Attach Files to a Checklist Item

Attach files to a checklist item

curl --request POST \
  --url https://public.api.live.turrisfi.com/v2/upstream/surplus-lines-filings/{filingId}/checklist-item/attachments \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: multipart/form-data' \
  --form sourceCategoryId=6650a1b2c3d4e5f6a7b8c9d0 \
  --form sourceTaskId=6650a1b2c3d4e5f6a7b8c9d1 \
  --form 'files=<string>' \
  --form files.items='@example-file'

const form = new FormData();
form.append('sourceCategoryId', '6650a1b2c3d4e5f6a7b8c9d0');
form.append('sourceTaskId', '6650a1b2c3d4e5f6a7b8c9d1');
form.append('files', '<string>');
form.append('files.items', '{
  "fileName": "example-file"
}');

const options = {method: 'POST', headers: {Authorization: 'Bearer <token>'}};

options.body = form;

fetch('https://public.api.live.turrisfi.com/v2/upstream/surplus-lines-filings/{filingId}/checklist-item/attachments', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

import requests

url = "https://public.api.live.turrisfi.com/v2/upstream/surplus-lines-filings/{filingId}/checklist-item/attachments"

files = { "files.items": ("example-file", open("example-file", "rb")) }
payload = {
    "sourceCategoryId": "6650a1b2c3d4e5f6a7b8c9d0",
    "sourceTaskId": "6650a1b2c3d4e5f6a7b8c9d1",
    "files": "<string>"
}
headers = {"Authorization": "Bearer <token>"}

response = requests.post(url, data=payload, files=files, headers=headers)

print(response.text)

{
  "data": {
    "_id": "6650a1b2c3d4e5f6a7b8c9d0",
    "policyNumber": "POL-2025-001",
    "stateCode": "CA",
    "policyTransactionType": "bind",
    "status": "in progress",
    "actionRequired": true,
    "updatedAt": "2025-06-15T12:00:00.000Z",
    "namedInsured": "Example Corp",
    "carrier": "Lloyds of London",
    "carrierNaicCode": "12345",
    "grossPremium": 5000,
    "escalations": [
      {
        "checklistItemLabel": "<string>",
        "status": "waiting customer input",
        "messages": [
          {
            "authorLabel": "Turris",
            "body": "<string>",
            "createdAt": "2025-06-01T12:00:00.000Z"
          }
        ],
        "openedAt": "<string>",
        "resolvedAt": "<string>"
      }
    ],
    "completionArtifacts": [
      {
        "type": "accepted stamped",
        "fileName": "stamped-filing.pdf",
        "uploadedAt": "2025-06-15T09:00:00.000Z",
        "downloadUrl": "<string>",
        "viewUrl": "<string>"
      }
    ],
    "checklist": [
      {
        "sourceCategoryId": "6650a1b2c3d4e5f6a7b8c9d0",
        "name": "Documents we need from you",
        "tone": "primary",
        "order": 0,
        "items": [
          {
            "sourceCategoryId": "6650a1b2c3d4e5f6a7b8c9d0",
            "sourceTaskId": "6650a1b2c3d4e5f6a7b8c9d1",
            "label": "Signed diligent search affidavit",
            "required": true,
            "order": 0,
            "checked": false,
            "referenceFields": [
              {
                "label": "Policy limit",
                "value": "<string>"
              }
            ],
            "templateFiles": [
              {
                "id": "6650a1b2c3d4e5f6a7b8c9d0",
                "fileName": "diligent-search-form.pdf",
                "mimeType": "application/pdf",
                "fileSize": 248310,
                "description": "<string>",
                "downloadUrl": "<string>",
                "viewUrl": "<string>"
              }
            ],
            "attachments": [
              {
                "_id": "6650a1b2c3d4e5f6a7b8c9d0",
                "fileName": "signed-form.pdf",
                "uploadedByType": "customer",
                "uploadedAt": "2026-06-01T12:00:00.000Z",
                "authorLabel": "Turris",
                "downloadUrl": "<string>",
                "viewUrl": "<string>"
              }
            ],
            "checkedAt": "2026-06-01T12:00:00.000Z",
            "escalation": {
              "checklistItemLabel": "<string>",
              "status": "waiting customer input",
              "messages": [
                {
                  "authorLabel": "Turris",
                  "body": "<string>",
                  "createdAt": "2025-06-01T12:00:00.000Z"
                }
              ],
              "openedAt": "<string>",
              "resolvedAt": "<string>"
            }
          }
        ]
      }
    ],
    "checklistProgress": {
      "checked": 3,
      "total": 5
    },
    "externalReference": "EXT-REF-12345",
    "effectiveDate": "2025-01-01T00:00:00.000Z",
    "totalTaxDue": 123,
    "policyDocument": {
      "fileName": "policy-12345.pdf",
      "uploadedByType": "customer",
      "uploadedAt": "2025-06-15T09:00:00.000Z",
      "downloadUrl": "<string>",
      "viewUrl": "<string>"
    }
  },
  "requestId": "dev-2c5e7cf2-9acf-4c8c-ab2f-b81f39d775a8",
  "timestamp": "2025-11-12T20:49:03.293Z"
}

{
  "statusCode": 123,
  "requestId": "<string>",
  "errorType": "validation_error",
  "errorMessage": [
    "<string>"
  ],
  "timestamp": "<string>",
  "details": {}
}

{
  "statusCode": 123,
  "requestId": "<string>",
  "errorType": "validation_error",
  "errorMessage": [
    "<string>"
  ],
  "timestamp": "<string>",
  "details": {}
}

{
  "statusCode": 123,
  "requestId": "<string>",
  "errorType": "validation_error",
  "errorMessage": [
    "<string>"
  ],
  "timestamp": "<string>",
  "details": {}
}

{
  "statusCode": 123,
  "requestId": "<string>",
  "errorType": "validation_error",
  "errorMessage": [
    "<string>"
  ],
  "timestamp": "<string>",
  "details": {}
}

{
  "statusCode": 123,
  "requestId": "<string>",
  "errorType": "validation_error",
  "errorMessage": [
    "<string>"
  ],
  "timestamp": "<string>",
  "details": {}
}

POST

upstream

surplus-lines-filings

{filingId}

checklist-item

attachments

Attach files to a checklist item

curl --request POST \
  --url https://public.api.live.turrisfi.com/v2/upstream/surplus-lines-filings/{filingId}/checklist-item/attachments \
  --header 'Authorization: Bearer <token>' \
  --header 'Content-Type: multipart/form-data' \
  --form sourceCategoryId=6650a1b2c3d4e5f6a7b8c9d0 \
  --form sourceTaskId=6650a1b2c3d4e5f6a7b8c9d1 \
  --form 'files=<string>' \
  --form files.items='@example-file'

const form = new FormData();
form.append('sourceCategoryId', '6650a1b2c3d4e5f6a7b8c9d0');
form.append('sourceTaskId', '6650a1b2c3d4e5f6a7b8c9d1');
form.append('files', '<string>');
form.append('files.items', '{
  "fileName": "example-file"
}');

const options = {method: 'POST', headers: {Authorization: 'Bearer <token>'}};

options.body = form;

fetch('https://public.api.live.turrisfi.com/v2/upstream/surplus-lines-filings/{filingId}/checklist-item/attachments', options)
  .then(res => res.json())
  .then(res => console.log(res))
  .catch(err => console.error(err));

import requests

url = "https://public.api.live.turrisfi.com/v2/upstream/surplus-lines-filings/{filingId}/checklist-item/attachments"

files = { "files.items": ("example-file", open("example-file", "rb")) }
payload = {
    "sourceCategoryId": "6650a1b2c3d4e5f6a7b8c9d0",
    "sourceTaskId": "6650a1b2c3d4e5f6a7b8c9d1",
    "files": "<string>"
}
headers = {"Authorization": "Bearer <token>"}

response = requests.post(url, data=payload, files=files, headers=headers)

print(response.text)

{
  "data": {
    "_id": "6650a1b2c3d4e5f6a7b8c9d0",
    "policyNumber": "POL-2025-001",
    "stateCode": "CA",
    "policyTransactionType": "bind",
    "status": "in progress",
    "actionRequired": true,
    "updatedAt": "2025-06-15T12:00:00.000Z",
    "namedInsured": "Example Corp",
    "carrier": "Lloyds of London",
    "carrierNaicCode": "12345",
    "grossPremium": 5000,
    "escalations": [
      {
        "checklistItemLabel": "<string>",
        "status": "waiting customer input",
        "messages": [
          {
            "authorLabel": "Turris",
            "body": "<string>",
            "createdAt": "2025-06-01T12:00:00.000Z"
          }
        ],
        "openedAt": "<string>",
        "resolvedAt": "<string>"
      }
    ],
    "completionArtifacts": [
      {
        "type": "accepted stamped",
        "fileName": "stamped-filing.pdf",
        "uploadedAt": "2025-06-15T09:00:00.000Z",
        "downloadUrl": "<string>",
        "viewUrl": "<string>"
      }
    ],
    "checklist": [
      {
        "sourceCategoryId": "6650a1b2c3d4e5f6a7b8c9d0",
        "name": "Documents we need from you",
        "tone": "primary",
        "order": 0,
        "items": [
          {
            "sourceCategoryId": "6650a1b2c3d4e5f6a7b8c9d0",
            "sourceTaskId": "6650a1b2c3d4e5f6a7b8c9d1",
            "label": "Signed diligent search affidavit",
            "required": true,
            "order": 0,
            "checked": false,
            "referenceFields": [
              {
                "label": "Policy limit",
                "value": "<string>"
              }
            ],
            "templateFiles": [
              {
                "id": "6650a1b2c3d4e5f6a7b8c9d0",
                "fileName": "diligent-search-form.pdf",
                "mimeType": "application/pdf",
                "fileSize": 248310,
                "description": "<string>",
                "downloadUrl": "<string>",
                "viewUrl": "<string>"
              }
            ],
            "attachments": [
              {
                "_id": "6650a1b2c3d4e5f6a7b8c9d0",
                "fileName": "signed-form.pdf",
                "uploadedByType": "customer",
                "uploadedAt": "2026-06-01T12:00:00.000Z",
                "authorLabel": "Turris",
                "downloadUrl": "<string>",
                "viewUrl": "<string>"
              }
            ],
            "checkedAt": "2026-06-01T12:00:00.000Z",
            "escalation": {
              "checklistItemLabel": "<string>",
              "status": "waiting customer input",
              "messages": [
                {
                  "authorLabel": "Turris",
                  "body": "<string>",
                  "createdAt": "2025-06-01T12:00:00.000Z"
                }
              ],
              "openedAt": "<string>",
              "resolvedAt": "<string>"
            }
          }
        ]
      }
    ],
    "checklistProgress": {
      "checked": 3,
      "total": 5
    },
    "externalReference": "EXT-REF-12345",
    "effectiveDate": "2025-01-01T00:00:00.000Z",
    "totalTaxDue": 123,
    "policyDocument": {
      "fileName": "policy-12345.pdf",
      "uploadedByType": "customer",
      "uploadedAt": "2025-06-15T09:00:00.000Z",
      "downloadUrl": "<string>",
      "viewUrl": "<string>"
    }
  },
  "requestId": "dev-2c5e7cf2-9acf-4c8c-ab2f-b81f39d775a8",
  "timestamp": "2025-11-12T20:49:03.293Z"
}

{
  "statusCode": 123,
  "requestId": "<string>",
  "errorType": "validation_error",
  "errorMessage": [
    "<string>"
  ],
  "timestamp": "<string>",
  "details": {}
}

{
  "statusCode": 123,
  "requestId": "<string>",
  "errorType": "validation_error",
  "errorMessage": [
    "<string>"
  ],
  "timestamp": "<string>",
  "details": {}
}

{
  "statusCode": 123,
  "requestId": "<string>",
  "errorType": "validation_error",
  "errorMessage": [
    "<string>"
  ],
  "timestamp": "<string>",
  "details": {}
}

{
  "statusCode": 123,
  "requestId": "<string>",
  "errorType": "validation_error",
  "errorMessage": [
    "<string>"
  ],
  "timestamp": "<string>",
  "details": {}
}

{
  "statusCode": 123,
  "requestId": "<string>",
  "errorType": "validation_error",
  "errorMessage": [
    "<string>"
  ],
  "timestamp": "<string>",
  "details": {}
}

Uploads one or more files to a public checklist item on a filing belonging to the authenticated upstream entity. Returns the filing with the new attachments in place. Send it as multipart/form-data: sourceCategoryId and sourceTaskId as form fields, plus one or more files parts.

Identifying the checklist item

sourceCategoryId and sourceTaskId come from the filing’s own checklist, returned by Get a Surplus Lines Filing. That pair identifies an item within one filing only: both ids come from the state template a filing is built from, so the same pair appears on every filing in that state, across every tenant. Always resolve them against the checklist of the specific filingId you are posting to, never a cached checklist from a different filing. Checklist content Turris keeps internal is excluded from the checklist response entirely, so there is no id to obtain for it. That applies at two levels: a whole category can be internal, and so can an individual item inside an otherwise-visible category. Posting to a private or unknown item returns 404, the same response as an unrecognized filingId, so a caller cannot distinguish “does not exist” from “not yours to see”.

Limits

Allowed types

PDF, DOC, DOCX, JPEG, PNG. Anything else is rejected with 400 before the body is buffered.

10 MB per file

A file larger than that returns 413.

This endpoint supports idempotency. If you include an idempotency-key header, duplicate requests within 1 hour return the original response without reprocessing. See Idempotency.

Error Scenarios

Bad Request (400)

Returned when filingId is not a valid MongoDB ObjectId, no files are attached, or a file’s type is not on the allowed list.

Filing or Checklist Item Not Found (404)

Returned when filingId does not exist, belongs to a different upstream entity, or the checklist item identified by sourceCategoryId / sourceTaskId is private or unknown.

Payload Too Large (413)

Returned when any attached file exceeds 10 MB.

Unauthorized (401)

Missing or invalid authentication token. See Authentication.

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"

Path Parameters

filingId

string

required

Unique identifier of the surplus-lines filing

Example:

"6650a1b2c3d4e5f6a7b8c9d0"

Body

multipart/form-data

sourceCategoryId

string

required

sourceCategoryId of the checklist item, from the filing checklist response

Example:

"6650a1b2c3d4e5f6a7b8c9d0"

sourceTaskId

string

required

sourceTaskId of the checklist item, from the filing checklist response

Example:

"6650a1b2c3d4e5f6a7b8c9d1"

files

file[]

required

One or more files to attach. Maximum 10MB per file.

Response

Filing with the new attachments

data

object

required

Show child attributes

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"

Start Here

Shared Endpoints

Products

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Licenses

Appointments

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Compliance Status

File Documents

Policy Ingestion

Policy Transactions

Surplus Lines Filings

Diligent Effort

Webhooks

E&O/Cyber Compliance

Regulatory Actions

Tools

Attach Files to a Checklist Item

Identifying the checklist item

Limits

Allowed types

10 MB per file

Error Scenarios

Bad Request (400)

Filing or Checklist Item Not Found (404)

Payload Too Large (413)

Unauthorized (401)

Authorizations

Headers

Path Parameters

Body

Response

​Identifying the checklist item

​Limits

Allowed types

10 MB per file

​Error Scenarios

​Bad Request (400)

​Filing or Checklist Item Not Found (404)

​Payload Too Large (413)

​Unauthorized (401)

Authorizations

Headers

Path Parameters

Body

Response

Identifying the checklist item

Limits

Error Scenarios

Bad Request (400)

Filing or Checklist Item Not Found (404)

Payload Too Large (413)

Unauthorized (401)