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Firm flow api create a document record to upload.

Jerry DeMas

If I only have a GFR Filing ID, how would I create a document record to upload a document? How to match a GFR Client with the filing id?

  • 0
    Thomson Reuters Thomson Reuters staff member

    Could you please confirm whether you are using any API endpoint to achieve this? If so, could you specify which endpoint you are using?

  • 0 in reply to Dipanjan Paul

    Yes, I am to use 

    /gofileroom/api/v1/documents to create a document. To do so I need to create a document record with indexes which include ClientName, CkientNumber ..... Then I can upload a document based on the documentId that is created. I have a filing Id before any of this process occurs. Is there an api end point I can use to get the client information based on the Filing id? I am currently using the api/v2/firmflowreports/TrackingReportByDeliverable end point to recieve mutliple records than I can filter the response by the filing id. Then I would have available to me the client name and number. Is there a more direct way to get client data from the filing Id that I already have?
  • 0
    Thomson Reuters Thomson Reuters staff member
    in reply to Jerry DeMas

    Hi Jerry

    You can use the below endpoint to fetch the client name and number based on the filindId or drawerId:

    GET - /api/v1/administration/{drawerId}/clients

    Moreover, you can use the following endpoint to get all the drawerId or filinfId accessible for the logged in user.
    GET - /api/v1/drawers 

    Thank you