> ## 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. # Upload Static Form > Upload a **static form** (a `.pdf`) into a company instance under a chosen category. A static form is a finished document — a certificate, handout, or any PDF used as-is. PDFs cannot carry smart tags, so — unlike [Upload Form Template](./upload-form-template) (DOCX + smart-tag validation) — there is nothing to validate: the file is committed directly and forms generated from it are the PDF as-is. **PDF only.** Uploads of any other type are rejected. DOCX templates (which carry smart tags) belong on the form-template endpoint instead. The file rides the request as base64. **Category** is required and must be a smart-tag-scoped category: - `event` — Claim/Incident forms - `quote-flow` — Quote forms - `quote-bind-flow` — Policy forms It does not scope any tags here (a PDF has none) but classifies the form so downstream generation resolves it against the right entity. **Required permission:** `forms:create` ## OpenAPI ````yaml /openapi/generated-external-api.yaml post /api/v1/companies/{companyId}/forms/static 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/static: post: tags: - Forms summary: Upload Static Form description: > Upload a **static form** (a `.pdf`) into a company instance under a chosen category. A static form is a finished document — a certificate, handout, or any PDF used as-is. PDFs cannot carry smart tags, so — unlike [Upload Form Template](./upload-form-template) (DOCX + smart-tag validation) — there is nothing to validate: the file is committed directly and forms generated from it are the PDF as-is. **PDF only.** Uploads of any other type are rejected. DOCX templates (which carry smart tags) belong on the form-template endpoint instead. The file rides the request as base64. **Category** is required and must be a smart-tag-scoped category: - `event` — Claim/Incident forms - `quote-flow` — Quote forms - `quote-bind-flow` — Policy forms It does not scope any tags here (a PDF has none) but classifies the form so downstream generation resolves it against the right entity. **Required permission:** `forms:create` operationId: uploadStaticForm parameters: - $ref: '#/components/parameters/companyId' requestBody: required: true content: application/json: schema: type: object required: - fileName - fileBase64 - category properties: fileName: type: string description: > Original file name, including the `.pdf` extension. Used as the form's display name. Must be non-empty. fileBase64: type: string description: The raw `.pdf` bytes, base64-encoded. category: type: string enum: - event - quote-flow - quote-bind-flow description: > The form category — classifies the static form the same way a template is classified. examples: staticCertificate: summary: A static certificate PDF value: fileName: certificate-of-insurance.pdf fileBase64: JVBERi0xLjQK... category: quote-bind-flow responses: '201': description: Static form created content: application/json: schema: $ref: '#/components/schemas/Fmv1FormTemplateSummary' examples: success: summary: Created static form value: templateKey: 550e8400-e29b-41d4-a716-446655440040 checkpointId: 550e8400-e29b-41d4-a716-446655440041 companyId: 550e8400-e29b-41d4-a716-446655440000 name: certificate-of-insurance number: FM-0011 category: quote-bind-flow storagePath: >- acme/550e8400-.../formTemplates/550e8400-.../V-001/550e8400-....pdf createdAt: '2026-07-01T09:15:00.000Z' createdBy: 550e8400-e29b-41d4-a716-446655440099 updatedAt: '2026-07-01T09:15:00.000Z' updatedBy: 550e8400-e29b-41d4-a716-446655440099 '400': description: | Bad Request — a non-PDF upload or a missing/invalid field. content: application/json: schema: $ref: '#/components/schemas/ErrorResponse' examples: notPdf: summary: Non-PDF upload value: error: code: external-static-form-upload-pdf-only message: >- Only .pdf files can be uploaded as static forms. Upload .docx templates (which carry smart tags) through the form-template endpoint instead. userMessages: - >- Only .pdf files can be uploaded as static forms. Upload .docx templates (which carry smart tags) through the form-template endpoint instead. '401': $ref: '#/components/responses/Unauthorized' '403': $ref: '#/components/responses/Forbidden' '500': $ref: '#/components/responses/InternalServerError' components: parameters: companyId: name: companyId in: path required: true schema: type: string format: uuid description: Company identifier schemas: Fmv1FormTemplateSummary: type: object description: A single form-template checkpoint. required: - templateKey - checkpointId - companyId - name - number - category - storagePath - createdAt - updatedAt properties: templateKey: type: string format: uuid description: Stable identifier of the template across its versions. checkpointId: type: string format: uuid description: Identifier of this specific checkpoint (version) of the template. companyId: type: string format: uuid name: type: string description: Display name (derived from the uploaded file name). number: type: string description: Human-facing form number (e.g. `FM-0010`). category: type: string enum: - event - quote-flow - quote-bind-flow - unknown description: The form category assigned to the template. storagePath: type: string description: Internal storage key of the checkpoint's document. createdAt: type: string format: date-time createdBy: type: string nullable: true updatedAt: type: string format: date-time updatedBy: type: string nullable: true 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 message: type: string description: Description of the field error example: Required field is missing 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. 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. ````