{"info":{"_postman_id":"9becfdc1-3041-401e-9446-12ff1338edc0","name":"PreciseFP API V3","description":"

The PreciseFP API is organized around REST. It's designed with resource-oriented URLs, and uses HTTP codes to indicate success and error responses. We use standard HTTP features, like HTTP authentication and HTTP verbs, which are understood by off-the-shelf HTTP clients. JSON is returned by all API responses, including errors.

Authentication

To use our API you need to generate an access token in your PreciseFP settings or via oAuth. Please contact us to enable your API access.

Error Codes

| 200 | Successful -- The request was successful.
| 201 | Created -- The resource was created.
| 204 | No content -- The request was successful and returned an empty response.
| 401 | Unauthorized -- Invalid credentials.
| 403 | Forbidden -- The authenticated user does not have access to the resource.
| 404 | Not Found -- The specified resource could not be found.
| 405 | Method Not Allowed -- You tried to access a resource with an invalid method.
| 422 | Unprocessable Entity -- The request parameters are invalid.
| 429 | Too Many Requests -- You reached your request limit. Please try again later.
| 500 | Internal Server Error -- We had a problem with our server. Try again later.
| 503 | Service Unavailable -- We're temporarily offline for maintenance. Please try again later.

Rate limit

The rate limit is 60 per minute.

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Returns a collection of accounts.

Sort results by: id, type, quality, pipeline, favorited, archived, created_at, updated_at, client.first_name, client.last_name, client.email, coclient.first_name, coclient.last_name, coclient.email

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Limit results

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Offset results

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Search client/co-client first name, last name or email

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Filter results by: client, prospect, favorite, archived, all

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Filter results by pipeline id

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Can be client or prospect\n \"client\": { // Data for the main client of the account\n \"id\": 299, // The ID for the main client of the account\n \"first_name\": \"John\", // The first name\n \"last_name\": \"Doe\", // The last name\n \"email\": \"johndoe@precisefp.com\", // The email address\n \"phone\": { // The mobile phone\n \"country\": \"US\", // 2 letter representation of the phone number's country\n \"code\": \"+1\", // The country calling code\n \"number\": \"3123211212\" // The phone number\n },\n \"status\": \"new\" // The security status of this client. Can be new, active, or blocked\n },\n \"coclient\": { // Data for the co-client of the account\n \"id\": 300, // The ID for the main client of the account\n \"first_name\": \"Jane\", // The first name\n \"last_name\": \"Doe\", // The last name\n \"email\": \"jane.doe@precisefp.com\", // The email address\n \"phone\": { // The mobile phone\n \"country\": \"US\", // 2 letter representation of the phone number's country\n \"code\": \"+1\", // The country calling code\n \"number\": \"3123211414\" // The phone number\n },\n \"status\": \"new\" // The security status of this client. Can be new, active, or blocked\n },\n \"quality\": { // Data quality information\n \"score\": 12, // Data quality score. From 0 to 100\n \"rules\": [ // Data quality rules. Each rule contains a message and a boolean that specifies if the rule is valid or not\n {\n \"message\": \"Email specified\",\n \"valid\": true\n },\n {\n \"message\": \"Mobile phone specified\",\n \"valid\": true\n },\n {\n \"message\": \"Birthdate not specified\",\n \"valid\": false\n },\n {\n \"message\": \"Risk score not specified\",\n \"valid\": false\n },\n {\n \"message\": \"Financial goals not specified\",\n \"valid\": false\n },\n {\n \"message\": \"Income information not specified\",\n \"valid\": false\n },\n {\n \"message\": \"Fixed expenses not specified\",\n \"valid\": false\n },\n {\n \"message\": \"Variable expenses not specified\",\n \"valid\": false\n },\n {\n \"message\": \"Tax related expenses not specified\",\n \"valid\": false\n },\n {\n \"message\": \"Insurance information not specified\",\n \"valid\": false\n },\n {\n \"message\": \"Retirement plan information not specified\",\n \"valid\": false\n },\n {\n \"message\": \"Asset information not specified\",\n \"valid\": false\n },\n {\n \"message\": \"Liability information not specified\",\n \"valid\": false\n },\n {\n \"message\": \"Estate planning information not specified\",\n \"valid\": false\n },\n {\n \"message\": \"Gender not specified\",\n \"valid\": false\n }\n ]\n },\n \"pipeline\": { // Pipeline data for the account\n \"id\": \"33e1d4b2-7243-4028-ad67-9bf4c171b057\", // Pipeline ID\n \"title\": \"Onboard\", // Pipeline title\n \"description\": \"Gather the information required to understand your client's wants and needs.\", // Pipeline description\n \"icon\": \"i_users_cog\" // Pipeline icon. See /config/icons\n },\n \"favorited\": false, // If the account is favorited\n \"archived\": false, // If the account is archived\n \"created_at\": \"2022-04-14 10:47:54\", // When the account was created\n \"updated_at\": \"2022-04-14 10:47:54\" // When the account was last updated\n },\n {\n \"id\": 23,\n \"type\": \"prospect\",\n \"client\": {\n \"id\": 111,\n \"first_name\": \"Steve\",\n \"last_name\": \"Smith\",\n \"email\": \"steve.smith@precisefp.com\",\n \"phone\": {\n \"code\": \"+1\",\n \"number\": \"3123121232\",\n \"country\": \"US\",\n \"ext\": null\n },\n \"status\": \"active\"\n },\n \"coclient\": {\n \"id\": 112,\n \"first_name\": \"Sarah\",\n \"last_name\": \"Smith\",\n \"email\": \"sarah.smith@precisefp.com\",\n \"phone\": {\n \"code\": \"+1\",\n \"number\": \"3123121232\",\n \"country\": \"US\",\n \"ext\": null\n },\n \"status\": \"active\"\n },\n \"quality\": {\n \"score\": 90,\n \"rules\": [\n {\n \"message\": \"Email specified\",\n \"valid\": true\n },\n {\n \"message\": \"Mobile phone specified\",\n \"valid\": true\n },\n {\n \"message\": \"Birthdate specified\",\n \"valid\": true\n },\n {\n \"message\": \"Risk score specified\",\n \"valid\": true\n },\n {\n \"message\": \"Financial goals not specified\",\n \"valid\": false\n }\n ]\n },\n \"pipeline\": {\n \"id\": \"36eb5aff-48d0-4d1d-865b-713c6acf5f49\",\n \"icon\": \"i_award\",\n \"title\": \"Acquire\",\n \"description\": \"Convert your prospects to clients.\"\n },\n \"favorited\": false,\n \"archived\": false,\n \"created_at\": \"2021-03-02 16:47:00\",\n \"updated_at\": \"2022-03-22 12:50:44\"\n },\n {\n \"id\": 22,\n \"type\": \"prospect\",\n \"client\": {\n \"id\": 109,\n \"first_name\": \"Adam\",\n \"last_name\": \"Rogers\",\n \"email\": \"adam.rogers@precisefp.com\",\n \"phone\": {\n \"country\": null,\n \"code\": null,\n \"number\": null\n },\n \"status\": \"new\"\n },\n \"coclient\": {\n \"id\": 110,\n \"first_name\": \"Anna\",\n \"last_name\": \"Rogers\",\n \"email\": \"anna.rogers@precisefp.com\",\n \"phone\": {\n \"code\": \"+1\",\n \"number\": \"3213122132\",\n \"country\": \"US\",\n \"ext\": null\n },\n \"status\": \"new\"\n },\n \"quality\": {\n \"score\": 48,\n \"rules\": [\n {\n \"message\": \"Email specified\",\n \"valid\": true\n },\n {\n \"message\": \"Mobile phone not specified\",\n \"valid\": false\n },\n {\n \"message\": \"Birthdate specified\",\n \"valid\": true\n },\n {\n \"message\": \"Risk score not specified\",\n \"valid\": false\n },\n {\n \"message\": \"Financial goals not specified\",\n \"valid\": false\n }\n ]\n },\n \"pipeline\": {\n \"id\": \"6146f90a-7e07-4728-8a01-6b057a182901\",\n \"icon\": \"i_comments\",\n \"title\": \"Re-engage\",\n \"description\": \"Re-start communication with prospects slipping away.\"\n },\n \"favorited\": false,\n \"archived\": false,\n \"created_at\": \"2020-09-08 11:49:38\",\n \"updated_at\": \"2021-11-25 13:10:02\"\n }\n ],\n \"params\": { // List parameters\n \"limit\": \"50\", // Max records returned (defaults to 50)\n \"offset\": 3, // The offset for the next chunk of results\n \"sort\": \"-id\", // The field used for sorting (the dash represents a descending sort)\n \"query\": null, // The search query used\n \"type\": null, // The type filter used\n \"pipeline\": null, // The pipeline filter used\n \"total\": 3 // The total amount of existing records\n }\n}"}],"_postman_id":"5e5ebc43-65a3-4b07-9f44-70833a44de9d"},{"name":"Create Account","event":[{"listen":"prerequest","script":{"id":"9db54998-b7fb-4e7c-abea-8545fb976a81","exec":["/* Strip comments from json body */\r","if (pm?.request?.body?.options?.raw?.language === 'json') {\r"," const rawData = pm.request.body.toString();\r"," const strippedData = rawData.replace(\r"," /\\\\\"|\"(?:\\\\\"|[^\"])*\"|(\\/\\/.*|\\/\\*[\\s\\S]*?\\*\\/)/g,\r"," (m, g) => g ? \"\" : m\r"," );\r"," pm.request.body.update(JSON.stringify(JSON.parse(strippedData)));\r"," pm.request.headers.add('Content-Type: application/json');\r","}"],"type":"text/javascript"}}],"id":"b6db56e1-2767-499e-9928-38c82f3bd3e6","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[],"body":{"mode":"raw","raw":"{\r\n \"type\": \"CLIENT\", // The type of account. CLIENT or PROSPECT (required)\r\n \"client\": { // Data for the main client of the account (required)\r\n \"first_name\": \"John\", // The first name (required)\r\n \"last_name\": \"Doe\", // The last name (required)\r\n \"email\": \"jon.doer@precisefp.com\", // The email address (required)\r\n \"phone\": { // The mobile phone number (optional)\r\n \"country\": \"US\", // 2 letter country code (optional)\r\n \"code\":\"+1\", // Country calling code\r\n \"number\": \"3213211212\" // Phone number\r\n }\r\n },\r\n \"coclient\": { // Data for the co-client of the account (optional)\r\n \"first_name\": \"Jane\", // The first name \r\n \"last_name\": \"Dore\", // The last name\r\n \"email\": \"jane.doers@precisefp.com\", // The email address\r\n \"phone\": { // The mobile phone number\r\n \"country\": \"US\", // 2 letter country code\r\n \"code\":\"+1\", // Country calling code\r\n \"number\": \"3213211414\" // Phone number\r\n }\r\n }\r\n}","options":{"raw":{"language":"json"}}},"url":"https://app.precisefp.com/api/v3/accounts","description":"

Creates a new account record.

Returns one, specific account.

Updates an account record.

Deletes an account record.

Returns an account's activity timeline.

Sort by: type, created_at

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Limit results

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Offset results

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Filter results by activity type

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Returns an account's profile data.

Returns an account's household data.

Updates an account's household data.

Returns an account's person list.

Creates a new person record in a specified account.

Return debug information.

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Returns and account's person record.

Updates and account's person record.

Return debug information.

\n","type":"text/plain"},"key":"debug","value":"false"}],"variable":[]}},"response":[{"id":"232965ec-725f-402d-9a38-72b38d0115b1","name":"Update Person","originalRequest":{"method":"POST","header":[],"body":{"mode":"raw","raw":"{\r\n \"Person\": { // The person record. See config/classifications for field structure\r\n \"_id\": \"94b0a70c-31c9-4786-acfc-5f7c2e1e5d6e||client\", // The unique id for the person record\r\n \"_group\": \"client\", // The group id for the person record\r\n \"FullName\": \" John C Doe\", // Person field and value\r\n \"FirstName\": \"John\", // Person field and value\r\n \"MiddleName\": \"C\", // Person field and value\r\n \"LastName\": \"Doe\", // Person field and value\r\n \"Gender\": [ // Person field and value\r\n \"M\"\r\n ],\r\n \"Birthdate\": \"1980-02-02 00:00:00\", // Person field and value\r\n \"Age\": \"42\", // Person field and value\r\n \"MaritalStatus\": \"married\", // Person field and value\r\n \"Citizenship\": { // Person field and value\r\n \"address1\": null,\r\n \"address2\": null,\r\n \"city\": null,\r\n \"zip\": null,\r\n \"state\": null,\r\n \"country\": \"US\"\r\n },\r\n \"Email\": \"john.doe@precisefp.com\", // Person field and value\r\n \"MobilePhone\": \"+13123121232\", // Person field and value\r\n \"HomePhone\": \"+13213211313\", // Person field and value\r\n \"WorkPhone\": \"+13213211414\", // Person field and value\r\n \"Address\": { // Person field and value\r\n \"address1\": \"Smith Street 3123\",\r\n \"address2\": null,\r\n \"city\": \"Atlanta\",\r\n \"zip\": \"0108\",\r\n \"state\": \"GA\",\r\n \"country\": \"US\"\r\n },\r\n \"DriversLicenseNumber\": \"123456789\", // Person field and value\r\n \"DriversLicenseIssueDate\": null, // Person field and value\r\n \"DriversLicenseExpireDate\": null, // Person field and value\r\n \"DriversLicenseJurisdiction\": \"GA\", // Person field and value\r\n \"RiskScore\": \"57\", // Person field and value\r\n \"Employer\": \"Smith Company\", // Person field and value\r\n \"EmploymentPosition\": \"Analyst\", // Person field and value\r\n \"EmploymentYears\": \"6\", // Person field and value\r\n \"EmploymentAddress\": \"Smith Street 2416\", // Person field and value\r\n \"EmploymentSalary\": \"95000.000\", // Person field and value\r\n \"EmploymentCommissions\": null, // Person field and value\r\n \"IncomeEmploymentTotal\": null, // Person field and value\r\n \"IncomeSelfEmployment\": null, // Person field and value\r\n \"IncomePensionsAndAnnuities\": null, // Person field and value\r\n \"IncomeSocialSecurity\": null, // Person field and value\r\n \"IncomeCashDividends\": null, // Person field and value\r\n \"IncomeInterest\": null, // Person field and value\r\n \"IncomeOther\": null, // Person field and value\r\n \"IncomeTotal\": null, // Person field and value\r\n \"HasOutstandingStockOptions\": null, // Person field and value\r\n \"PlannedRetirementAge\": null, // Person field and value\r\n \"IsDependent\": null, // Person field and value\r\n \"CollegeType\": null, // Person field and value\r\n \"CollegeStartYear\": null, // Person field and value\r\n \"CollegeEndYear\": null // Person field and value\r\n }\r\n}","options":{"raw":{"language":"json"}}},"url":{"raw":"https://app.precisefp.com/api/v3/accounts/{INSERT_ACCOUNT_ID_HERE}/persons/{INSERT_PERSON_ID_HERE}?debug=false","protocol":"https","host":["app.precisefp.com"],"path":["api","v3","accounts","{INSERT_ACCOUNT_ID_HERE}","persons","{INSERT_PERSON_ID_HERE}"],"query":[{"key":"debug","value":"false","description":"Return debug information."}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"},{"key":"X-RateLimit-Limit","value":"60"},{"key":"X-RateLimit-Remaining","value":"59"}],"cookie":[],"responseTime":null,"body":"{\n \"Person\": { // The person record. See config/classifications for field structure\n \"_id\": \"94b0a70c-31c9-4786-acfc-5f7c2e1e5d6e||client\", // The unique id for the person record\n \"_group\": \"client\", // The group id for the person record\n \"FullName\": \" John C Doe\", // Person field and value\n \"FirstName\": \"John\", // Person field and value\n \"MiddleName\": \"C\", // Person field and value\n \"LastName\": \"Doe\", // Person field and value\n \"Gender\": [ // Person field and value\n \"M\"\n ],\n \"Birthdate\": \"1980-02-02 00:00:00\", // Person field and value\n \"Age\": \"42\", // Person field and value\n \"MaritalStatus\": \"married\", // Person field and value\n \"Citizenship\": { // Person field and value\n \"address1\": null,\n \"address2\": null,\n \"city\": null,\n \"zip\": null,\n \"state\": null,\n \"country\": \"US\"\n },\n \"Email\": \"john.doe@precisefp.com\", // Person field and value\n \"MobilePhone\": \"+13123121232\", // Person field and value\n \"HomePhone\": \"+13213211313\", // Person field and value\n \"WorkPhone\": \"+13213211414\", // Person field and value\n \"Address\": { // Person field and value\n \"address1\": \"Smith Street 3123\",\n \"address2\": null,\n \"city\": \"Atlanta\",\n \"zip\": \"0108\",\n \"state\": \"GA\",\n \"country\": \"US\"\n },\n \"DriversLicenseNumber\": \"123456789\", // Person field and value\n \"DriversLicenseIssueDate\": null, // Person field and value\n \"DriversLicenseExpireDate\": null, // Person field and value\n \"DriversLicenseJurisdiction\": \"GA\", // Person field and value\n \"RiskScore\": \"57\", // Person field and value\n \"Employer\": \"Smith Company\", // Person field and value\n \"EmploymentPosition\": \"Analyst\", // Person field and value\n \"EmploymentYears\": \"6\", // Person field and value\n \"EmploymentAddress\": \"Smith Street 2416\", // Person field and value\n \"EmploymentSalary\": \"95000.0000\", // Person field and value\n \"EmploymentCommissions\": null, // Person field and value\n \"IncomeEmploymentTotal\": null, // Person field and value\n \"IncomeSelfEmployment\": null, // Person field and value\n \"IncomePensionsAndAnnuities\": null, // Person field and value\n \"IncomeSocialSecurity\": null, // Person field and value\n \"IncomeCashDividends\": null, // Person field and value\n \"IncomeInterest\": null, // Person field and value\n \"IncomeOther\": null, // Person field and value\n \"IncomeTotal\": null, // Person field and value\n \"HasOutstandingStockOptions\": null, // Person field and value\n \"PlannedRetirementAge\": null, // Person field and value\n \"IsDependent\": null, // Person field and value\n \"CollegeType\": null, // Person field and value\n \"CollegeStartYear\": null, // Person field and value\n \"CollegeEndYear\": null // Person field and value\n }\n}"}],"_postman_id":"c0ab19b3-a69d-4ae4-93a8-1b87d6ef6139"},{"name":"Delete Person","id":"786c141b-0f91-4d73-9753-e9483c982104","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"DELETE","header":[],"body":{"mode":"raw","raw":"{\r\n \"password\": \"your_password_here\"\r\n}","options":{"raw":{"language":"json"}}},"url":"https://app.precisefp.com/api/v3/accounts/{INSERT_ACCOUNT_ID_HERE}/persons/{INSERT_PERSON_ID_HERE}","description":"

Deletes an account's person record.

Returns an account's secondary contacts.

Creates secondary contact for an account.

Updates secondary contact.

Deletes secondary contact.

All endpoints related with client/prospect accounts.

\n","event":[{"listen":"prerequest","script":{"id":"10139e7d-eb5f-4d3b-955a-ede80c0cbe29","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"dd066b72-b7be-419c-b5ce-93f8e0cd2a33","type":"text/javascript","exec":[""]}}],"_postman_id":"6be52bf5-60e3-4a57-af0d-eaac9e6f198c","auth":{"type":"bearer","bearer":{"basicConfig":[{"key":"token","value":"{INSERT_TOKEN_HERE}"}]},"isInherited":true,"source":{"_postman_id":"9becfdc1-3041-401e-9446-12ff1338edc0","id":"9becfdc1-3041-401e-9446-12ff1338edc0","name":"PreciseFP API V3","type":"collection"}}},{"name":"Config","item":[{"name":"Get Account Activity","id":"a75e2f41-c493-4895-a28d-031699759fe9","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[],"url":"https://app.precisefp.com/api/v3/config/activities","description":"

Returns a collection with all possible activities.

You may use this list to ensure your application supports all activities returned by the API.

Returns all panels, groups and elements that constitute the dataset.

You may use this to ensure your application shows a correct account profile.

Returns a collection with all possible icon names.

You mayu se this list to ensure your application supports the icons returned by the API.

Returns a list of person and household classified fields from the Dataset.

\n","auth":{"type":"bearer","bearer":{"basicConfig":[{"key":"token","value":"{INSERT_TOKEN_HERE}"}]},"isInherited":true,"source":{"_postman_id":"9becfdc1-3041-401e-9446-12ff1338edc0","id":"9becfdc1-3041-401e-9446-12ff1338edc0","name":"PreciseFP API V3","type":"collection"}},"urlObject":{"protocol":"https","path":["api","v3","config","classifications"],"host":["app.precisefp.com"],"query":[],"variable":[]}},"response":[{"id":"b5038d37-ad52-4f16-a823-6b63e4adc82d","name":"Get Classifications","originalRequest":{"method":"GET","header":[],"url":"https://app.precisefp.com/api/v3/config/classifications"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"},{"key":"X-RateLimit-Limit","value":"60"},{"key":"X-RateLimit-Remaining","value":"59"}],"cookie":[],"responseTime":null,"body":"{ // Classification of dataset elements\n \"Person\": { // List of elements classified as Person \n \"_groups\": { // List of groups that allow records to be added/removed\n \"71876096-aa84-4fe5-9362-77e3296c6680\": \"Family Members / Children\",\n \"2ea879f5-8cc2-4621-9014-87984aa693bd\": \"Family Members / Other Family Members\"\n },\n \"FullName\": { // Person's attribute name\n \"id\": \"Person.FullName\", // The attribute's Id\n \"elements\": [ // List of elements classified under this attribute\n {\n \"id\": \"a09c63ec-b551-4c98-9214-7f5210c7d54d\", // The element's ID\n \"group\": \"94229e22-0f87-4bb4-877e-cb133ef883bd\", // The group ID this element belongs to\n \"type\": \"READONLY\", // The type of the element. Can be READONLY, STRING, PHONE, NUMERIC, CURRENCY, ADDRESS, DATE OR ARRAY\n \"options\": [] // The element's options \n },\n {\n \"id\": \"0830f2ca-2446-455b-a019-913f1a260d3a\",\n \"group\": \"71876096-aa84-4fe5-9362-77e3296c6680\",\n \"type\": \"READONLY\",\n \"options\": []\n },\n {\n \"id\": \"62546dee-ce9c-47cc-921f-679ddcec7138\",\n \"group\": \"2ea879f5-8cc2-4621-9014-87984aa693bd\",\n \"type\": \"READONLY\",\n \"options\": []\n }\n ]\n },\n \"FirstName\": {\n \"id\": \"Person.FirstName\",\n \"elements\": [\n {\n \"id\": \"ffca48cd-45ae-4695-9388-c10aa99f13e8\",\n \"group\": \"94229e22-0f87-4bb4-877e-cb133ef883bd\",\n \"type\": \"STRING\",\n \"options\": []\n },\n {\n \"id\": \"2049bd6b-a095-441e-9aad-1b3efb6f9882\",\n \"group\": \"71876096-aa84-4fe5-9362-77e3296c6680\",\n \"type\": \"STRING\",\n \"options\": []\n },\n {\n \"id\": \"1d6ff66f-039d-4109-b406-db55f26398a6\",\n \"group\": \"2ea879f5-8cc2-4621-9014-87984aa693bd\",\n \"type\": \"STRING\",\n \"options\": []\n }\n ]\n },\n \"MiddleName\": {\n \"id\": \"Person.MiddleName\",\n \"elements\": [\n {\n \"id\": \"af4f22e0-f9de-47cd-9153-97fb8d58f506\",\n \"group\": \"94229e22-0f87-4bb4-877e-cb133ef883bd\",\n \"type\": \"STRING\",\n \"options\": []\n },\n {\n \"id\": \"735f35b7-d458-419c-8d28-43fadfdb2214\",\n \"group\": \"71876096-aa84-4fe5-9362-77e3296c6680\",\n \"type\": \"STRING\",\n \"options\": []\n },\n {\n \"id\": \"fa1056bf-06f5-4e44-9a8d-33e5d974327d\",\n \"group\": \"2ea879f5-8cc2-4621-9014-87984aa693bd\",\n \"type\": \"STRING\",\n \"options\": []\n }\n ]\n },\n \"LastName\": {\n \"id\": \"Person.LastName\",\n \"elements\": [\n {\n \"id\": \"90cc0d96-1c41-483a-aeba-5dcbff12f3e7\",\n \"group\": \"94229e22-0f87-4bb4-877e-cb133ef883bd\",\n \"type\": \"STRING\",\n \"options\": []\n },\n {\n \"id\": \"fcc82ef2-9e25-44e7-89a0-f01036be78c5\",\n \"group\": \"71876096-aa84-4fe5-9362-77e3296c6680\",\n \"type\": \"STRING\",\n \"options\": []\n },\n {\n \"id\": \"d891da9a-f70f-4294-8648-da20ad9d50ca\",\n \"group\": \"2ea879f5-8cc2-4621-9014-87984aa693bd\",\n \"type\": \"STRING\",\n \"options\": []\n }\n ]\n },\n \"Gender\": {\n \"id\": \"Person.Gender\",\n \"elements\": [\n {\n \"id\": \"62199f3f-da35-41b1-a5a1-bf69885c974a\",\n \"group\": \"94229e22-0f87-4bb4-877e-cb133ef883bd\",\n \"type\": \"ARRAY\",\n \"options\": [\n {\n \"label\": \"Male\",\n \"value\": \"M\"\n },\n {\n \"label\": \"Female\",\n \"value\": \"F\"\n }\n ]\n },\n {\n \"id\": \"ce56030b-a6db-4344-8038-ccc417d6b7ca\",\n \"group\": \"71876096-aa84-4fe5-9362-77e3296c6680\",\n \"type\": \"ARRAY\",\n \"options\": [\n {\n \"label\": \"Male\",\n \"value\": \"M\"\n },\n {\n \"label\": \"Female\",\n \"value\": \"F\"\n }\n ]\n },\n {\n \"id\": \"d1a7b5a1-69d3-41c8-9329-9358c589fef0\",\n \"group\": \"2ea879f5-8cc2-4621-9014-87984aa693bd\",\n \"type\": \"ARRAY\",\n \"options\": [\n {\n \"label\": \"Male\",\n \"value\": \"M\"\n },\n {\n \"label\": \"Female\",\n \"value\": \"F\"\n }\n ]\n }\n ]\n },\n \"Birthdate\": {\n \"id\": \"Person.Birthdate\",\n \"elements\": [\n {\n \"id\": \"c8b8444c-b7a6-455a-9d1c-c21b4f1e28da\",\n \"group\": \"94229e22-0f87-4bb4-877e-cb133ef883bd\",\n \"type\": \"DATE\",\n \"options\": []\n },\n {\n \"id\": \"323c8f80-f99a-4bca-b7ac-f131bb2c3793\",\n \"group\": \"71876096-aa84-4fe5-9362-77e3296c6680\",\n \"type\": \"DATE\",\n \"options\": []\n },\n {\n \"id\": \"4307a820-20e9-48c9-be11-72d5950a89ce\",\n \"group\": \"2ea879f5-8cc2-4621-9014-87984aa693bd\",\n \"type\": \"DATE\",\n \"options\": []\n }\n ]\n },\n \"Age\": {\n \"id\": \"Person.Age\",\n \"elements\": [\n {\n \"id\": \"77c4ffea-cac1-4dcd-9ba0-bf8d6c774918\",\n \"group\": \"94229e22-0f87-4bb4-877e-cb133ef883bd\",\n \"type\": \"READONLY\",\n \"options\": []\n },\n {\n \"id\": \"2bca68bd-b61a-4566-9cd1-06a3c1bd6f86\",\n \"group\": \"71876096-aa84-4fe5-9362-77e3296c6680\",\n \"type\": \"READONLY\",\n \"options\": []\n },\n {\n \"id\": \"8fd6a284-1433-4011-909e-fff061fbfbe8\",\n \"group\": \"2ea879f5-8cc2-4621-9014-87984aa693bd\",\n \"type\": \"READONLY\",\n \"options\": []\n }\n ]\n },\n \"MaritalStatus\": {\n \"id\": \"Person.MaritalStatus\",\n \"elements\": [\n {\n \"id\": \"16c02420-308a-4e1c-9638-4e248cfcfd06\",\n \"group\": \"94229e22-0f87-4bb4-877e-cb133ef883bd\",\n \"type\": \"STRING\",\n \"options\": [\n {\n \"label\": \"Single\",\n \"value\": \"single\"\n },\n {\n \"label\": \"Married\",\n \"value\": \"married\"\n },\n {\n \"label\": \"Divorced\",\n \"value\": \"divorced\"\n },\n {\n \"label\": \"Widowed\",\n \"value\": \"widowed\"\n },\n {\n \"label\": \"Domestic Partner\",\n \"value\": \"partner\"\n }\n ]\n }\n ]\n },\n \"Citizenship\": {\n \"id\": \"Person.Citizenship\",\n \"elements\": [\n {\n \"id\": \"ecc042d5-f5ee-4002-9c92-a4f76aea5be7\",\n \"group\": \"94229e22-0f87-4bb4-877e-cb133ef883bd\",\n \"type\": \"ADDRESS\",\n \"options\": {\n \"address1\": false,\n \"address2\": false,\n \"city\": false,\n \"state\": false,\n \"zip\": false,\n \"country\": true\n }\n }\n ]\n },\n \"Email\": {\n \"id\": \"Person.Email\",\n \"elements\": [\n {\n \"id\": \"95edc940-5263-4517-986f-783d56077110\",\n \"group\": \"d979e0fc-3dfa-4ed2-a1e1-2825551252d0\",\n \"type\": \"STRING\",\n \"options\": []\n },\n {\n \"id\": \"c9725b7b-7776-4079-a599-76bd71951cf4\",\n \"group\": \"71876096-aa84-4fe5-9362-77e3296c6680\",\n \"type\": \"STRING\",\n \"options\": []\n },\n {\n \"id\": \"72d89b42-8ad5-403f-a5b6-4bee5b5f78be\",\n \"group\": \"2ea879f5-8cc2-4621-9014-87984aa693bd\",\n \"type\": \"STRING\",\n \"options\": []\n }\n ]\n },\n \"MobilePhone\": {\n \"id\": \"Person.MobilePhone\",\n \"elements\": [\n {\n \"id\": \"358842d4-3b40-4d8d-a37e-c21d6b3eade5\",\n \"group\": \"d979e0fc-3dfa-4ed2-a1e1-2825551252d0\",\n \"type\": \"PHONE\",\n \"options\": []\n },\n {\n \"id\": \"bf0081c4-e71c-4379-a475-22c8d6025a32\",\n \"group\": \"71876096-aa84-4fe5-9362-77e3296c6680\",\n \"type\": \"PHONE\",\n \"options\": []\n },\n {\n \"id\": \"a0554d83-6dd9-4d5b-a4fb-9eddad503b6b\",\n \"group\": \"2ea879f5-8cc2-4621-9014-87984aa693bd\",\n \"type\": \"PHONE\",\n \"options\": []\n }\n ]\n },\n \"HomePhone\": {\n \"id\": \"Person.HomePhone\",\n \"elements\": [\n {\n \"id\": \"24e081da-0846-47ca-835f-a12fa11506aa\",\n \"group\": \"d979e0fc-3dfa-4ed2-a1e1-2825551252d0\",\n \"type\": \"PHONE\",\n \"options\": []\n }\n ]\n },\n \"WorkPhone\": {\n \"id\": \"Person.WorkPhone\",\n \"elements\": [\n {\n \"id\": \"4636ffe0-1751-4dd2-a2b6-cc660225b20b\",\n \"group\": \"d979e0fc-3dfa-4ed2-a1e1-2825551252d0\",\n \"type\": \"PHONE\",\n \"options\": []\n }\n ]\n },\n \"Address\": {\n \"id\": \"Person.Address\",\n \"elements\": [\n {\n \"id\": \"4988da61-fd8b-4960-9872-58cdb87156c3\",\n \"group\": \"d979e0fc-3dfa-4ed2-a1e1-2825551252d0\",\n \"type\": \"ADDRESS\",\n \"options\": {\n \"address1\": true,\n \"address2\": false,\n \"city\": true,\n \"state\": true,\n \"zip\": true,\n \"country\": true\n }\n },\n {\n \"id\": \"9b650db8-8dce-409f-b472-c6ce1458790b\",\n \"group\": \"71876096-aa84-4fe5-9362-77e3296c6680\",\n \"type\": \"ADDRESS\",\n \"options\": {\n \"address1\": true,\n \"address2\": false,\n \"city\": true,\n \"state\": true,\n \"zip\": true,\n \"country\": true\n }\n },\n {\n \"id\": \"568670c2-016c-4cbf-a39d-16ceced7add9\",\n \"group\": \"2ea879f5-8cc2-4621-9014-87984aa693bd\",\n \"type\": \"ADDRESS\",\n \"options\": {\n \"address1\": true,\n \"address2\": false,\n \"city\": true,\n \"state\": true,\n \"zip\": true,\n \"country\": true\n }\n }\n ]\n },\n \"DriversLicenseNumber\": {\n \"id\": \"Person.DriversLicenseNumber\",\n \"elements\": [\n {\n \"id\": \"a60503c7-bae6-4684-9032-a44cd1dd7ff7\",\n \"group\": \"233f3709-46c9-4e3f-b1fb-1150a4c02f87\",\n \"type\": \"STRING\",\n \"options\": []\n }\n ]\n },\n \"DriversLicenseIssueDate\": {\n \"id\": \"Person.DriversLicenseIssueDate\",\n \"elements\": [\n {\n \"id\": \"867e028b-2a7c-4fab-8490-e4e681bc2cb4\",\n \"group\": \"233f3709-46c9-4e3f-b1fb-1150a4c02f87\",\n \"type\": \"DATE\",\n \"options\": []\n }\n ]\n },\n \"DriversLicenseExpireDate\": {\n \"id\": \"Person.DriversLicenseExpireDate\",\n \"elements\": [\n {\n \"id\": \"b82cab63-6df3-4bb7-b5b4-a97efcf70f3a\",\n \"group\": \"233f3709-46c9-4e3f-b1fb-1150a4c02f87\",\n \"type\": \"DATE\",\n \"options\": []\n }\n ]\n },\n \"DriversLicenseJurisdiction\": {\n \"id\": \"Person.DriversLicenseJurisdiction\",\n \"elements\": [\n {\n \"id\": \"89522428-455b-4cf2-8139-e705f21f924c\",\n \"group\": \"233f3709-46c9-4e3f-b1fb-1150a4c02f87\",\n \"type\": \"ADDRESS\",\n \"options\": {\n \"address1\": false,\n \"address2\": false,\n \"city\": false,\n \"state\": true,\n \"zip\": false,\n \"country\": true\n }\n }\n ]\n },\n \"RiskScore\": {\n \"id\": \"Person.RiskScore\",\n \"elements\": [\n {\n \"id\": \"36e27b00-4eb3-4d3c-8bfa-e5d17bd48e19\",\n \"group\": \"ceb7e593-c276-4f7f-9821-68d56c86a311\",\n \"type\": \"NUMERIC\",\n \"options\": []\n }\n ]\n },\n \"Employer\": {\n \"id\": \"Person.Employer\",\n \"elements\": [\n {\n \"id\": \"a6e74e16-cf85-4910-b809-ebd716741c2c\",\n \"group\": \"87cdafca-6be7-43d0-a9a0-33f45febbc30\",\n \"type\": \"STRING\",\n \"options\": []\n }\n ]\n },\n \"EmploymentPosition\": {\n \"id\": \"Person.EmploymentPosition\",\n \"elements\": [\n {\n \"id\": \"4487db9c-03c3-4c0d-8aa0-70ce0bb6bf01\",\n \"group\": \"87cdafca-6be7-43d0-a9a0-33f45febbc30\",\n \"type\": \"STRING\",\n \"options\": []\n }\n ]\n },\n \"EmploymentYears\": {\n \"id\": \"Person.EmploymentYears\",\n \"elements\": [\n {\n \"id\": \"0dabc7af-8e7b-4b3d-a32b-79d98577bfcd\",\n \"group\": \"87cdafca-6be7-43d0-a9a0-33f45febbc30\",\n \"type\": \"NUMERIC\",\n \"options\": []\n }\n ]\n },\n \"EmploymentAddress\": {\n \"id\": \"Person.EmploymentAddress\",\n \"elements\": [\n {\n \"id\": \"6a2eecfd-d8be-45f6-aa7b-eb7474e96bac\",\n \"group\": \"87cdafca-6be7-43d0-a9a0-33f45febbc30\",\n \"type\": \"ADDRESS\",\n \"options\": {\n \"address1\": true,\n \"address2\": false,\n \"city\": true,\n \"state\": true,\n \"zip\": true,\n \"country\": true\n }\n }\n ]\n },\n \"EmploymentSalary\": {\n \"id\": \"Person.EmploymentSalary\",\n \"elements\": [\n {\n \"id\": \"acc01c41-f6b7-4a94-b6b5-675916066d52\",\n \"group\": \"87cdafca-6be7-43d0-a9a0-33f45febbc30\",\n \"type\": \"CURRENCY\",\n \"options\": []\n }\n ]\n },\n \"EmploymentCommissions\": {\n \"id\": \"Person.EmploymentCommissions\",\n \"elements\": [\n {\n \"id\": \"40e02ad2-b293-41f2-9b35-cf456ec4ad50\",\n \"group\": \"87cdafca-6be7-43d0-a9a0-33f45febbc30\",\n \"type\": \"CURRENCY\",\n \"options\": []\n }\n ]\n },\n \"IncomeEmploymentTotal\": {\n \"id\": \"Person.IncomeEmploymentTotal\",\n \"elements\": [\n {\n \"id\": \"22c3448c-0f4d-4490-93e9-89089220f6e9\",\n \"group\": \"b682643b-699a-4ce1-8607-a0d4fcdaeb6c\",\n \"type\": \"READONLY\",\n \"options\": []\n }\n ]\n },\n \"IncomeSelfEmployment\": {\n \"id\": \"Person.IncomeSelfEmployment\",\n \"elements\": [\n {\n \"id\": \"78000097-d899-4e0d-a281-f798a462394a\",\n \"group\": \"b682643b-699a-4ce1-8607-a0d4fcdaeb6c\",\n \"type\": \"CURRENCY\",\n \"options\": []\n }\n ]\n },\n \"IncomePensionsAndAnnuities\": {\n \"id\": \"Person.IncomePensionsAndAnnuities\",\n \"elements\": [\n {\n \"id\": \"c7445c0a-5ebf-4c1a-b3b7-b85968bc1872\",\n \"group\": \"b682643b-699a-4ce1-8607-a0d4fcdaeb6c\",\n \"type\": \"READONLY\",\n \"options\": []\n }\n ]\n },\n \"IncomeSocialSecurity\": {\n \"id\": \"Person.IncomeSocialSecurity\",\n \"elements\": [\n {\n \"id\": \"8ef95b51-2bbd-4652-b270-b9dd89c008e3\",\n \"group\": \"b682643b-699a-4ce1-8607-a0d4fcdaeb6c\",\n \"type\": \"CURRENCY\",\n \"options\": []\n }\n ]\n },\n \"IncomeCashDividends\": {\n \"id\": \"Person.IncomeCashDividends\",\n \"elements\": [\n {\n \"id\": \"81e2bb3e-041b-4aef-bc4f-ccc8be4350ef\",\n \"group\": \"b682643b-699a-4ce1-8607-a0d4fcdaeb6c\",\n \"type\": \"CURRENCY\",\n \"options\": []\n }\n ]\n },\n \"IncomeInterest\": {\n \"id\": \"Person.IncomeInterest\",\n \"elements\": [\n {\n \"id\": \"b40418f2-869f-453c-b9b1-7b83394a2d11\",\n \"group\": \"b682643b-699a-4ce1-8607-a0d4fcdaeb6c\",\n \"type\": \"CURRENCY\",\n \"options\": []\n }\n ]\n },\n \"IncomeOther\": {\n \"id\": \"Person.IncomeOther\",\n \"elements\": [\n {\n \"id\": \"07b4902a-1982-452a-a763-c34ee33aeb25\",\n \"group\": \"b682643b-699a-4ce1-8607-a0d4fcdaeb6c\",\n \"type\": \"CURRENCY\",\n \"options\": []\n }\n ]\n },\n \"IncomeTotal\": {\n \"id\": \"Person.IncomeTotal\",\n \"elements\": [\n {\n \"id\": \"ec6e4a60-9de0-44bc-aec8-727f9d82f67a\",\n \"group\": \"b682643b-699a-4ce1-8607-a0d4fcdaeb6c\",\n \"type\": \"READONLY\",\n \"options\": []\n }\n ]\n },\n \"HasOutstandingStockOptions\": {\n \"id\": \"Person.HasOutstandingStockOptions\",\n \"elements\": [\n {\n \"id\": \"2245bf86-be89-47f6-a780-081c77163f84\",\n \"group\": \"3d7f886d-427c-4455-ad35-f88a8599080c\",\n \"type\": \"ARRAY\",\n \"options\": [\n {\n \"label\": \"Yes\",\n \"value\": \"yes\"\n },\n {\n \"label\": \"No\",\n \"value\": \"no\"\n }\n ]\n }\n ]\n },\n \"PlannedRetirementAge\": {\n \"id\": \"Person.PlannedRetirementAge\",\n \"elements\": [\n {\n \"id\": \"3f22618e-4295-4877-af85-73b44cfa5707\",\n \"group\": \"3d7f886d-427c-4455-ad35-f88a8599080c\",\n \"type\": \"NUMERIC\",\n \"options\": []\n }\n ]\n },\n \"IsDependent\": {\n \"id\": \"Person.IsDependent\",\n \"elements\": [\n {\n \"id\": \"54b8eff8-31ec-4136-80ba-16978564aee1\",\n \"group\": \"71876096-aa84-4fe5-9362-77e3296c6680\",\n \"type\": \"ARRAY\",\n \"options\": [\n {\n \"label\": \"Yes\",\n \"value\": \"yes\"\n },\n {\n \"label\": \"No\",\n \"value\": \"no\"\n }\n ]\n },\n {\n \"id\": \"9b857df8-1e5b-42b4-b1c1-0ca3c87c4fc8\",\n \"group\": \"2ea879f5-8cc2-4621-9014-87984aa693bd\",\n \"type\": \"ARRAY\",\n \"options\": [\n {\n \"label\": \"Yes\",\n \"value\": \"yes\"\n },\n {\n \"label\": \"No\",\n \"value\": \"no\"\n }\n ]\n }\n ]\n },\n \"CollegeType\": {\n \"id\": \"Person.CollegeType\",\n \"elements\": [\n {\n \"id\": \"e36dd588-fe36-4c7d-97fd-099e84ce5aa2\",\n \"group\": \"71876096-aa84-4fe5-9362-77e3296c6680\",\n \"type\": \"ARRAY\",\n \"options\": [\n {\n \"label\": \"Public\",\n \"value\": \"public\"\n },\n {\n \"label\": \"Private\",\n \"value\": \"private\"\n }\n ]\n }\n ]\n },\n \"CollegeStartYear\": {\n \"id\": \"Person.CollegeStartYear\",\n \"elements\": [\n {\n \"id\": \"1f432f72-2398-43a1-8715-774aecb67e1f\",\n \"group\": \"71876096-aa84-4fe5-9362-77e3296c6680\",\n \"type\": \"NUMERIC\",\n \"options\": []\n }\n ]\n },\n \"CollegeEndYear\": {\n \"id\": \"Person.CollegeEndYear\",\n \"elements\": [\n {\n \"id\": \"efaaaf93-8da8-4ecc-baa1-a2a1079fb333\",\n \"group\": \"71876096-aa84-4fe5-9362-77e3296c6680\",\n \"type\": \"NUMERIC\",\n \"options\": []\n }\n ]\n }\n },\n \"Household\": { // List of elements classified as Household \n \"networth\": { // The attribute's title\n \"id\": \"Household.networth\", // The attribute's ID\n \"elements\": [ // List of elements classified under this attribute\n {\n \"id\": \"023e39ab-9e20-42ee-beea-4bcf1525f29b\", \n \"group\": \"61303854-7d06-475a-b620-f585bbfae643\",\n \"type\": \"READONLY\",\n \"options\": []\n }\n ]\n }\n }\n}"}],"_postman_id":"16249a38-e0c2-460e-baf1-95ec84c023dc"}],"id":"aac146c8-a67c-44f5-aaa0-70cbd3898387","description":"

All endpoints related with configuration and settings.

\n","_postman_id":"aac146c8-a67c-44f5-aaa0-70cbd3898387","auth":{"type":"bearer","bearer":{"basicConfig":[{"key":"token","value":"{INSERT_TOKEN_HERE}"}]},"isInherited":true,"source":{"_postman_id":"9becfdc1-3041-401e-9446-12ff1338edc0","id":"9becfdc1-3041-401e-9446-12ff1338edc0","name":"PreciseFP API V3","type":"collection"}}},{"name":"User","item":[{"name":"Get User","id":"0ba26256-693d-434a-8b15-de7ac8d06a09","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[],"url":"https://app.precisefp.com/api/v3/user","description":"

Returns the current authenticated user along with his personal settings and available data.

Updates the current authenticated user's team.

Returns the current authenticated user available From Templates.

Returns the current authenticated user available PDF Templates.

Returns one, specified form template.

Returns one, specified PDF Template.

Returns a PDF file.

Get User's Secondary Contacts

Sort results by: id, type, quality, pipeline, favorited, archived, created_at, updated_at, client.first_name, client.last_name, client.email, coclient.first_name, coclient.last_name, coclient.email

\n","type":"text/plain"},"key":"sort","value":"-id"},{"description":{"content":"

Limit results

\n","type":"text/plain"},"key":"limit","value":"50"},{"description":{"content":"

Offset results

\n","type":"text/plain"},"key":"offset","value":"0"},{"description":{"content":"

Search client/co-client first name, last name or email

\n","type":"text/plain"},"key":"query","value":""},{"description":{"content":"

Filter results by: client, prospect, favorite, archived, all

\n","type":"text/plain"},"key":"type","value":""},{"description":{"content":"

Filter results by pipeline id

\n","type":"text/plain"},"key":"pipeline","value":""}],"variable":[]}},"response":[{"id":"1d064549-51d9-482c-87fc-2419a4733652","name":"Get User's Secondary Contacts","originalRequest":{"method":"GET","header":[],"url":{"raw":"https://app.precisefp.com/api/v3/user/secondary-contacts?sort=-id&limit=50&offset=0&query=","protocol":"https","host":["app.precisefp.com"],"path":["api","v3","user","secondary-contacts"],"query":[{"key":"sort","value":"-id","description":"Sort results by: id, code, first_name, last_name, email"},{"key":"limit","value":"50","description":"Limit results"},{"key":"offset","value":"0","description":"Offset results"},{"key":"query","value":"","description":"Search secondary contact first_name, last_name or email"}]}},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","name":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[],"responseTime":null,"body":"{\n \"items\": [\n {\n \"id\": 3,\n \"code\": \"kjfsdr\",\n \"first_name\": \"John\",\n \"last_name\": \"Doe\",\n \"name\": \"John Doe\",\n \"email\": \"test@precisefp.com\",\n \"phone\": {\n \"code\": \"+1\",\n \"country\": \"US\",\n \"ext\": null,\n \"number\": \"3123211212\"\n },\n \"group\": null,\n \"auto_add\": true\n }\n ],\n \"params\": {\n \"limit\": \"50\",\n \"offset\": 0,\n \"sort\": \"id\",\n \"query\": null,\n \"total\": 1\n }\n}"}],"_postman_id":"c1f6256a-bb35-401c-8665-e7fd176d53a6"},{"name":"Create Secondary Contact for User","id":"23430202-93bb-414f-a8f0-a218d398ca59","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[],"body":{"mode":"raw","raw":"{\n \"first_name\": \"John\", // The first name\n \"last_name\": \"Doe\", // The last name\n \"email\": \"test@precisefp.com\", // The email\n \"phone\": { // The mobile phone\n \"code\": \"+1\", // The country calling code\n \"number\": \"3123211212\", // The phone number\n \"country\": \"US\" // 2 letter representation of the phone number's country\n },\n \"auto_add\": 1 // Determines if secondary contact should be auto-added to all clients and prospects\n}","options":{"raw":{"language":"json"}}},"url":"http://app.precisefp.com/api/v3/user/secondary-contacts","description":"

Create Secondary Contact for User

Update User's Secondary Contact

Delete User's Secondary Contact

All endpoints related with the current authenticated user.

\n","_postman_id":"5a87ea6a-27eb-4148-a426-fcac65330ad5","auth":{"type":"bearer","bearer":{"basicConfig":[{"key":"token","value":"{INSERT_TOKEN_HERE}"}]},"isInherited":true,"source":{"_postman_id":"9becfdc1-3041-401e-9446-12ff1338edc0","id":"9becfdc1-3041-401e-9446-12ff1338edc0","name":"PreciseFP API V3","type":"collection"}}},{"name":"Users","item":[{"name":"Get Users","id":"f8ce3a05-fa22-4058-9696-1199e9d9ee04","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[],"url":"https://app.precisefp.com/api/v3/users?sort=-id&limit=50&offset=0&query=&role=","description":"

Returns a collection of accounts.

Sort results by: id, first_name, last_name or email

\n","type":"text/plain"},"key":"sort","value":"-id"},{"description":{"content":"

Limit results

\n","type":"text/plain"},"key":"limit","value":"50"},{"description":{"content":"

Offset results

\n","type":"text/plain"},"key":"offset","value":"0"},{"description":{"content":"

Search user first name, last name or email

\n","type":"text/plain"},"key":"query","value":""},{"description":{"content":"

Filter results by role

\n","type":"text/plain"},"key":"role","value":""}],"variable":[]}},"response":[{"id":"b99aa59a-9a18-4f62-bf15-f247d69cc441","name":"Get Users","originalRequest":{"method":"GET","header":[],"url":{"raw":"https://app.precisefp.com/api/v3/users?sort=-id&limit=50&offset=0&query=&role=","protocol":"https","host":["app.precisefp.com"],"path":["api","v3","users"],"query":[{"key":"sort","value":"-id","description":"Sort results by: id, first_name, last_name or email"},{"key":"limit","value":"50","description":"Limit results"},{"key":"offset","value":"0","description":"Offset results"},{"key":"query","value":"","description":"Search user first name, last name or email"},{"key":"role","value":"","description":"Filter results by role"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Server","value":"nginx/1.18.0 (Ubuntu)"},{"key":"Content-Type","value":"application/json"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Cache-Control","value":"no-cache, private"},{"key":"Date","value":"Fri, 13 Dec 2024 10:29:46 GMT"},{"key":"X-RateLimit-Limit","value":"60"},{"key":"X-RateLimit-Remaining","value":"59"},{"key":"Access-Control-Allow-Origin","value":"*"}],"cookie":[],"responseTime":null,"body":"{\n \"items\": [\n {\n \"id\": 23,\n \"first_name\": \"Test\",\n \"last_name\": \"Test\",\n \"email\": \"test@precisefp.com\",\n \"phone\": {\n \"code\": \"+1\",\n \"number\": \"2312312312\",\n \"country\": \"US\"\n },\n \"photo\": null,\n \"timezone\": \"Europe/Warsaw\",\n \"currency\": \"USD\",\n \"role\": \"user\",\n \"team\": {\n \"id\": 4,\n \"name\": \"Test\"\n },\n \"teams\": [\n {\n \"id\": 4,\n \"name\": \"Test\"\n },\n {\n \"id\": 6,\n \"name\": \"Test 2\"\n }\n ]\n }\n ],\n \"params\": {\n \"limit\": \"50\",\n \"offset\": 5,\n \"sort\": \"-id\",\n \"query\": null,\n \"role\": null,\n \"total\": 1\n }\n}"}],"_postman_id":"f8ce3a05-fa22-4058-9696-1199e9d9ee04"},{"name":"Create User","event":[{"listen":"prerequest","script":{"exec":["/* Strip comments from json body */\r","if (pm?.request?.body?.options?.raw?.language === 'json') {\r"," const rawData = pm.request.body.toString();\r"," const strippedData = rawData.replace(\r"," /\\\\\"|\"(?:\\\\\"|[^\"])*\"|(\\/\\/.*|\\/\\*[\\s\\S]*?\\*\\/)/g,\r"," (m, g) => g ? \"\" : m\r"," );\r"," pm.request.body.update(JSON.stringify(JSON.parse(strippedData)));\r"," pm.request.headers.add('Content-Type: application/json');\r","}"],"type":"text/javascript","packages":{},"id":"c3137751-d838-45b6-bf71-ff3c8bbca472"}}],"id":"e0cede5e-9cee-4c98-a836-dee83af8dba3","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[],"body":{"mode":"raw","raw":"{\r\n \"first_name\": \"Test\", // The first name\r\n \"last_name\": \"Test\", // The last name\r\n \"email\": \"test_create@precisefp.com\", // The email (unique)\r\n \"timezone\": \"Europe/Warsaw\", // The timezone\r\n \"role\": \"office\", // The role\r\n \"teams\": [4, 6], // Ids of teams (first will be default one)\r\n \"phone\": { // The mobile phone\r\n \"code\": \"+1\", // The country calling code\r\n \"number\": \"3123211212\", // The phone number\r\n \"country\": \"US\" // 2 letter representation of the phone number's country\r\n }\r\n}","options":{"raw":{"language":"json"}}},"url":"https://app.precisefp.com/api/v3/users","description":"

Creates a new account record.

Returns one, specific account.

Updates an account record.

Deletes an account record.

Returns a collection of accounts.

Creates a new account record.

Deletes an account record.

All endpoints related with client/prospect accounts.

\n","event":[{"listen":"prerequest","script":{"type":"text/javascript","exec":[""],"id":"dfad1477-50cf-43af-8def-3a97ed7a8bc6"}},{"listen":"test","script":{"type":"text/javascript","exec":[""],"id":"eb9ace3f-b1e4-4f6d-a7e4-dbe83e8d6118"}}],"_postman_id":"b80b4e8e-df94-4377-a68d-64ca75d5e74d","auth":{"type":"bearer","bearer":{"basicConfig":[{"key":"token","value":"{INSERT_TOKEN_HERE}"}]},"isInherited":true,"source":{"_postman_id":"9becfdc1-3041-401e-9446-12ff1338edc0","id":"9becfdc1-3041-401e-9446-12ff1338edc0","name":"PreciseFP API V3","type":"collection"}}},{"name":"Emails","item":[{"name":"Get Team Emails","id":"d96fb322-b98c-4fd0-9b9f-873c3e16da6a","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[],"url":"https://app.precisefp.com/api/v3/teams/{{team}}/emails","description":"

Returns a collection of accounts.

Dear [%client.first.name%], :)

Please review and sign the [%title%] package.

When you are ready to proceed, please click the button below.

\",\n \"subject\": \"[%advisor.name%] is requesting you to review and sign the [%title%]\"\n },\n \"docusign\": {\n \"active\": true,\n \"message\": \"

Dear [%client.first.name%], :)

Please review and sign the [%title%] package.

\",\n \"subject\": \"[%advisor.name%] is requesting you to review and sign the [%title%]\"\n },\n \"reminder\": {\n \"active\": true,\n \"period\": {\n \"for\": \"30\",\n \"every\": \"5\"\n },\n \"message\": \"

Hi [%client.first.name%], :)

This is a courtesy reminder, asking you to kindly review and sign the [%title%] package.

When you are ready to proceed, please click on the button below.

\",\n \"subject\": \"Reminder to review and sign the [%title%]\"\n },\n \"completed\": {\n \"active\": true,\n \"message\": \"

Hi [%client.first.name%], :)

The [%title%] package is ready for download.

When you are ready to proceed, please click the button below.

\",\n \"subject\": \"The [%title%] package is ready for download\"\n }\n },\n \"color\": \"#C34646\",\n \"disclaimer\": \"

disclaimer

\",\n \"logo\": \"https://pfp.local/media/image/team/38/XcbvH0SsDwc9p3KQqaRz7PcPxdC7xT54ZeVlEOh5.png\"\n}"}],"_postman_id":"d96fb322-b98c-4fd0-9b9f-873c3e16da6a"},{"name":"Update Team Emails","event":[{"listen":"prerequest","script":{"exec":["/* Strip comments from json body */\r","if (pm?.request?.body?.options?.raw?.language === 'json') {\r"," const rawData = pm.request.body.toString();\r"," const strippedData = rawData.replace(\r"," /\\\\\"|\"(?:\\\\\"|[^\"])*\"|(\\/\\/.*|\\/\\*[\\s\\S]*?\\*\\/)/g,\r"," (m, g) => g ? \"\" : m\r"," );\r"," pm.request.body.update(JSON.stringify(JSON.parse(strippedData)));\r"," pm.request.headers.add('Content-Type: application/json');\r","}"],"type":"text/javascript","packages":{},"id":"4ecf2ed6-e3a8-4fe6-a824-b3a20e1cb245"}}],"id":"33d87e1a-bb82-4937-9135-aa40651d7129","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[],"body":{"mode":"raw","raw":"{\r\n \"bcc\": [\"test@precisefp.com\", \"test2@precisefp.com\"],\r\n \"pdf\": {\r\n \"new\": {\r\n \"message\": \"

Dear [%client.first.name%], :)

Please review and sign the [%title%] package.

When you are ready to proceed, please click the button below.

\",\r\n \"subject\": \"[%advisor.name%] is requesting you to review and sign the [%title%]\"\r\n },\r\n \"docusign\": {\r\n \"message\": \"

Dear [%client.first.name%], :)

Please review and sign the [%title%] package.

\",\r\n \"subject\": \"[%advisor.name%] is requesting you to review and sign the [%title%]\"\r\n },\r\n \"reminder\": {\r\n \"active\": false,\r\n \"period\": {\r\n \"for\": \"30\",\r\n \"every\": \"5\"\r\n },\r\n \"message\": \"

Hi [%client.first.name%], :)

This is a courtesy reminder, asking you to kindly review and sign the [%title%] package.

When you are ready to proceed, please click on the button below.

\",\r\n \"subject\": \"Reminder to review and sign the [%title%]\"\r\n },\r\n \"completed\": {\r\n \"active\": false,\r\n \"message\": \"

Hi [%client.first.name%], :)

The [%title%] package is ready for download.

When you are ready to proceed, please click the button below.

\",\r\n \"subject\": \"The [%title%] package is ready for download\"\r\n }\r\n },\r\n \"color\": \"#C34646\",\r\n \"disclaimer\": \"

disclaimer

\"\r\n}","options":{"raw":{"language":"json"}}},"url":"https://app.precisefp.com/api/v3/teams/{{team}}/emails","description":"

Creates a new account record.

Dear [%client.first.name%], :)

Please review and sign the [%title%] package.

When you are ready to proceed, please click the button below.

\",\r\n \"subject\": \"[%advisor.name%] is requesting you to review and sign the [%title%]\"\r\n },\r\n \"docusign\": {\r\n \"message\": \"

Dear [%client.first.name%], :)

Please review and sign the [%title%] package.

Hi [%client.first.name%], :)

This is a courtesy reminder, asking you to kindly review and sign the [%title%] package.

When you are ready to proceed, please click on the button below.

\",\r\n \"subject\": \"Reminder to review and sign the [%title%]\"\r\n },\r\n \"completed\": {\r\n \"active\": false,\r\n \"message\": \"

Hi [%client.first.name%], :)

The [%title%] package is ready for download.

When you are ready to proceed, please click the button below.

\",\r\n \"subject\": \"The [%title%] package is ready for download\"\r\n }\r\n },\r\n \"color\": \"#C34646\",\r\n \"disclaimer\": \"

disclaimer

\"\r\n}","options":{"raw":{"language":"json"}}},"url":"https://app.precisefp.com/api/v3/teams/{{team}}/emails"},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Server","value":"nginx/1.18.0 (Ubuntu)"},{"key":"Content-Type","value":"application/json"},{"key":"Transfer-Encoding","value":"chunked"},{"key":"Connection","value":"keep-alive"},{"key":"Cache-Control","value":"no-cache, private"},{"key":"Date","value":"Tue, 14 Jan 2025 10:44:23 GMT"},{"key":"X-RateLimit-Limit","value":"60"},{"key":"X-RateLimit-Remaining","value":"58"},{"key":"Access-Control-Allow-Origin","value":"*"}],"cookie":[],"responseTime":null,"body":"{\n \"bcc\": [\n \"test@precisefp.com\",\n \"test2@precisefp.com\"\n ],\n \"pdf\": {\n \"new\": {\n \"active\": true,\n \"message\": \"

Dear [%client.first.name%], :)

Please review and sign the [%title%] package.

When you are ready to proceed, please click the button below.

\",\n \"subject\": \"[%advisor.name%] is requesting you to review and sign the [%title%]\"\n },\n \"docusign\": {\n \"active\": true,\n \"message\": \"

Dear [%client.first.name%], :)

Please review and sign the [%title%] package.

\",\n \"subject\": \"[%advisor.name%] is requesting you to review and sign the [%title%]\"\n },\n \"reminder\": {\n \"active\": false,\n \"period\": {\n \"for\": \"30\",\n \"every\": \"5\"\n },\n \"message\": \"

Hi [%client.first.name%], :)

This is a courtesy reminder, asking you to kindly review and sign the [%title%] package.

When you are ready to proceed, please click on the button below.

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Hi [%client.first.name%], :)

The [%title%] package is ready for download.

When you are ready to proceed, please click the button below.

\",\n \"subject\": \"The [%title%] package is ready for download\"\n }\n },\n \"color\": \"\",\n \"disclaimer\": \"

disclaimer

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Updates an account record.

Dear [%client.first.name%], :)

Please review and sign the [%title%] package.

When you are ready to proceed, please click the button below.

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This is a courtesy reminder, asking you to kindly review and sign the [%title%] package.

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disclaimer

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All endpoints related with client/prospect accounts.

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Returns a collection of accounts.

Sort results by: id, name or email

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Limit results

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Search team name or email

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Creates a new account record.

Returns one, specific account.

Updates an account record.

Deletes an account record.

Returns a collection of Form Engagements.

Sort by: account_id, template_id, title, description, security, name, email, status, filled, created_at, opened_at, reminded_at, completed_at

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Offset results

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Filter results by: completed, in-progress

\n","type":"text/plain"},"key":"type","value":null},{"description":{"content":"

Filter results by account id

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Filter results by template id

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Can be primary or secondary\n \"auth\": \"password\", // Authorization type. Can be email, sms, password \n \"url\": \"https://app.precisefp.com/e/iktfxf\" // URL the engagement can be accessed with\n }\n ],\n \"url\": \"https://app.precisefp.com/api/v3/form-engagements/192cb638-9d8a-4cc0-800d-2b56bc4d2c46/preview\", // URL to preview the Form Engagement \n \"status\": \"in-progress\", // Status of the Form Engagement. Can be new, in-progress or completed\n \"filled\": 13, // How much of the engagement was filled in (percentage)\n \"time\": 0, // Time spent on the engagement\n \"created_at\": \"2022-01-17 14:17:43\", // When the engagement was created\n \"opened_at\": \"2022-01-17 15:03:45\", // When the engagement was accessed\n \"email_reminders\": false, // Boolean value for enabling the email reminders\n \"reminded_at\": null, // When the last email reminder was sent\n \"email_completed\": false, // When the engagement completed email message was sent\n \"completed_at\": \"2022-01-17 18:26:47\" // When the engagement was completed\n },\n {\n \"id\": \"d9e5bd08-3a47-40e1-bf89-2ee71939f8c3\",\n \"account_id\": 136277,\n \"template_id\": \"6222deab-a29a-424f-a22d-349e61490d2e\",\n \"title\": \"Financial Fact Finder\",\n \"description\": \"with associated pdf\",\n \"security\": \"high\",\n \"recipients\": [\n {\n \"id\": 188542,\n \"name\": \"Test Account\",\n \"email\": \"testaccount@precisefp.com\",\n \"type\": \"primary\",\n \"auth\": \"password\",\n \"url\": \"https://app.precisefp.com/e/a7fm26\"\n },\n {\n \"id\": 188543,\n \"name\": \"Spouse Account\",\n \"email\": \"spouse@precisefp.com\",\n \"type\": \"secondary\",\n \"auth\": \"password\",\n \"url\": \"https://app.precisefp.com/e/a7fm26/cc\"\n }\n ],\n \"url\": \"https://app.precisefp.com/api/v3/form-engagements/d9e5bd08-3a47-40e1-bf89-2ee71939f8c3/preview\",\n \"status\": \"in-progress\",\n \"filled\": 24,\n \"time\": 0,\n \"created_at\": \"2022-01-11 12:12:04\",\n \"opened_at\": \"2022-01-11 12:12:26\",\n \"email_reminders\": false,\n \"reminded_at\": null,\n \"email_completed\": false,\n \"completed_at\": \"2022-01-13 15:22:56\"\n },\n {\n \"id\": \"22b57b7e-3039-425c-a6be-62ab3a01a620\",\n \"account_id\": 136277,\n \"template_id\": \"f696010a-94b1-44d5-bf40-d174b877fa95\",\n \"title\": \"Estimated Tax Payment Questionnaire\",\n \"description\": \"Collect data required to calculate quarterly estimated tax payments due.\",\n \"security\": \"high\",\n \"recipients\": [\n {\n \"id\": 188542,\n \"name\": \"Test Account\",\n \"email\": \"testaccount@precisefp.com\",\n \"type\": \"primary\",\n \"auth\": \"password\",\n \"url\": \"https://app.precisefp.com/e/en1b9c\"\n }\n ],\n \"url\": \"https://app.precisefp.com/api/v3/form-engagements/22b57b7e-3039-425c-a6be-62ab3a01a620/preview\",\n \"status\": \"in-progress\",\n \"filled\": 13,\n \"time\": 0,\n \"created_at\": \"2022-01-11 12:10:46\",\n \"opened_at\": \"2022-01-11 12:10:57\",\n \"email_reminders\": true,\n \"reminded_at\": \"2022-01-17 09:02:20\",\n \"email_completed\": false,\n \"completed_at\": null\n }\n ],\n \"params\": { // List of parameters \n \"limit\": \"200\", // Max records returned\n \"offset\": 200, // The offset for the next chunk of results \n \"sort\": \"-created_at\", // The field used for sorting (the dash represents a descending sort)\n \"query\": null, // The search query used \n \"type\": null, // The type filter used\n \"account_id\": null, // The account id used for sorting \n \"template_id\": null, // The template id used for sorting\n \"total\": 490 // The total amount of existing records\n }\n}"}],"_postman_id":"f35bd385-ccb0-4b02-935e-c8c321f705ff"},{"name":"Create Engagement","event":[{"listen":"prerequest","script":{"id":"75334ea4-b2fb-4123-b471-1f58a94d78e9","exec":["/* Strip comments from json body */\r","if (pm?.request?.body?.options?.raw?.language === 'json') {\r"," const rawData = pm.request.body.toString();\r"," const strippedData = rawData.replace(\r"," /\\\\\"|\"(?:\\\\\"|[^\"])*\"|(\\/\\/.*|\\/\\*[\\s\\S]*?\\*\\/)/g,\r"," (m, g) => g ? \"\" : m\r"," );\r"," pm.request.body.update(JSON.stringify(JSON.parse(strippedData)));\r"," pm.request.headers.add('Content-Type: application/json');\r","}"],"type":"text/javascript","packages":{}}}],"id":"db2dd3ea-afab-4773-a623-09c577e0df4f","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[],"body":{"mode":"raw","raw":"{\r\n \"account_id\": \"504129\", // The unique id for the person record (required)\r\n \"recipient\": \"client\", // The account contant of the record to receive the engagement. Can be client or coclient\r\n \"recipient_secondary\": false, // Boolean value, use to include secondary recipient in the engagement, client or coclient\r\n \"template_id\": \"654bf0ac-273b-41fd-ba72-d297c91de689\", // The unique id for the template (required)\r\n \"auth\": \"password\",\r\n \"email_new\": false // Authorization type (defaults to password). Can be email, sms, password\r\n}","options":{"raw":{"language":"json"}}},"url":"https://app.precisefp.com/api/v3/form-engagements/","description":"

Creates a new Form engagement record.

Returns one Form engagement record.

Updates a From engagement to completed.

Updates a Form engagement to opened.

Deletes a Form engagement record.

Returns the HTML content of a Form engagement.

Returns content of the engagement in a PDF format.

Returns a completed Form engagement's data.

Returns a list of previous versions of this Form engagement.

Sort by: created_at, updated_at

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Limit results

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Returns a list of Form engagement uploaded documents.

Sort by: updated_at

\n","type":"text/plain"},"key":"sort","value":"-updated_at"},{"description":{"content":"

Limit results

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Returns a Form engagement's specified document file.

Returns a list of Form engagement signatures

Sort by: name, email, ip, signed_at

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Limit results

\n","type":"text/plain"},"key":"limit","value":"50"},{"description":{"content":"

Offset results

\n","type":"text/plain"},"key":"offset","value":"0"}],"variable":[]}},"response":[{"id":"c9c31ec1-326a-4637-b707-884c9dfa0d9b","name":"Get Engagement Signatures","originalRequest":{"method":"GET","header":[],"url":{"raw":"https://app.precisefp.com/api/v3/form-engagements/{INSERT_FORM_ENGAGEMENT_ID_HERE}/signatures?sort=-signed_at&limit=50&offset=0","protocol":"https","host":["app.precisefp.com"],"path":["api","v3","form-engagements","{INSERT_FORM_ENGAGEMENT_ID_HERE}","signatures"],"query":[{"key":"sort","value":"-signed_at","description":"Sort by: name, email, ip, signed_at"},{"key":"limit","value":"50","description":"Limit results"},{"key":"offset","value":"0","description":"Offset results"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"},{"key":"X-RateLimit-Limit","value":"60"},{"key":"X-RateLimit-Remaining","value":"59"}],"cookie":[],"responseTime":null,"body":"{\n \"items\": [ // List of signatures of the Form Engagement\n {\n \"id\": 218, // ID of the signer's account record\n \"field_id\": \"b83ad434-20b8-4ab2-92b9-068bcbe2530c\", // ID of the signature field\n \"title\": \"Personal Details / Other Information / Signature\", // Title of the signature field\n \"name\": \"John Doe\", // The name of the signer\n \"email\": \"johndoe@precisefp.com\", // The email address of the record\n \"ip\": \"23.125.207.175\", // IP the signature was added from\n \"signed_at\": \"2022-01-11 14:12:22\", // When was the signature added\n \"file\": \"https://app.precisefp.com/api/v3/form-engagements/941a780e-d13d-4285-afdc-31bda7b3ce02/signatures/b83ad434-20b8-4ab2-92b9-068bcbe2530c/de94cbc7-90b7-490a-a9a4-d412d73cd0\" \n },\n {\n \"id\": 300,\n \"field_id\": \"cdd9c897-5e5b-41d3-ac54-d8e2f5a2fa7a\",\n \"title\": \"Family Members / Other Information / Signature\",\n \"name\": \"Jane Doe\",\n \"email\": \"janedoe@precisefp.com\",\n \"ip\": \"23.125.207.175\",\n \"signed_at\": \"2022-01-11 14:08:08\",\n \"file\": null\n },\n {\n \"id\": 300,\n \"field_id\": \"b83ad434-20b8-4ab2-92b9-068bcbe2530c\",\n \"title\": \"Personal Details / Other Information / Signature\",\n \"name\": \"Jane Doe\",\n \"email\": \"janedoe@precisefp.com\",\n \"ip\": \"23.125.207.175\",\n \"signed_at\": \"2022-01-11 14:07:37\",\n \"file\": \"https://app.precisefp.com/api/v3/form-engagements/941a780e-d13d-4285-afdc-31bda7b3ce02/signatures/b83ad434-20b8-4ab2-92b9-068bcbe2530c/de94cbc7-90b7-490a-a9a4-d412d73cd0\"\n }\n ],\n \"params\": { // List parameters \n \"limit\": \"50\", // Max records returned (defaults to 50) \n \"offset\": 3, // The offset for the next chunk of results\n \"sort\": \"-signed_at\", // The field used for sorting (the dash represents a descending sort) \n \"total\": 1 // The total amount of existing records \n }\n}"}],"_postman_id":"a5165a7f-8015-4b8b-b89c-675036a17a4b"},{"name":"Get Engagement Signature","id":"c318b028-6f7c-48e0-9446-9ad062814aa9","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[],"url":"https://app.precisefp.com/api/v3/form-engagements/{INSERT_FORM_ENGAGEMENT_ID_HERE}/signatures/{INSERT_FORM_ENGAGEMENT_SIGNATURE_HERE}/{INSERT_FORM_ENGAGEMENT_SIGNER_HERE}","description":"

Returns a Form engagement's specified signature file.

All endpoints related with form engagements.

\n","_postman_id":"956bc962-8e46-413d-a45b-b00e565fc773","auth":{"type":"bearer","bearer":{"basicConfig":[{"key":"token","value":"{INSERT_TOKEN_HERE}"}]},"isInherited":true,"source":{"_postman_id":"9becfdc1-3041-401e-9446-12ff1338edc0","id":"9becfdc1-3041-401e-9446-12ff1338edc0","name":"PreciseFP API V3","type":"collection"}}},{"name":"Pdf Engagements","item":[{"name":"Get PDF Engagements","id":"a12ecac7-6f7c-46bf-97b6-264479078474","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[],"url":"https://app.precisefp.com/api/v3/pdf-engagements?sort=-created_at&limit=50&offset=0&query&type&account_id","description":"

Returns a collection of PDF engagements.

Sort by: account_id, title, description, name, status, filled, created_at, sent_at, opened_at, completed_at

\n","type":"text/plain"},"key":"sort","value":"-created_at"},{"description":{"content":"

Limit results

\n","type":"text/plain"},"key":"limit","value":"50"},{"description":{"content":"

Offset results

\n","type":"text/plain"},"key":"offset","value":"0"},{"description":{"content":"

Search by title and account name

\n","type":"text/plain"},"key":"query","value":null},{"description":{"content":"

Filter results by: completed, in-progress

\n","type":"text/plain"},"key":"type","value":null},{"description":{"content":"

Filter results by account id

\n","type":"text/plain"},"key":"account_id","value":null}],"variable":[]}},"response":[{"id":"d890ca9a-0f26-40d9-bb0b-735a30d304b4","name":"Get PDF Engagements","originalRequest":{"method":"GET","header":[],"url":{"raw":"https://app.precisefp.com/api/v3/pdf-engagements?sort=-created_at&limit=50&offset=0&query&type&account_id","protocol":"https","host":["app.precisefp.com"],"path":["api","v3","pdf-engagements"],"query":[{"key":"sort","value":"-created_at","description":"Sort by: account_id, title, description, name, status, filled, created_at, sent_at, opened_at, completed_at"},{"key":"limit","value":"50","description":"Limit results"},{"key":"offset","value":"0","description":"Offset results"},{"key":"query","value":null,"description":"Search by title and account name"},{"key":"type","value":null,"description":"Filter results by: completed, in-progress"},{"key":"account_id","value":null,"description":"Filter results by account id"}]}},"status":"OK","code":200,"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json"},{"key":"X-RateLimit-Limit","value":"60"},{"key":"X-RateLimit-Remaining","value":"59"}],"cookie":[],"responseTime":null,"body":"{\n \"items\": [ // List of available PDF Engagements\n {\n \"id\": \"64ded714-8d0b-4c35-9d0d-66f6b3360022\", // The PDF Engagement ID\n \"account_id\": 218, // The ID of the engaged account\n \"url\": \"https://app.precisefp.com/api/v3/pdf-engagements/64ded714-8d0b-4c35-9d0d-66f6b3360022/preview\", // URL to Preview the PDF Engagement\n \"title\": \"IRA Beneficiary Designation\", // The title of the PDF Engagement\n \"description\": \"IRA Beneficiary Designation\", // The description of the PDF Engagement \n \"account\": \"John Doe & Jane Doe\", // Account contacts included in the engagement \n \"pdfs\": [ // List of PDFs included in the engagement\n {\n \"id\": \"3f6972d0-2979-4f7a-9957-237bfdb91da5\", // The unique ID for the PDF document\n \"template\": \"ee5d0209-ca6a-41b8-aab0-6c62f143394e\", // The ID of the PDF template\n \"title\": \"IRA Beneficiary Designation\" // The title of the PDF template\n }\n ],\n \"recipients\": [ // The list of signers\n {\n \"id\": \"fcb7f66a-c55b-47ad-a12e-cac4e315f597\", // The ID of the signer \n \"first_name\": \"John\", // The first name of the signer\n \"last_name\": \"Doe\", // The last name of the signer\n \"email\": \"johndoe@precisefp.com\", // The email of the signer\n \"phone\": { // The phone number of the signer\n \"ext\": null,\n \"code\": \"+1\",\n \"number\": \"3123121232\",\n \"country\": \"US\"\n },\n \"routing\": \"0\", // The routing order \n \"url\": \"https://app.precisefp.com/pe/i1cofz/fcb7f66a-c55b-47ad-a12e-cac4e315f597\", // The URL to sign the engagement \n \"sent_at\": \"2022-03-22 14:25:12\", // When the email containing the URL was sent \n \"opened_at\": \"\", // When the envelope was accessed\n \"reminded_at\": \"\", // When the reminder was email sent\n \"completed_at\": \"\" // When the signature was submitted\n }\n ],\n \"filled\": 0, // The progress of the engagement (percentage) \n \"activity\": \"Updated\", // The latest activity for that engagement \n \"activity_at\": \"2022-03-22 14:23:03\", // Timestamp of the activity \n \"status\": \"new\", // The status of the PDF engagement\n \"signature\": { // The list of signatures\n \"provider\": \"schwab\", // The signature provider. Can be precisefp, docusign, schwab or tda\n \"auth\": \"schwab\", // The authentication method. Can be email, sms, password, schwab or tda\n \"envelope_id\": \"\" // The ID of the docusign envelope (if any)\n },\n \"created_at\": \"2022-03-22 14:23:01\", // When was the PDF engagement created\n \"updated_at\": \"2022-03-22 14:23:03\", // When was the engagement updated\n \"sent_at\": \"2022-03-22 14:25:12\", // When was the email message sent\n \"opened_at\": \"2022-03-23 17:42:23\", // When was the engagement accessed\n \"closed_at\": \"2022-03-23 17:59:42\", // When was the engagement closed \n \"generated_at\": \"2022-03-23 18:12:22\" // When was the document generated\n },\n {\n \"id\": \"1f71df27-975b-4b0c-90d1-5c1c77ebfbde\",\n \"account_id\": 218,\n \"url\": \"https://app.precisefp.com/api/v3/pdf-engagements/1f71df27-975b-4b0c-90d1-5c1c77ebfbde/preview\",\n \"title\": \"lient Account Form and 3 other documents\",\n \"description\": \"Client Account Form, Variable Annuity Investment Disclosure, Advisory Account Agreement, Life Insurance forms\",\n \"account\": \"John Doe & Jane Doe\",\n \"pdfs\": [\n {\n \"id\": \"d83fdadf-9c63-4f5c-bb9b-956de2338820\",\n \"template\": \"d44b3e75-067f-4c0d-bb8b-1ac1372eb71e\",\n \"title\": \"Client Account Form\"\n },\n {\n \"id\": \"22473779-b7eb-481e-862f-0e434efd3d7a\",\n \"template\": \"1adf1edc-5020-47c5-b768-b05b59b938c2\",\n \"title\": \"Variable Annuity Investment Disclosure\"\n },\n {\n \"id\": \"0694c33b-d05f-4d97-856c-ad74fb67d793\",\n \"template\": \"08ee18ec-a6b4-4d82-8641-554a5a1a1932\",\n \"title\": \"Advisory Account Agreement\"\n },\n {\n \"id\": \"61496e1f-3340-466d-b1f6-4d7b182163d5\",\n \"template\": \"b5673ff1-7d2c-497f-b7a5-4dff4cf1939b\",\n \"title\": \"Life Insurance forms\"\n }\n ],\n \"recipients\": [\n {\n \"id\": \"fcb7f66a-c55b-47ad-a12e-cac4e315f597\",\n \"first_name\": \"John\",\n \"last_name\": \"Doe\",\n \"email\": \"johndoe@precisefp.com\",\n \"phone\": {\n \"ext\": null,\n \"code\": \"+1\",\n \"number\": \"3123121232\",\n \"country\": \"US\"\n },\n \"routing\": \"0\",\n \"url\": \"https://app.precisefp.com/pe/tycouw/fcb7f66a-c55b-47ad-a12e-cac4e315f597\",\n \"sent_at\": \"2022-03-22 14:25:12\",\n \"opened_at\": \"2022-03-22 16:45:18\",\n \"reminded_at\": \"\",\n \"completed_at\": \"2022-03-24 17:33:27\"\n }\n ],\n \"filled\": 0,\n \"activity\": \"Updated\",\n \"activity_at\": \"2022-03-22 14:23:03\",\n \"status\": \"new\",\n \"signature\": {\n \"provider\": \"docusign\",\n \"auth\": \"email\",\n \"envelope_id\": \"\"\n },\n \"created_at\": \"2022-03-22 14:23:01\",\n \"updated_at\": \"2022-03-22 14:23:03\",\n \"sent_at\": \"2022-03-22 14:25:12\",\n \"opened_at\": \"2022-03-23 17:42:23\",\n \"closed_at\": \"2022-03-23 17:59:42\",\n \"generated_at\": \"2022-03-23 18:12:22\"\n }\n ],\n \"params\": { // List of parameters\n \"limit\": \"50\", // Max records returned\n \"offset\": 50, // The offset for the next chunk of results \n \"sort\": \"-created_at\", // The field used for sorting (the dash represents a descending sort) \n \"query\": null, // The search query used\n \"type\": null, // The type filter used\n \"account_id\": null, // The account id used for sorting\n \"total\": 81 // The total amount of existing records\n }\n}"}],"_postman_id":"a12ecac7-6f7c-46bf-97b6-264479078474"},{"name":"Get PDF Engagement","id":"750cd90f-d55b-4d25-b9e5-ae6c674e21fe","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[],"url":"https://app.precisefp.com/api/v3/pdf-engagements/{INSERT_PDF_ENGAGEMENT_ID_HERE}","description":"

Returns one, specified PDF engagement record.

Updates a PDF engagement to completed

Deletes a PDF engagement record.

Returns the HTML content of a PDF engagement.

Returns a completed PDF engagement's data.

Returns a list of previous versions of this PDF engagement.

Returns a list of PDF engagement documents.

Returns a PDF engagement's specified document file.

All endpoints related with pdf engagements.

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being used for this report\n \"form_template_id\": null,\n \"title\": \"Cat\", // Report's title\n \"description\": \"Data from Test Company.\", // Report's description\n \"type\": \"accounts\", // Report's type\n \"author_name\": \"Test User\", // Report's author full name\n \"author_email\": \"test2@precisefp.com\", // Report's author email\n \"records\": 2, // Total amount of rows in report\n \"offices\": [\n 2\n ], // List of the office ids where this report can be accessed \n \"filename\": \"2025_07_28_12_25_cat\", // Report's file name that is assigned in the report's storage \n \"activity\": \"Generating\", // Current status label\n \"activity_at\": \"2025-07-28T12:25:00.000000Z\", // The date and time when the current status label has been achieved\n \"status\": \"completed\", // Current status name\n \"details\": { // The report details that can be obtained and displayed here\n \"Teams\": [\n {\n \"label\": \"Records from\",\n \"total\": 1,\n \"value\": \"Test Company\",\n \"source\": \"Teams\"\n }\n ]\n },\n \"created_at\": \"2025-07-28T12:24:59.000000Z\", // The date and time when the report was created\n \"updated_at\": \"2025-07-28T12:25:00.000000Z\", // The date and time when the report was updated\n \"started_at\": \"2025-07-28T12:25:00.000000Z\", // The date and time when the report generation started\n \"completed_at\": \"2025-07-28T12:25:00.000000Z\", // The date and time when the report generation completed\n \"aborted_at\": null // The date and time when the report generation was aborted\n }\n]"}],"_postman_id":"da9e4a3a-94c3-4a31-9461-de2b9ba8b95e"},{"name":"Create Report","id":"1d0a4d1e-4612-4ff7-a996-f33b4e5a8c19","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"POST","header":[],"body":{"mode":"raw","raw":"{\r\n \"template_id\": \"f9d74374-4ff9-4d15-8c28-bd5294336a5f\", // The unique id for the template (required)\r\n \"teams\": [727, 723] // Team ID where your user has presence\r\n}","options":{"raw":{"language":"json"}}},"url":"https://app.precisefp.com/api/v3/reports","auth":{"type":"bearer","bearer":{"basicConfig":[{"key":"token","value":"{INSERT_TOKEN_HERE}"}]},"isInherited":true,"source":{"_postman_id":"9becfdc1-3041-401e-9446-12ff1338edc0","id":"9becfdc1-3041-401e-9446-12ff1338edc0","name":"PreciseFP API V3","type":"collection"}},"urlObject":{"protocol":"https","path":["api","v3","reports"],"host":["app.precisefp.com"],"query":[],"variable":[]}},"response":[{"id":"a346676f-6c1c-41db-8ea1-c914bd5fa668","name":"Reports Create","originalRequest":{"method":"POST","header":[{"key":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\r\n \"template_id\": \"f9d74374-4ff9-4d15-8c28-bd5294336a5f\", // The unique id for the template (required)\r\n \"teams\": [727, 723] // Team ID where your user has presence\r\n}","options":{"raw":{"language":"json"}}},"url":"https://app.precisefp.com/api/v3/reports"},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[{"expires":"Invalid Date","domain":"","path":""}],"responseTime":null,"body":"{\n \"report\": { // Response payload\n \"id\": \"033c502f-7b37-4c19-b4d7-dce1535be3bd\", // Generated report id\n \"key\": \"041fe07f-1fcf-40a0-a213-735a3fda2eb5\", // The template_key that being used for this report\n \"title\": \"test column added for the api test\", // Report's title\n \"description\": \"Data from Test Company.\", // Report's description\n \"type\": \"account_profiles\", // Report's type\n \"author_name\": \"Test User\", // Report's author full name\n \"author_email\": \"test2@precisefp.com\", // Report's author email\n \"records\": 0, // Total amount of rows in report\n \"teams\": [\n 727,\n 723\n ], // List of the office ids where this report can be accessed \n \"filename\": null, // Report's file name that is assigned in the report's storage \n \"activity\": \"Created\", // Current status label\n \"activity_at\": \"2025-07-28T11:49:58.000000Z\", // The date and time when the current status label has been achieved\n \"status\": \"new\", // Current status name\n \"details\": { // The report details that can be obtained and displayed here\n \"Teams\": [\n {\n \"source\": \"Teams\",\n \"label\": \"Records from\",\n \"value\": \"Test Company\",\n \"total\": 1\n }\n ]\n },\n \"created_at\": \"2025-07-28T11:49:58.000000Z\", // The date and time when the report was created\n \"updated_at\": \"2025-07-28T11:49:58.000000Z\", // The date and time when the report was updated\n \"started_at\": null, // The date and time when the report generation started\n \"completed_at\": null, // The date and time when the report generation completed\n \"aborted_at\": null // The date and time when the report generation was aborted\n },\n \"message\": \"Report created successfully.\" // Generic message\n}"}],"_postman_id":"1d0a4d1e-4612-4ff7-a996-f33b4e5a8c19"},{"name":"Reports Download","id":"5641f243-4f99-480a-915b-f4d41147d1d9","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"GET","header":[],"url":"https://app.precisefp.com/api/v3/reports/{INSERT_REPORT_ID_HERE}/download","auth":{"type":"bearer","bearer":{"basicConfig":[{"key":"token","value":"{INSERT_TOKEN_HERE}"}]},"isInherited":true,"source":{"_postman_id":"9becfdc1-3041-401e-9446-12ff1338edc0","id":"9becfdc1-3041-401e-9446-12ff1338edc0","name":"PreciseFP API V3","type":"collection"}},"urlObject":{"protocol":"https","path":["api","v3","reports","{INSERT_REPORT_ID_HERE}","download"],"host":["app.precisefp.com"],"query":[],"variable":[]}},"response":[],"_postman_id":"5641f243-4f99-480a-915b-f4d41147d1d9"},{"name":"Get 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Date","domain":"","path":""}],"responseTime":null,"body":"{\n \"id\": \"9f5f7ad5-cb32-4257-a51f-f71306342c46\", // Generated report id\n \"title\": \"Cat\", // Report's title\n \"records\": 2, // Total amount of rows in report\n \"filename\": \"2025_07_28_12_25_cat\", // Report's file name that is assigned in the report's storage \n \"template\": {\n \"key\": \"bbe07035-cf8b-4144-9550-fdc8f0e682f2\", // The Report Template ID\n \"form_template_key\": null,\n \"type\": \"accounts\", // Report's type\n \"sources\": [\n {\n \"key\": \"da692cc1-258b-48ca-8a87-49d7fda8ba93\", // Source ID\n \"report_key\": \"bbe07035-cf8b-4144-9550-fdc8f0e682f2\", // The Report Template ID\n \"name\": \"account\", // Source name\n \"sort\": 1, // Source order number in the sources list\n \"options\": null // Source options\n },\n {\n \"key\": \"c7d210e3-e7c5-4f2b-8edb-3a23c9384681\",\n \"report_key\": \"bbe07035-cf8b-4144-9550-fdc8f0e682f2\",\n \"name\": \"client\",\n \"sort\": 2,\n \"options\": null\n },\n {\n \"key\": \"5c90f183-0b51-44ec-b5dd-5c41387a1d4b\",\n \"report_key\": \"bbe07035-cf8b-4144-9550-fdc8f0e682f2\",\n \"name\": \"coclient\",\n \"sort\": 3,\n \"options\": null\n }\n ],\n \"columns\": [\n {\n \"key\": \"46d1712f-7745-47f8-9fcb-fbc240057f8d\", // Column's ID\n \"report_key\": \"bbe07035-cf8b-4144-9550-fdc8f0e682f2\", // The Report Template ID\n \"entity\": null, // Entity reference\n \"type\": \"option\", // Column's type\n \"title\": \"Type\", // Column's title\n \"description\": \"The type of account\", // Column's description\n \"options\": null, // Column's options\n \"sort\": 1 // Column's order number in the columns list\n },\n {\n \"key\": \"2d19dc9b-f718-4e32-913d-3dd3493ccebb\",\n \"report_key\": \"bbe07035-cf8b-4144-9550-fdc8f0e682f2\",\n \"entity\": null,\n \"type\": \"text\",\n \"title\": \"Name\",\n \"description\": \"The name of the account\",\n \"options\": null,\n \"sort\": 2\n },\n {\n \"key\": \"8d1e0cb0-c4f2-4303-9382-b723b1df0d7e\",\n \"report_key\": \"bbe07035-cf8b-4144-9550-fdc8f0e682f2\",\n \"entity\": null,\n \"type\": \"text\",\n \"title\": \"First Name\",\n \"description\": \"The first name of the client\",\n \"options\": null,\n \"sort\": 3\n },\n {\n \"key\": \"ca9d6a7a-f387-42c2-acea-54dd66ce5663\",\n \"report_key\": \"bbe07035-cf8b-4144-9550-fdc8f0e682f2\",\n \"entity\": null,\n \"type\": \"text\",\n \"title\": \"Last Name\",\n \"description\": \"The last name of the client\",\n \"options\": null,\n \"sort\": 4\n },\n {\n \"key\": \"491e2c38-86f6-42e7-abc3-eecf911d96ee\",\n \"report_key\": \"bbe07035-cf8b-4144-9550-fdc8f0e682f2\",\n \"entity\": null,\n \"type\": \"text\",\n \"title\": \"Email\",\n \"description\": \"The email address of the client\",\n \"options\": null,\n \"sort\": 5\n },\n {\n \"key\": \"35036dc2-61f0-4af0-8316-4ffba15aa2c5\",\n \"report_key\": \"bbe07035-cf8b-4144-9550-fdc8f0e682f2\",\n \"entity\": null,\n \"type\": \"phone\",\n \"title\": \"Mobile Phone\",\n \"description\": \"The mobile phone of the client\",\n \"options\": null,\n \"sort\": 6\n }\n ],\n \"fields\": [\n {\n \"key\": \"ed131ed6-fb55-4b43-b7fe-8bbafff1d8c7\", // Field's ID\n \"report_key\": \"bbe07035-cf8b-4144-9550-fdc8f0e682f2\", // The Report Template ID\n \"column_key\": \"46d1712f-7745-47f8-9fcb-fbc240057f8d\", // Column's ID\n \"source_key\": \"da692cc1-258b-48ca-8a87-49d7fda8ba93\", // Source ID\n \"name\": \"type\", // Field name\n \"options\": null // Field's options\n },\n {\n \"key\": \"cd87cdeb-6bcd-4851-b702-63b40dd6b0d8\",\n \"report_key\": \"bbe07035-cf8b-4144-9550-fdc8f0e682f2\",\n \"column_key\": \"2d19dc9b-f718-4e32-913d-3dd3493ccebb\",\n \"source_key\": \"da692cc1-258b-48ca-8a87-49d7fda8ba93\",\n \"name\": \"name\",\n \"options\": null\n },\n {\n \"key\": \"81e9b9cc-d084-49f6-8f5b-d225054a2fa0\",\n \"report_key\": \"bbe07035-cf8b-4144-9550-fdc8f0e682f2\",\n \"column_key\": \"8d1e0cb0-c4f2-4303-9382-b723b1df0d7e\",\n \"source_key\": \"c7d210e3-e7c5-4f2b-8edb-3a23c9384681\",\n \"name\": \"firstname\",\n \"options\": null\n },\n {\n \"key\": \"c36bd7ec-e5e2-476e-9ca6-302ce4d75f94\",\n \"report_key\": \"bbe07035-cf8b-4144-9550-fdc8f0e682f2\",\n \"column_key\": \"ca9d6a7a-f387-42c2-acea-54dd66ce5663\",\n \"source_key\": \"c7d210e3-e7c5-4f2b-8edb-3a23c9384681\",\n \"name\": \"lastname\",\n \"options\": null\n },\n {\n \"key\": \"b3896539-85c3-4eca-b3d2-6e988ec9e99d\",\n \"report_key\": \"bbe07035-cf8b-4144-9550-fdc8f0e682f2\",\n \"column_key\": \"491e2c38-86f6-42e7-abc3-eecf911d96ee\",\n \"source_key\": \"c7d210e3-e7c5-4f2b-8edb-3a23c9384681\",\n \"name\": \"email\",\n \"options\": null\n },\n {\n \"key\": \"0ccd5854-b11e-4a6e-a12c-59176170b3c3\",\n \"report_key\": \"bbe07035-cf8b-4144-9550-fdc8f0e682f2\",\n \"column_key\": \"35036dc2-61f0-4af0-8316-4ffba15aa2c5\",\n \"source_key\": \"c7d210e3-e7c5-4f2b-8edb-3a23c9384681\",\n \"name\": \"phone\",\n \"options\": null\n }\n ],\n \"filters\": [], // The list of template filters available\n \"options\": null // The template options available\n },\n \"data\": [ // The list of report's rows. The actual content of this section can differ regarding on the template\n {\n \"_id\": \"account.2\", \n \"_group\": 2, \n \"46d1712f-7745-47f8-9fcb-fbc240057f8d\": \"Prospect\", \n \"2d19dc9b-f718-4e32-913d-3dd3493ccebb\": \"Foo bar\", \n \"8d1e0cb0-c4f2-4303-9382-b723b1df0d7e\": \"Foo\", \n \"ca9d6a7a-f387-42c2-acea-54dd66ce5663\": \"bar\", \n \"491e2c38-86f6-42e7-abc3-eecf911d96ee\": \"exami@email.com\", \n \"35036dc2-61f0-4af0-8316-4ffba15aa2c5\": \"+1 425-219-9163\", \n \"_source\": \"account\", \n \"_type\": \"single\" \n },\n {\n \"_id\": \"account.3\",\n \"_group\": 3,\n \"46d1712f-7745-47f8-9fcb-fbc240057f8d\": \"Prospect\",\n \"2d19dc9b-f718-4e32-913d-3dd3493ccebb\": \"Foo1 Bar2\",\n \"8d1e0cb0-c4f2-4303-9382-b723b1df0d7e\": \"Foo1\",\n \"ca9d6a7a-f387-42c2-acea-54dd66ce5663\": \"Bar2\",\n \"491e2c38-86f6-42e7-abc3-eecf911d96ee\": \"qweqwe@email.com\",\n \"35036dc2-61f0-4af0-8316-4ffba15aa2c5\": \"+1 425-219-9162\",\n \"_source\": \"account\",\n \"_type\": \"single\"\n }\n ]\n}"}],"_postman_id":"5c010427-e9a3-44ca-9be3-52de2f2d16db"},{"name":"Delete Report","id":"49276c4d-f4d5-45e8-a33b-e8c53c637515","protocolProfileBehavior":{"disableBodyPruning":true},"request":{"method":"DELETE","header":[],"body":{"mode":"raw","raw":"{\"password\":\"your_password_here\"}","options":{"raw":{"language":"json"}}},"url":"https://app.precisefp.com/api/v3/reports/{INSERT_REPORT_ID_HERE}","auth":{"type":"bearer","bearer":{"basicConfig":[{"key":"token","value":"{INSERT_TOKEN_HERE}"}]},"isInherited":true,"source":{"_postman_id":"9becfdc1-3041-401e-9446-12ff1338edc0","id":"9becfdc1-3041-401e-9446-12ff1338edc0","name":"PreciseFP API V3","type":"collection"}},"urlObject":{"protocol":"https","path":["api","v3","reports","{INSERT_REPORT_ID_HERE}"],"host":["app.precisefp.com"],"query":[],"variable":[]}},"response":[{"id":"18627dd5-a30f-444c-8524-8881bf45a980","name":"Reports Delete","originalRequest":{"method":"DELETE","header":[{"key":"Content-Type","value":"application/json","type":"text"}],"body":{"mode":"raw","raw":"{\"password\":\"your_password_here\"}","options":{"raw":{"language":"json"}}},"url":"https://app.precisefp.com/api/v3/reports/{INSERT_REPORT_ID_HERE}"},"_postman_previewlanguage":"json","header":[{"key":"Content-Type","value":"application/json","description":"","type":"text"}],"cookie":[{"expires":"Invalid Date","domain":"","path":""}],"responseTime":null,"body":"{\n \"message\": \"OK\"\n}"}],"_postman_id":"49276c4d-f4d5-45e8-a33b-e8c53c637515"}],"id":"1bcee822-32f9-41b0-b5ee-5d2e9152de0c","description":"

All endpoints related to the Reports.

\n","_postman_id":"1bcee822-32f9-41b0-b5ee-5d2e9152de0c","auth":{"type":"bearer","bearer":{"basicConfig":[{"key":"token","value":"{INSERT_TOKEN_HERE}"}]},"isInherited":true,"source":{"_postman_id":"9becfdc1-3041-401e-9446-12ff1338edc0","id":"9becfdc1-3041-401e-9446-12ff1338edc0","name":"PreciseFP API V3","type":"collection"}}}],"auth":{"type":"bearer","bearer":{"basicConfig":[{"key":"token","value":"{INSERT_TOKEN_HERE}"}]}},"event":[{"listen":"prerequest","script":{"id":"685922ec-4609-4cd8-928e-b90a07eafff7","type":"text/javascript","exec":[""]}},{"listen":"test","script":{"id":"a6d2441d-5bb1-4787-ab07-9315361384f1","type":"text/javascript","exec":[""]}}],"variable":[{"key":"domain","value":"app.precisefp.com"},{"key":"token","value":"{INSERT_TOKEN_HERE}"},{"key":"account","value":"{INSERT_ACCOUNT_ID_HERE}"},{"key":"person","value":"{INSERT_PERSON_ID_HERE}"},{"key":"form-template","value":"{INSERT_FORM_TEMPLATE_ID_HERE}"},{"key":"pdf-template","value":"{INSERT_PDF_TEMPLATE_ID_HERE}"},{"key":"form-engagement","value":"{INSERT_FORM_ENGAGEMENT_ID_HERE}"},{"key":"pdf-engagement","value":"{INSERT_PDF_ENGAGEMENT_ID_HERE}"},{"key":"pdf-engagement-document","value":"{INSERT_PDF_ENGAGEMENT_DOCUMENT_HERE}"},{"key":"pdf-engagement-document-type","value":"{INSERT_PDF_ENGAGEMENT_DOCUMENT_TYPE_HERE}"},{"key":"form-engagement-signature","value":"{INSERT_FORM_ENGAGEMENT_SIGNATURE_HERE}"},{"key":"form-engagement-signer","value":"{INSERT_FORM_ENGAGEMENT_SIGNER_HERE}"},{"key":"form-engagement-field","value":"{INSERT_FORM_ENGAGEMENT_FIELD_HERE}"},{"key":"form-engagement-element","value":"{INSERT_FORM_ENGAGEMENT_ELEMENT_HERE}"},{"key":"index","value":"{INSERT_INDEX_HERE}"},{"key":"filename","value":"{INSERT_FILENAME_HERE}"},{"key":"report_template_id","value":"{INSERT_REPORT_TEMPLATE_KEY_HERE}"},{"key":"report_id","value":"{INSERT_REPORT_ID_HERE}"}]}