{"_id":"588a38899864881b00189e79","parentDoc":null,"__v":0,"version":{"_id":"556dd000d0f4740d00380e00","project":"556dd000d0f4740d00380dfd","__v":14,"createdAt":"2015-06-02T15:47:12.583Z","releaseDate":"2015-06-02T15:47:12.583Z","categories":["556dd001d0f4740d00380e01","556e17023f11b01900a36978","556eff53fc3aa80d00e1aa67","557078cf910c090d00c43414","557078dc9ea7860d008b24ed","5571a533dbb3632100974aed","5571c4ed6d8908230061f39e","5575b9b10b81dc230069c981","5580706cbe698419008f2ca7","55a4117d53611017004387d4","58502492f744712700462b20","588279ccd63d450f00e1aa58","59e76819193831002803721e","5a6899886b88e400403c3ce5"],"is_deprecated":false,"is_hidden":false,"is_beta":true,"is_stable":true,"codename":"","version_clean":"2.0.0","version":"2"},"project":"556dd000d0f4740d00380dfd","user":"550e28af11e8d00d00b803f2","category":{"_id":"588279ccd63d450f00e1aa58","project":"556dd000d0f4740d00380dfd","version":"556dd000d0f4740d00380e00","__v":0,"sync":{"url":"","isSync":false},"reference":true,"createdAt":"2017-01-20T20:57:48.460Z","from_sync":false,"order":6,"slug":"account-documents","title":"Documents"},"githubsync":"","updates":[],"next":{"pages":[],"description":""},"createdAt":"2017-01-26T17:57:29.439Z","link_external":false,"link_url":"","sync_unique":"","hidden":false,"api":{"results":{"codes":[]},"settings":"","auth":"required","params":[],"url":""},"isReference":true,"order":0,"body":"Due to various regulatory and compliance decisions account documents, such as statements and confirms cannot be delivered-by-proxy.  These documents must be sent _directly_ to the customer.\n\nIn order to satisfy this requirement while creating a clean customer experience we've built the following document delivery workflow.\n\n**1. Show the user their documents**\nUsing the [Get Documents](doc:get-account-documents) endpoint you can fetch a list of documents available for a customer's account.  The default timeframe to return documents is the previous 6 months but you may request documents for any time window.\n\n**2. Request delivery of a document**\nMake a request to the [Deliver Documents](doc:get-documents) endpoint to request delivery to the customer.  You may request delivery of a single document at a time. \n\n**3.  Customer receives document link via email**\nOnce the [Deliver Documents](doc:get-documents) endpoint is requested successfully.  We will email the customer with a link to their document.\n[block:callout]\n{\n  \"type\": \"info\",\n  \"title\": \"Document links expire!\",\n  \"body\": \"Document links will only be available for 5 minutes after which the link will expire and a new delivery must be requested.\"\n}\n[/block]","excerpt":"","slug":"documents-getting-started","type":"basic","title":"Getting Started"}
Due to various regulatory and compliance decisions account documents, such as statements and confirms cannot be delivered-by-proxy. These documents must be sent _directly_ to the customer. In order to satisfy this requirement while creating a clean customer experience we've built the following document delivery workflow. **1. Show the user their documents** Using the [Get Documents](doc:get-account-documents) endpoint you can fetch a list of documents available for a customer's account. The default timeframe to return documents is the previous 6 months but you may request documents for any time window. **2. Request delivery of a document** Make a request to the [Deliver Documents](doc:get-documents) endpoint to request delivery to the customer. You may request delivery of a single document at a time. **3. Customer receives document link via email** Once the [Deliver Documents](doc:get-documents) endpoint is requested successfully. We will email the customer with a link to their document. [block:callout] { "type": "info", "title": "Document links expire!", "body": "Document links will only be available for 5 minutes after which the link will expire and a new delivery must be requested." } [/block]