Add Document

post

https://api.proof.com/mortgage/v2/transactions/{id}/documents

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Add your documents to the Proof transaction

📘
pdf_bookmarking
Note: Due to the amount of time it takes to parse a document with pdf_bookmarks, Proof will pass back a 200 response with the body "Document upload in progress." If you wish to recall the document_object to ensure the documents have uploaded, please use the retrieve a transaction endpoint.

Path Params

string

required

ID of the transaction to add the document to.

Query Params

document_url_version

string

enum

Defaults to v1

Control documents and signer photo identifications download URLs. v1 for AWS S3 pre-signed URLs. v2 for Proof secure URLs.

Allowed:

Body Params

filename

string

length ≤ 5000

Plain language name given to the document. If this parameter is not provided, Proof will automatically assign a name using the end of the page path of the
resource URL.

resource

string

length ≤ 42000000

The document file resource. Accepted values can be a URL pointing to the PDF file, the full contents of the PDF file in Base64 encoding, the file itself as a
direct upload, or a template permalink string pointing to a preconfigured PDF. The maximum accepted file size is 30MB.

document

string

length ≤ 42000000

requirement

string

length ≤ 5000

Completion requirement for the document. Accepted values can be notarization, esign, identity_confirmation (identity confirmation feature), readonly,
and non_essential. Completion requirement for the document. If the value is set to non_essential, the document will be hidden from signers before the notary meeting and values for
customer_can_annotate and witness_required will be ignored and set to false. identity_confirmation is used to support signing of PS Form 1583 for signers without a US SSN.
Note: if identity_confirmation is set as the document requirement, ensure that all requiring notarization in the transaction also use identity confirmation as the requirement to avoid
requiring KBA on the transaction. Read more about document requirements.

notarization_required

boolean

bundle_position

integer

Position to put document in bundle

witness_required

boolean

Boolean flag indicating whether an additional witness must be present for this document's signing. A witness is a third person, in addition to the
signer and the notary, who must be physically located with the signer.

esign_required

boolean

identity_confirmation_required

boolean

signing_requires_meeting

boolean

customer_can_annotate

boolean

Boolean flag indicating whether a signer can add their own annotations onto the document. Defaults to false, limiting the signer to only filling
out designated fields setup on the document or as directed by a notary.

pdf_bookmarked

boolean

Boolean flag indicating whether the document is a bookmarked PDF. If passed true the document will be split by bookmark into multiple documents.

tracking_id

string

length ≤ 5000

External tracking identifier such as a UUID string that can be useful for mapping documents back to your own system.

text_tag_syntax

string

length ≤ 5000

authorization_header

string

length ≤ 5000

Used to fetch doc URLs. Value passed should be in the form of a key-value pair with format "header_name:header_value"

signing_designations

array of objects

This array contains a prescribed list of designations for signers and/or a notary to annotate the document.

signing_designations

signing_designation_groups

array of objects

This array contains a specified list of groups for radio_checkmark and checkmark designations. Grouped designations can be used to logically enforce minimum and/or maximum fulfillment requirements. For example a group of three radio_checkmark designations that require one to be fulfilled (checked) or a group of five checkmark designations that are optional (none or all 5 may be checked).

signing_designation_groups

Responses

pdf_bookmarking

200successful

400Bad Request

422Unprocessable Entity