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To get started with the API, you must have a valid Username and API Key, as well as having your IP address on our white list. If you do not have one or either of these, or your IP address has not been white listed, please raise a support desk ticket.

API Architecture

The API is divided into two key areas:

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  1. PDF document submitted to the API. Documents can be submitted for processing by issuing a HTTP POST request to https://api.thecomplianceworkbook.com/api/documents. Please refer to Document Creation Postman request for full details of the parameters.
  2. A Document Id is returned from this HTTP request.
  3. The status of this document is received either via a callback, see below, or polled by issuing HTTP GET requests to https.
  4. A HTTP GET request to https://api.thecomplianceworkbook.com/api/documents/{documentId} . Please can then provide the summary details of the document. Please refer to the Document Details Postman request for full details of the parameters.The Status property of a response from /api/documents/{documentId} will indicate whether the document has been successfully processed.
  5. A value of Pending indicates further processing is ongoing.
  6. A value of Completed indicates all processing is complete.

Document Details

A summary of all the documents on your account can be accessed by a HTTP GET request to /api/documents-v2. Please refer to the Documents Summary Postman request for a working example.

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The API is capable of webhook integration to an endpoint provided by the consuming client. The webhook is triggered in response to a document being processed within TCW. This processing maybe the result of the initial import into the system, as well as user driven modifications; for example through the creation of a remedial action after the document has been assessed. The webhook issues a POST request to an endpoint with the following JSON payload:

"{ 
    Document: \{

        DocumentId:

...

Number

    \}

}

Please refer to the Document Webhook Postman request for a working example.

To get started with webhook integration, please contact our support team  please raise a support desk ticket to provide your endpoint and secure API key.

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