Document Requests

Overview

Document Requests enable you to collect files from external parties (customers, applicants, claimants) without requiring them to create an account. This feature streamlines document collection workflows by sending secure, time-limited upload links via email.

Key Benefit: External parties can upload documents through a branded, secure interface without authentication, while you maintain full control and visibility.

How Document Requests Work

Document Requests automate the collection process:

You create a request with recipient details and expiration date
System sends automated email with secure upload link to recipient
Recipient uploads files through branded interface (no account needed)
You monitor progress and retrieve uploaded files
Analysis happens automatically once files are uploaded

Create Request

Define recipient, expiration, and file limits

Email Sent

Automated invitation with secure JWT-protected link

Guest Upload

Recipient uploads files without authentication

Analysis

Files automatically analysed upon upload

Retrieve Results

Access uploaded files and analysis results

Use Cases

Insurance Claims

Request accident photos, repair estimates, and supporting documents from claimants

Loan Applications

Collect bank statements, payslips, and tax documents from applicants

Customer Onboarding

Gather identity documents, proof of address, and compliance paperwork

Vendor Verification

Request business registrations, tax certificates, and director IDs

Creating Document Requests

Basic Request Creation

Create a document request with essential details:

const response = await fetch('https://api.{region}.veridox.ai/document-requests/create', {
  method: 'POST',
  headers: {
    'X-API-Key': 'vdx_your_api_key',
    'Content-Type': 'application/json'
  },
  body: JSON.stringify({
    label: 'Insurance Claim #CLM-2026-001',
    recipient_email: 'customer@email.com',
    recipient_name: 'John Smith',
    expires_at: '2026-02-15T23:59:59.000Z',
    max_files: 10,
    email_message: 'Please upload photos of the damage, repair estimates, and any witness statements.'
  })
});

const request = await response.json();
console.log('Request created:', request.id);
console.log('Associated case:', request.case_id);

API Reference: See Create Document Request for complete documentation.

Request Parameters

Parameter	Required	Description	Validation
`label`	Yes	Descriptive request name	Max 200 characters
`recipient_email`	Yes	Email address to send invitation	Valid email format
`expires_at`	Yes	Request expiration date/time	ISO 8601, must be future
`max_files`	Yes	Maximum files recipient can upload	1-20
`recipient_name`	No	Recipient name for personalization	Max 200 characters
`email_message`	No	Custom message in email invitation	Max 1000 characters

Setting Expiration Dates

Choose appropriate expiration based on use case:

Urgent Requests
Standard Requests
Extended Requests

// 48 hours for urgent claims
const expiresAt = new Date();
expiresAt.setHours(expiresAt.getHours() + 48);

const request = await createDocumentRequest({
  label: 'Urgent: Accident Claim Evidence',
  recipient_email: 'claimant@insurance.com',
  expires_at: expiresAt.toISOString(),
  max_files: 5,
  email_message: 'URGENT: Please upload accident photos within 48 hours.'
});

// 14 days for standard document collection
const expiresAt = new Date();
expiresAt.setDate(expiresAt.getDate() + 14);

const request = await createDocumentRequest({
  label: 'Loan Application Documents',
  recipient_email: 'applicant@bank.com',
  expires_at: expiresAt.toISOString(),
  max_files: 15,
  email_message: 'Please upload your bank statements, payslips, and tax returns.'
});

// 30 days for comprehensive document packages
const expiresAt = new Date();
expiresAt.setDate(expiresAt.getDate() + 30);

const request = await createDocumentRequest({
  label: 'Business Verification Package',
  recipient_email: 'vendor@company.com',
  expires_at: expiresAt.toISOString(),
  max_files: 20,
  email_message: 'Please upload all business registration and compliance documents.'
});

Request Lifecycle

Status Progression

Document requests transition through three states:

Expired State

Automatic expiration when time limit reached:

Link becomes inactive
No uploads possible
Request marked as expired
Can create new request if needed

Monitoring Requests

List All Requests

Retrieve requests with filtering and pagination:

// Get all pending requests belonging to you
const response = await fetch(
  'https://api.{region}.veridox.ai/document-requests?status=pending&limit=20',
  {
    headers: { 'X-API-Key': 'vdx_your_api_key' }
  }
);

const { links, total } = await response.json();

console.log(`Total pending requests: ${total}`);

links.forEach(request => {
  console.log(`${request.label}: ${request.uploaded_files_count}/${request.max_files} files`);
  console.log(`  Expires: ${new Date(request.expires_at).toLocaleDateString()}`);
  console.log(`  Accessed: ${request.access_count} times`);
});

API Reference: See List Document Requests for filtering options.

Get Request Details

Monitor individual request progress:

const requestId = '019c003f-3c82-72a2-99b6-267e331692c0';

const response = await fetch(
  `https://api.{region}.veridox.ai/document-requests/${requestId}`,
  {
    headers: { 'X-API-Key': 'vdx_your_api_key' }
  }
);

const request = await response.json();

console.log('Status:', request.status);
console.log('Files uploaded:', request.uploaded_files_count);
console.log('Last accessed:', request.last_accessed_at);

if (request.completed_at) {
  console.log('Completed at:', request.completed_at);
}

API Reference: See Get Document Request for complete response schema.

Tracking Metrics

Monitor key metrics for request performance:

async function getRequestMetrics(requests) {
  return requests.reduce((metrics, request) => {
    // Completion rate
    if (request.status === 'completed') {
      metrics.completed++;
    }

    // Access rate (recipient opened link)
    if (request.access_count > 0) {
      metrics.accessed++;
    }

    // Upload rate (at least one file uploaded)
    if (request.uploaded_files_count > 0) {
      metrics.uploaded++;
    }

    // Expiration without completion
    if (request.status === 'expired' && request.uploaded_files_count === 0) {
      metrics.expired_unused++;
    }

    return metrics;
  }, {
    completed: 0,
    accessed: 0,
    uploaded: 0,
    expired_unused: 0
  });
}

// Usage
const allRequests = await fetchAllRequests();
const metrics = getRequestMetrics(allRequests);

console.log('Completion rate:', (metrics.completed / allRequests.length * 100).toFixed(1) + '%');
console.log('Access rate:', (metrics.accessed / allRequests.length * 100).toFixed(1) + '%');
console.log('Upload rate:', (metrics.uploaded / allRequests.length * 100).toFixed(1) + '%');

Managing Requests

Resending Invitations

Resend invitation email if recipient didn’t receive original:

const requestId = '019c003f-3c82-72a2-99b6-267e331692c0';

const response = await fetch(
  `https://api.{region}.veridox.ai/document-requests/${requestId}/resend`,
  {
    method: 'POST',
    headers: {
      'X-API-Key': 'vdx_your_api_key',
      'Content-Type': 'application/json'
    },
    body: JSON.stringify({
      email_message: 'Resending: Please upload the required documents for your claim.'
    })
  }
);

if (response.ok) {
  console.log('Invitation resent successfully');
}

API Reference: See Resend Document Request for details.

When to Resend:

Recipient reports not receiving email (check spam folders first)
Original email expired or deleted
Need to update custom message with additional instructions
Following up on pending requests

Canceling Requests

Delete requests that are no longer needed:

const requestId = '019c003f-3c82-72a2-99b6-267e331692c0';

const response = await fetch(
  `https://api.{region}.veridox.ai/document-requests/${requestId}`,
  {
    method: 'DELETE',
    headers: { 'X-API-Key': 'vdx_your_api_key' }
  }
);

if (response.ok) {
  console.log('Request deleted successfully');
}

API Reference: See Delete Document Request for details.

When to Cancel:

Request sent to wrong recipient
Information requirements changed
Applicant withdrew application
Duplicate request created by mistake

Deletion is Permanent: Deleting a request also deactivates the upload link immediately. Recipient will no longer be able to access the link.

Retrieving Uploaded Files

Accessing Files Through Cases

All uploads are associated with a case for analysis:

// Get request details to find case ID
const request = await fetch(
  `https://api.{region}.veridox.ai/document-requests/${requestId}`,
  { headers: { 'X-API-Key': apiKey } }
).then(r => r.json());

// Get case details with uploaded files
const caseData = await fetch(
  `https://api.{region}.veridox.ai/cases/${request.case_id}`,
  { headers: { 'X-API-Key': apiKey } }
).then(r => r.json());

console.log('Case files:', caseData.files.length);

// Access each file's analysis
for (const file of caseData.files) {
  console.log(`File: ${file.label}`);
  console.log(`  Risk: ${file.current_risk_score || 'pending'}`);
  console.log(`  Status: ${file.analysis_status}`);
}

Complete Retrieval Workflow

async function processDocumentRequestUploads(requestId) {
  // 1. Get request details
  const request = await fetch(
    `https://api.{region}.veridox.ai/document-requests/${requestId}`,
    { headers: { 'X-API-Key': apiKey } }
  ).then(r => r.json());

  if (request.status !== 'completed') {
    console.log('Request not yet completed');
    return;
  }

  // 2. Get associated case
  const caseData = await fetch(
    `https://api.{region}.veridox.ai/cases/${request.case_id}`,
    { headers: { 'X-API-Key': apiKey } }
  ).then(r => r.json());

  console.log(`Processing ${caseData.files.length} uploaded files`);

  // 3. Get detailed analysis for each file
  const analyses = await Promise.all(
    caseData.files.map(file =>
      fetch(
        `https://api.{region}.veridox.ai/files/${file.file_id}/analysis`,
        { headers: { 'X-API-Key': apiKey } }
      ).then(r => r.json())
    )
  );

  // 4. Process results
  const results = analyses.map((analysis, index) => ({
    file: caseData.files[index],
    riskScore: analysis.current_risk_score,
    summary: analysis.analysis_results?.full_analysis?.summary,
    findings: analysis.analysis_results?.full_analysis?.findings || []
  }));

  return results;
}

// Usage
const results = await processDocumentRequestUploads(requestId);

results.forEach(({ file, riskScore, summary }) => {
  console.log(`\n${file.label}:`);
  console.log(`  Risk: ${riskScore}`);
  console.log(`  ${summary}`);
});

Email Invitation

Email Content

Recipients receive a professional email containing:

Subject: Customised with your label (e.g., “Document Request: Insurance Claim #CLM-2026-001”)
Recipient Name: Personalised greeting (if name provided)
Custom Message: Your specific instructions
Upload Link: Secure JWT-protected URL
Expiration Notice: Clear deadline
Support Contact: Help information

Email Customization

Provide clear, actionable instructions:

Insurance Claim
Loan Application
Customer Onboarding

{
  label: 'Car Accident Claim - POL-2026-001',
  recipient_email: 'customer@insurance.com',
  recipient_name: 'Sarah Johnson',
  email_message: `Please upload the following documents for your claim:

1. Photos of vehicle damage (all angles)
2. Repair estimate from approved mechanic
3. Police report (if applicable)
4. Witness statements (if available)

If you have questions, contact your claims adjuster at claims@insurance.com.`,
  max_files: 15,
  expires_at: expiresIn(14, 'days')
}

{
  label: 'Mortgage Pre-Approval Documents',
  recipient_email: 'applicant@gmail.com',
  recipient_name: 'Michael Chen',
  email_message: `To complete your mortgage pre-approval, please upload:

• Last 2 months of bank statements
• Most recent 2 pay stubs
• Last 2 years of tax returns (W-2 or 1099)
• Photo ID (driver's license or passport)

All documents must be clear and complete. Contact your loan officer at loans@bank.com with questions.`,
  max_files: 20,
  expires_at: expiresIn(30, 'days')
}

{
  label: 'New Account Verification - ACC-123456',
  recipient_email: 'newcustomer@company.com',
  recipient_name: 'Emma Wilson',
  email_message: `Welcome! Please upload these documents to complete account setup:

✓ Government-issued photo ID
✓ Proof of address (utility bill or bank statement, within 3 months)

Your documents will be securely reviewed within 24 hours. Questions? Email support@company.com.`,
  max_files: 3,
  expires_at: expiresIn(7, 'days')
}

Automation Patterns

Automated Request Creation

Create requests automatically from business events:

// Example: Create request when insurance claim is filed
async function handleNewClaim(claim) {
  const expiresAt = new Date();
  expiresAt.setDate(expiresAt.getDate() + 14);

  const request = await fetch('https://api.{region}.veridox.ai/document-requests/create', {
    method: 'POST',
    headers: {
      'X-API-Key': process.env.VERIDOX_API_KEY,
      'Content-Type': 'application/json'
    },
    body: JSON.stringify({
      label: `Insurance Claim ${claim.claimNumber}`,
      recipient_email: claim.customerEmail,
      recipient_name: claim.customerName,
      expires_at: expiresAt.toISOString(),
      max_files: 10,
      email_message: `Please upload all documentation related to claim ${claim.claimNumber}. Include damage photos, repair estimates, and any police reports.`
    })
  }).then(r => r.json());

  // Store request ID with claim record
  await database.claims.update(claim.id, {
    documentRequestId: request.id,
    documentRequestStatus: 'pending'
  });

  return request;
}

Follow-Up Reminders

Send reminders for pending requests:

async function sendReminders() {
  // Get pending requests expiring soon
  const requests = await fetch(
    'https://api.{region}.veridox.ai/document-requests?status=pending',
    { headers: { 'X-API-Key': apiKey } }
  ).then(r => r.json());

  const now = new Date();
  const threeDaysFromNow = new Date(now.getTime() + 3 * 24 * 60 * 60 * 1000);

  for (const request of requests.links) {
    const expiresAt = new Date(request.expires_at);

    // Send reminder if expiring in 3 days and no uploads yet
    if (expiresAt <= threeDaysFromNow && request.uploaded_files_count === 0) {
      await fetch(
        `https://api.{region}.veridox.ai/document-requests/${request.id}/resend`,
        {
          method: 'POST',
          headers: {
            'X-API-Key': apiKey,
            'Content-Type': 'application/json'
          },
          body: JSON.stringify({
            email_message: `REMINDER: Your document upload link expires in 3 days. Please upload the required documents as soon as possible.`
          })
        }
      );

      console.log(`Reminder sent for request: ${request.label}`);
    }
  }
}

// Run daily
setInterval(sendReminders, 24 * 60 * 60 * 1000);

Webhooks Integration

You can use webhooks to receive automatic notifications when document request events occur, such as a request being completed. This enables automated workflows like risk-based escalation and auto-approval.

Best Practices

Request Creation

Descriptive labels - Include identifiers (claim numbers, application IDs) for easy tracking

Clear instructions - Specify exactly what documents are needed and formatting requirements

Appropriate expiration - Balance urgency with recipient availability (7-30 days typical)

Realistic file limits - Consider document types and allow buffer for unexpected files

Email Communication

Professional tone - Use clear, respectful language in custom messages

Actionable guidance - List specific documents needed and acceptance criteria

Contact information - Provide support contact for questions

Deadline clarity - Clearly state expiration date and consequences

Monitoring and Follow-Up

Track access rates - Monitor if recipients are opening links

Send reminders - Follow up on pending requests before expiration

Analyse completion rates - Identify patterns in successful vs. failed requests

Automate workflows - Create requests automatically from business events

Security

Validate recipients - Verify email addresses before sending

Appropriate expiration - Don’t set excessively long expiration periods

Monitor unusual activity - Watch for suspicious upload patterns

Access control - Users can only access document requests they have created

Audit access - Review access counts and timestamps regularly

Rate Limits

Document request operations are rate-limited:

Operation	Limit	Scope	Window
Create request	10 requests	Per IP address	Per minute
List requests	30 requests	Per IP address	Per minute
Get request details	60 requests	Per organisation	Per minute
Resend invitation	5 requests	Per IP address	Per minute

Best Practice: Cache request data and use pagination to stay within limits. See Error Handling for retry strategies.

Common Issues

Email Not Received

Problem: Recipient reports not receiving invitation email Solutions:

Check spam/junk folders
Verify email address is correct
Resend invitation
Check email service provider’s spam filters
Whitelist Veridox sending domain

Link Expired

Problem: Recipient tries to access expired link Solutions:

Create new document request with updated expiration
Consider longer expiration periods for future requests
Set up automated reminder emails before expiration

Upload Limit Reached

Problem: Recipient needs to upload more files than max_files allows Solutions:

Delete request and create new one with higher limit
Request recipient to combine documents (e.g., multi-page PDF)
Create second request for additional documents

Files Not Analysed

Problem: Uploaded files not showing analysis results Solutions:

Check case analysis status via progress endpoints
Large files may take 3-5 minutes to analyse
Verify files are supported formats (PDF, JPEG, PNG)
Contact support if analysis exceeds 10 minutes

Troubleshooting

Request Status Not Updating

Check request details to verify current state:

const request = await fetch(
  `https://api.{region}.veridox.ai/document-requests/${requestId}`,
  { headers: { 'X-API-Key': apiKey } }
).then(r => r.json());

console.log('Status:', request.status);
console.log('Files uploaded:', request.uploaded_files_count);
console.log('Last updated:', request.updated_at);

Recipient Upload Failures

Common causes and solutions:

Issue	Cause	Solution
Link won’t open	Expired or deleted request	Create new request
File upload fails	File too large (>20 MB)	Request smaller file or PDF
Max files reached	Limit exceeded	Delete request, create with higher limit
JWT token invalid	Link tampered with	Resend original invitation

Analysis Not Completing

Monitor case analysis progress:

// Check if analysis is still processing
const caseData = await fetch(
  `https://api.{region}.veridox.ai/cases/${request.case_id}`,
  { headers: { 'X-API-Key': apiKey } }
).then(r => r.json());

caseData.files.forEach(file => {
  console.log(`${file.label}: ${file.analysis_status}`);
});

Create Request API

Detailed API reference for creating document requests

List Requests API

Retrieve and filter document requests

Get Request API

Get detailed request status and metrics

Resend Invitation API

Resend email invitations to recipients

Delete Request API

Cancel and delete document requests

Case Management

Understanding cases and file organisation

Document Analysis

How uploaded documents are analysed

Error Handling

Handling API errors and rate limits

Getting Started

Core Features

Resources

​Overview

​How Document Requests Work

​Use Cases

Insurance Claims

Loan Applications

Customer Onboarding

Vendor Verification

​Creating Document Requests

​Basic Request Creation

​Request Parameters

​Setting Expiration Dates

​Request Lifecycle

​Status Progression

​Expired State

​Monitoring Requests

​List All Requests

​Get Request Details

​Tracking Metrics

​Managing Requests

​Resending Invitations

​Canceling Requests

​Retrieving Uploaded Files

​Accessing Files Through Cases

​Complete Retrieval Workflow

​Email Invitation

​Email Content

​Email Customization

​Automation Patterns

​Automated Request Creation

​Follow-Up Reminders

​Webhooks Integration

​Best Practices

​Request Creation

​Email Communication

​Monitoring and Follow-Up

​Security

​Rate Limits

​Common Issues

​Email Not Received

​Link Expired

​Upload Limit Reached

​Files Not Analysed

​Troubleshooting

​Request Status Not Updating

​Recipient Upload Failures

​Analysis Not Completing

​Related Resources

Create Request API

List Requests API

Get Request API

Resend Invitation API

Delete Request API

Case Management

Document Analysis

Error Handling

Overview

How Document Requests Work

Use Cases

Creating Document Requests

Basic Request Creation

Request Parameters

Setting Expiration Dates

Request Lifecycle

Status Progression

Expired State

Monitoring Requests

List All Requests

Get Request Details

Tracking Metrics

Managing Requests

Resending Invitations

Canceling Requests

Retrieving Uploaded Files

Accessing Files Through Cases

Complete Retrieval Workflow

Email Invitation

Email Content

Email Customization

Automation Patterns

Automated Request Creation

Follow-Up Reminders

Webhooks Integration

Best Practices

Request Creation

Email Communication

Monitoring and Follow-Up

Security

Rate Limits

Common Issues

Email Not Received

Link Expired

Upload Limit Reached

Files Not Analysed

Troubleshooting

Request Status Not Updating

Recipient Upload Failures

Analysis Not Completing

Related Resources