Submits Share Documents Form

Overview

Submits Share Documents Form to the business.

Authentication

Available for Client Tokens only.

Critical Requirement

The matter_uid query parameter must reference a matter with an assigned staff member. Without this, the endpoint returns 500 due to a server-side bug.

Request Format

This endpoint requires multipart/form-data format with actual binary file uploads (not JSON). Documents must be uploaded as form fields with proper content types.

Important: Field Naming Convention

Document fields MUST use explicit numeric indices (e.g., [0], [1]), NOT empty brackets [].

This is because the server expects a Hash structure, not an Array.

Captcha

When the business has the captcha_intake_form feature enabled, a valid captcha_token is required.

Example cURL

curl -X POST 'https://api.vcita.biz/client_api/v1/portals/{business_uid}/share_documents_form/submit?matter_uid={matter_uid}' \
  -H 'Authorization: Bearer {token}' \
  -F 'form_data[fields][title]=My Document' \
  -F 'form_data[fields][message]=Please review' \
  -F 'form_data[fields][documents][0][email protected];type=application/pdf'
Path Params
string
required
Query Params
string
required

The matter/conversation UID to associate with the document upload. Critical: The matter must have an assigned staff member to avoid 500 errors.

Body Params
string

Document title

string

Message accompanying the documents

file
required

File to upload. Important: Use explicit indices [0], [1], etc. - NOT empty brackets []. For multiple files, use form_data[fields][documents][0], form_data[fields][documents][1], etc.

string

reCAPTCHA token. Required when business has captcha_intake_form feature enabled.

Responses

Language
Credentials
Bearer
JWT
Response
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application/json