> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cynopsis.co/llms.txt
> Use this file to discover all available pages before exploring further.

# Step 4 — Document Management

Step 4 of the **Comprehensive Customer Creation Workflow** focuses on handling documents for both **Primary Customers** and their related entities.

Documents serve as supporting evidence for identity verification, compliance, and record-keeping. This step allows you to **append new documents** to a customer and **retrieve existing documents** when needed.

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## Available Operations

* **[Step 4a — Append Document to Customer](./4a-append-document-to-customer)**\
  Upload one or two document images (`front`, `back`) along with structured JSON metadata (`document`) to associate with a customer record.

* **[Step 4b — Get Documents from Customer](./4b-get-documents-from-customer)**\
  Retrieve all documents already attached to a customer or CRP, including file URLs, document metadata, and status.

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## Notes

* Both operations require authentication via **Bearer token** and the **X-Domain-ID** header.
* Document metadata must include a `type` field, with allowed values: `NATIONAL_ID`, `PASSPORT`, `DRIVING_LICENSE`, `OTHERS`.
* If no documents are found for a given customer, retrieval endpoints will return an empty array `[]`.