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API Reference
Documents

Update a document

documents.update(strid, DocumentUpdateParams**kwargs) -> Document
put/documents/{id}

Update document metadata only

ParametersExpand Collapse
id: str
client_profile_id: Optional[str]

Client profile ID if associated with an individual

enable_ai_suggestions: Optional[bool]

Whether this document should be used for AI suggestions

entity_id: Optional[str]

Entity ID if this document is owned by an entity

name: Optional[str]

Display name of the document

type: Optional[DocumentType]

Type of document

Accepts one of the following:
"GRAT_DESIGN_SUMMARY"
"GENERATED_PRESENTATION"
"ASSET_VALUATION"
"SIGNED_TRUST_DOCUMENT"
"TRUST_AMENDMENT"
"TRANSFER_CONFIRMATION"
"EXISTING_REMAINDER_TRUST_DOCUMENT"
"BALANCE_SHEET"
"WILL"
"WILL_CODICIL"
"POWER_OF_ATTORNEY"
"ASSIGNMENT_OF_INTEREST"
"ASSIGNMENT_OF_TANGIBLE_PROPERTY"
"LOAN_NOTE_AGREEMENT"
"ARTICLES_OF_INCORPORATION"
"OPERATING_AGREEMENT"
"PARTNERSHIP_AGREEMENT"
"ACCOUNT_DOCUMENTATION_STATEMENT"
"TAX_ID_CONFIRMATION"
"GIFT_TAX_RETURN"
"INCOME_TAX_RETURN"
"TAX_RECEIPT"
"TAX_FILING"
"CORPORATE_BYLAWS"
"LLC_AGREEMENT"
"LLC_AGREEMENT_AMENDMENT"
"OPERATING_AGREEMENT_AMENDMENT"
"PARTNERSHIP_AGREEMENT_AMENDMENT"
"SHAREHOLDERS_AGREEMENT"
"STATE_BUSINESS_FILING"
"LOGGED_CONTRIBUTION"
"LOGGED_DISTRIBUTION"
"INSURANCE_POLICY"
"CRUMMEY_LETTER"
"INSURANCE_PREMIUM_PAYMENT"
"BENEFICIAL_OWNERSHIP_INFORMATION_REPORT"
"FINCEN_FILING"
"HEALTHCARE_PROXY"
"LIVING_WILL"
"DRIVERS_LICENSE"
"PASSPORT"
"DEED"
"OTHER"
ReturnsExpand Collapse
class Document: …
id: str

Unique identifier with document_ prefix

created_at: datetime

Timestamp when the document was created

formatdate-time
household_id: str

Household ID this document belongs to

name: str

Display name of the document

type: DocumentType

Type of document

Accepts one of the following:
"GRAT_DESIGN_SUMMARY"
"GENERATED_PRESENTATION"
"ASSET_VALUATION"
"SIGNED_TRUST_DOCUMENT"
"TRUST_AMENDMENT"
"TRANSFER_CONFIRMATION"
"EXISTING_REMAINDER_TRUST_DOCUMENT"
"BALANCE_SHEET"
"WILL"
"WILL_CODICIL"
"POWER_OF_ATTORNEY"
"ASSIGNMENT_OF_INTEREST"
"ASSIGNMENT_OF_TANGIBLE_PROPERTY"
"LOAN_NOTE_AGREEMENT"
"ARTICLES_OF_INCORPORATION"
"OPERATING_AGREEMENT"
"PARTNERSHIP_AGREEMENT"
"ACCOUNT_DOCUMENTATION_STATEMENT"
"TAX_ID_CONFIRMATION"
"GIFT_TAX_RETURN"
"INCOME_TAX_RETURN"
"TAX_RECEIPT"
"TAX_FILING"
"CORPORATE_BYLAWS"
"LLC_AGREEMENT"
"LLC_AGREEMENT_AMENDMENT"
"OPERATING_AGREEMENT_AMENDMENT"
"PARTNERSHIP_AGREEMENT_AMENDMENT"
"SHAREHOLDERS_AGREEMENT"
"STATE_BUSINESS_FILING"
"LOGGED_CONTRIBUTION"
"LOGGED_DISTRIBUTION"
"INSURANCE_POLICY"
"CRUMMEY_LETTER"
"INSURANCE_PREMIUM_PAYMENT"
"BENEFICIAL_OWNERSHIP_INFORMATION_REPORT"
"FINCEN_FILING"
"HEALTHCARE_PROXY"
"LIVING_WILL"
"DRIVERS_LICENSE"
"PASSPORT"
"DEED"
"OTHER"
updated_at: datetime

Timestamp when the document was last updated

formatdate-time
client_profile_id: Optional[str]

Client profile ID if this document is associated with an individual

enable_ai_suggestions: Optional[bool]

Whether this document should be used for AI suggestions

entity_id: Optional[str]

Entity ID if this document is owned by an entity

Update a document
from withluminary import Luminary

client = Luminary()
document = client.documents.update(
    id="id",
)
print(document.id)
{
  "id": "document_01ARZ3NDEKTSV4RRFFQ69G5FAV",
  "created_at": "2024-01-15T09:30:00Z",
  "household_id": "household_01ARZ3NDEKTSV4RRFFQ69G5FAV",
  "name": "Trust Agreement.pdf",
  "type": "GRAT_DESIGN_SUMMARY",
  "updated_at": "2024-01-20T14:45:00Z",
  "client_profile_id": "client_profile_01ARZ3NDEKTSV4RRFFQ69G5FAV",
  "enable_ai_suggestions": true,
  "entity_id": "entity_01ARZ3NDEKTSV4RRFFQ69G5FAV"
}
Returns Examples
{
  "id": "document_01ARZ3NDEKTSV4RRFFQ69G5FAV",
  "created_at": "2024-01-15T09:30:00Z",
  "household_id": "household_01ARZ3NDEKTSV4RRFFQ69G5FAV",
  "name": "Trust Agreement.pdf",
  "type": "GRAT_DESIGN_SUMMARY",
  "updated_at": "2024-01-20T14:45:00Z",
  "client_profile_id": "client_profile_01ARZ3NDEKTSV4RRFFQ69G5FAV",
  "enable_ai_suggestions": true,
  "entity_id": "entity_01ARZ3NDEKTSV4RRFFQ69G5FAV"
}