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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.
Access rules:
  • Internal / Owner roles: all document sets within their organization
  • All other roles: only document sets where their user ID is in the users array

Request Example

Response

Response Fields

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

Request Example

Response

Response Fields

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.
or equivalently:

Request Parameters

Request Example

Python Example

Response (201 Created)

Response Fields

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 users array
  • Organization-Scoped: Set is automatically associated with the authenticated user’s organization
  • Version Tracking: Initial version is 1

Typical Workflow