# Documents ## List all documents **get** `/documents` Retrieve a paginated list of documents using cursor-based pagination ### Query Parameters - `after: optional string` Cursor for forward pagination. Returns items after this cursor. - `before: optional string` Cursor for backward pagination. Returns items before this cursor. - `household_id: optional string` Filter documents by household ID - `limit: optional number` Maximum number of items to return - `type: optional DocumentType` Filter by document type - `"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"` ### Returns - `DocumentList object { data, page_info, total_count }` - `data: array of Document` - `id: string` Unique identifier with document_ prefix - `created_at: string` Timestamp when the document was created - `household_id: string` Household ID this document belongs to - `name: string` Display name of the document - `type: DocumentType` Type of document - `"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: string` Timestamp when the document was last updated - `enable_ai_suggestions: optional boolean` Whether this document should be used for AI suggestions - `entity_id: optional string` Entity ID if this document is owned by an entity - `individual_id: optional string` Individual ID if this document is associated with an individual - `page_info: PageInfo` - `has_next_page: boolean` When paginating forwards, are there more items? - `has_previous_page: boolean` When paginating backwards, are there more items? - `end_cursor: optional string` Cursor pointing to the last item in the current page - `start_cursor: optional string` Cursor pointing to the first item in the current page - `total_count: number` Total number of items matching the query (across all pages) ### Example ```http curl https://$WITHLUMINARY_SUBDOMAIN.withluminary.com/api/public/v1/documents ``` #### Response ```json { "data": [ { "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", "enable_ai_suggestions": true, "entity_id": "entity_01ARZ3NDEKTSV4RRFFQ69G5FAV", "individual_id": "client_profile_01ARZ3NDEKTSV4RRFFQ69G5FAV" } ], "page_info": { "has_next_page": true, "has_previous_page": false, "end_cursor": "eyJpZCI6ImhvdXNlaG9sZF8wMUFSWjNOREVLVFNWNFJSRkZRNjlHNUZBViJ9", "start_cursor": "eyJpZCI6ImhvdXNlaG9sZF8wMUFSWjNOREVLVFNWNFJSRkZRNjlHNUZBViJ9" }, "total_count": 100 } ``` ## Upload a new document **post** `/documents` Create a new document with file content ### Returns - `Document object { id, created_at, household_id, 6 more }` - `id: string` Unique identifier with document_ prefix - `created_at: string` Timestamp when the document was created - `household_id: string` Household ID this document belongs to - `name: string` Display name of the document - `type: DocumentType` Type of document - `"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: string` Timestamp when the document was last updated - `enable_ai_suggestions: optional boolean` Whether this document should be used for AI suggestions - `entity_id: optional string` Entity ID if this document is owned by an entity - `individual_id: optional string` Individual ID if this document is associated with an individual ### Example ```http curl https://$WITHLUMINARY_SUBDOMAIN.withluminary.com/api/public/v1/documents \ -H 'Content-Type: multipart/form-data' \ -F 'file=@/path/to/file' \ -F household_id=household_01ARZ3NDEKTSV4RRFFQ69G5FAV \ -F name='Trust Agreement.pdf' \ -F type=GRAT_DESIGN_SUMMARY \ -F entity_id=entity_01ARZ3NDEKTSV4RRFFQ69G5FAV \ -F individual_id=client_profile_01ARZ3NDEKTSV4RRFFQ69G5FAV ``` #### Response ```json { "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", "enable_ai_suggestions": true, "entity_id": "entity_01ARZ3NDEKTSV4RRFFQ69G5FAV", "individual_id": "client_profile_01ARZ3NDEKTSV4RRFFQ69G5FAV" } ``` ## Delete a document **delete** `/documents/{id}` Soft delete a document (marks as deleted but preserves data) ### Path Parameters - `id: string` ### Example ```http curl https://$WITHLUMINARY_SUBDOMAIN.withluminary.com/api/public/v1/documents/$ID \ -X DELETE ``` ## Get a document by ID **get** `/documents/{id}` Retrieve document metadata ### Path Parameters - `id: string` ### Returns - `Document object { id, created_at, household_id, 6 more }` - `id: string` Unique identifier with document_ prefix - `created_at: string` Timestamp when the document was created - `household_id: string` Household ID this document belongs to - `name: string` Display name of the document - `type: DocumentType` Type of document - `"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: string` Timestamp when the document was last updated - `enable_ai_suggestions: optional boolean` Whether this document should be used for AI suggestions - `entity_id: optional string` Entity ID if this document is owned by an entity - `individual_id: optional string` Individual ID if this document is associated with an individual ### Example ```http curl https://$WITHLUMINARY_SUBDOMAIN.withluminary.com/api/public/v1/documents/$ID ``` #### Response ```json { "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", "enable_ai_suggestions": true, "entity_id": "entity_01ARZ3NDEKTSV4RRFFQ69G5FAV", "individual_id": "client_profile_01ARZ3NDEKTSV4RRFFQ69G5FAV" } ``` ## Update a document **put** `/documents/{id}` Update document metadata only ### Path Parameters - `id: string` ### Body Parameters - `enable_ai_suggestions: optional boolean` Whether this document should be used for AI suggestions - `entity_id: optional string` Entity ID if this document is owned by an entity - `individual_id: optional string` Individual ID if associated with an individual - `name: optional string` Display name of the document - `type: optional DocumentType` Type of document - `"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"` ### Returns - `Document object { id, created_at, household_id, 6 more }` - `id: string` Unique identifier with document_ prefix - `created_at: string` Timestamp when the document was created - `household_id: string` Household ID this document belongs to - `name: string` Display name of the document - `type: DocumentType` Type of document - `"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: string` Timestamp when the document was last updated - `enable_ai_suggestions: optional boolean` Whether this document should be used for AI suggestions - `entity_id: optional string` Entity ID if this document is owned by an entity - `individual_id: optional string` Individual ID if this document is associated with an individual ### Example ```http curl https://$WITHLUMINARY_SUBDOMAIN.withluminary.com/api/public/v1/documents/$ID \ -X PUT \ -H 'Content-Type: application/json' \ -d '{}' ``` #### Response ```json { "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", "enable_ai_suggestions": true, "entity_id": "entity_01ARZ3NDEKTSV4RRFFQ69G5FAV", "individual_id": "client_profile_01ARZ3NDEKTSV4RRFFQ69G5FAV" } ``` ## Get summaries for a document **get** `/documents/{id}/document-summaries` Retrieve all summaries associated with a specific document ### Path Parameters - `id: string` ### Returns - `data: array of DocumentSummary` - `id: string` Unique identifier for the document summary - `created_at: string` Timestamp when the summary was created - `display_name: string` Display name for the summary - `document_id: string` ID of the document this summary belongs to - `household_id: string` ID of the household this summary belongs to - `summary: string` The summary text content - `updated_at: string` Timestamp when the summary was last updated - `entry_mode: optional DocumentSummaryEntryMode` Indicates if the summary was AI-generated or user-entered - `"AI_AUTO"` - `"USER"` - `summary_format: optional DocumentSummaryFormat` Format of the summary content - `"MARKDOWN"` - `"PLAIN_TEXT"` ### Example ```http curl https://$WITHLUMINARY_SUBDOMAIN.withluminary.com/api/public/v1/documents/$ID/document-summaries ``` #### Response ```json { "data": [ { "id": "document_summary_01ARZ3NDEKTSV4RRFFQ69G5FAV", "created_at": "2019-12-27T18:11:19.117Z", "display_name": "Default summary", "document_id": "document_01ARZ3NDEKTSV4RRFFQ69G5FAV", "household_id": "household_01ARZ3NDEKTSV4RRFFQ69G5FAV", "summary": "summary", "updated_at": "2019-12-27T18:11:19.117Z", "entry_mode": "AI_AUTO", "summary_format": "MARKDOWN" } ] } ``` ## Download document file content **get** `/documents/{id}/download` Download the binary content of the document file ### Path Parameters - `id: string` ### Example ```http curl https://$WITHLUMINARY_SUBDOMAIN.withluminary.com/api/public/v1/documents/$ID/download ``` ## Domain Types ### Document - `Document object { id, created_at, household_id, 6 more }` - `id: string` Unique identifier with document_ prefix - `created_at: string` Timestamp when the document was created - `household_id: string` Household ID this document belongs to - `name: string` Display name of the document - `type: DocumentType` Type of document - `"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: string` Timestamp when the document was last updated - `enable_ai_suggestions: optional boolean` Whether this document should be used for AI suggestions - `entity_id: optional string` Entity ID if this document is owned by an entity - `individual_id: optional string` Individual ID if this document is associated with an individual ### Document List - `DocumentList object { data, page_info, total_count }` - `data: array of Document` - `id: string` Unique identifier with document_ prefix - `created_at: string` Timestamp when the document was created - `household_id: string` Household ID this document belongs to - `name: string` Display name of the document - `type: DocumentType` Type of document - `"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: string` Timestamp when the document was last updated - `enable_ai_suggestions: optional boolean` Whether this document should be used for AI suggestions - `entity_id: optional string` Entity ID if this document is owned by an entity - `individual_id: optional string` Individual ID if this document is associated with an individual - `page_info: PageInfo` - `has_next_page: boolean` When paginating forwards, are there more items? - `has_previous_page: boolean` When paginating backwards, are there more items? - `end_cursor: optional string` Cursor pointing to the last item in the current page - `start_cursor: optional string` Cursor pointing to the first item in the current page - `total_count: number` Total number of items matching the query (across all pages) ### Document Type - `DocumentType = "GRAT_DESIGN_SUMMARY" or "GENERATED_PRESENTATION" or "ASSET_VALUATION" or 40 more` Type of document - `"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"` ### Document Get Summaries Response - `DocumentGetSummariesResponse object { data }` - `data: array of DocumentSummary` - `id: string` Unique identifier for the document summary - `created_at: string` Timestamp when the summary was created - `display_name: string` Display name for the summary - `document_id: string` ID of the document this summary belongs to - `household_id: string` ID of the household this summary belongs to - `summary: string` The summary text content - `updated_at: string` Timestamp when the summary was last updated - `entry_mode: optional DocumentSummaryEntryMode` Indicates if the summary was AI-generated or user-entered - `"AI_AUTO"` - `"USER"` - `summary_format: optional DocumentSummaryFormat` Format of the summary content - `"MARKDOWN"` - `"PLAIN_TEXT"`