Document Upload Guide

Created by Richard Moore, Modified on Thu, 27 Jul 2023 at 01:41 PM by Richard Moore

Document uploads may be required in a handful of scenarios. The guide below will outline the different scenarios, and how to complete a document upload via API. 


Note that Partners can also request and upload documents from their merchants directly in the Exact PayFac Dashboard.


Scenarios


  1. Merchant Uploads to Partner

  2. Partner requests document upload from Merchant to Exact

  3. Exact Admin requests document upload from Merchant


Pre-requisites

  1.  An application token with the correct permissions: 
    "onboarding-workflows.read",
    "onboardings.create",
    "onboardings.read",
    "onboardings.update",
    "onboarding-document-requests.create",
    "onboarding-document-requests.update",
    "onboarding-document-requests.read",
    "onboarding-document-requests.delete",
    "onboarding-documents.update",
    "onboarding-documents.read",
    "onboarding-documents.create",
    "onboarding-documents.delete"

  2. An onboardingId

           e.g. "646259f50911165495146487"



Steps


  1. List Onboardings by Partner to retrieve the onboardingId



  1. Upload Document


Request


  • Be sure to use form-data for this request

  • Match the “type” field names from the API Specification



Response - 201 and Document Upload ID


Dashboard View - Bank letter has been uploaded and file can be viewed or downloaded

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