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Once your project has been created, you can now start adding documents to the project by making a POST to /partner/uploadDocument. You can also add a vendor_id to the document if you want to link it to a file on the partner system.
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Once the document has been uploaded, you’ll need to do one more step before creating an assignment. This is the Intake step. Intake will tell EPR if this is a 1st version of a document or not. If this is a 2nd or later version, you can specify which document_id the newly uploaded file should be mapped to. Intake only requires two parameters:
document_id
documentPrior_id (leave null if this is 1st version)
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Creating an Assignment
Once your document has been uploaded to the project and intake is complete, you can assign a specific group or user to that document by creating an assignment record. To do so, you can make a POST to /partner/assignments. The only required fields will be:
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