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Files are stored in "folders" on our servers. There are many potential folders so you need to ask for a specific one. For example, I would like the resume folder for John Smith. See PwsGetFolder to understand the folder type and references that must be passed.

To upload receipts or issues you must send them to UserReceiptPoolFolder or UserIssueAttachmentPoolFolder. Once in the pool folder they can be associated with an expense document, cost card, or issue. See the last steps in this page for an example.

Code Block

language	xml
title	Expand to view request/response
collapse	true

<!-- Request -->
<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:pws="http://projectorpsa.com/PwsProjectorServices/" xmlns:req="http://projectorpsa.com/DataContracts/Requests/" xmlns:doc="http://projectorpsa.com/DataContracts/Shared/DocumentManagement/" xmlns:com="http://projectorpsa.com/DataContracts/Shared/Common/">
   <soapenv:Header/>
   <soapenv:Body>
      <pws:PwsGetFolder>
         <pws:serviceRequest>
            <req:RequestId>2</req:RequestId>
            <req:SessionTicket>AAAAAAAAAAAAAAAAAAAAAA==</req:SessionTicket>
            <doc:FolderTypeCode>ResourceResumeFolder</doc:FolderTypeCode>
            <doc:ResourceIdentity>
               <com:ResourceDisplayName>John Doe</com:ResourceDisplayName>
               <com:ResourceReferenceSystemId>AA-11</com:ResourceReferenceSystemId>
               <com:ResourceUid>1111111111111111111</com:ResourceUid>
            </doc:ResourceIdentity>
         </pws:serviceRequest>
      </pws:PwsGetFolder>
   </soapenv:Body>
</soapenv:Envelope> 


<!-- Response --> <s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/">
   <s:Body>
      <PwsGetFolderResponse xmlns="http://projectorpsa.com/PwsProjectorServices/">
         <PwsGetFolderResult xmlns:a="http://projectorpsa.com/DataContracts/Shared/DocumentManagement/" xmlns:i="http://www.w3.org/2001/XMLSchema-instance">
            <Messages xmlns="http://projectorpsa.com/CommonServices/" xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/"/>
            <ResponseId xmlns="http://projectorpsa.com/CommonServices/">2</ResponseId>
            <Status xmlns="http://projectorpsa.com/CommonServices/">Ok</Status>
            <ServerTimestampUtc xmlns="http://projectorpsa.com/CommonServices/">2022-02-13T04:44:52.7734859Z</ServerTimestampUtc>
            <a:FolderIdentity xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/">
               <b:FolderId i:nil="true"/>
               <b:FolderUid>1111111111111111111</b:FolderUid>
            </a:FolderIdentity>
            <a:AssociatedEntityDescription>John Doe</a:AssociatedEntityDescription>
            <a:CanAddAssociationsFlag>false</a:CanAddAssociationsFlag>
            <a:CanAddDocumentsFlag>true</a:CanAddDocumentsFlag>
            <a:CanAddLinksFlag>true</a:CanAddLinksFlag>
            <a:CanAddNotesFlag>false</a:CanAddNotesFlag>
            <a:CanAddVersionsFlag>true</a:CanAddVersionsFlag>
            <a:CanDeleteDocumentsFlag>true</a:CanDeleteDocumentsFlag>
            <a:CanSearchDocumentsFlag>true</a:CanSearchDocumentsFlag>
            <a:CanViewDocumentsFlag>true</a:CanViewDocumentsFlag>
            <a:RequireDocumentDataFlag>false</a:RequireDocumentDataFlag>
            <a:RequireUniqueFilenamesFlag>true</a:RequireUniqueFilenamesFlag>
         </PwsGetFolderResult>
      </PwsGetFolderResponse>
   </s:Body>
</s:Envelope>

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Get Existing File Reference (Optional)

If you are uploading a new file you can skip this step. If you'd like to update an existing file then call PwsGetFolderContents. A folder can have many files in it. The response lists each file. Store the documentRefUid,This returns all existing files and their documentRefUid. You'll use this UID to specify what should be updated.

Code Block

language	xml
title	Expand to view request/response
collapse	true

<!-- Request --> 
<soapenv:Envelope xmlns:soapenv="http://schemas.xmlsoap.org/soap/envelope/" xmlns:pws="http://projectorpsa.com/PwsProjectorServices/" xmlns:req="http://projectorpsa.com/DataContracts/Requests/" xmlns:doc="http://projectorpsa.com/DataContracts/Shared/DocumentManagement/" xmlns:com="http://projectorpsa.com/DataContracts/Shared/Common/">
   <soapenv:Header/>
   <soapenv:Body>
      <pws:PwsGetFolderContents>
         <pws:serviceRequest>
            <req:RequestId>3</req:RequestId>
            <req:SessionTicket>AAAAAAAAAAAAAAAAAAAAAA==</req:SessionTicket>
            <doc:FolderIdentity>
               <com:FolderUid>1111111111111111111</com:FolderUid>
            </doc:FolderIdentity>
         </pws:serviceRequest>
      </pws:PwsGetFolderContents>
   </soapenv:Body>
</soapenv:Envelope> 

<!-- Response -->  
<s:Envelope xmlns:s="http://schemas.xmlsoap.org/soap/envelope/">
   <s:Body>
      <PwsGetFolderContentsResponse xmlns="http://projectorpsa.com/PwsProjectorServices/">
         <PwsGetFolderContentsResult xmlns:a="http://projectorpsa.com/DataContracts/Shared/DocumentManagement/" xmlns:i="http://www.w3.org/2001/XMLSchema-instance">
            <Messages xmlns="http://projectorpsa.com/CommonServices/" xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/"/>
            <ResponseId xmlns="http://projectorpsa.com/CommonServices/">3</ResponseId>
            <Status xmlns="http://projectorpsa.com/CommonServices/">Ok</Status>
            <ServerTimestampUtc xmlns="http://projectorpsa.com/CommonServices/">2022-02-13T04:51:59.4991753Z</ServerTimestampUtc>
            <a:Folder>
               <FolderId i:nil="true" xmlns="http://projectorpsa.com/DataContracts/Shared/Common/"/>
               <FolderUid xmlns="http://projectorpsa.com/DataContracts/Shared/Common/">1111111111111111111</FolderUid>
               <a:CreatedByUserIdentity xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/">
                  <b:UserDisplayName>John Doe</b:UserDisplayName>
                  <b:UserId i:nil="true"/>
                  <b:UserReferenceSystemId>AA - 11</b:UserReferenceSystemId>
                  <b:UserUid>1111111111111111111</b:UserUid>
               </a:CreatedByUserIdentity>
               <a:CreatedTimestamp>2014-04-16T16:33:41.86Z</a:CreatedTimestamp>
               <a:DeletedByUserIdentity i:nil="true" xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/"/>
               <a:DeletedTimestamp i:nil="true"/>
               <a:Documents>
                  <a:PwsDocument>
                     <DocumentRefId i:nil="true" xmlns="http://projectorpsa.com/DataContracts/Shared/Common/"/>
                     <DocumentRefUid xmlns="http://projectorpsa.com/DataContracts/Shared/Common/">1111111111111111111</DocumentRefUid>
                     <a:CreatedByUserIdentity xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/">
                        <b:UserDisplayName>John Doe</b:UserDisplayName>
                        <b:UserId i:nil="true"/>
                        <b:UserReferenceSystemId>AA-11</b:UserReferenceSystemId>
                        <b:UserUid>1111111111111111111</b:UserUid>
                     </a:CreatedByUserIdentity>
                     <a:CreatedTimestamp>2022-02-13T04:51:50.367Z</a:CreatedTimestamp>
                     <a:CurrentVersion>
                        <DocumentVersionId i:nil="true" xmlns="http://projectorpsa.com/DataContracts/Shared/Common/"/>
                        <DocumentVersionUid xmlns="http://projectorpsa.com/DataContracts/Shared/Common/">1111111111111111111</DocumentVersionUid>
                        <a:Comments i:nil="true"/>
                        <a:CreatedByUserIdentity xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/">
                           <b:UserDisplayName>John Doe</b:UserDisplayName>
                           <b:UserId i:nil="true"/>
                           <b:UserReferenceSystemId>AA-11</b:UserReferenceSystemId>
                           <b:UserUid>1111111111111111111</b:UserUid>
                        </a:CreatedByUserIdentity>
                        <a:CreatedTimestamp>2022-02-13T04:51:50.367Z</a:CreatedTimestamp>
                        <a:DocumentArchiveIdentity i:nil="true" xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/"/>
                        <a:VersionNumber>1</a:VersionNumber>
                     </a:CurrentVersion>
                     <a:DeletedByUserIdentity i:nil="true" xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/"/>
                     <a:DeletedTimestamp i:nil="true"/>
                     <a:DocumentName>JDResume.docx</a:DocumentName>
                     <a:DocumentSize>19441</a:DocumentSize>
                     <a:DocumentUri i:nil="true"/>
                     <a:LockedByUserIdentity i:nil="true" xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/"/>
                     <a:LockedTimestamp i:nil="true"/>
                     <a:MimeType>application/vnd.openxmlformats-officedocument.wordprocessingml.document</a:MimeType>
                     <a:ModifiedByUserIdentity xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/">
                        <b:UserDisplayName>John Doe</b:UserDisplayName>
                        <b:UserId i:nil="true"/>
                        <b:UserReferenceSystemId>AA-11</b:UserReferenceSystemId>
                        <b:UserUid>1111111111111111111</b:UserUid>
                     </a:ModifiedByUserIdentity>
                     <a:ModifiedTimestamp>2022-02-13T04:51:50.367Z</a:ModifiedTimestamp>
                     <a:SupportPreviewFlag>false</a:SupportPreviewFlag>
                     <a:SupportThumbnailFlag>false</a:SupportThumbnailFlag>
                     <a:DocumentData>
                        <a:DataItems/>
                        <a:DocumentDataDetail>
                           <a:AssociatedItemIdentity xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/">
                              <b:ItemId i:nil="true"/>
                              <b:ItemType>R</b:ItemType>
                              <b:ItemUid>1111111111111111111</b:ItemUid>
                              <b:ReferenceType i:nil="true"/>
                           </a:AssociatedItemIdentity>
                           <a:Associations/>
                           <a:Notes i:nil="true"/>
                           <a:AssociatedItemDescription>John Doe</a:AssociatedItemDescription>
                        </a:DocumentDataDetail>
                     </a:DocumentData>
                     <a:EditDeleteFlag>true</a:EditDeleteFlag>
                     <a:NumberPages i:nil="true"/>
                     <a:ArchiveIdentity i:nil="true" xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/"/>
                     <a:EditDeletePermissionFlag>true</a:EditDeletePermissionFlag>
                     <a:ReceiptLockedFlag>false</a:ReceiptLockedFlag>
                     <a:DocumentTicket>AAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAAA==</a:DocumentTicket>
                  </a:PwsDocument>
               </a:Documents>
               <a:FolderName>John Doe</a:FolderName>
               <a:FolderTypeCode>ResourceResumeFolder</a:FolderTypeCode>
               <a:ModifiedByUserIdentity xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/">
                  <b:UserDisplayName>John Doe</b:UserDisplayName>
                  <b:UserId i:nil="true"/>
                  <b:UserReferenceSystemId>AA - 11</b:UserReferenceSystemId>
                  <b:UserUid>1111111111111111111</b:UserUid>
               </a:ModifiedByUserIdentity>
               <a:ModifiedTimestamp>2014-04-16T16:33:41.86Z</a:ModifiedTimestamp>
               <a:AttachmentNotes/>
               <a:CanAddAssociationsFlag>false</a:CanAddAssociationsFlag>
               <a:CanAddDocumentsFlag>true</a:CanAddDocumentsFlag>
               <a:CanAddLinksFlag>true</a:CanAddLinksFlag>
               <a:CanAddNotesFlag>false</a:CanAddNotesFlag>
               <a:CanAddVersionsFlag>true</a:CanAddVersionsFlag>
               <a:CanSearchDocumentsFlag>true</a:CanSearchDocumentsFlag>
               <a:RequireDocumentDataFlag>false</a:RequireDocumentDataFlag>
               <a:RequireUniqueFilenamesFlag>true</a:RequireUniqueFilenamesFlag>
               <a:UploadFolderIdentity i:nil="true" xmlns:b="http://projectorpsa.com/DataContracts/Shared/Common/"/>
               <a:AssociatedEntityDescription>John Doe</a:AssociatedEntityDescription>
               <a:CanDeleteDocumentsFlag>true</a:CanDeleteDocumentsFlag>
            </a:Folder>
         </PwsGetFolderContentsResult>
      </PwsGetFolderContentsResponse>
   </s:Body>
</s:Envelope>

Post

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File

Do not use a SOAP request to upload files. Instead POST the file to the DocumentServerUrl you obtained in the first step of this help page. Specify your session ticket, folder, optional file reference, and the file as POST parameters.

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Code Block

language	c#
title	Expand to see request/response
collapse	true

// Request
// POST resume URL: https://doc2.projectorpsa.com/1/AjxAddDocument 
docServer .+ "/AjxAddDocument";

// NewTo upload Filenew Postfile Parametersspecify
sessionTicket
folderUid
file

// To Updatedupdate Fileexisting Postfile Parametersspecify
sessionTicket
folderUid
documentRefUid
file


//Response SUCCESS
{
	"DocumentRefId": 1111111,
	"DocumentRefUid": "1111111111111111111",
	"VersionNumber": 1,
	"DocumentName": "JDResume.docx",
	"DocumentSize": 510396,
	"NumberPages": null,
	"ModifiedBy": {
		"UserId": 111111,
		"UserUid": "1111111111111111111",
		"UserDisplayName": "John Doe"
	},
	"ModifiedOn": "/Date(1644724588113)/",
	"MimeType": "application/vnd.openxmlformats-officedocument.wordprocessingml.document",
	"DocumentTicket": "aaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaaa",
	"DocumentVersionId": 1111111,
	"CreatedBy": {
		"UserId": 111111,
		"UserUid": "1111111111111111111",
		"UserDisplayName": "John Doe"
	},
	"CreatedOn": "/Date(1644724588113)/",
	"VersionCreatedBy": {
		"UserId": 111111,
		"UserUid": "1111111111111111111",
		"UserDisplayName": "John Doe"
	},
	"VersionCreatedOn": "/Date(1644724588113)/",
	"refid": null,
	"Status": 0,
	"Messages": []
}


// Response FAILIREFAILURE
{
	"refid": null,
	"Status": 2,
	"Messages": [
		{
			"Type": 2,
			"Code": 75012,
			"Mnemonic": "DocumentStorageCapacityExceeded",
			"Text": "Your company has exceeded its Projector storage space. Please delete some documents or contact your Projector administrator about increasing your company's storage capacity.",
			"Redirect": null,
			"State": 1,
			"ExpectedErrorFlag": true
		}
	]
}

Associate with Expense Document or Cost Card (Optional)

If you uploaded to a UserReceiptPoolFolder you have one more step to perform. You need to associate the file with either an Expense Document or Cost Card.

Expense Document - a container that has many cost cards. For example, a flight, a meal, and a hotel stay. I take one picture of all three receipts and associate it with the expense document
Cost card - a single expense for a meal. I take a picture of the one receipt and associate it

Call PwsSaveExpenseDocument or PwsSaveExpenseDocumentCostCard and specify the newly uploaded document ref UID in the SaveReceipts collection. The information you supply along with the document ref UID allows you to link the receipt to the entire document or to 1 or more individual cost cards.

Associate with Project Issue (Optional)

If you uploaded to a UserIssueAttachmentPoolFolder in order to add a new attachment to an issue, you'll have one more step to perform. You need to associate the file with the Issue. To do so, you'll need to use the PwsSaveProjectIssues service. Specify the newly uploaded document ref UID in the Attachments collection.

Versions Compared

Old Version 3

New Version Current

Key

Get Existing File Reference (Optional)

Post

File

Associate with Expense Document or Cost Card (Optional)

Associate with Project Issue (Optional)