GetAccept Documents API

Everything related to documents

OpenAPI Specification

getaccept-documents-api-openapi.yml Raw ↑
openapi: 3.0.0
info:
  contact:
    email: integrations@getaccept.com
    name: GetAccept API Team
    url: https://app.getaccept.com/api
  description: GetAccept provides a sales enablement platform for sales to design, send, promote, track, and e-sign sales documents, leveraging sales collateral, contract management, proposals, and electronic signatures in one place.
  license:
    name: Apache 2.0
    url: https://www.apache.org/licenses/LICENSE-2.0.html
  termsOfService: https://www.getaccept.com/terms.html
  title: GetAccept Archive Documents API
  version: '1.6'
servers:
- description: Production endpoint
  url: https://api.getaccept.com/v1
security:
- Oauth2:
  - basic
- Token: []
tags:
- externalDocs:
    url: https://app.getaccept.com/api/#documents
  description: Everything related to documents
  name: Documents
paths:
  /documents:
    get:
      parameters:
      - description: Filter list on status
        explode: false
        in: query
        name: filter
        schema:
          enum:
          - draft
          - sent
          - viewed
          - reviewed
          - signed
          - rejected
          - recalled
          example: signed
          type: string
        x-ms-summary: Filter list on status
      - description: How to sort results
        in: query
        name: sort_by
        schema:
          enum:
          - name
          - value
          - created
          - recipient
          - status
          - owner
          example: created
          type: string
        x-ms-summary: How to sort results
      - description: Sort order of results
        in: query
        name: sort_order
        schema:
          enum:
          - asc
          - desc
          example: desc
          type: string
        x-ms-summary: Sort order of results
      - description: Include documents from team members
        in: query
        name: showteam
        schema:
          enum:
          - true
          - false
          example: true
          type: boolean
        x-ms-summary: Include documents from team members
      - description: Include all documents from entity
        in: query
        name: showall
        schema:
          enum:
          - true
          - false
          example: true
          type: boolean
        x-ms-summary: Include all documents from entity
      - description: An external ID is a custom field which can contain a unique record identifier from a system outside of GetAccept
        in: query
        name: external_id
        schema:
          type: string
        x-ms-summary: External ID
      - description: Start list from record x until limit
        in: query
        name: offset
        schema:
          example: 50
          type: number
        x-ms-summary: Offset
      - description: Number of records to list
        in: query
        name: limit
        schema:
          example: 100
          type: number
        x-ms-summary: Limit
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Documents'
          description: OK
        '401':
          $ref: '#/components/responses/Unauthorized'
      tags:
      - Documents
      description: Get a list of available documents
      operationId: ListDocuments
      summary: List documents
    post:
      responses:
        '200':
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/Document'
          description: OK
        '400':
          $ref: '#/components/responses/Invalid'
        '401':
          $ref: '#/components/responses/Unauthorized'
      tags:
      - Documents
      description: 'You must create a document to be able to send it to a recipient. When creating a document you can refer to previously uploaded files with file_id or you can choose to create a document and upload the files in on API post. You can only upload ONE file when including a file in the create document POST.


        Use either file_ids parameter to use existing uploaded file(s), file_content to send the document as base64 encoded string or do a multipart post with file parameter.


        All recipients must have either a valid e-mail or a mobile number.


        All events are recorded using requestor IP address. You can override this using header CLIENT_IP containing the end-users public IP address.'
      operationId: CreateDocument
      requestBody:
        content:
          application/json:
            schema:
              properties:
                attachments:
                  description: Attachments
                  items:
                    properties:
                      id:
                        description: Attachment ID received from list or after upload
                        type: string
                        x-ms-dynamic-values:
                          operationId: ListAttachments
                          value-collection: attachments
                          value-path: attachment_id
                          value-title: attachment_title
                        x-ms-summary: ID
                      require_view:
                        description: Require that recipient view the attachment
                        enum:
                        - true
                        - false
                        example: true
                        nullable: true
                        type: boolean
                        x-ms-summary: Require view
                      type:
                        description: file or external where file is an uploaded file and external is a link to an external file
                        enum:
                        - file
                        - external
                        type: string
                        x-ms-summary: Type
                    type: object
                  type: array
                  x-ms-summary: Attachment
                custom_data:
                  description: A list of custom data to include with the document. If the property is already defined on the template, it will be overridden by the value provided here.
                  properties:
                    properties:
                      description: An array of objects containing custom data properties
                      items:
                        properties:
                          key:
                            description: Key of the custom data property
                            type: string
                            x-ms-summary: Key
                          label:
                            description: Label of the custom data property
                            type: string
                            x-ms-summary: Label
                          value:
                            description: Value of the custom data property
                            type: string
                            x-ms-summary: Value
                          value_type:
                            description: 'Type of the value: string, number, boolean'
                            enum:
                            - string
                            - number
                            - boolean
                            type: string
                            x-ms-summary: Value Type
                        type: object
                      type: array
                      x-ms-summary: Properties
                  type: object
                  x-ms-summary: Custom Data
                  x-ms-visibility: advanced
                custom_fields:
                  description: Custom field
                  items:
                    properties:
                      id:
                        description: ID of custom template field
                        type: string
                        x-ms-summary: Field ID
                      name:
                        description: Name of custom template field
                        type: string
                        x-ms-summary: Field Name
                      value:
                        description: Value of custom template field
                        type: string
                        x-ms-summary: Field Value
                    type: object
                  type: array
                  x-ms-summary: Custom
                custom_pricing_tables:
                  description: Pricing
                  items:
                    properties:
                      currency_settings:
                        description: Currency Settings
                        properties:
                          currency:
                            description: Currency, ex. SEK
                            type: string
                            x-ms-summary: Currency
                          locale:
                            description: Locale, ex. sv-SE
                            type: string
                            x-ms-summary: Locale
                        type: object
                        x-ms-summary: Currency Settings
                        x-ms-visibility: advanced
                      display_name:
                        description: Display name of the pricing table
                        type: string
                        x-ms-summary: Display Name
                        x-ms-visibility: advanced
                      external_id:
                        description: External ID to represent the summary object within a third-party system
                        type: string
                        x-ms-summary: External ID
                        x-ms-visibility: advanced
                      id:
                        description: Table ID
                        type: string
                        x-ms-summary: Table ID
                        x-ms-visibility: advanced
                      pre_calculated:
                        default: false
                        description: If pricing table totals should be pre-calculated
                        enum:
                        - true
                        - false
                        example: true
                        type: boolean
                        x-ms-summary: Precalculated totals
                        x-ms-visibility: advanced
                      sections:
                        description: Sections
                        items:
                          properties:
                            display_name:
                              description: Display name of the pricing table
                              type: string
                              x-ms-summary: Display Name
                            id:
                              description: Section ID
                              type: string
                              x-ms-summary: ID
                            rows:
                              additionalProperties:
                                items:
                                  type: object
                                type: array
                              description: Array with values object with array of column_id, value
                              example:
                              - values:
                                - column_id: abc123
                                  value: My product
                                - column_id: def456
                                  value: 240
                              x-ms-summary: Rows
                            section_summary:
                              properties:
                                discount:
                                  properties:
                                    enabled:
                                      description: If section discount should be enabled
                                      enum:
                                      - true
                                      - false
                                      example: true
                                      nullable: true
                                      type: boolean
                                      x-ms-summary: Enabled
                                    flat_fee:
                                      description: If section should use using flat fee discounts
                                      enum:
                                      - true
                                      - false
                                      example: true
                                      nullable: true
                                      type: boolean
                                      x-ms-summary: Flat fee
                                    value:
                                      description: The value for section discount
                                      type: string
                                      x-ms-summary: Discount Value
                                  type: object
                                  x-ms-summary: Discount
                                price:
                                  properties:
                                    enabled:
                                      description: If section price should be enabled
                                      enum:
                                      - true
                                      - false
                                      example: true
                                      nullable: true
                                      type: boolean
                                      x-ms-summary: Enabled
                                    flat_fee:
                                      description: If section should use using flat fee pricing
                                      enum:
                                      - true
                                      - false
                                      example: true
                                      nullable: true
                                      type: boolean
                                      x-ms-summary: Flat fee
                                    value:
                                      description: The value for section price
                                      type: string
                                      x-ms-summary: Price Value
                                  type: object
                                  x-ms-summary: Price
                                tax:
                                  properties:
                                    enabled:
                                      description: If section tax should be enabled
                                      enum:
                                      - true
                                      - false
                                      example: true
                                      nullable: true
                                      type: boolean
                                      x-ms-summary: Enabled
                                    flat_fee:
                                      description: If section should use using flat fee taxes
                                      enum:
                                      - true
                                      - false
                                      example: true
                                      nullable: true
                                      type: boolean
                                      x-ms-summary: Flat fee
                                    value:
                                      description: The value for section tax
                                      type: string
                                      x-ms-summary: Tax Value
                                  type: object
                                  x-ms-summary: Tax
                              type: object
                              x-ms-summary: Summary Values
                          type: object
                        type: array
                        x-ms-summary: Section
                        x-ms-visibility: advanced
                      summary_values:
                        properties:
                          discount:
                            properties:
                              enabled:
                                description: If pricing table discount should be enabled
                                enum:
                                - true
                                - false
                                example: true
                                nullable: true
                                type: boolean
                                x-ms-summary: Enabled
                                x-ms-visibility: advanced
                              flat_fee:
                                description: If pricing table should use using flat fee discounts
                                enum:
                                - true
                                - false
                                example: true
                                nullable: true
                                type: boolean
                                x-ms-summary: Flat fee
                                x-ms-visibility: advanced
                              value:
                                description: The value for summary discount
                                type: string
                                x-ms-summary: Discount Value
                            type: object
                            x-ms-summary: Discount
                          price:
                            properties:
                              enabled:
                                description: If pricing table price should be enabled
                                enum:
                                - true
                                - false
                                example: true
                                nullable: true
                                type: boolean
                                x-ms-summary: Enabled
                                x-ms-visibility: advanced
                              flat_fee:
                                description: If pricing table should use using flat fee pricing
                                enum:
                                - true
                                - false
                                example: true
                                nullable: true
                                type: boolean
                                x-ms-summary: Flat fee
                                x-ms-visibility: advanced
                              value:
                                description: The value for summary price
                                type: string
                                x-ms-summary: Price Value
                            type: object
                            x-ms-summary: Price
                          tax:
                            properties:
                              enabled:
                                description: If pricing table tax should be enabled
                                enum:
                                - true
                                - false
                                example: true
                                nullable: true
                                type: boolean
                                x-ms-summary: Enabled
                                x-ms-visibility: advanced
                              flat_fee:
                                description: If pricing table should use using flat fee taxes
                                enum:
                                - true
                                - false
                                example: true
                                nullable: true
                                type: boolean
                                x-ms-summary: Flat fee
                                x-ms-visibility: advanced
                              value:
                                description: The value for summary tax
                                type: string
                                x-ms-summary: Value
                            type: object
                            x-ms-summary: Tax
                        type: object
                        x-ms-summary: Summary Values
                        x-ms-visibility: advanced
                    type: object
                  type: array
                  x-ms-summary: Pricing
                  x-ms-visibility: advanced
                email_send_message:
                  description: Use this to specify a message to the recipient(s) when sending out the document
                  type: string
                  x-ms-summary: Email message
                  x-ms-visibility: advanced
                expiration_date:
                  description: Date and time when the document should expire
                  format: date-time
                  type: string
                  x-ms-summary: Expiration date
                  x-ms-visibility: advanced
                external_eid_signature:
                  description: If true, enables external EID signature for the document, allowing recipients to sign using an external Electronic ID provider. Incompatible with is_selfsign.
                  enum:
                  - true
                  - false
                  example: true
                  nullable: true
                  type: boolean
                  x-ms-summary: External EID signature
                  x-ms-visibility: advanced
                external_id:
                  description: External system ID for identification
                  type: string
                  x-ms-summary: External ID
                external_signature_settings:
                  description: Optional configuration for external EID signature. Only applicable when external_eid_signature is enabled. EID verification at signing is always required. When verify_recipient_ssn is enabled, the SSN from the EID provider is matched against the recipient's verify_eid_number.
                  properties:
                    identification_stages:
                      description: Stages where additional EID identification is required. Available value is "View" (require EID verification before viewing the document). EID verification at signing is always required.
                      items:
                        enum:
                        - View
                        type: string
                      type: array
                  type: object
                  x-ms-summary: External signature settings
                  x-ms-visibility: advanced
                file_content:
                  description: Base64 encoded file content
                  type: string
                  x-ms-summary: File content
                file_ids:
                  description: Comma-separated, unique file-ids received when uploading files
                  type: string
                  x-ms-summary: File IDs
                file_name:
                  description: Filename of the document, with the extension. This will be helpful for converting different file-types.
                  type: string
                  x-ms-summary: File name
                file_url:
                  description: Url to document file. Documents must be public available for download
                  type: string
                  x-ms-summary: File URL
                is_automatic_sending:
                  description: If the document should be sent after creation
                  enum:
                  - true
                  - false
                  example: true
                  nullable: true
                  type: boolean
                  x-ms-summary: Send automatically
                  x-ms-visibility: important
                is_reminder_sending:
                  description: Should automatic reminders be sent
                  enum:
                  - true
                  - false
                  example: true
                  nullable: true
                  type: boolean
                  x-ms-summary: Send reminders
                  x-ms-visibility: advanced
                is_scheduled_sending:
                  description: Should the sending be scheduled for sending in the future
                  enum:
                  - true
                  - false
                  example: true
                  nullable: true
                  type: boolean
                  x-ms-summary: Schedule sending
                  x-ms-visibility: advanced
                is_signing:
                  description: Should the document be sent for signing
                  enum:
                  - true
                  - false
                  example: true
                  nullable: true
                  type: boolean
                  x-ms-summary: Sign document
                  x-ms-visibility: advanced
                is_signing_biometric:
                  description: Use handwritten signature
                  enum:
                  - true
                  - false
                  example: true
                  nullable: true
                  type: boolean
                  x-ms-summary: Handwritten signature
                  x-ms-visibility: advanced
                is_signing_forward:
                  description: Should recipients be able to transfer signature rights
                  enum:
                  - true
                  - false
                  example: true
                  nullable: true
                  type: boolean
                  x-ms-summary: Allow signature transfer
                  x-ms-visibility: advanced
                is_signing_initials:
                  description: Sign document using recipient initials
                  enum:
                  - true
                  - false
                  example: true
                  nullable: true
                  type: boolean
                  x-ms-summary: Sign with initials
                  x-ms-visibility: advanced
                is_sms_sending:
                  description: Should the document be sent to recipient mobile by text
                  enum:
                  - true
                  - false
                  example: true
                  nullable: true
                  type: boolean
                  x-ms-summary: Send SMS
                name:
                  description: Enter a name of the document
                  type: string
                  x-ms-summary: Document name
                  x-ms-visibility: important
                recipients:
                  items:
                    properties:
                      company_name:
                        description: Company name of the recipient
                        type: string
                        x-ms-summary: Company name
                        x-ms-visibility: important
                      company_number:
                        description: Company number of the recipient
                        type: string
                        x-ms-summary: Company number
                        x-ms-visibility: important
                      email:
                        description: Email address of the recipient
                        type: string
                        x-ms-summary: Email
                        x-ms-visibility: important
                      first_name:
                        description: Recipient first name
                        type: string
                        x-ms-summary: First name
                        x-ms-visibility: important
                      fullname:
                        description: Use to specify full name instead of first/last name
                        type: string
                        x-ms-summary: Full name
                        x-ms-visibility: important
                      last_name:
                        description: Last name of recipient
                        type: string
                        x-ms-summary: Last name
                        x-ms-visibility: important
                      mobile:
                        description: Mobile phone in international format
                        type: string
                        x-ms-summary: Mobile
                      note:
                        description: Additional note for a recipient
                        type: string
                        x-ms-summary: Note
                        x-ms-visibility: advanced
                      order_num:
                        description: If signing order is enabled
                        example: 1
                        format: int32
                        nullable: true
                        type: integer
                        x-ms-summary: Signing order
                        x-ms-visibility: advanced
                      role:
                        description: 'The kind of recipient in the document. Available values:

                          - signer: signer of the document

                          - internalApprover: used for internal approval processes and will not appear in the signing certificate

                          - externalApprover: used for external approval processes and will appear in the signing certificate, alongside other signers

                          - cc: view only

                          '
                        enum:
                        - signer
                        - internalApprover
                        - externalApprover
                        - cc
                        type: string
                        x-ms-summary: Recipient type
                        x-ms-visibility: important
                      role_name:
                        description: The name of the role in a template
                        type: string
                        x-ms-summary: Template role
                        x-ms-visibility: important
                      settings:
                        description: Per-recipient signature settings.
                        properties:
                          exclude_verified_eid_signature:
                            description: 'Only applies when the document has external_eid_signature enabled. If true, this recipient may sign with a handwritten signature instead of verifying with a verified EID. Note: the additional non-QES signatures do not degrade the security of the document''s existing QES signatures, but are of a lower assurance level (advanced or SES). Someone inspecting the document may see that it contains non-QES signatures.'
                            enum:
                            - true
                            - false
                            example: true
                            nullable: true
                            type: boolean
                            x-ms-summary: Exclude verified EID signature
                            x-ms-visibility: advanced
                        type: object
                        x-ms-summary: Recipient settings
                        x-ms-visibility: advanced
                      verify_eid:
                        description: Verify using EID
                        enum:
                        - true
                        - false
                        example: true
                        nullable: true
                        type: boolean
                        x-ms-summary: Verify EID
                        x-ms-visibility: advanced
                      verify_eid_type:
                        description: EID type to be used for personal verification
                        type: string
                        x-ms-summary: EID type
                        x-ms-visibility: advanced
                      verify_qna:
                        description: Should a question be asked
                        enum:
                        - true
                        - false
                        example: true
                        nullable: true
                        type: boolean
                        x-ms-summary: Enable question
                        x-ms-visibility: advanced
                      verify_qna_answer:
                        description: The answer to question
                        example: '123456789'
                        type: string
                        x-ms-summary: Verification answer
                        x-ms-visibility: advanced
                      verify_qna_open:
                        description: Should question be asked before opening document
                        enum:
                        - true
            

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