get_filing_options
Retrieve every filing option—tags, correspondents, document types, storage paths, custom fields—with IDs in one call before setting document metadata, avoiding guesswork.
Instructions
Everything a document can be filed under, in one call: every tag, correspondent, document type, storage path and custom field (id + name; tags also is_inbox_tag, custom fields also data_type). Call this once before assigning metadata so you choose from the complete set instead of guessing, then use the ids with update_document or edit_documents_bulk. For matching rules or document counts use list_tags / list_correspondents / list_document_types / list_storage_paths.
Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
No arguments | |||