infoRouter Web API Documentation¶
Welcome to the comprehensive documentation for the infoRouter Web Services API.
Overview¶
The infoRouter Web Services API provides programmatic access to infoRouter's document management, workflow, and collaboration features. All APIs are available via SOAP, REST (GET), and REST (POST) protocols.
Getting Started¶
- Authentication: Obtain an authentication ticket using
AuthenticateUser - Make API Calls: Use the ticket in subsequent API calls
- Handle Responses: All responses are in XML format
API Categories¶
Authentication¶
- AuthenticateUser - Authenticate with user name and password, returns ticket and profile info
- AuthenticateUser1 - Authenticate with user name, password, and an explicit session language
- AuthenticateUserViaWindows - Authenticate using the Windows identity (NTLM/Kerberos) from the HTTP request context
- ChangePasswordUsingSecretText - Complete a password reset using the one-time token emailed by ForgotPassword
- ChangeUserPassword - Change a user's password (self-service or User Manager)
- CreateTicketforUser - Create an authentication ticket for any user using the server-side trusted password (server-to-server impersonation)
- ForgotPassword - Initiate a password reset by sending a one-time token to the user's registered email address
- ForgotPasswordByUserName - Initiate a password reset by login name (sends token to the user's registered email address)
- isValidTicket - Check whether an authentication ticket is still valid without supplying credentials or extending the expiration
- LogOut - Invalidate an authentication ticket and clear the server-side session
- RenewTicket - Validate credentials and renew an existing ticket or issue a fresh one
Application Settings & Configuration¶
- FlushApplicationCache - Flush the in-memory application cache (admin only)
- getApplicationParameters - Get application parameters (role-based response: public, regular user, or full admin view)
- GetAllFolderColumns - Get all 34 available folder column definitions
- GetAuthenticationAndPasswordPolicy - Get authentication and password policy settings (complexity requirements, re-prompt actions)
- GetDefaultFolderColumns - Get the system default folder columns for list views
- GetEmailAndNotificationSettings - Get email and notification settings (subscription alerts, Send To email, attachment policies)
- GetGeneralAppSettings - Get general application settings including upload limits, work days, holidays, and system preferences
- GetMimeTypes - Get the list of all defined MIME types in the system
- GetSystemBehaviorSettings - Get system behavior settings (login logging, anti-brute-force, library manager permissions)
- SetAuthenticationAndPasswordPolicy - Update authentication and password policy settings (complexity rules, expiration policies)
- SetDefaultFolderColumns - Set the system default folder columns using comma-separated column names
- SetEmailAndNotificationSettings - Update email and notification settings (subscription alerts, Send To email, attachment policies)
- SetGeneralAppSettings - Update general application settings (upload limits, recycle bin policies, workdays/holidays)
- SetSystemBehaviorSettings - Update system behavior settings (login logging and login delay configuration)
Server & License Management¶
- GetLicenseInfo - Get application license details, user counts, and subscription dates (admin only)
- GetSystemStatistics - Get system-wide statistics: user counts, document counts, total document size, and checked-out documents (admin only)
- GetLogs - Get server log entries by type and date (admin only)
- GetLogStatistics - Get log dates and entry counts by log type, fixed 90-day window (admin only)
- GetLogStatistics1 - Get log dates and entry counts by log type with a caller-supplied lookback window (admin only)
- GetMaintenanceJobsStatus - Get status of all system maintenance jobs (admin only)
- GetWarehouseStatus - Get warehouse storage status, document counts, and disk information (admin only)
- ServerInfo - Get server version, time, and basic license info (no authentication required)
- UpdateApplicationLicense - Update the application license file (admin only)
Audit Logs¶
- GetCheckInLog - Get check-in log entries for documents
- GetCheckoutLog - Get checkout log entries for documents
- GetClassificationLogs - Get classification level change history for a document or folder
- GetDeleteLog - Get deletion log entries for documents and folders
- GetDispositionLog - Get disposition log entries for documents
- GetDocumentReadLogHistory - Get the read/view log history for a single user on a specific document
- GetISOLogs - Get the ISO compliance review log for a document
- GetNewDocumentsAndFoldersLog - Get creation log entries for new documents and folders
- GetOwnershipChangeLog - Get ownership change log entries for documents and folders
- GetSecurityChangeLog - Get security change log entries for documents and folders
- GetSoxLogs - Get the SOX compliance review log for a document
- GetUserViewLog - Get the complete read/view log history for a specified user
- GetUserViewLog1 - Get the read/view log history for a specified user filtered by date range
- GetUserViewLogLite - Get a paginated read/view log for a specified user filtered by date range
- GetVersionCreateLog - Get version creation log entries for documents
- GetVersionDeleteLog - Get version deletion log entries for documents
Folder & Document Listing¶
- GetFoldersAndDocuments - Return immediate sub-folders and documents in a path with full detail options
- GetFoldersAndDocuments1 - Return immediate sub-folders and documents in short form (abbreviated elements, minimal attributes)
- GetFoldersAndDocuments2 - Return immediate sub-folders and documents in lightweight ultra-fast format
- GetFoldersAndDocumentsByPage - Return a paged list of sub-folders and documents with optional name filtering
- GetFoldersAndDocumentsByPage2 - Return a paged list with advanced XML filtering and sorting via search engine
- GetMyDocumentsAndFolders - Return all documents and folders owned by the currently authenticated user
Folder Management¶
- CreateFolder - Create a folder from a single full path (intermediate folders created automatically)
- CreateFolder1 - Create a subfolder with optional description using separate parent path and name parameters
- CreateHtmlDocument - Create a new HTML document in a folder with raw HTML content
- DeleteFolder - Delete a folder and all its contents
- FolderExists - Check whether a folder exists at the specified path
- FolderExists1 - Check whether a named subfolder exists within a specified parent folder
- GetFolder - Get the full properties of a folder with optional rules, property sets, security, and owner details
- GetFolderCatalog - Get the catalog information for a folder
- GetFolderRules - Get the rules and policies configured for a folder
- GetFolderStatistics - Get statistics for a folder (subfolder count, document count, total size)
- GetFolders - Get the list of direct subfolders with full property details
- GetFolders1 - Get the list of direct subfolders in short form (no count limit)
- GetFolders2 - Get the list of direct subfolders in short form with configured UI display limit
- GetFoldersByPage - Get a paged list of direct subfolders with optional name filtering
- GetParentFolderIDs - Get the chain of parent folder IDs from root to the specified folder
- GetSubFoldersCount - Get the count of direct subfolders in a folder
- Move - Move a document or folder to a new destination path
- RemoveFolderCutoffDate - Remove the cutoff date from a folder and optionally its subfolders and documents
- SetFolderCutoffDate - Set the cutoff date on a folder and optionally its subfolders and documents
- SetFolderRules - Set the rules and policies for a folder (with optional tree propagation)
- UpdateFolderProperties - Update a folder's name and description
Document Management¶
- AddToDownloadQueue - Add a document or folder to the current user's download queue
- AddDocumentComment - Add a comment to a document
- AddISOComment - Add an ISO compliance review comment to a document (requires an active ISO Review Task)
- AddSOXComment - Add a Sarbanes-Oxley (SOX) compliance comment to a document
- AddToFavorites - Add a document or folder to the current user's favorites list
- Copy - Copy a document or folder to a specified destination path
- CreateDiskMountURL - Create a time-limited WebDAV root mount URL for the current user
- CreateDocumentShortcut - Create a shortcut (.lnk) document pointing to an existing document
- CreateDocumentTypeDef - Create a new document type definition (admin only)
- CreateDocumentUsingTemplate - Create a new HTML document or new version using a template and XML field data
- CreateEditDocumentURL - Create a time-limited WebDAV URL for opening and editing a specific document
- CreateURL - Create or update a URL document that stores a hyperlink
- CreateUploadHandler - Create a server-side upload handler for chunked large file uploads
- DeleteDocument - Move a document to the recycle bin
- DeleteDocumentComment - Delete a specific comment from a document
- DeleteDocumentThumbnail - Remove the thumbnail image from a document
- DeleteDocumentTypeDef - Delete a document type definition
- DeleteDocumentVersion - Permanently delete a specific version of a document
- DeleteDownloadHandler - Delete a download handler and discard its temporary file
- DeleteUploadHandler - Delete an upload handler and discard its staged temporary file
- DocumentExists - Check whether a document exists and return its CRC32 checksums
- DocumentExists1 - Check whether a document exists by folder path and document name, returning CRC32 checksums
- DownloadDocument - Download the latest version of a document as a raw byte array
- DownloadDocumentVersion - Download a specific version of a document as a raw byte array
- DownloadFileChunk - Download a single chunk of a staged file using a download handler
- DownloadZip - Zip and download specified documents and folders as a raw byte array
- DownloadZipWithHandler - Stage a zip archive server-side and return a handler GUID for chunked retrieval
- GetAuthoredDocuments - Get a paged list of documents authored by a specified user
- GetCheckedoutDocuments - Get checked out documents for the current authenticated user
- GetCheckedoutDocumentsByUser - Get checked out documents for a specified user
- GetDocument - Get the full properties of a document by path or short ID
- GetDocumentAbstract - Get the full-text abstract of a document version (obsolete; use GetDocumentAbstract1)
- GetDocumentAbstract1 - Get the full-text abstract of a document version
- GetDocumentComments - Get all comments attached to a document
- GetDocumentKeywords - Get user-defined keywords assigned to a document
- GetDocumentTextOnlyContent - Get the stored plain-text alternative content of the latest published version of a document
- GetDocumentThumbnail - Retrieve the thumbnail image bytes for a document
- GetDocumentTypes - Get all document type definitions configured in the system
- GetDocumentVersion - Get the metadata for a specific version of a document
- GetDocumentVersions - Get the complete version history for a document
- GetDocumentViewLog - Get the complete view/access log for a specified document
- GetDocuments - Get the full properties of every document in a folder path
- GetDocuments1 - Get the list of documents in a folder path in short form
- GetDocumentsByPage - Get a paged list of documents in a folder path in short form with optional name filtering
- GetDownloadHandler - Stage the latest version of a document and return a download handler GUID for chunked retrieval
- GetDownloadHandlerByVersion - Stage a specific version of a document and return a download handler GUID for chunked retrieval
- GetDownloadInfo - Get download metadata for the latest version of a document without staging the file
- GetDownloadInfoByVersion - Get download metadata for a specific version of a document without staging the file
- GetDownloadQue - Get the list of documents and folders in the current user's download queue
- GetFavoriteDocumentsOfUser - Get a paged list of documents marked as favorites by a specified user
- GetFavoriteFoldersOfUser - Get a paged list of folders marked as favorites by a specified user
- GetFavorites - Get the list of documents and folders marked as favorites by the current user
- GetISOReviewAssignmentsOfUser - Get a paged list of documents assigned to a specified user for ISO review
- GetPublishingRequirements - Get the publishing requirements configured for a domain/library
- GetRecentDocuments - Get the list of documents recently accessed by the current authenticated user
- GetVersionTextOnlyContent - Get the plain-text alternative content stored for a specific version of a document
- IsLockPossible - Check whether the current user can lock (check out) the document at the specified path
- Lock - Lock (check out) the document or all documents in a folder at the specified path
- PruneDocumentVersions - Delete old document versions retaining the N most recent published and M most recent unpublished
- PublishDocument - Set the published version of a document
- RegisterEmail - Register an email message as a document in infoRouter
- RegisterEmail1 - Register an email message as a document in infoRouter and set user-defined keywords
- RegisterEmail2 - Register an email message using separate folder path and document name parameters
- RegisterEmail3 - Register an email message passing all fields as a single XML string
- RemoveDocumentCutoffDate - Remove the cutoff date from a document, returning it to an unconstrained state
- RemoveFromDownloadQueue - Remove a document or folder from the current user's download queue
- RemoveExpirationDate - Remove the expiration date from a document, returning it to a non-expiring state
- RemoveFromFavorites - Remove a document or folder from the current user's favorites list
- ServerSideImport - [Obsolete] Server-side file system import -" always returns an error, do not use
- SetClassificationLevel - Set the classification level (NoMarkings/Declassified/Confidential/Secret/TopSecret) of a document or folder
- SetDocumentCompletionStatus - Set the completion status (PercentComplete and CompletionDate) of a document
- SetDocumentCutoffDate - Apply a cutoff date to a document, freezing it from further modification
- SetDocumentImportance - Set the importance level (NoMarkings/Low/Normal/High/Vital) of a document
- SetDocumentPublishingRule - Set the publishing rule on a document (LATEST, LASTAPPROVED, TAGGED, SPESIFICVERSION, UNPUBLISHED)
- SetDocumentRetention - [Obsolete since 8.1.155] Disabled -" always returns an error, use SetDocumentRandDSchedule instead
- SetDocumentTextOnlyContent - Update the stored plain-text alternative content of the latest document version
- SetExpirationDate - Set the expiration date and pre-expiration notification on a document
- SetVersionTextOnlyContent - Update the stored plain-text alternative content of a specific document version
- UnLock - Unlock (check in) a document or all documents in a folder
- UnpublishDocument - Set a document to unpublished state, hiding it from read-only users
- UpdateDocumentKeywords - Replace the user-defined keyword string of a document
- UpdateDocumentProperties - Update a document's name, description, and update instructions
- UpdateDocumentProperties1 - Update a document's name, description, instructions, source, language, and author
- UpdateDocumentProperties2 - Update all document properties including importance level
- UpdateDocumentThumbnail - Upload or replace the thumbnail image for a document
- UpdateDocumentType - Change the document type assigned to a document
- UpdateDocumentTypeDef - Rename a document type definition and change its required property set
- UpdateHtmlDocument - Update the HTML content and description of an existing HTML document
- UpdateURLDocument - Update the hyperlink address of an existing URL shortcut document
- UpdateVersionComment - Update the author comment on a specific document version
- UploadDocument - Upload a new document or new version using a raw byte array
- UploadDocument1 - Upload a new document or version with an optional version comment
- UploadDocument2 - Upload a new document or version with a post-upload checkout option
- UploadDocument3 - Upload a new document or version with both version comment and checkout
- UploadDocument4 - Upload a new document or version with extended XML parameters
- UploadDocumentWithHandler - Finalize a chunked upload and create/version a document
- UploadDocumentWithHandler1 - Finalize a chunked upload with an optional version comment
- UploadDocumentWithHandler2 - Finalize a chunked upload with version comment and manual version numbers
- UploadDocumentWithHandler3 - Finalize a chunked upload with extended XML parameters
- UploadFileChunk - Upload a single binary chunk to a server-side upload handler
- UploadNewDocumentWidthHandler - Upload a new document to a folder using a chunked handler and XML parameters
- UploadTiffAsPDF - Upload a TIFF image and store it as a PDF document
- UploadTiffAsPDFWithHandler - Upload a large TIFF image using chunked handler and store as PDF
- VerifyVersionHash - Verify the integrity of a document version by comparing its stored content hash
Security & Access Control¶
- ApplyInheritedAccessList - Apply the inherited (parent) access list to a document or folder, removing any custom security settings
- DocumentAccessAllowed - Check whether the calling user is allowed to perform a specific action on a document
- FolderAccessAllowed - Check whether the calling user is allowed to perform a specific action on a folder
- GetAccessList - Get the current access list (security permissions) for a document or folder
- GetAccessListHistory - Get the current and historical access list records for a document or folder
- GetOwner - Get the owner of a document or folder
- SetAccessList - Set the access list (security permissions) for a document or folder
- SetOwner - Set the owner of a document or folder
Domain/Library Management¶
- AddManagerToDomain - Add an existing user as a manager of a domain/library
- AddUserAsDomainMember - Add a user to the member list of a domain/library
- AddUserGroupAsDomainMember - Add a global user group to the member list of a domain/library
- ArchiveDomain - Archive a domain/library to make it an archived (offline) library
- CreateDomain - Create a new domain/library with name, access, and visibility settings
- DeleteDomain - Permanently delete a domain/library and all its contents
- DomainExists - Check whether a domain/library with the given name exists
- GetDomain - Get the properties of a domain/library (ID, name, archive status, visibility)
- GetDomainFlows - Get workflow definitions associated with a domain/library
- GetDomainMembers - Get the list of user and group members of a domain/library
- GetDomainMembers1 - Get domain/library members with sort order and detail-mode control
- GetDomainMembershipsOfUser - Get all domain/library memberships for a specified user
- GetDomainPolicies - Get policies and rules for a domain/library
- GetDomainStatistics - Get statistics for a domain/library
- GetDomainUsers - Get all users of a domain/library including indirect group members
- GetDomainUsers1 - Get all domain/library users with sort order and detail-mode control
- GetDomains - Get the list of all domains/libraries in the system
- GetManagedDomainsByUser - Get domains/libraries managed by a specified user
- GetManagers - Get the list of managers of a domain/library
- GetMemberDomains - Get the domains/libraries where the current user is a member
- RemoveManagerFromDomain - Remove manager status from a user in a domain/library
- RemoveUserFromDomainMembership - Remove a user from a domain/library member list
- SetDomainPolicies - Set policies for a domain/library
- UnarchiveDomain - Un-archive a domain/library to make it an active online library
- UpdateDomain - Update domain/library properties (name, anonymous access, visibility, welcome message)
Workflow Management¶
- ActivateFlowDef - Activate a workflow definition
- AddWorkflowAttachment - Attach a document to an active workflow task
- AddFlowStepDef - Add a new step to an inactive workflow definition (step number auto-assigned)
- AddFlowStepDef1 - Add a new step to an inactive workflow definition with an optional on-start folder move
- AddFlowTaskDef - Add a task definition to a step of an inactive workflow definition
- ChangeTaskDueDate - Change the due date and allowed start time span of an active workflow task
- CompleteTask - Mark a workflow task as completed and trigger automatic workflow advancement
- CreateFlowDef - Create a new workflow definition (minimal variant: name, domain, active folder)
- CreateFlowDef1 - Create a new workflow definition with an on-end destination folder
- CreateFlowDef2 - Create a new workflow definition with an on-end folder and a supervisor
- CreateFlowDef3 - Create a new workflow definition with all options (on-end folder, supervisor, event URL, hidden flag)
- CreateRelatedTask - Create a related ad-hoc task linked to an existing workflow task
- CreateTask - Create a standalone ad-hoc workflow task and assign it to a document
- DeactivateFlowDef - Set a workflow definition back to inactive state so its steps and tasks can be modified
- DeleteFlowStepDef - Delete a step from a workflow definition
- DeleteTask - Delete an active workflow task and all its attachments by task ID
- GetDocumentTasks - Return all workflow tasks for a document with optional filtering by completion status, sorted by due date
- GetDocumentWorkflow - Return the details of a specific running workflow instance on a document
- GetDocumentWorkflows - Return all workflow instances (current and historical) for a document with optional filtering
- GetDueTaskDocuments - Return documents that have active (due) workflow tasks assigned to the authenticated user, sorted by due date
- GetFlowDef - Return the complete definition of a workflow including all step and task definitions
- GetFolderFlows - Return workflow definitions active on a folder, optionally including inherited flows from parent folders
- GetTask - Return the full details of a single workflow task including status, assignee, dates, requirements, and attachments
- GetUserTaskRedirectionTo - Return the task redirection configured for a user (the user their tasks are being forwarded to)
- GetUserTaskRedirectionsFrom - Return the list of users who are redirecting their tasks to a specified user
- ReassignTask - Reassign an active workflow task to a different user with a new due date and instructions
- RemoveCurrentWorkflow - Permanently remove a running workflow from a document (hard delete, no notifications; blocked if any tasks are already completed)
- RemoveWorkflowAttachment - Remove a previously attached document from an active workflow task
- RemoveUserTaskRedirection - Remove the task redirection configured for a user so incoming tasks are no longer forwarded
- RerouteUserTaskRedirection - Change the target user of an existing task redirection while keeping the original date window
- SetTaskApprovalStatus - Set the approval decision (Approve/Reject/clear) on a workflow task with an Approval requirement
- SetTaskComment - Set or clear the user comment on an active workflow task
- SetTaskPriority - Set the priority level of a workflow task (NoPriority/Low/Normal/High/Urgent)
- SetUserTaskRedirection - Set or replace a task redirection for a user so incoming tasks are forwarded during a date window
- StopCurrentWorkflow - Gracefully stop a running workflow with notifications to task assignees, submitter, and supervisors
- SubmitDocumentToFlow - Submit a document to an active workflow definition using the workflow's default task assignees
- SubmitDocumentToFlow1 - Submit a document to a workflow with custom user/group assignees for the first step
- TestTaskCompletion - Dry-run check of whether a workflow task can be completed (validates all requirements without completing)
- UpdateTaskFinishDate - Retroactively update the finish date of a completed workflow task
- UpdateTaskStatus - Update the status, finish date, and comment of a workflow task in a single call
- UpdateWorkflowDefinition - Update the properties of an existing workflow definition (name, folder, supervisor, active status, visibility)
- UpdateWorkflowStepDef - Update the name and on-start folder move of an existing workflow step definition
- UpdateRunningWorkflowTaskDef - Update a task definition on a currently executing (running) workflow step
- UpdateWorkflowTaskDef - Update an existing task definition within a workflow step (name, deadline, assignees, permissions, requirements)
- DeleteFlowTaskDef - Delete a task definition from a workflow step
- DeleteWorkflow - Permanently delete a workflow definition by ID
- getTasks - Get a filtered list of workflow tasks with sorting and XML-based search criteria
- GetTasks1 - Get a paged list of workflow tasks with startingRow and rowCount pagination support
- GetUsersTaskPerformance - Get user task performance statistics (due and overdue task counts)
- GetUsersWorkflowRoles - Get workflow roles assigned to a user (supervisor and assignee roles)
- GetWorkflowDefinitions - Get all workflow definitions in the system with optional active-only filter (admin only)
- GetWorkflowStatistics - Get workflow performance statistics (pending, completed, overdue counts)
Property Sets¶
- AddPropertySetField - Add a new field to an existing custom property set definition (BOOLEAN/NUMBER/CHAR/DATE)
- AddPropertySetFieldOption - Add a static option value to a COMBO BOX, LIST BOX, or RADIO BUTTON property set field
- AddPropertySetRow - Add a new property set row to a document or folder (path-based; resolves document first, then folder)
- CreatePropertySetDefinition - Create a new public custom property set definition with optional domain restriction
- CreatePropertySetDefinition1 - Create a custom property set definition with explicit PrivatePropertySet flag (hides from anonymous users when true)
- DeletePropertySetDefinition - Permanently delete a property set definition and all associated data including the database table (irreversible)
- DeletePropertySetField - Permanently delete a field from a property set and drop its column from the database (irreversible)
- DeletePropertySetFieldOption - Remove a static option value from a COMBO BOX, LIST BOX, or RADIO BUTTON field (idempotent)
- DeletePropertySetRow - Delete a property set row from a document or folder by path (by rownbr or field value match)
- GetPropertySetDefinition - Get the full definition of a property set including all field definitions, domain restrictions, and flags
- GetPropertySetDefinitions - List all property set definitions in the system (no filtering; no field details)
- GetPropertySetDefinitions1 - Filtered list of property set definitions by library and/or object type (documents/folders/users)
- GetPropertySetFieldOptions - Get option values for a field: static list for COMBO/LIST/RADIO fields, or live DB query results for LOOKUP fields
- GetPropertySets - Get all applied property set rows for a document or folder (path-based; document resolved first, then folder)
- SetPropertySetLookupFieldParametersForMYSQL - Configure a LOOKUP property set field to query an external MySQL database
- SetPropertySetLookupFieldParametersForORACLE - Configure a LOOKUP property set field to query an external Oracle database
- SetPropertySetLookupFieldParametersForSQLServer - Configure a LOOKUP property set field to query an external SQL Server database
- UpdatePropertySetDefinition - Update property set name, caption, object types, and domain restrictions (does not modify PrivatePropertySet flag)
- UpdatePropertySetDefinition1 - Update property set definition including the PrivatePropertySet flag
- UpdatePropertySetRow - Update an existing property set row on a document or folder by path (document resolved first, then folder)
- UpdatePropertySetRowForUser - Update an existing property set row for a user
Retention & Disposition¶
- CreateRandDSchedule - Create a new Retention and Disposition schedule definition
- DisposeItem - Dispose a document or folder by path per its active R&D schedule (auto-detects path type; folder disposal is recursive)
- CreateRetentionSourceAuthority - Create a new retention source authority
- DeleteRandDSchedule - Delete an R&D schedule definition (blocked if assigned to documents or folders)
- DeleteRandDSchedule1 - Delete an R&D schedule definition with optional force-unassign before deletion
- DeleteRetentionSourceAuthority - Delete a retention source authority
- GetAppliedRDScheduleLogs - Get history of R&D schedules applied to a document or folder by path
- GetDocumentRandDSchedule - Get the R&D schedule assigned to a document (returns DefId=0 if none)
- GetRdFreezeLogs - Get the R&D freeze flag change history for a document or folder by path
- GetFolderRandDSchedule - Get the R&D schedule assigned to a folder (returns DefId=0 if none)
- GetRandDScheduleInfo - Get full details of a specific R&D schedule definition
- GetRandDSchedules - List all R&D schedule definitions (summary: ID, name, description)
- GetRetentionSourceAuthorities - List all retention source authorities
- RemoveDocumentRandDSchedule - Remove (unassign) the R&D schedule from a document
- RemoveFolderRandDSchedule - Remove the R&D schedule from a folder, optionally cascading to subfolders and documents
- SetDocumentRandDSchedule - Assign an R&D schedule to a document
- SetFolderRandDSchedule - Assign an R&D schedule to a folder, optionally cascading to subfolders and documents
- SetRdFreezeFlag - Set or clear the R&D freeze flag on a document or folder by path (auto-detects path type; folder update is recursive)
- UpdateRandDSchedule - Update an existing R&D schedule definition with optional date recalculation for assigned objects
- UpdateRetentionSourceAuthority - Update (rename) a retention source authority
ISO Review¶
- GetISOReviewDefinition - Get the ISO review schedule definition for a document
- RemoveISOReviewDefinition - Remove the ISO review schedule from a document
- SetISOReviewDefinition - Set the ISO review schedule on a document
Notifications & Distribution¶
- DistributeDocument - Send OnChange distribution notification email to all subscribers of a document
- SendEmail - Send documents and/or folders to recipients by email as links, ZIP, or individual attachments
User Group Management¶
- AddUsergroupMember - Add a user to a user group
- CreateUserGroup - Create a new user group (global or domain-level)
- CreateUserGroup1 - Create a new user group with member visibility control
- DeleteUsergroup - Delete a user group
- GetDomainGroups - Get all user groups (local and global) in a domain/library
- GetGlobalGroups - Get all global user groups in the system
- GetGroupMembershipsOfUser - Get user group memberships for a specified user
- GetLocalGroups - Get local user groups of a domain/library
- GetUserGroup - Get properties of a specific user group
- GetUserGroupMembers - Get members of a user group (fixed sort, full detail)
- GetUserGroupMembers1 - Get members of a user group with configurable sort and detail
- RemoveUserGroupFromDomainMembership - Remove a user group from a domain/library member list
- RemoveUsergroupMember - Remove a user from a user group
- UpdateUserGroupName - Rename a user group
- UpdateUserGroupName1 - Rename a user group and update member visibility setting
Search¶
- GetNextSearchPage - Get the next page of a prepared search result set
- GetPreviousSearchPage - Get the previous page of a prepared search result set
- DeleteSearchPage - Delete a saved search page definition by ID
- GetSearchPage - Get the full definition of a single search page including field-visibility configuration
- GetSearchPages - List all search page definitions visible to the current user
- SaveSearchPage - Create or update a search page definition
- Search - Prepare a search result set using XML-based criteria with sorting options
Document Associations¶
- AssociateDocument - Create an association between a document and another document or folder
- AssociateFolder - Create an association between a folder and another document or folder
- AssociatedDocuments - Get the list of documents associated with a document or folder
- AssociatedFolders - Get the list of folders associated with a document or folder
- AssociatedFoldersAndDocuments - Get all associated items of a document or folder
- AssociationTypes - Get the list of configured association types
- RemoveAssociation - Remove an existing association between two items
Tags¶
- GetTagDefintions - Get the list of all tag definitions configured in the system
- RemoveTagFromDocument - Remove a tag from a document
- SetTagToDocument - Apply a tag to the latest version of a document
Subscription Management¶
- AddUsergroupToDocumentSubscribers - Add a user group to a document's subscription list with configurable event notifications
- AddUsergroupToFolderSubscribers - Add a user group to a folder's subscription list with configurable event notifications and optional sub-folder cascading
- AddUserToDocumentSubscribers - Add a user to a document's subscription list with configurable event notifications
- AddUserToFolderSubscribers - Add a user to a folder's subscription list with configurable event notifications and optional sub-folder cascading
- GetSubscribers - Get the complete subscriber list (users and groups) of a document or folder
- GetSubscribedDocumentsByUser - Get subscribed documents for a specified user with pagination support
- GetSubscribedFoldersByUser - Get subscribed folders for a specified user with pagination support
- GetSubscriptions - Get all subscribed documents and folders for the current user
- RemoveUserFromDocumentSubscribers - Remove a user from a document's subscription list
- RemoveUsergroupFromDocumentSubscribers - Remove a user group from a document's subscription list
- RemoveAllSubscriptions - Remove all folder and document subscriptions for a user
- RemoveUserFromFolderSubscribers - Remove a user from a folder's subscription list
- RemoveUsergroupFromFolderSubscribers - Remove a user group from a folder's subscription list
Recycle Bin¶
- EmptyRecycleBin - Permanently delete all items in the current user's Recycle Bin
- GetRecycleBinContent - List all documents and folders currently in the current user's Recycle Bin
- PurgeRecycleBinItem - Permanently delete a single item from the Recycle Bin by handler (admin only)
- RestoreRecycleBinItem - Restore a single Recycle Bin item to its original or a specified folder location
- SearchRecycledItems - Search documents and folders across all users' Recycle Bins with optional filters (admin only)
User Management¶
- AddPropertySetRowForUser - Add a property set row to a user
- ChangeUserStatus - Enable or disable a user account
- ChangeUserType - Change a user's type (author or read-only)
- CreateUser - Create a new infoRouter user account
- DeletePropertySetRowForUser - Delete a property set row from a user
- DeleteUser - Delete a user account
- DeleteUser1 - Delete a user account with administrator password confirmation
- GetAllUsers - Get all users with full detail
- GetAllUsers1 - Paged and filtered user list with sorting
- GetAllUsers2 - Paged and filtered user list with user type filter
- GetAllUsersWithoutDetails - Paged user list without preference details
- GetCoWorkers - Get co-workers of the current user (fixed sort, full detail)
- GetCoWorkers1 - Get co-workers with configurable sort and detail level
- GetCurrentUser - Get properties of the currently authenticated user
- GetDomainMembershipsOfUser - Get domain/library memberships of a specified user
- GetLocalUsers - Get direct (local) user members of a domain/library
- GetUser - Get full properties of a specific user
- GetUserStatistics - Get activity and membership statistics for a user
- SendWelcomeEmailForUser - Send a welcome email to a user with login URL and password reset link (admin only)
- TransferUserCheckedOutDocuments - Transfer checked-out document ownership between users
- TransferUserDocumentOwnerships - Transfer document ownerships between users
- TransferUserDocumentSubscriptions - Transfer document subscriptions between users
- TransferUserDomainManagerRoles - Transfer domain manager roles between users
- TransferUserDomainMemberships - Transfer domain/library memberships between users
- TransferUserExpirationNotices - Transfer document expiration notices between users
- TransferUserFolderOwnerships - Transfer folder ownerships between users
- TransferUserFolderSubscriptions - Transfer folder subscriptions between users
- TransferUserGroupMemberships - Transfer user group memberships between users
- TransferUserISOTasks - Transfer ISO review tasks between users
- TransferUserSecurityPermissions - Transfer security (ACL) permissions between users
- TransferUserTasks - Transfer open workflow tasks between users
- TransferUserWorkflowDefinitions - Transfer workflow definition roles between users
- UpdateUserContactInfo - Update a user's email address and mobile number
- UpdateUserEmail - Update a user's email address
- UpdateUserPreferences - Update a user's display and notification preferences
- UpdateUserProfile - Update a user's name, username, and authentication source
- UserExists - Check if a username exists
Miscellaneous¶
- GetAddInInfo - Get version and description information for a deployed client Add-in
- GetAddInPart - Download the installation package (parts.zip) for a deployed client Add-in as a byte array
- GetLocalizedResources - Get localized display strings for specified infoRouter resource IDs
- MaintenanceBeat - Obsolete -" formerly triggered server self-maintenance tasks; the implementation is a no-op and returns no response
Common Patterns¶
Authentication¶
POST /srv.asmx/AuthenticateUser
Content-Type: application/x-www-form-urlencoded
UID=username&PWD=password
Response:
Error Handling¶
All APIs return errors in this format:
Response Format¶
All API responses follow this structure:
API Endpoints¶
- SOAP:
https://yourserver/srv.asmx - REST:
https://yourserver/srv.asmx/[MethodName]
Support¶
For additional information and support: - GitHub: https://github.com/inforouter/webserver - Support Site: https://support.inforouter.com
Version¶
Compatible with infoRouter 8.7 and later.
Last Updated: 2026