Hi Guys,
We are currently using the QuickFile API, including the Document_Upload method.
While uploading documents via the API works well, there does not appear to be any corresponding endpoint to retrieve or view those uploaded documents programmatically.
For integration purposes (e.g. customer portals), it would be extremely helpful to have an API method that allows us to:
Retrieve a list of documents associated with a specific entity (e.g. client)
Obtain document metadata (file name, upload date, size, document ID)
Retrieve a secure URL of the document, similar to how we can have a passwordless URL generated via API for logging into the portal.
At present, documents can only be viewed via the QuickFile UI, which limits full API-based integrations.
Would it be possible to introduce:
A Document_List endpoint
And/or a Document_Get endpoint to retrieve/download an uploaded file?
This would allow developers such as myself to build an external system where the customer can log into our app, click on Contract and then pull their uploaded contract directly from Quickfile.
Kind regards,
Jamie