Upload a PDF file to a Book for processing.

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Content-Type

This is an Upload endpoint and hence requires a payload of Content-Type multipart/form-data. For details on how to encode request bodies in the platform of your choice, refer to our guide on multipart/form-data Payloads.

For non-Bank Statement document uploads, the optional form_type parameter can be used to specify the type of the document.

Examples of Form Types we support are:

  • 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

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This is not an exhaustive list of Form Types supported by Ocrolus. Please contact our Account Executive or Customer Success Executive to find out what other Form Types can be setup for your Organization.

Note that there is a page count maximum of 3,000 pages per upload.

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