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POST
Upload a document
Uploads one file as multipart/form-data, with the file in the file part. The category decides which of two jobs it does:
  • A compliance document for one of the agencies you appoint: W9, E&O, Cyber, Crime & Fidelity, Producer Agreement, Other Contract or Other Document. PDF only. Send the agency’s downstreamEntityAssociationId. Uploading the same category again for the same agency adds a version to the existing document.
  • A file for a Surplus Lines filing: category Surplus Lines. PDF, DOC, DOCX, JPEG or PNG. See below.
The limit is 10 MB for every category.

Surplus Lines uploads

The category Surplus Lines is for a file you will put on a Surplus Lines filing. Leave downstreamEntityAssociationId out: the file belongs to the filing, not to an agency, and sending it returns 400. Every upload creates a new document; data._id is its id, which the attach calls take as fileDocumentId. The file is on no filing until you attach it. Files on a Surplus Lines Filing walks through the whole flow: upload, attach, download. To fetch any document back later, use Get a Download URL for a Document.

Authorizations

Authorization
string
header
required

Bearer authentication header of the form Bearer <token>, where <token> is your auth token.

Headers

idempotency-key
string

UUID to ensure idempotent request processing

Example:

"550e8400-e29b-41d4-a716-446655440000"

x-idempotency-key
string

Alternative UUID header for idempotent request processing

Example:

"550e8400-e29b-41d4-a716-446655440000"

Body

multipart/form-data
category
enum<string>
required

Document category. Surplus Lines accepts PDF, DOC, DOCX, JPEG and PNG and always creates a new document, which you then attach to a surplus-lines filing by id. Every other category accepts PDF only.

Available options:
W9,
E&O,
Cyber,
Crime & Fidelity,
Producer Agreement,
Other Contract,
Other Document,
Surplus Lines
Example:

"E&O"

file
file
required

The file to upload, 10 MB maximum. PDF only, except Surplus Lines, which also accepts DOC, DOCX, JPEG and PNG.

downstreamEntityAssociationId
string

Downstream entity association ID. Required for every category except Surplus Lines, and must be omitted for Surplus Lines.

Example:

"507f1f77bcf86cd799439011"

Response

Document uploaded successfully

data
object
required
requestId
string
required

Unique request identifier

Example:

"dev-2c5e7cf2-9acf-4c8c-ab2f-b81f39d775a8"

timestamp
string
required

Response timestamp

Example:

"2025-11-12T20:49:03.293Z"