# Submit Documents API

Submit a document or set of documents on behalf of an end user.  An end user may be of account type `individual` or `corporate`.

<table data-header-hidden><thead><tr><th width="74.8046875" align="center"></th><th></th></tr></thead><tbody><tr><td align="center"><mark style="color:blue;"><strong>POST</strong></mark> </td><td>https://api.sfox.com/v1/files/verification</td></tr></tbody></table>

***

#### Overview

This API allows Connect partners to submit one or more documents on behalf of an `individual` or `corporate` account. &#x20;

The following steps provide an overview of how to do so:

1. First, you must obtain a User Auth Token, as that is going to be used during authorization when calling POST `/files/verification`.  You can obtain a User Auth Token using [this](https://docs.sfox.com/connect/rest-api/create-user-auth-token#request) endpoint.
2. Then, you must obtain the sFOX-provided `id` that corresponds to the end user for which you are submitting documents.  You can obtain the proper `id` by calling the GET `user/{user_id}` [endpoint](https://docs.sfox.com/connect/rest-api/end-users/get-end-user).

{% hint style="info" %}
When uploading documents related to the `corporate` entity itself - such as a `business_formation` document, you should use the `id` of a beneficial owner within the account. &#x20;

Providing this `id` will ensure documents flow into the sFOX system properly for our review.
{% endhint %}

3. You now have the necessary information to call the `/files/verification` endpoint to submit documents.  A few notes:
   1. The request should use  `form-data` encoding.
   2. There are two `field names` that must exist as part of the request: `data` and `files`.&#x20;
      1. The `data` field includes the JSON encoded payload as defined below.
      2. The `files` field is an array of files that are binary encoded.

{% hint style="success" %}
**Regarding document context**

A document is of a certain type, such as a `passport` or `ownership_chart`.  Additionally a document is submitted to sFOX for a purpose; that purpose is to fulfill one or more `requirements`. \
\
This structure allows the sFOX team to obtain contextual information about the documents submitted and review them with that knowledge in-hand.
{% endhint %}

#### Request Fields

The `data` field includes a JSON payload with the below attributes:

<table><thead><tr><th width="193.625">Parameter</th><th width="138.109375">Type</th><th>Description</th></tr></thead><tbody><tr><td><code>filename</code> <mark style="color:red;">required</mark></td><td>string</td><td>The name of the file being uploaded, including the extension.  This must match the name of the file in the <code>files</code> key.  <br><br>Example: <code>funding-overview.png</code></td></tr><tr><td><code>document_type</code> <mark style="color:red;">required</mark></td><td>string</td><td>Must be one of the following: <code>passport</code>, <code>drivers_license_front</code>, <code>drivers_license_back</code>, <code>state_provincial_id_front</code>, <code>state_provincial_id_back</code>, <code>national_id_front</code>, <code>national_id_back</code>, <code>military_id</code>, <code>matriculate_id</code>, <code>visa</code>, <code>bank_statement</code>, <code>utility_bill</code>, <code>payslip</code>, <code>business_formation</code>, <code>ownership_chart</code>, <code>ownership_information</code>, <code>flow_of_funds</code>, <code>directors_register</code>, <code>aml_policy</code>, <code>shareholder_register</code>, <code>evidence_of_good_standing</code>, <code>marketing_materials</code>, <code>tax_id</code>, <code>e_signature_agreement</code>, <code>balance_sheet</code>, <code>financials</code>, <code>taxes</code>, <code>other</code></td></tr><tr><td><code>requirements</code> <mark style="color:red;">required</mark></td><td>array</td><td>Must be one or more of the following, separated by a comma: <code>identity_verification</code>, <code>proof_of_address</code>, <code>proof_of_source_of_funds</code>, <code>proof_of_financial_means</code>, <code>proof_of_tax_id</code>, <code>proof_of_relationship</code>, <code>proof_of_nature_of_business</code>, <code>proof_of_account_purpose</code>, <code>proof_of_authority</code>, <code>proof_of_name_change</code>, <code>business_formation</code>, <code>business_ownership_or_organization_structure</code>, <code>other</code></td></tr><tr><td><code>related_entity_id</code><br><mark style="color:red;">required</mark></td><td>string</td><td>The <code>id</code> corresponding to the <code>individual</code> or beneficial owner (for corporate accounts) for which you are submitting documents.</td></tr></tbody></table>

### Example Requests

{% tabs %}
{% tab title="Data Field JSON" %}

```json
{
    "data": [
        {
            "filename": "funding-overview.png",
            "document_type": "flow_of_funds",
            "requirements": [
                "proof_of_nature_of_business"
            ],
            "related_entity_id": "{ID}"
        },
        {
            "filename": "formation.pdf",
            "document_type": "business_formation",
            "requirements": [
                "proof_of_tax_id", "proof_of_address"
            ],
            "related_entity_id": "{ID}"
        }
    ]
}
```

{% endtab %}

{% tab title="Shell" %}

```sh
// Submit a single document
curl --location 'https://api.sfox.com/v1/files/verification' \
--header 'Authorization: Bearer ${USER_AUTH_TOKEN}' \
--form 'data="{
    \"data\": [
        {
            \"filename\": \"funding-overview.png\",
            \"document_type\": \"flow_of_funds\",
            \"requirements\": [
                \"business_formation\"
            ],
            \"related_entity_id\": \"{ID}\"
        }
    ]
}"' \
--form 'files=@"${PATH_TO_FILE}"'
```

{% endtab %}

{% tab title="NodeJS" %}

```javascript
var https = require('follow-redirects').https;
var fs = require('fs');

var options = {
  'method': 'POST',
  'hostname': 'api.sfox.com',
  'path': '/v1/files/verification',
  'headers': {
    'Authorization': 'Bearer ffad35fd1436d302',
    'Cookie': 'SqyNWag8AFgj9QKSZqn4A1iUgnWHzI5bP.cNAvX3dYQEOxBZ_qmHgW8Pt2ZoI_JMnOsaHIsHDRUhd2C'
  },
  'maxRedirects': 20
};

var req = https.request(options, function (res) {
  var chunks = [];

  res.on("data", function (chunk) {
    chunks.push(chunk);
  });

  res.on("end", function (chunk) {
    var body = Buffer.concat(chunks);
    console.log(body.toString());
  });

  res.on("error", function (error) {
    console.error(error);
  });
});

var postData = "------WebKitFormBoundary7MA4YWxkTrZu0gW\r\nContent-Disposition: form-data; name=\"data\"\r\n\r\n{
    \"data\": [
        {
            \"filename\": \"funding-overview.png\",
            \"document_type\": \"flow_of_funds\",
            \"requirements\": [
                \"business_formation\"
            ],
            \"related_entity_id\": \"{ID}\"
        }
    ]
}\r\n------WebKitFormBoundary7MA4YWxkTrZu0gW\r\nContent-Disposition: form-data; name=\"files\"; filename=\"funding-overview.png\"\r\nContent-Type: \"{Insert_File_Content_Type}\"\r\n\r\n" + fs.readFileSync('/Users/administrator/Downloads/funding-overview.png') + "\r\n------WebKitFormBoundary7MA4YWxkTrZu0gW--";

req.setHeader('content-type', 'multipart/form-data; boundary=----WebKitFormBoundary7MA4YWxkTrZu0gW');

req.write(postData);

req.end();
```

{% endtab %}

{% tab title="Python" %}

```python
import requests

url = "https://api.sfox.com/v1/files/verification"

payload = {'data': '{
    "data": [
        {
            "filename": "funding-overview.png",
            "document_type": "flow_of_funds",
            "requirements": [
                "business_formation"
            ],
            "related_entity_id": "{ID}"
        }
    ]
}'}
files=[
  ('files',('funding-overview.png',open('/Users/administrator/Downloads/funding-overview.png','rb'),'image/png'))
]
headers = {
  'Authorization': 'Bearer 350464755bb81ffad35fd1436d302',
  'Cookie': '__cf_bm=NoE282Vym1KE4jWqOOhxf5juK7r_P3fANDCWhk3l.h8-1765304523.9766364-1.0.1.1-JzeIIfsK9OfSD_uU3DSWnX09WG67Wlbw4Rf07JaItUZnD1lmfSqyNWag8AFgj9QKSZqn4A1iUgnWHzI5bP.cNAvX3dYQEOxBZ_qmHgW8Pt2ZoI_JMnOsaHIsHDRUhd2C'
}

response = requests.request("POST", url, headers=headers, data=payload, files=files)

print(response.text)

```

{% endtab %}
{% endtabs %}

#### Document Requirements

* The supported MIME types for document submission are `image/jpeg`, `image/png`, `application/pdf` .&#x20;
* File extension must be one of `jpg`, `jpeg`, `png`, `pdf`.
* The file names specified for each file in the `files` array must exactly match the file name included in the `data` JSON payload.

## Response

<details>

<summary><mark style="color:green;"><strong><code>201</code></strong></mark> Created</summary>

```json
// Request accepted, files uploaded successfully
{
    "data": [
        {
            "filename": "204b9810-d47b-11f0-a8e5-12e9c04dbb1d-flow_of_funds-funding-overview.png",
            "document_type": "flow_of_funds",
            "requirements": [
                "business_formation"
            ],
            "date_added": "2025-12-09T18:22:05.000Z"
        }
    ]
}
```

</details>


---

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```
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```

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