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crm_set_document_status
Marks a required document verified, rejected (with a reason) or missing. Verified and rejected need an uploaded file.
- Scope needed
- crm:write
- Changes data
- Yes
- Held for approval
- No
- Available to
- Every organization
Inputs
| Name | Type | Description |
|---|---|---|
| org_id | string | Organization id from list_orgs. Leave out only when the user belongs to one organization. |
| phonerequired | string | The contact's phone number in E.164 form (e.g. +919812345678); it is the record's id. |
| doc_typerequired | string | Document type key from crm_list_documents. |
| statusrequired | enum: verified | rejected | missing | New status. |
| reason | enum: unreadable | wrong_type | wrong_person | expired | other | Required when rejected. |
| note | string | A short note. |
| file_id | string | The file this is about, when the type has several. |