A CoworkerDataFile is a file attached to a customer’s record. Files can be kept internal or shared with the customer on the Members Portal.When a file is shared (AvailableToUser = true), the customer receives an email notification and can view or download the file from the Files tab under My Activity on the Members Portal.You can request a digital signature (RequestDigitalSignature = true) — once the customer signs the document, a signed copy is automatically stored in SignedFileDataFileName. The notes in Description are included in the email notification sent to the customer.Supported formats include .pdf, .docx, .xlsx, .jpg, .png, and other common types (max 10 MB). Files can be linked to a document template, a proposal, or a coworker contract via the respective GUID fields.
This endpoint requires OAuth2 authentication. Include a valid bearer token in the Authorization header.
The authenticated user must be a full unrestricted administrator or have the CoworkerDataFile-Create role.