Expere Developer Guide
Overview
Getting Started
Accessing the Expere API
Authorization and Authentication
Error Handling and Messaging
Installation and Deployment
Implementation Strategies
Transaction Persistence (Saving Transaction Data)
Document Output Formats (DocumentFormat)
Document Representations (DocumentSet and DocSet)
PackageDoc (PKGD)
Ancillary Outputs (Post-Processing)
Barcodes
Watermarks
Encryption
Using eSignature and Acroform fields
Signature Points
RequestUCD flag - PDF/A
RequestUCD flag - PDF/A
MergeTRIDDocs flag - PDF
Processing a Transaction with AutoSelection
Processing a Transaction without AutoSelection
API Scenarios
One-Step Scenario: SelectAndGenerate
Two-Step Scenario: Select and Generate methods
ExpereAPI Service
AddDocuments
AddDocumentsRequest
AddDocumentsResponse
AddOrganization
AddOrganizationRequest
AddOrganizationResponse
ApplyPoliciesAndReturnTransaction
ApplyPoliciesAndReturnTransactionRequest
ApplyPoliciesAndReturnTransactionResponse
AssembleDocuments
AssembleDocumentsRequest
AssembleDocumentsResponse
AssembleDocumentSet
AssembleDocumentSetRequest
AssembleDocumentSetResponse
AutoSelect
AutoSelectRequest
AutoSelectResponse
ClearCache
ClearCacheRequest
ClearCacheResponse
Compile
CompileRequest
CompileResponse
CompileAll
CompileAllRequest
CompileAllResponse
CreateOppsaPhase
CreateOppsaPhaseRequest
CreateOppsaPhaseResponse
CreateOppsaPolicyOrganization
CreateOppsaPolicyOrganizationRequest
CreateOppsaPolicyOrganizationResponse
CreateTransaction
CreateTransactionRequest
CreateTransactionResponse
DeleteOrganization
DeleteOrganizationRequest
DeleteOrganizationResponse
DeleteTransaction
DeleteTransactionRequest
DeleteTransactionResponse
Echo
Generate
GenerateRequest
GenerateResponse
GenerateAndSave
GenerateAndSaveRequest
GenerateAndSaveResponse
GetDocDataRequirements
GetDocDataRequirementsRequest
GetDocDataRequirementsResponse
GetDocSetDataRequirements
GetDocSetDataRequirementsRequest
GetDocSetDataRequirementsResponse
GetDocumentSet
GetDocumentSetRequest
GetDocumentSetResponse
GetPackageDataRequirements
GetPackageDataRequirementsRequest
GetPackageDataRequirementsResponse
GetResolvedDocuments
GetResolvedDocumentsRequest
GetResolvedDocumentsResponse
GetResolvedPackage
GetResolvedPackageRequest
GetResolvedPackageResponse
GetServiceInfo
GetServiceInfoRequest
GetServiceInfoResponse
GetTransaction
GetTransactionRequest
GetTransactionResponse
ListAllDocuments
ListAllDocumentsRequest
ListAllDocumentsResponse
ListAllOrganizations
ListAllOrganizationsRequest
ListAllOrganizationsResponse
ListDocuments
ListDocumentsRequest
ListDocumentsResponse
ListLinesOfBusiness
ListLinesOfBusinessRequest
ListLinesOfBusinessResponse
ListOrganizations
ListOrganizationsRequest
ListOrganizationsResponse
ListPackages
ListPackagesRequest
ListPackagesResponse
ListPhases
ListPhasesRequest
ListPhasesResponse
ListPolicies
ListPoliciesRequest
ListPoliciesResponse
PostProcess
PostProcessRequest
PostProcessResponse
RemoveDocuments
RemoveDocumentsRequest
RemoveDocumentsResponse
ResolveDocData
ResolveDocDataRequest
ResolveDocDataResponse
ResolvePkgData
ResolvePkgDataRequest
ResolvePkgDataResponse
Select
SelectRequest
SelectResponse
SelectAndGenerate
SelectAndGenerateRequest
SelectAndGenerateResponse
SelectAndGenerateTestDocuments
SelectAndGenerateTestDocumentsRequest
SelectAndGenerateTestDocumentsResponse
SelectGenerateAndSave
SelectGenerateAndSaveRequest
SelectGenerateAndSaveResponse
UpdateTransaction
UpdateTransactionRequest
UpdateTransactionResponse
ExpereAPI Service - Integration Validation Operations
CreateValidationWorksheet
CreateValidationWorksheetRequest
CreateValidationWorksheetResponse
DeleteValidationTransaction
DeleteValidationTransactionRequest
DeleteValidationTransactionResponse
GetValidationTransaction
GetValidationTransactionRequest
GetValidationTransactionResponse
ListValidationTransactions
ListValidationTransactionsRequest
ListValidationTransactionsResponse
UpdateValidationComments
UpdateValidationCommentsRequest
UpdateValidationCommentsResponse
UpdateValidationDictionaryDefinitions
UpdateValidationDictionaryDefinitionsRequest
UpdateValidationDictionaryDefinitionsResponse
UploadValidationTransaction
UploadValidationTransactionRequest
UploadValidationTransactionResponse
XpathCompare
XpathCompareRequest
XpathCompareResponse
Data Types
ArrayOfAncillaryOutputOption
ArrayOfCache
ArrayOfDatabase
ArrayOfDocCustomDataItem
ArrayOfDocument
ArrayOfExpereMessage
ArrayOfExpereObject
ArrayOfKey
ArrayOfLibrary
ArrayOfLineOfBusiness
ArrayOfOrganization
ArrayOfPackage
ArrayOfPackageDoc
ArrayOfPDF
ArrayOfPolicy
ArrayOfSBAAgent
ArrayOfThirdPartyLibrary
ArrayOfTransaction
AncillaryOutputOption
AncillaryOutputType
AncillaryOutputTypeEnum
Barcode2DConfigOptions
Barcode
BarcodeType
BarcodeTypeEnum
BaselineTransaction
BeginningOrEndEnum
bsi_properties
cache
CommentInformation
CustomerTransaction
Data
Data
Database
DataItems
DataItem
defaultCache
DiscretePartyID
diskStore
DocCustomDataItem
DocDescriptor
DocInstance
DocSet
DocSetSummary
Document
DocumentFormatType
DocumentFormatTypeEnum
DocumentRef
DocumentRefs
DocumentSet
DocumentType
DocumentTypeEnum
DocWorkOrder
DynamicPdfRender
DynamicPdfRenderEnum
ehcache
ESignatureAndFieldSupport
EnvironmentInformation
ExecuteMode
ExecuteModeEnum
ExpereBoolean
ExpereFloat
ExpereInteger
ExpereMessage
ExpereObject
ExternalPDFDocuments
FillableCheckbox
FillableField
FillableFieldSet
FillableText
HorizontalAlignmentEnum
InlinePackage
InlinePackageDocs
InlinePackageDoc
InstanceFormattingMetadata
InstanceSigningInstructionsType
InstanceSigningInstructionsTypeEnum
Key
Library
LineOfBusiness
LOBPhase
Oppsa
Options
Organization
Package
PackageDoc
Packet
PacketCustomDataItem
PacketCustomDataItems
PacketTypes
PacketType
Passwords
PDF
Permissions
Phase
Phases
Policies
Policy
Product
ProvidedDocument
ProvidedDocuments
RequirementLevel
RequirementLevelEnum
ResponseDocType
ResponseDocTypeEnum
SBAAgent
SetEncryption
SignaturePoint
SignaturePoints
SignaturePointSet
Signer
TermType
ThirdPartyLibrary
Transaction
Transaction
Values
Watermark
WatermarkLocation
WatermarkLocationEnum
XpathCompare
Appendix A: Font Scaling Adjustments Stylesheet Details
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