Add Notes and Documents to Merchant Applications
2 months ago by Infinicept
See this update published in our Guides: POST Add a Note and Document to a Merchant Application.
What's New?
You can now programmatically add notes and documents to merchant applications using our new endpoint:
POST https://merchantapp.io/{cobrandslug}/api/v2/merchantapplications/{application-id-here}/noteWhat you can do:
- Add notes directly to any merchant application with a simple API call
- Attach documents to your notes (supports CSV, DOCX, GIF, HTML, JPEG, JSON, PDF, PNG, TSV, TXT, XML, and ZIP up to 20 MB)
- Link notes to specific underwriting services for better organization
- Associate notes with a user's email address that has access at the cobrand- or client-level
Where notes and documents appear:
Notes added via the API are visible in the New Accounts UI on the Underwriting Dashboard under the Notes tab. Any attached documents appear on the Documents tab.