Upload a PDF file to a BookBook - A Book is a container for all Documents in a Case or Loan Application. This container primarily serves as a boundary to correlate data. As such, objects in different Books can never be associated or correlated with each other. for processing.

You can upload a file to this endpoint as a multipart/form-data-encoded payload. See our guide here for more information.

For all documents except bank statements, the optional form_type parameter can be used to specify the type of the document.

Some of the form types we support include:

  • W2
  • W3
  • PAYSTUB_01
  • ISO_APP
  • TAX_940
  • TAX_941
  • TAX_944
  • A_1040_2018
  • A_1040_2019
  • A_1040_SCHEDULE_C
  • A_1040_SCHEDULE_SE
  • TAX_1096
  • A_1099_MISC
  • A_1099_K
  • PAYROLL_SUMMARY
  • SBA_PPP_APPLICATION
  • VOIDED_CHECK
  • ID

You can see the form types we support on the Additional Supported Form Types section of the usage guide. For more information, please contact your Account Executive or Customer Success Executive to discuss other options for your organization.

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