> For the complete documentation index, see [llms.txt](https://api-docs.rightsline.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://api-docs.rightsline.com/entities/financial-document.md).

# Financial document

### Endpoints

| Method | Endpoint                                    | Description                                                                                                                 |
| ------ | ------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------- |
| POST   | /v4/financial-document                      | [Create a financial document.](/entities/financial-document/financial-document-create.md)                                   |
| GET    | /v4/financial-document/:id                  | [Retrieve a financial document.](/entities/financial-document/financial-document-retrieve.md)                               |
| PUT    | /v4/financial-document/:id                  | [Update a financial document.](/entities/financial-document/financial-document-update.md)                                   |
| DELETE | /v4/financial-document/:id                  | [Delete a financial document.](/entities/financial-document/financial-document-delete.md)                                   |
| GET    | /v4/financial-document-templates            | [Retrieve financial document templates.](/config/templates.md)                                                              |
| GET    | /v4/financial-document-statuses/:templateId | [Retrieve financial document statuses.](/entities/financial-document/retrieve-financial-document-statuses.md)               |
| GET    | /v4/financial-document/:id/draft-templates  | [Retrieve financial document draft templates.](/entities/financial-document/retrieve-financial-document-draft-templates.md) |
| POST   | /v4/financial-document/:id/switch-template  | [Switch financial document template.](/entities/financial-document/switch-financial-document-template.md)                   |