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Endpoint Structure & Versioning
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Guides
Understanding Document & Object Field Metadata
Creating Annotations with Vault API
Creating & Downloading Documents in Bulk
Postman Collection
Using the Vault Platform Postman Collection
Setting Up Postman & Postman Environments
Authenticating to your Vault
Sending Requests to Vault API
File Staging
About File Staging Paths
How to Use File Staging for Inputs
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How to Connect Legacy Implementations via FTP
Explanations
Session Management
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Reference ID
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Safety JSON Reference
v26.1
GA
v26.1
GA
Previous Versions
Authentication
User Name and Password
OAuth 2.0 / OpenID Connect
Retrieve API Versions
Authentication Type Discovery
Session Keep Alive
End Session
Salesforce Delegated Requests
Delegated Access
Retrieve Delegations
Initiate Delegated Session
Direct Data
Retrieve Available Direct Data Files
Download Direct Data File
Vault Query Language (VQL)
Submitting a Query
Metadata Definition Language (MDL)
Execute MDL Script
Asynchronous MDL Requests
Execute MDL Script Asynchronously
Retrieve Asynchronous MDL Script Results
Cancel Raw Object Deployment
Retrieve All Component Metadata
Retrieve Component Type Metadata
Retrieve Component Records
Retrieve Component Record Collection
Retrieve Component Record (XML/JSON)
Retrieve Component Record (MDL)
Components with Content
Upload Content File
Retrieve Content File
Documents
Retrieve Document Fields
Retrieve All Document Fields
Retrieve Common Document Fields
Retrieve Document Types
Retrieve All Document Types
Retrieve Document Type
Retrieve Document Subtype
Retrieve Document Classification
Retrieve Documents
Retrieve Document
Retrieve Document Versions
Retrieve Document Version
Retrieve Document Version Text
Download Document File
Download Document Version File
Download Document Version Thumbnail File
Create Documents
Create Single Document
Create Multiple Documents
Update Documents
Update Single Document
Update Multiple Documents
Reclassify Single Document
Reclassify Multiple Documents
Update Document Version
Create Multiple Document Versions
Create Single Document Version
Delete Documents
Delete Single Document
Delete Multiple Documents
Delete Single Document Version
Delete Multiple Document Versions
Retrieve Deleted Document IDs
Document Locks
Retrieve Document Lock Metadata
Create Document Lock
Retrieve Document Lock
Delete Document Lock
Undo Collaborative Authoring Checkout
Document Renditions
Retrieve Document Renditions
Retrieve Document Version Renditions
Download Document Rendition File
Download Document Version Rendition File
Add Multiple Document Renditions
Add Single Document Rendition
Upload Document Version Rendition
Update Multiple Document Renditions
Replace Document Rendition
Replace Document Version Rendition
Delete Multiple Document Renditions
Delete Single Document Rendition
Delete Document Version Rendition
Document Attachments
Determine if a Document has Attachments
Retrieve Document Attachments
Retrieve Document Version Attachments
Retrieve Document Attachment Versions
Retrieve Document Version Attachment Versions
Retrieve Document Version Attachment Version Metadata
Retrieve Document Attachment Metadata
Retrieve Document Attachment Version Metadata
Retrieve Deleted Document Attachments
Download Document Attachment
Download Document Attachment Version
Download Document Version Attachment Version
Download All Document Attachments
Download All Document Version Attachments
Delete Single Document Attachment
Delete Single Document Attachment Version
Delete Multiple Document Attachments
Create Document Attachment
Create Multiple Document Attachments
Restore Document Attachment Version
Update Document Attachment Description
Update Multiple Document Attachment Descriptions
Document Annotations
Retrieve Annotation Type Metadata
Retrieve Annotation Placemark Type Metadata
Retrieve Annotation Reference Type Metadata
Create Multiple Annotations
Add Annotation Replies
Update Annotations
Read Annotations by Document Version and Type
Read Annotations by ID
Read Replies of Parent Annotation
Delete Annotations
Export Document Annotations to PDF
Export Document Version Annotations to PDF
Import Document Annotations from PDF
Import Document Version Annotations from PDF
Retrieve Video Annotations
Document Relationships
Retrieve Document Type Relationships
Retrieve Document Relationships
Create Single Document Relationship
Create Multiple Document Relationships
Retrieve Document Relationship
Delete Single Document Relationship
Delete Multiple Document Relationships
Export Documents
Export Documents
Export Document Versions
Retrieve Document Export Results
Document Events
Retrieve Document Event Types and Subtypes
Retrieve Document Event Subtype Metadata
Create Document Event
Retrieve Document Events
Document Templates
Retrieve Document Template Metadata
Retrieve Document Template Collection
Retrieve Document Template Attributes
Download Document Template File
Create Single Document Template
Create Multiple Document Templates
Update Single Document Template
Update Multiple Document Templates
Delete Basic Document Template
Document Signatures
Retrieve Document Signature Metadata
Retrieve Archived Document Signature Metadata
Document Tokens
Binders
Retrieve Binders
Retrieve Binder
Retrieve All Binder Versions
Retrieve Binder Version
Create Binders
Create Binder
Create Binder from Template
Create Binder Version
Update Binders
Update Binder
Reclassify Binder
Update Binder Version
Refresh Binder Auto-Filing
Delete Binders
Delete Binder
Delete Binder Version
Export Binders
Export Binder
Export Binder Version
Export Binder Sections
Retrieve Binder Export Results
Download Exported Binder Files
Binder Relationships
Retrieve Binder Relationship
Create Binder Relationship
Delete Binder Relationship
Binder Sections
Retrieve Binder Sections
Retrieve Binder Version Section
Create Binder Section
Update Binder Section
Delete Binder Section
Binder Documents
Add Document to Binder
Move Document in Binder
Remove Document from Binder
Binder Templates
Retrieve Binder Template Metadata
Retrieve Binder Template Node Metadata
Retrieve Binder Template Collection
Retrieve Binder Template Attributes
Retrieve Binder Template Node Attributes
Create Binder Template
Bulk Create Binder Templates
Create Binder Template Node
Update Binder Template
Bulk Update Binder Templates
Replace Binder Template Nodes
Delete Binder Template
Binding Rules
Update Binding Rule
Update Binder Section Binding Rule
Update Binder Document Binding Rule
Vault Objects
Retrieve Object Metadata
Retrieve Object Field Metadata
Retrieve Object Collection
Retrieve Object Records
Retrieve Object Record
Create & Upsert Object Records
Roll-up Fields
Recalculate Roll-up Fields
Retrieve Roll-up Field Recalculation Status
Update Object Records
Delete Object Records
Cascade Delete Object Record
Retrieve Results of Cascade Delete Job
Merge Object Records
Initiate Record Merge
Retrieve Record Merge Status
Retrieve Record Merge Results
Download Merge Records Job Log
Object Types
Retrieve Details from All Object Types
Retrieve Details from a Specific Object
Change Object Type
Object Roles
Retrieve Object Record Roles
Assign Users & Groups to Roles on Object Records
Remove Users & Groups from Roles on Object Records
Object Record Attachments
Determine if Attachments are Enabled on an Object
Retrieve Object Record Attachments
Retrieve Object Record Attachment Metadata
Retrieve Object Record Attachment Versions
Retrieve Object Record Attachment Version Metadata
Retrieve Deleted Object Record Attachments
Download Object Record Attachment File
Download Object Record Attachment Version File
Download All Object Record Attachment Files
Create Object Record Attachment
Create Multiple Object Record Attachments
Restore Object Record Attachment Version
Update Object Record Attachment Description
Update Multiple Object Record Attachment Descriptions
Delete Object Record Attachment
Delete Multiple Object Record Attachments
Delete Object Record Attachment Version
Object Page Layouts
Retrieve Page Layouts
Retrieve Page Layout Metadata
Object Attachment Fields
Download Attachment Field File
Download All Attachment Field Files
Export Attachment Field Files
Retrieve Attachment Field Files Export Results
Download Attachment Field Files Export
Update Attachment Field File
Deep Copy Object Record
Retrieve Results of Deep Copy Job
Retrieve Deleted Object Record ID
Retrieve Limits on Objects
Update Corporate Currency Fields
Document and Binder Roles
Document Roles
Retrieve All Document Roles
Retrieve Document Role
Assign Users & Groups to Roles on a Single Document
Assign Users & Groups to Roles on Multiple Documents & Binders
Remove Users & Groups from Roles on a Single Document
Remove Users & Groups from Roles on Multiple Documents & Binders
Binder Roles
Retrieve All Binder Roles
Retrieve Binder Role
Assign Users & Groups to Roles on a Single Binder
Remove Users & Groups from Roles on a Single Binder
Workflows
Retrieve Workflows
Retrieve Workflow Details
Retrieve Workflow Actions
Retrieve Workflow Action Details
Initiate Workflow Action
Workflow Tasks
Retrieve Workflow Tasks
Retrieve Workflow Task Details
Retrieve Workflow Task Actions
Retrieve Workflow Task Action Details
Accept Multi-item Workflow Task
Accept Single Record Workflow Task
Undo Workflow Task Acceptance
Complete Multi-item Workflow Task
Complete Single Record Workflow Task
Reassign Multi-item Workflow Task
Reassign Single Record Workflow Task
Update Workflow Task Due Date
Cancel Workflow Task
Manage Multi-item Workflow Content
Complete Job Step
Bulk Active Workflow Actions
Retrieve Bulk Workflow Actions
Retrieve Bulk Workflow Action Details
Initiate Workflow Actions on Multiple Workflows
Document Lifecycle and Workflows
Document User Actions
Retrieve Document User Actions
Retrieve User Actions on Multiple Documents
Retrieve Document Entry Criteria
Initiate Document User Action
Download Controlled Copy Job Results
Initiate Bulk Document User Actions
Binder User Actions
Retrieve Binder User Actions
Retrieve User Actions on Multiple Binders
Retrieve Binder Entry Criteria
Initiate Binder User Action
Initiate Bulk Binder User Actions
Lifecycle Role Assignment Rules
Retrieve Lifecycle Role Assignment Rules (Default & Override)
Create Lifecycle Role Assignment Override Rules
Update Lifecycle Role Assignment Rules (Default & Override)
Delete Lifecycle Role Assignment Override Rules
Document Workflows
Retrieve All Document Workflows
Retrieve Document Workflow Details
Initiate Document Workflow
Object Lifecycle and Workflows
Object Record User Actions
Retrieve Object Record User Actions
Retrieve Object User Action Details
Initiate Object Action on a Single Record
Initiate Object Action on Multiple Records
Multi-Record Workflows
Retrieve All Multi-Record Workflows
Retrieve Multi-Record Workflow Details
Initiate Multi-Record Workflow
Users
Retrieve User Metadata
Retrieve All Users
Retrieve User
Create Users
Create Single User
Create Multiple Users
Update Users
Update Single User
Update My User
Update Multiple Users
Disable User
Change My Password
Update Vault Membership
Retrieve Application License Usage
Retrieve User Permissions
Retrieve My User Permissions
Validate Session User
SCIM
Discovery Endpoints
Retrieve SCIM Provider
Retrieve All SCIM Schema Information
Retrieve Single SCIM Schema Information
Retrieve All SCIM Resource Types
Retrieve Single SCIM Resource Type
Users
Retrieve All Users with SCIM
Retrieve Single User with SCIM
Retrieve Current User with SCIM
Update Current User with SCIM
Create User with SCIM
Update User with SCIM
Retrieve SCIM Resources
Retrieve Single SCIM Resource
Groups
Retrieve Group Metadata
Retrieve All Groups
Retrieve Auto Managed Groups
Retrieve Group
Create Group
Update Group
Delete Group
Picklists
Retrieve All Picklists
Retrieve Picklist Values
Create Picklist Values
Update Picklist Value Label
Update Picklist Value
Inactivate Picklist Value
Expected Document Lists
Create a Placeholder from an EDL Item
Retrieve All Root Nodes
Retrieve Specific Root Nodes
Retrieve a Node's Children
Update Node Order
Add EDL Matched Documents
Remove EDL Matched Documents
Security Policies
Retrieve Security Policy Metadata
Retrieve All Security Policies
Retrieve Security Policy
Domain Information
Retrieve Domain Information
Retrieve Domains
Configuration Migration
Export Package
Import Package
Deploy Package
Retrieve Package Deploy Results
Retrieve Outbound Package Dependencies
Component Definition Query
Vault Compare
Vault Configuration Report
Validate Package
Validate Inbound Package
Enable Configuration Mode
Disable Configuration Mode
Sandbox Vaults
Retrieve Sandboxes
Retrieve Sandbox Details by ID
Recheck Sandbox Usage Limit
Change Sandbox Size
Set Sandbox Entitlements
Create or Refresh Sandbox
Refresh Sandbox from Snapshot
Delete Sandbox
Sandbox Snapshots
Create Sandbox Snapshot
Retrieve Sandbox Snapshots
Delete Sandbox Snapshot
Update Sandbox Snapshot
Upgrade Sandbox Snapshot
Pre-Production Vaults
Build Production Vault
Promote to Production
Logs
Audit
Retrieve Audit Types
Retrieve Audit Metadata
Retrieve Audit Details
Audit History
Retrieve Complete Audit History for a Single Document
Retrieve Complete Audit History for a Single Object Record
SDK Debug Log
Retrieve All Debug Logs
Retrieve Single Debug Log
Download Debug Log Files
Create Debug Log
Reset Debug Log
Delete Debug Log
SDK Request Profiler
Retrieve All Profiling Sessions
Retrieve Profiling Session
Create Profiling Session
End Profiling Session
Delete Profiling Session
Download Profiling Session Results
Retrieve Email Notification Histories
Download Daily API Usage
Download SDK Runtime Log
File Staging
List Items at a Path
Download Item Content
Create Folder or File
Update Folder or File
Delete File or Folder
Resumable Upload Sessions
Create Resumable Upload Session
Upload to a Session
Commit Upload Session
List Upload Sessions
Get Upload Session Details
List File Parts Uploaded to Session
Abort Upload Session
Vault Loader
Multi-File Extract
Extract Data Files
Retrieve Loader Extract Results
Retrieve Loader Extract Renditions Results
Retrieve Loader Extract Text Results
Multi-File Load
Load Data Objects
Retrieve Load Success Log Results
Retrieve Load Failure Log Results
Bulk Translation
Export Bulk Translation File
Import Bulk Translation Files
Retrieve Import Bulk Translation File Job Summary
Retrieve Import Bulk Translation File Job Errors
Export Label Set
Jobs
Retrieve Job Status
Retrieve SDK Job Tasks
Retrieve Job Histories
Retrieve Job Monitors
Start Job
Cancel Job
Managing Vault Java SDK
Retrieve Single Source Code File
Enable Vault Extension
Disable Vault Extension
Add or Replace Single Source Code File
Delete Single Source Code File
Validate Imported Package
Retrieve Signing Certificate
Queues
Retrieve All Queues
Retrieve Queue Status
Disable Delivery
Enable Delivery
Reset Queue
Custom Pages
Retrieve All Client Code Distribution Metadata
Retrieve Single Client Code Distribution Metadata
Download Single Client Code Distribution
Add or Replace Single Client Code Distribution
Delete Single Client Code Distribution
Safety
Intake
Intake Inbox Item
Intake Imported Case
Retrieve Intake Status
Retrieve ACK
Intake JSON
Import Narrative
Bulk Import Narrative
Retrieve Bulk Import Status
Errors
Error Types
Safety
>
Vault API
Explanations
Use the following explanations to learn about concepts when developing with Vault API:
Session Management
Authentication Defaulting
