Update a loan document

patch

https://production.baselinesoftware.com/production/api/loan/{id}/document/{document_id}

Updates an existing document on a loan. You can update both the document properties and its loan-specific properties (order, section, instructions). Note: Borrower_Id, Guarantor_Id, and Fund_Id cannot be updated via this endpoint.

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Path Params

string

required

The loan ID or loan number

document_id

string

required

The document ID to update

Body Params

Name

string

Document name

Description

string

Document description

Status

string

Document status (e.g., pending, approved)

Summary

string

Document summary

Is_Shared

boolean

Whether the document is shared with the borrower

Uploaded_Date

string

ISO 8601 date when the file was uploaded

Requested_Date

string

ISO 8601 date when the document was requested

Expired_Date

string

ISO 8601 date when the document expires

Shared_Date

string

ISO 8601 date when the document was shared

Order

int32

Display order of the document on the loan

Section

string

Section the document belongs to on the loan

Instructions

string

Instructions for the document

Headers

string

enum

Defaults to application/json

Generated from available response content types

Allowed:

Responses

200200

404404

410410