Document Endpoints

File upload, directory management, and document generation

Source: Cross-cutting guide — references endpoints in organization-endpoints.ts, data-room-endpoints.ts, microsoft-endpoints.ts, and captable-endpoints.ts

Document Endpoints

Document management in Equa is handled through multiple endpoint groups depending on the storage backend. This page provides an overview of how documents flow through the system.

Storage Backends

Equa supports multiple document storage backends:

Backend	Description	Endpoints
Data Room	S3-based document storage (default)	Data Room Endpoints
Microsoft	OneDrive/SharePoint via Microsoft Graph	Microsoft Endpoints
Google Drive	Google Drive sync integration	Google Drive Endpoints

The active backend depends on the organization’s configuration. The GET /organization/:organization/document and POST /organization/:organization/document routes are shared — the server dispatches to the appropriate handler.

Organization File Upload

Files can be uploaded directly to an organization (separate from the data room):

POST /v1/organization/:organization/file

Field	Value
Auth	Required
Permission	canEditDocuments
Content-Type	multipart/form-data

Max upload size is configurable via AWS_S3_UPLOAD_SIZE_LIMIT_MB (default 10 MB). See Organization Endpoints.

File Download

GET /v1/file/:file/content

Field	Value
Auth	Required
Permission	canViewFile

Downloads a file as an attachment. See Organization Endpoints.

File View Inline

GET /v1/file/:file/content/:name

Field	Value
Auth	Required
Permission	canViewFile

Serves a file inline for browser viewing. See Organization Endpoints.

Document Generation

Equa generates documents programmatically (e.g., share certificates, legend certificates). These are generated on-demand through cap table endpoints:

Document Type	Endpoint
Share Certificate	GET /v1/shareholding/:holding/certificate
Certificate Copy	GET /v1/shareholding/:holding/certificate/copy
Legend Certificate	GET /v1/organization/:org/legend/:legend/certificate

See Cap Table Endpoints for details.

CSV Import/Export

Import Template

GET /v1/organization/:organization/import

Download a CSV import template or a previously uploaded import file for cap table data.

Cap Table Export

GET /v1/organization/:organization/captable

Export the organization’s full cap table as structured data.

Site-Wide CSV Export (Admin)

GET /v1/site/captable

Admin-only export of all cap table data. See Admin Endpoints.