const DocumentTypeFincenFiling DocumentType = "FINCEN_FILING"
const DocumentTypeHealthcareProxy DocumentType = "HEALTHCARE_PROXY"
const DocumentTypeLivingWill DocumentType = "LIVING_WILL"
const DocumentTypeDriversLicense DocumentType = "DRIVERS_LICENSE"
const DocumentTypePassport DocumentType = "PASSPORT"
const DocumentTypeDeed DocumentType = "DEED"
const DocumentTypeOther DocumentType = "OTHER"
UpdatedAt Time

Timestamp when the document was last updated

formatdate-time
EnableAISuggestions booloptional

Whether this document should be used for AI suggestions

EntityID stringoptional

Entity ID if this document is owned by an entity

IndividualID stringoptional

Individual ID if this document is associated with an individual

PageInfo PageInfo
HasNextPage bool

When paginating forwards, are there more items?

HasPreviousPage bool

When paginating backwards, are there more items?

EndCursor stringoptional

Cursor pointing to the last item in the current page

StartCursor stringoptional

Cursor pointing to the first item in the current page

TotalCount int64

Total number of items matching the query (across all pages)

type DocumentType string

Type of document

Accepts one of the following:
const DocumentTypeGratDesignSummary DocumentType = "GRAT_DESIGN_SUMMARY"
const DocumentTypeGeneratedPresentation DocumentType = "GENERATED_PRESENTATION"
const DocumentTypeAssetValuation DocumentType = "ASSET_VALUATION"
const DocumentTypeSignedTrustDocument DocumentType = "SIGNED_TRUST_DOCUMENT"
const DocumentTypeTrustAmendment DocumentType = "TRUST_AMENDMENT"
const DocumentTypeTransferConfirmation DocumentType = "TRANSFER_CONFIRMATION"
const DocumentTypeExistingRemainderTrustDocument DocumentType = "EXISTING_REMAINDER_TRUST_DOCUMENT"
const DocumentTypeBalanceSheet DocumentType = "BALANCE_SHEET"
const DocumentTypeWill DocumentType = "WILL"
const DocumentTypeWillCodicil DocumentType = "WILL_CODICIL"
const DocumentTypePowerOfAttorney DocumentType = "POWER_OF_ATTORNEY"
const DocumentTypeAssignmentOfInterest DocumentType = "ASSIGNMENT_OF_INTEREST"
const DocumentTypeAssignmentOfTangibleProperty DocumentType = "ASSIGNMENT_OF_TANGIBLE_PROPERTY"
const DocumentTypeLoanNoteAgreement DocumentType = "LOAN_NOTE_AGREEMENT"
const DocumentTypeArticlesOfIncorporation DocumentType = "ARTICLES_OF_INCORPORATION"
const DocumentTypeOperatingAgreement DocumentType = "OPERATING_AGREEMENT"
const DocumentTypePartnershipAgreement DocumentType = "PARTNERSHIP_AGREEMENT"
const DocumentTypeAccountDocumentationStatement DocumentType = "ACCOUNT_DOCUMENTATION_STATEMENT"
const DocumentTypeTaxIDConfirmation DocumentType = "TAX_ID_CONFIRMATION"
const DocumentTypeGiftTaxReturn DocumentType = "GIFT_TAX_RETURN"
const DocumentTypeIncomeTaxReturn DocumentType = "INCOME_TAX_RETURN"
const DocumentTypeTaxReceipt DocumentType = "TAX_RECEIPT"
const DocumentTypeTaxFiling DocumentType = "TAX_FILING"
const DocumentTypeCorporateBylaws DocumentType = "CORPORATE_BYLAWS"
const DocumentTypeLlcAgreement DocumentType = "LLC_AGREEMENT"
const DocumentTypeLlcAgreementAmendment DocumentType = "LLC_AGREEMENT_AMENDMENT"
const DocumentTypeOperatingAgreementAmendment DocumentType = "OPERATING_AGREEMENT_AMENDMENT"
const DocumentTypePartnershipAgreementAmendment DocumentType = "PARTNERSHIP_AGREEMENT_AMENDMENT"
const DocumentTypeShareholdersAgreement DocumentType = "SHAREHOLDERS_AGREEMENT"
const DocumentTypeStateBusinessFiling DocumentType = "STATE_BUSINESS_FILING"
const DocumentTypeLoggedContribution DocumentType = "LOGGED_CONTRIBUTION"
const DocumentTypeLoggedDistribution DocumentType = "LOGGED_DISTRIBUTION"
const DocumentTypeInsurancePolicy DocumentType = "INSURANCE_POLICY"
const DocumentTypeCrummeyLetter DocumentType = "CRUMMEY_LETTER"
const DocumentTypeInsurancePremiumPayment DocumentType = "INSURANCE_PREMIUM_PAYMENT"
const DocumentTypeBeneficialOwnershipInformationReport DocumentType = "BENEFICIAL_OWNERSHIP_INFORMATION_REPORT"
const DocumentTypeFincenFiling DocumentType = "FINCEN_FILING"
const DocumentTypeHealthcareProxy DocumentType = "HEALTHCARE_PROXY"
const DocumentTypeLivingWill DocumentType = "LIVING_WILL"
const DocumentTypeDriversLicense DocumentType = "DRIVERS_LICENSE"
const DocumentTypePassport DocumentType = "PASSPORT"
const DocumentTypeDeed DocumentType = "DEED"
const DocumentTypeOther DocumentType = "OTHER"