Edit Customer Document

This request edits an existing document that's associated with a customer.

 Click here to learn more about customer documents

Editing a 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. Here's what you need to know about 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, 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:

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