Document Operations

Move document to review stage

<small>Requires an API token with the Document Manager role.</small>

POST

/documents/{document}/stage-transitions/review

curl --request POST \
  --url https://app.fynk.com/v1/api/documents/{document}/stage-transitions/review \
  --header 'Authorization: Bearer <token>'

{
  "data": {
    "archived_at": "2023-11-07T05:31:56Z",
    "created_at": "2023-11-07T05:31:56Z",
    "document_type_uuid": "58ac52bb-8885-4580-88c1-7a7bc772c87d",
    "dynamic_fields": [
      {
        "autofill_type": "document_created_date",
        "format": {
          "decimal_separator": ".",
          "decimals": 2,
          "thousands_separator": ","
        },
        "is_mandatory": true,
        "name": "Gross salary",
        "order": 123,
        "question": "What is the employee's gross salary in EUR?",
        "question_external": "<string>",
        "ref_uuid": "a1b2c3d4-e5f6-7890-abcd-ef1234567890",
        "scope": "internal",
        "select_values": [
          "<string>"
        ],
        "settings": {
          "currencies": [
            "EUR",
            "USD"
          ]
        },
        "type": "id",
        "uuid": "7dae3dad-e56d-45e9-86e5-b69dc30597dc",
        "value": "EUR;95000;yearly"
      }
    ],
    "external_signatory_invitation_message": "<string>",
    "integration_reference": {
      "external_id": "000000000000Abc",
      "external_name": "Example Opportunity",
      "integration_type": "pipedrive",
      "object_type": "Opportunity"
    },
    "locale": "de-AT",
    "metadata_values": [
      {
        "computed_at": "2023-11-07T05:31:56Z",
        "computed_status": "missing_information",
        "computed_value": "EUR;95000;yearly",
        "is_attached": true,
        "metadata": {
          "always_exists": true,
          "description": "The discount rate applied to the company valuation in a follow-on financing round.",
          "display_name": "Discount Rate",
          "is_contract_value": true,
          "keywords": "discount, rate, valuation",
          "name": "discount_rate",
          "prompt": "Extract the discount rate percentage from the document.",
          "relevant_document_type_uuids": [
            "<string>"
          ],
          "select_values": [
            "<string>"
          ],
          "settings": {
            "currencies": [
              "EUR",
              "USD"
            ]
          },
          "type": "system_autofilled",
          "uuid": "7dae3dad-e56d-45e9-86e5-b69dc30597dc",
          "value_type": "id"
        },
        "reference_dynamic_field_uuid": "7dae3dad-e56d-45e9-86e5-b69dc30597dc",
        "uuid": "4ed6c60b-bc4f-4390-bbf5-ed384e3443c9",
        "value": "EUR;95000;yearly",
        "value_currency_monthly": "<string>",
        "value_currency_yearly": "<string>",
        "value_source": "user"
      }
    ],

Moves a document to the review stage in the document workflow.

Requires that the document's stage is currently one of: draft, approved_draft, approved_review, signing or done, and that there are no checkpoints that would block the transition.

Note that if the document is in the process of being signed, or has been signed already, moving back to review will cancel the current signing process and invalidate any existing signatures.

Autorisierungen

Authorizationstringheadererforderlich

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Pfadparameter

documentstringerforderlich

The document UUID

Antwort

DocumentDetailResource

dataobjecterforderlich

child attributes anzeigen

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