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SurePrep API - Binder use cases

SurePrep API Use Cases can help you visualize and plan how to integrate your application with SurePrep. You can walk through the process of identifying methods, creating steps, and running tasks using the SurePrep API.

Create binders (including adding additional documents)

Use this workflow to create binders and add additional documents.
Follow these steps to create a binder:
  2. Use these methods to get firm-related information you can use in other method calls.
  3. CreateBinder: You don't need to call this method again when adding additional documents to binders with leadsheets. You can directly call “UploadBinderDocuments”(#5).
  4. UploadBinderDocuments: Call this method individually for every document you need to add before calling the "SubmitBinder"(#6) method.
  5. SubmitBinder: Call this method only once after you've uploaded all the binder documents.
Update binder details.
You can use any of these workflows to update binder details. There are multiple methods available to update different binder details.
Update owner, member, or office location
Follow these steps to update an owner, member, or office location:
  2. Update owner, member, or office location
    :
    1. OfficeLocations (Lookup Method): Use this method to get firm-related information to use in other method calls.
  3. Update Owner
    1. CreateBinder: While adding additional documents, you can use this method to update the binder owner.
Update binder status
Follow these steps to update binder status:
  2. Lookup Method
    1. BinderStatusList (Lookup Method): Use this method to get firm-related information you can use in other method calls.
  3. Change Status
    :
Update Project ID
Follow these steps to update the project ID:
  2. Update Project ID

Print and download documents

You can use either of these workflows to print and download documents from the binder. There are multiple ways to initiate the printing of documents for the binder.
Print
Follow these steps to print and download documents:
  2. Check Binder Status
    1. Call the preferred method.
  4. Receive Print Completed Notification
    : PushDocumentType (Webhook)
  5. Download Documents
    :
Print on status change
Follow these steps to print on status change and then download documents:
  2. Receive Print Completed Notification
    :
    1. PushDocumentType (Webhook): You can trigger print based on binder status change. This lets you begin directly from this webhook method.
  3. Download Documents

Get binder information

Use these workflows to get and/or display general binder details (Status or BinderID, for example).
Get Status, States, and Localities
Follow these steps to get binder Status, States, and Localities:
  2. Get States, Status, and Localities
Get binder details
Follow these steps to get binder information:
  2. Get Binder Information
    : GetBinderDetails
Get binder audit log
Follow these steps to get a binder's audit log:
  2. Get binder audit log
    : GetBinderAuditLog

Get information about pending items

Use any of these workflows to get and/or display pending item details.
Follow these steps to get pending items:
  2. Get Pending Items Information
    1. Call the preferred methods.

Open binders from your portal

Use this workflow to access binders from your portal.
Follow these steps to open the binder from your portal:

This article applies to:

  • Product: SurePrep

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