FinBaze for Platforms

Components

Kind: view (fills its container) · Session key: documentRequests · React: <FinBazeDocumentRequests />

Create the session#

mutation {
  createEmbedSession(input: {
    companyId: "…"
    user: { externalUserId: "…" }
    components: { documentRequests: { enabled: true } }
  }) { clientSecret }
}

Requirements#

The company must have these features effective: document_requests. A hidden feature makes createEmbedSession fail with FEATURE_DISABLED.

Component features#

Switch these off per session with components.documentRequests.features.

FeatureDefault
respondon
uploadon

Options#

Passed to instance.create("document-requests", options) or as props.

OptionType
requestIdstringOpen this request instead of the list.

Every component also takes appearance and navigation ("internal" or "external").

Events#

EventReact prop
readyonReady
navigateonNavigate
erroronError
document_request.answeredonDocumentRequestAnswered

Use it#

import { FinBazeDocumentRequests } from "@finbaze/embed-react";

<FinBazeDocumentRequests />
const component = instance.create("document-requests");
component.mount("#finbaze");