Entity Documents List

GET {{baseUrl}}/funds/:fundId/documents?tag={{tag}}

This resource will return a list of Documents saved to the Documents screen in SF360. It can be filtered using tags.

API Scopes

The following API scopes can access this resouce - audit - smsf_partner

Entities Supported

The following entityTypes are supported - SMSF - BillableTrust - BillableCompany - BillableIndividual

Response

FieldData TypeComments
namestringname of the file/document from Simple Fund 360
keystringUnique Identifier of the document
creationDateDateDate and Time date the file was added to Simple Fund 360
updatedDateDateDate and Time date the file was last modified
tagsObjectList of tags applied to the document

Request Params

KeyDatatypeRequiredDescription
tagstring[OPTIONAL] Will filter documents based on name of tag from Simple Fund 360

HEADERS

KeyDatatypeRequiredDescription
Authorizationstring

RESPONSES

status: OK

"[ { “name”: “BalanceSheet.pdf”, “key”: “1$8ad08a305e1216b6015e125e54c90000$52AC8E51-C123-47AD-BD4C-4CC371282013”, “creationDate”: “2017-09-04T05:05:41.000+0000”, “updatedDate”: “2017-09-04T05:05:43.000+0000”, “tags”: [ “TAG1” ] }, { “name”: “Six-21857055-290817-1211-124.pdf”, “key”: “1$8ad08a305e1216b6015e125e54c90000$0939BEA2-F31F-48A5-979B-129B34ADA9E5”, “creationDate”: “2017-09-04T01:54:17.000+0000”, “updatedDate”: “2017-09-04T01:54:19.000+0000”, “tags”: [ “TAG1” ] }, { “name”: “5MB.zip”, “key”: “1$8ad08a305e1216b6015e125e54c90000$F0A8C298-1DC8-4768-A5C2-81C1CA835666”, “creationDate”: “2017-09-04T01:51:46.000+0000”, “updatedDate”: “2017-09-04T01:51:48.000+0000”, “tags”: [ “TAG1” ] }, { “name”: “BankStatement1.pdf”, “key”: “1$8ad08a305e1216b6015e125e54c90000$4017B1FD-A4D0-461D-92F2-D2E28A268AAD”, “creationDate”: “2017-09-04T01:48:45.000+0000”, “updatedDate”: “2017-09-04T01:48:47.000+0000”, “tags”: [ “TAG1” ] }, { “name”: “BankStatement1.pdf”, “key”: “1$8ad08a305e1216b6015e125e54c90000$0B830188-EBDB-426B-B4E6-103508300F8C”, “creationDate”: “2017-08-30T04:17:22.000+0000”, “updatedDate”: “2017-08-30T04:17:24.000+0000”, “tags”: [] }, { “name”: “clientnote.txt”, “key”: “1$8ad08a305e1216b6015e125e54c90000$F80D1D14-34FE-4580-BF37-E8BA92BD27AD”, “creationDate”: “2017-08-30T04:07:40.000+0000”, “updatedDate”: “2017-08-30T04:07:41.000+0000”, “tags”: [] }, { “name”: “TrustDeed.pdf”\", “key”: “1$8ad08a305e1216b6015e125e54c90000$BB270263-9073-4CFB-9C8B-C2533DA93DE3”, “creationDate”: “2017-08-30T04:02:17.000+0000”, “updatedDate”: “2017-08-30T04:02:20.000+0000”, “tags”: [ “TAG1”, “TAG2” ] }, { “name”: “README.md”, “key”: “1$8ad08a305e1216b6015e125e54c90000$45BA853A-702D-4F6F-AE8F-EC4041E85179”, “creationDate”: “2017-08-28T05:20:55.000+0000”, “updatedDate”: “2017-08-28T05:20:57.000+0000”, “tags”: [ “Tax” ] }, { “name”: “test.txt”, “key”: “1$8ad08a305e1216b6015e125e54c90000$223FC1E1-3235-435F-B399-BBA3D2B32AB9”, “creationDate”: “2017-08-24T04:41:48.000+0000”, “updatedDate”: “2017-08-24T04:41:50.000+0000”, “tags”: [ “Tax” ] } ]"