New Documents APIs

SafeBase now supports Documents APIs that allow customers to manage documents programmatically.

What’s New

• Upload documents to SafeBase

• Replace existing documents with updated versions

• Delete documents that are no longer needed

• Manage document metadata programmatically, including:

  • Assigning documents to Products

  • Controlling AI usage permissions (opt-in/opt-out)

  • Setting Document Types

  • Managing assigned Tags

  • Setting an Expiration Date

Important Notes

• Requires Dev Resources: These APIs require developer resources and custom implementation. They are more complex to set up than our plug-and-play native integrations.

• Linking Limitations: Currently, the API cannot link or unlink documents to specific Trust Center items. A user must log in to the SafeBase to perform that linking step to have them appear on the Trust Center.

• Availability: Available to paid customers on Advanced or Enterprise plans.

Learn more at SafeBase API - Managing Documents and SafeBase API Reference.