Create draft package

Create a draft document distribution package.

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Path Params
string
required

The ID of the Firm object

Body Params
string
required

Name of the document distribution package

documents
array of objects

Documents in the package (maximum 1000)

documents
shareWith
required

Target recipients for sharing

boolean

Whether recipients can download documents (default: true)

boolean

Whether to attach documents to email notifications (default: false)

boolean

Whether to send email notifications (default: true)

boolean

Whether to suppress the "New" badge for investors when distributing (default: false)

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