Edit customer document

Customer documents are stored within LoanPro's Document Manager and are often used to keep copies of a borrower's loan agreement, identification information, and more. Note the following when using this request:

This request does not edit the document itself; instead, it edits the information stored in LoanPro, such as sectionId, fileName, description, and active status.

This request requires the document's ID. To find this ID, use the GET customer information request to the Customers endpoint like the following:

https://loanpro.simnang.com/api/public/api/1/odata.svc/Customers(1183)/Documents

For an example of how customer documents work within the UI, take a look at our Customer Documents article.

Database

For information regarding customer and document database tables, see the following articles:

Database – Customer Document Entity (customer_document_entity)

Database – Document Section Entity (doc_section_entity)

Database – Customer Main Table (customer_entity)

{
    "sectionId":1,
    "fileName":"UpdatedProofofIncome.pdf",
    "description":"Updated Proof of Income",
    "active":1,
    "archived":0,
    "customerVisible":1
}