Document Sets API
Document Sets (also referred to as Workspaces) organize multiple related documents into logical groups for collaborative work and batch processing.List Document Sets
Retrieve all document sets accessible to the authenticated user.- Internal / Owner roles: all document sets within their organization
- All other roles: only document sets where their user ID is in the
usersarray
Request Example
Response
Response Fields
| Field | Type | Description |
|---|---|---|
document_sets | array | List of document sets |
document_sets[].document_set_id | string | Document set UUID |
document_sets[].document_set_name | string | Set name |
document_sets[].organization_id | string | Organization UUID |
document_sets[].details | string | Optional description |
document_sets[].documents | array | Array of associated document IDs |
document_sets[].version | integer | Set version |
Status Codes
- 200 OK: Document sets retrieved successfully
- 400 Bad Request: Authentication failed
Get Document Set
Retrieve a specific document set by ID, including associated documents and users.Path Parameters
| Parameter | Type | Required | Description |
|---|---|---|---|
document_set_id | string | Yes | UUID of the document set |
Request Example
Response
Response Fields
| Field | Type | Description |
|---|---|---|
users | array | Users with access to this document set |
users[].user_id | string | User UUID |
users[].email | string | User email |
document_set | array | Documents in this set |
document_set[].id | string | Document UUID |
document_set[].document_set_name | string | Parent set name |
document_set[].organization_id | string | Organization UUID |
document_set[].user | string | Owner email |
document_set[].status | string | Document status |
document_set[].product_name | string | Associated product name |
document_set[].document_name | string | Document file name |
document_set[].document_type | string | Document type |
document_set[].created_at | string | Creation timestamp |
document_set[].updated_at | string | Last updated timestamp |
Status Codes
- 200 OK: Document set retrieved successfully
- 400 Bad Request: Authentication failed or document set not found
- 403 Forbidden: Not authorized to access this document set
Create Document Set
Create a new document set for organizing documents.Request Body
Both field names are accepted —workspace_name (alias) and document_set_name (internal) are interchangeable.
Request Parameters
| Parameter | Alias | Type | Required | Description |
|---|---|---|---|---|
workspace_name | document_set_name | string | Yes | Name for the new document set |
Request Example
Python Example
Response (201 Created)
Response Fields
| Field | Type | Description |
|---|---|---|
document_set_id | string | Auto-generated UUID |
document_set_name | string | Set name |
organization_id | string | Organization UUID |
details | string | Optional description (null on creation) |
documents | array | Associated document IDs (empty on creation) |
version | integer | Set version (initialized to 1) |
Status Codes
- 201 Created: Document set created successfully
- 400 Bad Request: Authentication failed or missing token
- 500 Internal Server Error: Database error
Notes
- Creator Automatically Added: The user creating the set is automatically added to the
usersarray - Organization-Scoped: Set is automatically associated with the authenticated user’s organization
- Version Tracking: Initial version is 1