Skip to content
Last updated

📁 Documents (Digital Archive & Proof)

This API handles the retrieval of source-direct insurance documents.

  • Automated Compliance Logging: Instead of asking a carrier to email a COI, use GET /v1/documents/{id}/client/download to fetch an agency-authorized PDF.

  • Audit Trail Maintenance: Automatically pull and store time-stamped certificates into your internal TMS (Transportation Management System) to maintain a Compliance record for insurance auditors.

  • Archive Cleanup: Remove obsolete files with DELETE /v1/documents/{id}/client or DELETE /v1/documents/{id}/policy when a document should no longer be retained in the digital archive.