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/clients/{client}/checklist_items/{item}","href":"/advisor/api-reference/checklists/change-a-client’s-checklist-item"},{"title":"Remove a client’s checklist item","deprecated":null,"version":null,"openapi":"/openapi/advisor.json delete /clients/{client}/checklist_items/{item}","href":"/advisor/api-reference/checklists/remove-a-client’s-checklist-item"},{"title":"Reorder a client’s checklist","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /clients/{client}/checklists/{checklist}/items/reorder","href":"/advisor/api-reference/checklists/reorder-a-client’s-checklist"},{"title":"Approve a checklist item","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /clients/{client}/checklist_items/{item}/approve","href":"/advisor/api-reference/checklists/approve-a-checklist-item"},{"title":"Request changes on a checklist item","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /clients/{client}/checklist_items/{item}/request_changes","href":"/advisor/api-reference/checklists/request-changes-on-a-checklist-item"}]},{"group":"Documents","pages":[{"title":"List documents","deprecated":null,"version":null,"openapi":"/openapi/advisor.json get /clients/{client}/documents","href":"/advisor/api-reference/documents/list-documents"},{"title":"Get a document","deprecated":null,"version":null,"openapi":"/openapi/advisor.json get /clients/{client}/documents/{document}","href":"/advisor/api-reference/documents/get-a-document"},{"title":"Delete a document","deprecated":null,"version":null,"openapi":"/openapi/advisor.json delete /clients/{client}/documents/{document}","href":"/advisor/api-reference/documents/delete-a-document"},{"title":"Start a document upload","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /clients/{client}/documents/uploads","href":"/advisor/api-reference/documents/start-a-document-upload"},{"title":"Download a document","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /clients/{client}/documents/{document}/download","href":"/advisor/api-reference/documents/download-a-document"},{"title":"List facts","deprecated":null,"version":null,"openapi":"/openapi/advisor.json get /clients/{client}/facts","href":"/advisor/api-reference/documents/list-facts"},{"title":"Accept a fact","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /clients/{client}/facts/{fact}/accept","href":"/advisor/api-reference/documents/accept-a-fact"},{"title":"Reject a fact","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /clients/{client}/facts/{fact}/reject","href":"/advisor/api-reference/documents/reject-a-fact"},{"title":"List a document’s values","deprecated":null,"version":null,"openapi":"/openapi/advisor.json get /clients/{client}/documents/{document}/values","href":"/advisor/api-reference/documents/list-a-document’s-values"},{"title":"Approve a document value","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /clients/{client}/document_values/{document_value}/approve","href":"/advisor/api-reference/documents/approve-a-document-value"},{"title":"Undo a document value","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /clients/{client}/document_values/{document_value}/undo","href":"/advisor/api-reference/documents/undo-a-document-value"},{"title":"Approve a document","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /clients/{client}/documents/{document}/approve","href":"/advisor/api-reference/documents/approve-a-document"},{"title":"Reopen a document review","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /clients/{client}/documents/{document}/reopen","href":"/advisor/api-reference/documents/reopen-a-document-review"},{"title":"Read a document as a type","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /clients/{client}/documents/{document}/read_as","href":"/advisor/api-reference/documents/read-a-document-as-a-type"},{"title":"Keep a document as a file only","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /clients/{client}/documents/{document}/keep_as_file","href":"/advisor/api-reference/documents/keep-a-document-as-a-file-only"},{"title":"Send a document back to the client","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /clients/{client}/documents/{document}/send_back","href":"/advisor/api-reference/documents/send-a-document-back-to-the-client"},{"title":"Get a suggested document type","deprecated":null,"version":null,"openapi":"/openapi/advisor.json get /document_type_suggestions/{suggestion}","href":"/advisor/api-reference/documents/get-a-suggested-document-type"}]},{"group":"Money","pages":[{"title":"Get a money summary","deprecated":null,"version":null,"openapi":"/openapi/advisor.json get 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types","deprecated":null,"version":null,"openapi":"/openapi/advisor.json get /document_types","href":"/advisor/api-reference/document-types/list-document-types"},{"title":"Make a document type","description":"Makes a document type of the firm's own, with a key made from the label (firm_ and a slug). From now on the reader sorts files into it, told the description. holds is values (read into its fields) or file (kept as a file, no fields). Fields take the shape of add_document_type_field; each may name fact_key, or new_fact to make a client fact in the same step. read_document_id reads that document again as the new type once it is made. sort_unplaced_since_days sorts again the firm's documents the reader could not place in that many days (count_unplaced_documents says how many); the answer says how many were queued. suggestion_id deletes the suggestion it was made from. The name must differ from every type the firm has. The label and description are refused like a field's. A label or instruction that asks for a tax file number, an identity document number, a government reference number or medical details is refused (value_never_kept). Only an admin can call this.","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /document_types","href":"/advisor/api-reference/document-types/make-a-document-type"},{"title":"Get a document type","deprecated":null,"version":null,"openapi":"/openapi/advisor.json get /document_types/{type}","href":"/advisor/api-reference/document-types/get-a-document-type"},{"title":"Change a document type","description":"Renames, describes again or regroups one of the firm's own types. What it holds is fixed once made. A new description is what the reader is told from now on; documents already read keep their type. Redbark's types cannot be changed (builtin_locked). A label or instruction that asks for a tax file number, an identity document number, a government reference number or medical details is refused (value_never_kept). Only an admin can call this.","deprecated":null,"version":null,"openapi":"/openapi/advisor.json patch /document_types/{type}","href":"/advisor/api-reference/document-types/change-a-document-type"},{"title":"Archive a document type","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /document_types/{type}/archive","href":"/advisor/api-reference/document-types/archive-a-document-type"},{"title":"Restore a document type","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /document_types/{type}/restore","href":"/advisor/api-reference/document-types/restore-a-document-type"},{"title":"Count unplaced documents","deprecated":null,"version":null,"openapi":"/openapi/advisor.json get /unplaced_documents/count","href":"/advisor/api-reference/document-types/count-unplaced-documents"},{"title":"Suggest a type for a document","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /document_type_suggestions","href":"/advisor/api-reference/document-types/suggest-a-type-for-a-document"},{"title":"Add a field to a document type","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /document_types/{type}/fields","href":"/advisor/api-reference/document-types/add-a-field-to-a-document-type"},{"title":"Change a document type field","deprecated":null,"version":null,"openapi":"/openapi/advisor.json patch /document_types/{type}/fields/{field}","href":"/advisor/api-reference/document-types/change-a-document-type-field"},{"title":"Archive a document type field","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /document_types/{type}/fields/{field}/archive","href":"/advisor/api-reference/document-types/archive-a-document-type-field"},{"title":"Restore a document type field","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /document_types/{type}/fields/{field}/restore","href":"/advisor/api-reference/document-types/restore-a-document-type-field"},{"title":"Reorder document type fields","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /document_types/{type}/fields/reorder","href":"/advisor/api-reference/document-types/reorder-document-type-fields"},{"title":"List fact definitions","deprecated":null,"version":null,"openapi":"/openapi/advisor.json get /fact_definitions","href":"/advisor/api-reference/document-types/list-fact-definitions"},{"title":"Make a client fact","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /fact_definitions","href":"/advisor/api-reference/document-types/make-a-client-fact"},{"title":"Rename a client fact","deprecated":null,"version":null,"openapi":"/openapi/advisor.json patch /fact_definitions/{fact}","href":"/advisor/api-reference/document-types/rename-a-client-fact"},{"title":"Archive a client fact","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /fact_definitions/{fact}/archive","href":"/advisor/api-reference/document-types/archive-a-client-fact"},{"title":"Restore a client fact","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /fact_definitions/{fact}/restore","href":"/advisor/api-reference/document-types/restore-a-client-fact"}]},{"group":"Messages","pages":[{"title":"List message threads","deprecated":null,"version":null,"openapi":"/openapi/advisor.json get /threads","href":"/advisor/api-reference/messages/list-message-threads"},{"title":"List a client’s messages","deprecated":null,"version":null,"openapi":"/openapi/advisor.json get /clients/{client}/messages","href":"/advisor/api-reference/messages/list-a-client’s-messages"},{"title":"Message a client","deprecated":null,"version":null,"openapi":"/openapi/advisor.json post /clients/{client}/messages","href":"/advisor/api-reference/messages/message-a-client"},{"title":"List the 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