Documents Module

Upload, organize, and control access to files and documents.

What Can You Do?

🟢 Easy — Click Around

Upload files — Add documents with titles, descriptions, and categories.

Organize — Put files into categories (reports, templates, policies, meeting minutes).

Version control — Upload new versions of a document. Old versions are kept.

Sharing — Control who can see each document.

Comments — Add notes or feedback on documents.

Try it now:

1. Click Documents in the sidebar
2. Browse 28 seeded documents — reports, templates, policies, meeting minutes
3. Click on a document to see its details and version history
4. Check the document statistics

🔵 Advanced — API / Code

API Endpoints (13)

Method	Endpoint	Description	Auth
GET	/documents/	List documents	Staff+
POST	/documents/	Upload document	Staff+
GET	/documents/stats	Document statistics	Staff+
GET	/documents/{id}	Get document	Staff+
PUT	/documents/{id}	Update document	Staff+
DELETE	/documents/{id}	Delete document	Admin
POST	/documents/{id}/versions	Upload new version	Staff+
GET	/documents/{id}/versions	List versions	Staff+
GET	/documents/categories	List categories	Member
POST	/documents/categories	Create category	Staff+
POST	/documents/{id}/share	Share document	Staff+
POST	/documents/{id}/comments	Add comment	Member
GET	/documents/{id}/comments	List comments	Member

Example: Upload a Document

curl -X POST https://ams.14.jugaar.ai/api/v1/documents/ \
  -H "Authorization: Bearer $TOKEN" \
  -H "Content-Type: application/json" \
  -d '{
    "title": "Q2 Financial Report",
    "description": "Quarterly financial summary",
    "category": "reports",
    "content": "Full report text here..."
  }'

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Related

• Testing: Documents
• Workflows: Document Automation