> ## Documentation Index > Fetch the complete documentation index at: https://docs.go.aiinsurance.io/llms.txt > Use this file to discover all available pages before exploring further. # Import Historical Form Packet > Attach historical issued PDF documents directly to an existing quote or policy, without a form template. The packet appears in the record's Forms tab with a Historical label and the original issuance date. Importing does not complete or bind a quote, change a policy, or populate its working forms. Supply a stable caller-generated UUID as `packetId` and retain it across import runs. An identical retry returns the same id indefinitely; reusing the id for different metadata, documents, ordering, or another entity returns 409. This endpoint uses `packetId`, not the Idempotency-Key header. `issuedAt` is the original issuance time in Unix milliseconds. It cannot be in the future. The time of import is recorded separately. Historical PDFs retain legacy provenance: unavailable template and generation history is not invented. Documents remain in the supplied order. Each individual PDF is stored unchanged; a single-document packet also downloads byte for byte. For multiple documents the packet download concatenates their pages. Accepts 1–50 readable, unencrypted PDFs, at most 20 MB combined before base64 encoding. For claim/incident working forms use [Upload Event Form](./upload-event-form) instead. **Required permission:** `form.create`, plus `quote.view` or `policy.view` for the target record. ## OpenAPI ````yaml /openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/forms/packets/import openapi: 3.0.3 info: title: AI Insurance External API description: External API for AI Insurance platform version: 1.0.0 contact: email: support@aiinsurance.io servers: - url: https://go.aiinsurance.io description: Production security: - ApiKeyAuth: [] paths: /api/v1/companies/{companyId}/forms/packets/import: post: tags: - Forms summary: Import Historical Form Packet description: > Attach historical issued PDF documents directly to an existing quote or policy, without a form template. The packet appears in the record's Forms tab with a Historical label and the original issuance date. Importing does not complete or bind a quote, change a policy, or populate its working forms. Supply a stable caller-generated UUID as `packetId` and retain it across import runs. An identical retry returns the same id indefinitely; reusing the id for different metadata, documents, ordering, or another entity returns 409. This endpoint uses `packetId`, not the Idempotency-Key header. `issuedAt` is the original issuance time in Unix milliseconds. It cannot be in the future. The time of import is recorded separately. Historical PDFs retain legacy provenance: unavailable template and generation history is not invented. Documents remain in the supplied order. Each individual PDF is stored unchanged; a single-document packet also downloads byte for byte. For multiple documents the packet download concatenates their pages. Accepts 1–50 readable, unencrypted PDFs, at most 20 MB combined before base64 encoding. For claim/incident working forms use [Upload Event Form](./upload-event-form) instead. **Required permission:** `form.create`, plus `quote.view` or `policy.view` for the target record. operationId: importHistoricalFormPacket parameters: - $ref: '#/components/parameters/companyId' requestBody: required: true content: application/json: schema: type: object required: - packetId - entityType - entityId - name - issuedAt - documents properties: packetId: type: string format: uuid description: >- Stable caller-generated packet id, retained across retries and import runs. entityType: type: string enum: - quote - policy entityId: type: string format: uuid description: An existing live quote or policy in this company. name: type: string minLength: 1 maxLength: 255 description: Name of the historical packet. issuedAt: type: integer format: int64 minimum: -62135596800000 maximum: 8640000000000000 description: >- Original issuance time in Unix milliseconds, no later than the current time. documents: type: array minItems: 1 maxItems: 50 description: >- PDFs in page order, at most 20 MB combined before base64 encoding. items: type: object required: - name - fileBase64 properties: name: type: string minLength: 1 maxLength: 255 description: Display name of this historical document. fileBase64: type: string format: byte minLength: 1 maxLength: 26666668 description: Base64-encoded PDF bytes, without a data URL prefix. examples: historicalPolicy: summary: A previously issued policy packet value: packetId: 550e8400-e29b-41d4-a716-446655440091 entityType: policy entityId: 550e8400-e29b-41d4-a716-446655440092 name: Original policy documents issuedAt: 1517616000000 documents: - name: Policy packet fileBase64: JVBERi0xLjcKLi4u responses: '201': description: Historical packet stored, or an identical prior import returned. content: application/json: schema: type: object required: - id properties: id: type: string format: uuid examples: imported: summary: Packet available for listing and download value: id: 550e8400-e29b-41d4-a716-446655440091 '400': description: >- Invalid request shape, unsupported entity type, or encoded size limit exceeded. '401': $ref: '#/components/responses/Unauthorized' '403': $ref: '#/components/responses/Forbidden' '404': description: Target record not found, deleted, or outside this company. '409': description: >- Packet id already belongs to a different import or an existing packet. '422': description: >- Invalid, encrypted, empty, or oversized PDF, or future issuance date. '500': $ref: '#/components/responses/InternalServerError' components: parameters: companyId: name: companyId in: path required: true schema: type: string format: uuid description: Company identifier responses: Unauthorized: description: Unauthorized - Invalid or missing API key content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: missingApiKey: summary: Missing API key value: error: code: AuthenticationError message: API key authentication required userMessages: - API key authentication required invalidApiKey: summary: >- Invalid API key (e.g. unknown key, or a Bearer token used instead of an API key) value: error: code: AuthenticationError message: Invalid API key userMessages: - Invalid API key Forbidden: description: Forbidden - Insufficient permissions content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: insufficientPermissions: summary: Insufficient permissions value: error: code: AuthorizationError message: User is not authorized to perform the requested action userMessages: - User is not authorized to perform the requested action companyMismatch: summary: A valid API key naming another company in the URL value: error: code: AuthorizationError message: API key is not scoped to the requested company userMessages: - API key is not scoped to the requested company InternalServerError: description: Internal Server Error - Unexpected error occurred content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: internalError: summary: Unexpected server error value: error: code: UncaughtActionError message: Uncaught error occurred in userMessages: - An unexpected error occurred. Please try again later. schemas: ErrorResponse: type: object description: Standard error response for all external API endpoints required: - error properties: error: type: object required: - code - message properties: code: type: string description: Machine-readable error code example: VALIDATION_ERROR message: type: string description: Human-readable error message example: 'submissionId: Required field is missing' userMessages: type: array description: >- Clean, verbatim-displayable messages — one entry per failure, free of error-code tags, field paths, and internal noise. Suitable for showing to end users as-is. items: type: string example: - Exposures of type 'company' require an address details: type: array description: Additional details for validation errors (field-level errors) items: type: object properties: field: type: string description: The field that caused the error example: submissionId code: type: string description: Stable problem code for this individual validation failure example: BLANK_LIST_ELEMENT reason: type: string description: Stable reason the value violates its canonical contract example: blank-list-element expected: type: string description: The expected canonical value contract example: nonblank trimmed string message: type: string description: Description of the field error example: Required field is missing securitySchemes: ApiKeyAuth: type: apiKey in: header name: Authorization description: >- API key authentication. Send your raw API key as the `Authorization` header value with NO scheme prefix — `Authorization: YOUR-API-KEY`. Do NOT prefix it with `Bearer ` or `ApiKey `, and do not use an `X-API-Key` header; those are not accepted. ```` This documentation is built and hosted on [Mintlify](https://mintlify.com), a developer documentation platform.