put https://loanpro.simnang.com/api/public/api/1/odata.svc/CustomerDocuments()
This request edits an existing document that's associated with a customer.
Click here to learn more about this request
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:
- This request does not edit the document itself; instead, it edits the information stored in LoanPro, such as
sectionId
,fileName
,description
, andactive
status. - This request requires the document's ID. To find this ID, send a GET 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 Uploading a Customer Document 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
}