Find answers to common questions about managing documents through API.
How Do I Upload a Document in Filevine through the API?
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Create URL for upload. This action creates a temporary S3 url to upload a document.
If you are using the key/secret method, follow: https://developer.filevine.io/docs/v2/bb31213cefa02-create-document-url-for-upload
If you are using a PAT, follow: https://developer.filevine.io/docs/v2-us/c5009ec0c1d04-create-document-url-for-upload -
Upload document. Use the URL returned from step one and attach the actual document, following instructions here:
https://developer.filevine.io/docs/v2/759eb90e364bb-upload-document -
Add document to project. Use the documentID returned from step one.
If you are using the key/secret method, follow: https://developer.filevine.io/docs/v2/7ff6bb3e8f9b6-add-document-to-project
If you are using a PAT, follow: https://developer.filevine.io/docs/v2-us/32989758d1eb7-add-document-to-project
How Do I Update a Doc Revision?
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Create URL for upload This action creates a temporary S3 url to upload a document.
If you are using the key/secret method, follow: https://developer.filevine.io/docs/v2/bb31213cefa02-create-document-url-for-upload
If you are using a PAT, follow: https://developer.filevine.io/docs/v2-us/c5009ec0c1d04-create-document-url-for-upload -
Upload document. Use the url returned from step one and attach the actual document.
https://developer.filevine.io/docs/v2/759eb90e364bb-upload-document -
Create Doc Revision. The documentID is the ID of the document that you want to replace. This will replace the document on the project and the version will be updated.
If you are using the key/secret method, follow: https://developer.filevine.io/docs/v2/1d094b1d8369f-add-document-revision
If you are using a PAT, follow: https://developer.filevine.io/docs/v2-us/598610ed45f8a-add-document-revision
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