Add an attachment to UW Task ticket

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Add an Attachment to UW Task Ticket

Uploads a file attachment to a specific underwriting task (UW ticket) associated with a merchant. The file content must be Base64-encoded. Attachments are used to provide supporting documentation — such as driver's licenses, bank statements, or tax returns — that the underwriting team needs to complete their review of a merchant application.

Endpoint

POST /api/v1/uwTasks/ticket/addAttachment

Authentication

Basic HTTP Authentication required.
Encode username:password in Base64 and pass in the Authorization header:

Authorization: Basic {base64(username:password)}

When to use

Use this endpoint when the UW team has indicated that additional documentation is required for a merchant's underwriting ticket. After the ISO identifies which documents are needed (via GET /api/v1/merchant/underwritingNotes), this endpoint allows uploading each file directly to the relevant UW task ticket. Call POST /api/v1/uwTasks/setStatusInReview afterward to notify the UW team that new documents are ready.

Request Body

FieldTypeRequiredDescription
idinteger (int32)YesMerchant profile ID that owns the UW task
ticketIdinteger (int32)YesID of the specific UW task ticket to attach the file to
attachmentTypestring (enum)YesDocument category. See allowed values below
fileNamestringYesOriginal file name including extension (e.g., drivers_license.pdf)
datastring (byte/base64)YesBase64-encoded binary content of the file
commentstringNoOptional note describing the attachment

Allowed attachmentType values: CForm501, ACHInformation, AdditionalDocuments, BusinessBankStatements, CancellationLetter, CorporateTaxReturns, CreditReport, DigitalSignatureChange, FinancialStatements, MarketingMaterials, MerchantApplication, Miscellaneous, PCICertificates, PimsDocuments, ProcessingStatements, RiskDocuments, SiteInspectionValidation, VoidCheck, WebSnapshot, Whois, Other, UnderwritingMerchantInformation, CCAuthorizationForm, Invoice, CloverAddendum, CloverGoAddendum, DriversLicense, PosPurchaseForm, ConfirmMpa, PlacementAgreement, CreditProfile, Checklist, PersonalTaxReturns, AddendumForm, ReserveForm, CMSForm, BusinessLicense, PersonalBankStatements, AutomatedGiact, AutomatedMATCH, AutomatedGoogleSearch, AutomatedClear, AutomatedWhois, AutomatedOfac, BankAccountProof, ApplicationSignCertificate

{
  "id": 48201,
  "ticketId": 1073,
  "attachmentType": "DriversLicense",
  "fileName": "john_smith_dl.pdf",
  "data": "JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9...",
  "comment": "Driver's license for principal owner John Smith"
}

Response

200 OK

FieldTypeDescription
statusstring (enum)HTTP status name, e.g., "OK"
errorstringError message if the operation failed
warningstringNon-fatal warning message
validationResultsarrayField-level validation errors, if any
requestIdintegerUnique identifier for this API request
{
  "status": "OK",
  "error": null,
  "warning": null,
  "validationResults": [],
  "requestId": 88421
}

Error Codes

CodeWhen it happens
400Required fields (id, ticketId, attachmentType, fileName, data) are missing or the attachmentType value is not in the allowed enum
401Invalid or missing Basic Auth credentials
403User does not have permission for this operation
404Merchant or ticket not found
500Internal server error

Common Mistakes

  • Forgetting to Base64-encode the file content before placing it in the data field — raw binary will cause a 400 error.
  • Using a free-text document type string instead of one of the exact enum values for attachmentType.
  • Sending a very large file without checking size limits; extremely large payloads may result in a 413 (RequestEntityTooLarge) from the gateway.
  • Not calling POST /api/v1/uwTasks/setStatusInReview after uploading — the UW team will not be notified unless that follow-up call is made.

Related Endpoints

  • GET /api/v1/uwTasks/ticket/getAttachmentsByTicketId — list all attachments on a ticket
  • GET /api/v1/uwTasks/ticket/getAttachmentById — retrieve a specific attachment by its ID
  • POST /api/v1/uwTasks/setStatusInReview — signal to UW team that documents are ready for review

Example

curl -X POST https://hq.staging.netevia.dev/api/v1/uwTasks/ticket/addAttachment \
  -H "Authorization: Basic $(echo -n 'username:password' | base64)" \
  -H "Content-Type: application/json" \
  -d '{
    "id": 48201,
    "ticketId": 1073,
    "attachmentType": "DriversLicense",
    "fileName": "john_smith_dl.pdf",
    "data": "JVBERi0xLjQKJeLjz9MKMyAwIG9iago8PC9...",
    "comment": "Driver'\''s license for principal owner John Smith"
  }'
Body Params
int32
required
int32
required
string
enum
required
string
required
string
required
string
Headers
string
enum
Defaults to application/json

Generated from available response content types

Allowed:
string
enum
Defaults to application/json

Generated from available request content types

Allowed:
Response

Language
Credentials
Basic
base64
:
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Response
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application/json
text/json