Transactions
Transaction Workflows
Reusable transaction workflows: create, change, delete, make default, export and import, plus a deal's assigned workflow, step-config overrides, the per-deal transaction status rollup and TM directori
Operations (13)
- GETList transaction workflows
- POSTCreate a transaction workflow
- POSTImport a transaction workflow
- GETGet a transaction workflow
- PATCHUpdate a transaction workflow
- DELETEDelete a transaction workflow
- POSTMake a transaction workflow the default
- POSTAdd a KYC check to a transaction workflow
- POSTRemove a KYC check from a transaction workflow
- GETExport a transaction workflow
- GETGet a step's form implementation for an investor
- GETGet the generated document status for a form implementation
- GETGet the deal transaction workflow
Deprecated (1)
These still work but have a replacement; see each operation for its sunset date.