Skip to main content
POST
Upload onboarding document
IMPORTANT: This feature is only available after a distribution channel has been created for your organization.To request the creation of a distribution channel, contact Trio Support or your Trio Account Manager.

Authorizations

Authorization
string
header
required

Basic authentication header of the form Basic <encoded-value>, where <encoded-value> is the base64-encoded string username:password.

Body

multipart/form-data

Document parameters and the binary PDF file

Multipart form parameters for uploading an onboarding document.

reference_type
enum<string>
required

The kind of record the document belongs to.

Available options:
entity,
entity_representative
reference_id
string<uuid>
required

ID of the entity (entity_id) or representative (id) the document belongs to.

document_type
enum<string>
required

Document classification. Entities use company_contract, power_of_attorney, or financial_statement; representatives use identification.

Available options:
power_of_attorney,
financial_statement,
identification,
company_contract
file
file
required

The PDF file to upload.

Response

Document uploaded successfully

Response returned after a document is uploaded during onboarding.

message
string

Response status message

data
Document data · object

Document data resulting from an onboarding upload.