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  • Introduction
  • Overview
    • API request limits
    • Errors
    • Other references
  • Getting started
    • 🆕What's new in v4?
    • Transitioning from v3 to v4
  • 🔑Authentication
    • Requesting temporary credentials
    • Signing requests
    • User permissions
  • 🎬Entities
    • Char types
    • The entity object
    • Amount
      • Create an amount
      • Retrieve an amount
      • Update an amount
      • Delete an amount
      • Retrieve amount statuses
      • Retrieve amount workflow processes
      • Retrieve amount draft templates
      • Retrieve amount audit history
      • Switch amount template
      • Retrieve amount validation errors
    • Catalog item
      • Create a catalog item
      • Retrieve a catalog item
      • Update a catalog item
      • Delete a catalog item
      • Retrieve catalog item template list
      • Retrieve catalog item statuses
      • Retrieve catalog item workflow processes
      • Retrieve catalog item draft templates
      • Retrieve catalog item key art URL
      • Upload/update catalog item key art
      • Delete catalog item key art
      • Retrieve catalog item audit history
      • Switch catalog item template
      • Retrieve catalog item validation errors
      • Retrieve all rights in catalog hierarchy
      • Catalog item delete check
      • Overwrite catalog item parties
    • Contact
      • Create a contact
      • Retrieve a contact
      • Update a contact
      • Delete a contact
      • Retrieve contact statuses
      • Retrieve contact workflow processes
      • Retrieve contact draft templates
      • Retrieve contact audit history
      • Switch contact template
      • Contact delete check
      • Retrieve contact validation errors
    • Deal
      • Create a deal
      • Retrieve a deal
      • Update a deal
      • Delete a deal
      • Retrieve deal statuses
      • Retrieve deal workflow processes
      • Retrieve deal draft templates
      • Retrieve deal audit history
      • Switch deal template
      • Retrieve deal validation errors
      • Retrieve deal conflicts
      • Override deal conflict
      • Overwrite deal parties
    • File
      • Create a file
      • Retrieve a file
      • Retrieve File Version
      • Retrieve File Revisions
      • Retrieve file data
      • Retrieve File Version URL
      • Retrieve File Version Data
      • Delete a file
      • Retrieve file statuses
      • Retrieve file workflow processes
      • Retrieve file draft templates
      • Retrieve file validation errors
      • Grant Access To File
      • Revoke Access From File
    • Financial document
      • Create a financial document
      • Retrieve a financial document
      • Update a financial document
      • Delete a financial document
      • Retrieve financial document statuses
      • Retrieve financial document workflow processes
      • Retrieve financial document draft templates
      • Retrieve financial document audit history
      • Switch financial document template
      • Retrieve financial document validation errors
      • Overwrite financial document parties
    • Inventory
      • Create an inventory item
      • Retrieve an inventory item
      • Update an inventory item
      • Delete an inventory item
      • Retrieve inventory statuses
      • Retrieve inventory workflow processes
      • Retrieve inventory draft templates
      • Retrieve an inventory key art URL
      • Update an inventory key art
      • Delete an inventory key art
      • Retrieve inventory audit history
      • Switch inventory template
      • Retrieve inventory validation errors
      • Overwrite inventory parties
    • Project
      • Create a project
      • Retrieve a project
      • Update a project
      • Delete a project
      • Retrieve project statuses
      • Retrieve project workflow processes
      • Retrieve project draft templates
      • Retrieve project audit history
      • Switch project template
      • Retrieve project validation errors
      • Overwrite project parties
    • Job
      • Create a job
      • Retrieve a job
      • Update a job
      • Delete a job
      • Retrieve job statuses
      • Retrieve job workflow processes
      • Retrieve job draft templates
      • Retrieve job audit history
      • Switch job template
      • Retrieve job validation errors
      • Overwrite job parties
    • Right
      • Create a right
      • Retrieve a right
      • Update a right
      • Delete a right
      • Retrieve right statuses
      • Retrieve right workflow processes
      • Retrieve right draft templates
      • Retrieve relative rights profiles
      • Execute relative rights profile
      • Retrieve right audit history
      • Switch right template
      • Retrieve right validation errors
    • Table
      • Create a table row
      • Retrieve a table row
      • Update a table row
      • Delete a table row
      • Retrieve table statuses
      • Retrieve table workflow processes
      • Retrieve table draft templates
      • Retrieve table audit history
      • Switch table template
      • Retrieve table validation errors
  • 👬Relationships
    • The relationship object
    • Relationship types
    • Create a relationship
    • Delete a relationship
    • Create a party relationship
  • 🔎Search
    • Entity search
    • Relationship search
    • Pagination
      • Making paginated search requests
      • Sorting search responses
    • Search fields
    • Search functions
      • Single query functions
      • Multi-query functions
        • $and
        • $or
        • $not
      • Join functions
        • $join_parent_rel
        • $join_child_rel
        • $join
    • Searching for deleted entities or relationships
    • Examples
      • Find financial document by parent financial document
      • Search by template and status
      • Find catalog items on a deal
      • Find rights on catalog item
      • Find rights by child contact
      • Search for all records that don't have a value for a specific field
      • Search relationships, filtering by template of child record
  • 📦Batch
    • Overview
      • Limitations
      • Batch structure
      • Batch methods
      • Batch options
      • Batch statuses
      • Error handling
    • Create a batch
    • Retrieve a batch
  • 📊GRAPHQL
    • Overview
    • Entity
      • Parents
      • Children
      • Characteristics
      • Parties
      • DateMath
    • Errors
  • 🎯Data Defaults (Profiles)
    • Data default, aka Profiles
    • Create a data default
    • Retrieve data defaults
    • Apply data default
    • Delete data default
  • 🧰Workflow
    • Execute a workflow action
    • Execute document workflow action
    • Execute a workflow action with signature
    • Get workflow actions
    • Get workflow action details
    • Get workflow statuses
    • Get workflow notifications
  • 💲FINANCIAL
    • Create a royalty
      • Create a royalty set
      • Associate royalty set to deal
      • Associate royalty set to catalog
      • Create royalty split
      • Associate royalty split to royalty set
      • Associate contact to royalty split
    • Get amortization models
    • Calculate amortization
    • Get allocation models
    • Calculate allocations
    • Financial periods
      • Create financial period
      • Get financial periods
      • Get financial periods settings
      • Update financial period
      • Update financial period settings
      • Close financial period
      • Delete financial period
  • 📐Configuration
    • Lists
      • Retrieve master value list
      • Add value to master list
      • Update value in master list
      • Remove value from master list
      • Retrieve pick list
      • Add values to pick list
      • Remove value from pick list
    • Currency conversion
      • Create a currency conversion
      • Retrieve a currency conversion
      • Retrieve all currency conversions
      • Update a currency conversion
      • Delete a currency conversion
    • Data types
      • Alphanumeric text
        • Free text
        • List of Values (LOVs)
      • Checkbox
        • Yes only
      • Date
      • Email
      • External Document
      • Four Digit Year
      • Internet Address
      • Money
      • Number
        • Percentage
      • SMPTETimeCode
      • Others
    • Templates
    • Fields
  • 📆Date Math
    • Overview
    • The date math object
    • Create date math
    • Retrieve date math
    • Update date math
    • Delete date math
  • ❗Alerts
    • Date alerts
      • Retrieve date alerts
  • 🧮AVAILS
    • Overview
    • Get dimension data
    • Get reason unavailable list
    • Get availability
      • Availability request vs Rights Explorer
    • Get unavailable reasons
    • Get available catalog items
    • Is catalog item available
    • Catalog last calculated
    • Get Snapshots
    • Get Snapshot Details
    • Delete Snapshot
  • 🧑Users
    • Get applications
    • Get roles
    • Get user
    • Create a user
    • Update user messaging
    • Apply user applications
    • Apply user roles
    • Delete user
    • Get user identity role
    • Get user activity policy
  • ⌨️Single sign-on
    • Overview
    • Retrieve SSO configuration
    • Update SSO configuration
    • Delete SSO configuration
  • 📦Starter Packs
    • Catalog metadata
    • Availability feed
  • Swagger
  • Postman
  • Message queue docs
  • Rightsline.com
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  1. Entities

Financial document

PreviousRevoke Access From FileNextCreate a financial document

Last updated 9 months ago

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Endpoints

Method

Endpoint

Description

POST

/v4/financial-document

GET

/v4/financial-document/:id

PUT

/v4/financial-document/:id

DELETE

/v4/financial-document/:id

GET

/v4/financial-document-templates

GET

/v4/financial-document-statuses/:templateId

GET

/v4/financial-document/:id/draft-templates

POST

/v4/financial-document/:id/switch-template

🎬
Create a financial document.
Retrieve a financial document.
Update a financial document.
Delete a financial document.
Retrieve financial document templates.
Retrieve financial document statuses.
Retrieve financial document draft templates.
Switch financial document template.