docs/
100 pages · Updated July 18, 2026
Pages
- Get documents for authenticated user (Portal)
- Retrieve the extraction data
- Retrieve the extraction data
- Retry extraction document
- Upload a document
- Get report instances for authenticated user (Portal)
- Update person information for authenticated phone number (Portal)
- Update a file record name
- Retrieve a documents structured data.
- Create Report Instance
- Get a single report instance by ID (Portal)
- Manage Report Access
- Retrieve a list of previously generated exports
- List available extraction schemas
- Upload a document
- Archive or unarchive a document
- Retrieve all data for selected extractions.
- Get checklists for authenticated user
- Retrieve a list of previously generated exports
- Retrieve a documents structured data [File Format].
- Upload a document with OTP authentication
- List Reports
- Retrieve billing statistics
- Retrieve user statistics
- Delete a file record
- Retrieve all data for selected extractions.
- Retrieve all data for selected extractions.
- Retrieve all data for selected extractions.
- Generate HTML document viewer
- Retrieve a document image.
- Authentication
- Extraction Results
- Get checklist items for authenticated user (Portal)
- Update checklist item link
- Get checklist items for authenticated user (App)
- Get current user profile
- Update current user profile
- Create a file link
- Merge folders
- Get checklist items for authenticated user (Portal)
- Get a single checklist item by ID (Portal)
- Get Report Instance JSON Data
- Get a single checklist item by ID (Portal)
- Retrieve billing information about your user or organization.
- Create checklist item link
- Transform data using LLM
- Get person information for authenticated phone number (Portal)
- Get API Version Information
- Delete checklist item link
- Soft Delete Report Instance
- Exports
- Reporting Setup - API Workflow Guide
- checklist-items
- List Report Instances
- List dynamic checklist generators
- api-versions
- List observation instances
- Verify OTP code
- Create dynamic checklist items
- Get Report Instance
- Acknowledge observation instance
- authentication-1
- billing
- Start phone verification
- PreciseFP Integration Deep Dive
- Wealthbox Integration Deep Dive
- Obtain JWT token
- Refresh JWT token
- Person
- Personal Tax Return Summary
- Trust Agreement
- Dropbox Integration Deep Dive
- Loan Account Summary
- Account Transactions
- Flextract Integrations
- Getting Started
- Authentication
- Google Drive Integration Deep Dive
- api-docs
- Credit Line Account Summary
- Last Will and Testament
- Extractions
- Bank Account Summary
- API Versioning
- Document Snapshot
- Exports
- Update a schema
- Investment Account Summary
- Get organization assets
- Recipes
- Identity Document
- Getting Started with Flextract
- Authentication Overview
- index-2.html
- Welcome to Flextract
- Uploads
- Entrydock domain
- Trust Center Launch
- Changelog
- Flextract