EDocsService
The following operations are supported. For a formal definition, please review the Service Description.
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DeleteEdocs
Delete a list of EDocs, specified by docid. -
DownloadDocumentNonPdfBytesById
Downloads the non-PDF byte content related to the document with the given [docId]. This method will not return PDF EDocs, use DownloadEdocsPdfById() for that instead. Some EDocs (e.g. UCD) may have both PDF and text content. -
DownloadEdocsByShippingTemplate
This method returns a PDF containing EDocs on the given loan file [sLNm] that are included in the shipping template [sShippingTemplateName]. EDocs with Protected status are included by default. Obsolete/Rejected docs are omitted. Does not preserve electronic signatures. - DownloadEdocsPdfById
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DownloadTextDocumentById
Downloads the non-PDF text content related to the document with the given [docId]. This method will not return EDocs PDF content, use DownloadEdocsPdfById() for that instead. Some EDocs (e.g. UCD) may have both PDF and non-PDF content. -
ListDocFolders
This method retrieves a list of EDocs folders the user has access to and their associated roles. [ticket] Ticket returned by AuthService.asmx. Output is a string in LOXML format. The result includes a status attribute [ERROR | COMPLETE]. ERROR responses include an error message. COMPLETE responses include an LOXML list of DocTypes, and the folders with their respective allowed roles. -
ListDocTypes
This method retrieves a list of EDocs DocTypes the user has access, as well as Document Folders the user has access to and their associated roles. [ticket] Ticket returned by AuthService.asmx. Output is a string in LOXML format. The result includes a status attribute [ERROR | COMPLETE]. ERROR responses include an error message. COMPLETE responses include an LOXML list of DocTypes, and the folders with their respective allowed roles. -
ListEDocsAuditHistory
MERIDIANLINK MORTGAGE INTERNAL USE ONLY. -
ListEDocsByDocIds
MERIDIANLINK MORTGAGE INTERNAL USE ONLY. - ListEdocsByLoanNumber
- ListEdocsByReferenceNumber
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ListModifiedEDocsByAppCode
Returns an XML document containing a list of recently modified EDocs. This method is used if the client wants to poll the LO/PML system on a fixed interval (try to keep this interval big) for recently modified files so that they can be imported into a 3rd-party LOS. Contact support for valid appCode. THIS METHOD ONLY RETURN EDOCS MODIFIED SINCE THE LAST MODIFIED DATE. THE METHOD WILL NOT RETURN DOCUMENTS MODIFIED PASSED 3 MONTHS. -
UpdateEdocs
Update the EDocs metadata of the documents described in the edocLoXml. -
UploadDocumentContent
Uploads a document to a loan file. [authTicket] Ticket returned by AuthService.asmx. [loanRefNum] The MeridianLink Mortgage Loan Reference Number. [appId] The application ID to associate the new document with. [fileName] The file name of the uploaded file. File extension will be used to determine what format the file should be understood as. [docTypeId] The document type identifier, which can be retrieved from the ListDocTypes method. [description] Public information related to the PDF document. [dataContent] The byte content of the document. Text files should be UTF-8 encoded before SOAP encoding. -
UploadDocumentWithOptions
Uploads a document with specific settings, using LOXML. [sTicket] Ticket returned by AuthServices.asmx. [fileName] Name of the uploaded file. [optionsXml] LoXml with loanid / loan reference number / loan number, doc_type_id / doc_type, and optionally appId, description, internal_description, doc_status, doc_status_description, service_type, and hide_from_pml_users. [dataContent] Byte array representation of the uploaded file.[returns] The result XML, with correct document upload feedback. -
UploadPDFDocument
Add a PDF to a loan file. [sTicket] Ticket returned by AuthService.asmx. [sLNm] The MeridianLink Mortgage Loan Name. [documentType] The PDF document type name. [notes] Notes related to the PDF document. [sDataContent] The base 64 encoded PDF document. -
UploadPDFDocumentAsService
Add a PDF to a loan file. [sTicket] Ticket returned by AuthService.asmx. [sLNm] The MeridianLink Mortgage Loan Name. [documentType] The PDF document type name. [notes] Notes related to the PDF document. [sDataContent] The base 64 encoded PDF document. [serviceType] The type of service currently in use. -
UploadPDFDocumentByReferenceNumberAsService
Add a PDF to a loan file. [authTicket] Ticket returned by AuthService.asmx. [loanRefNum] The LendingQB Loan Reference Number. [documentType] The PDF document type name. [notes] Notes related to the PDF document. [dataContent] The base 64 encoded PDF document. [serviceType] The type of service currently in use. -
UploadPDFDocumentToApp
Add a PDF to a loan file. [sTicket] Ticket returned by AuthService.asmx. [sLNm] The MeridianLink Mortgage Loan Name. [aAppId] The Application Id to contain the file. [documentType] The PDF document type name. [notes] Notes related to the PDF document. [sDataContent] The base 64 encoded PDF document. -
UploadPDFDocumentToAppAsService
Add a PDF to a loan file. [sTicket] Ticket returned by AuthService.asmx. [sLNm] The MeridianLink Mortgage Loan Name. [aAppId] The Application Id to contain the file. [documentType] The PDF document type name. [notes] Notes related to the PDF document. [sDataContent] The base 64 encoded PDF document. [serviceType] The type of service currently in use. -
UploadPDFtoDocumentCapture
Uploads a PDF into the document capture system. [authTicket] Ticket returned by AuthService.asmx. [loanName] The MeridianLink Mortgage Loan Name. [applicationId] The ID of the application to associate with the document. [pdfContent] The base 64 encoded PDF document. [captureUsername] Optional. The username for the document capture system. [capturePassword] Optional. The password for the document capture system.