# Penbox Documentation

## Docs

- [Advanced Filters](https://docs.penbox.io/api-reference/advanced-filters.md): Comprehensive guide to filtering API resources with query parameters and JSON filters
- [All API Endpoints](https://docs.penbox.io/api-reference/all-endpoints.md): Complete reference of all API endpoints
- [Get File](https://docs.penbox.io/api-reference/attachments/get-attachment.md): Download or retrieve metadata for a specific attachment.
- [Get Multiple Attachments](https://docs.penbox.io/api-reference/attachments/get-attachments-multiple.md): Download multiple attachments as a single PDF file.
- [Upload Attachment](https://docs.penbox.io/api-reference/attachments/upload-attachments.md): Upload one or more attachments. Supports both JSON (base64) and multipart/form-data formats.
- [Authentication](https://docs.penbox.io/api-reference/authentication.md): Authenticate API requests using Bearer tokens
- [Get Case Template](https://docs.penbox.io/api-reference/case-templates/get-case-template.md): Retrieve complete details of a specific case template including its steps and schema.
- [List Case Templates](https://docs.penbox.io/api-reference/case-templates/list-case-templates.md): Retrieve a paginated list of case templates (template workflows) with optional filtering and sorting. Case templates are reusable workflow blueprints.
- [Count Cases](https://docs.penbox.io/api-reference/cases/count-cases.md): Get the total count of cases matching your filter criteria.
- [Create Case](https://docs.penbox.io/api-reference/cases/create-case.md): Create a new case (workflow) with contacts and data schema.
- [Get Case](https://docs.penbox.io/api-reference/cases/get-case.md): Retrieve complete details of a specific case including its steps and schema.
- [List Cases](https://docs.penbox.io/api-reference/cases/list-cases.md): Retrieve a paginated list of cases (workflows) with optional filtering and sorting.
- [Start Case Step](https://docs.penbox.io/api-reference/cases/start-case-step.md): Start (execute) a specific step in a case
- [Update Case Contacts](https://docs.penbox.io/api-reference/cases/update-case-contacts.md): Replace the contacts for a specific case. This will replace all existing contacts with the provided contacts.
- [Update Case Data](https://docs.penbox.io/api-reference/cases/update-case-data.md): Update multiple data fields in a case using a bulk operation.
- [Create Document Intelligence](https://docs.penbox.io/api-reference/document-intelligence/create-document-intelligence.md): Extract structured data from documents using AI-powered document intelligence.
- [Get Document Intelligence](https://docs.penbox.io/api-reference/document-intelligence/get-document-intelligence.md): Retrieve the results of a document intelligence extraction job.
- [Get Form Template Options](https://docs.penbox.io/api-reference/flows/get-flow-options.md): Retrieve the configuration options for a specific form template.
- [Get Form Template Steps](https://docs.penbox.io/api-reference/flows/get-flow-steps.md): Retrieve the form steps/structure for a specific form template.
- [List Form Templates](https://docs.penbox.io/api-reference/flows/list-flows.md): Retrieve a paginated list of form templates available in the authorized workspaces.
- [Introduction](https://docs.penbox.io/api-reference/introduction.md): Get started with the Penbox API
- [Pagination and Sorting](https://docs.penbox.io/api-reference/pagination-and-sorting.md): Control result size and order with pagination and sorting parameters
- [API Overview](https://docs.penbox.io/api-reference/pen-connect-overview.md): Complete guide to the Penbox API endpoints and capabilities
- [Count Forms](https://docs.penbox.io/api-reference/requests/count-requests.md): Get the total count of forms matching filter criteria, with optional grouping.
- [Create Form](https://docs.penbox.io/api-reference/requests/create-request.md): Create a new form to send to a contact.
- [Get Form](https://docs.penbox.io/api-reference/requests/get-request.md): Retrieve details of a specific form by ID.
- [List Forms](https://docs.penbox.io/api-reference/requests/list-requests.md): Retrieve a paginated list of forms with optional filtering and sorting. By default, only non-archived forms are returned.
- [Update Form](https://docs.penbox.io/api-reference/requests/update-request.md): Update a form's status or properties.
- [Get Form Response](https://docs.penbox.io/api-reference/responses/get-response.md): Retrieve complete response data including form answers and attachments.
- [Get Signature](https://docs.penbox.io/api-reference/signatures/get-signature.md): Retrieve signature information or download the signature file.
- [List Workspaces](https://docs.penbox.io/api-reference/workspaces/list-workspaces.md): Retrieve all Penbox workspaces that the authenticated user has authorized your application to access.
- [Automations](https://docs.penbox.io/cases/automations.md): The rules that make cases work without manual intervention
- [Case Creation](https://docs.penbox.io/cases/case_creation.md): The four ways cases come into existence
- [Case Templates](https://docs.penbox.io/cases/case_templates.md): Reusable blueprints for recurring case types
- [Contacts](https://docs.penbox.io/cases/contacts.md): The people involved in a case
- [Data Schema Overview](https://docs.penbox.io/cases/data_schema.md): The structured data a case collects
- [API Call Field](https://docs.penbox.io/cases/data_schema/api_call.md): External API data fetch for credit checks, verification, and lookups
- [Checkbox Field](https://docs.penbox.io/cases/data_schema/checkbox.md): Single yes/no option for agreements, consent, and binary choices
- [Choices Field](https://docs.penbox.io/cases/data_schema/choices.md): Single selection from predefined options
- [Currency Field](https://docs.penbox.io/cases/data_schema/currency.md): Monetary values with currency formatting for financial amounts
- [Date Field](https://docs.penbox.io/cases/data_schema/date.md): Date picker for birth dates, deadlines, and timestamps
- [File Field](https://docs.penbox.io/cases/data_schema/file.md): File upload and storage for documents, images, and attachments
- [Multiple Choice Field](https://docs.penbox.io/cases/data_schema/multiple_choice.md): Multiple selections from predefined options
- [Number Field](https://docs.penbox.io/cases/data_schema/number.md): Numeric values with formatting for amounts, quantities, and calculations
- [Signature Field](https://docs.penbox.io/cases/data_schema/signature.md): Digital signature capture for legally binding electronic signatures
- [Text Field](https://docs.penbox.io/cases/data_schema/text.md): Single or multi-line text input for names, descriptions, and IDs
- [What are Cases](https://docs.penbox.io/cases/introduction.md): The core of the Case Intelligence platform
- [Statuses & Lifecycle](https://docs.penbox.io/cases/statuses_lifecycle.md): The status model and case lifecycle
- [Steps](https://docs.penbox.io/cases/steps.md): The building blocks of a case workflow
- [Product updates January, 2026](https://docs.penbox.io/changelog/2026-01.md)
- [Product updates February, 2026](https://docs.penbox.io/changelog/2026-02.md)
- [Product updates March, 2026](https://docs.penbox.io/changelog/2026-03.md)
- [Form Presets (Flow Customizations)](https://docs.penbox.io/forms/form-presets.md): Configure and reuse form templates with custom settings
- [Form Templates (Flows)](https://docs.penbox.io/forms/form-templates.md): Design and build form templates in Penbox Studio
- [Introduction](https://docs.penbox.io/forms/introduction.md): Understanding forms for data collection
- [Form Notifications](https://docs.penbox.io/forms/notifications.md): Configure invitations, reminders, and confirmation emails
- [Form Security](https://docs.penbox.io/forms/security.md): Protecting forms with access controls and authentication
- [Statuses](https://docs.penbox.io/forms/statuses.md): Understanding form statuses and state transitions
- [Core Concepts](https://docs.penbox.io/get-started/core_concepts.md): The mental model behind the Case Intelligence platform
- [Glossary](https://docs.penbox.io/get-started/glossary.md): Quick reference for Penbox terminology
- [Automatic case status transitions](https://docs.penbox.io/guides/automatic-case-transition.md): Drive case statuses from data schema values or step completion — watch fields, set conditions, and keep running cases current without manual updates.
- [Build Your First Case Template](https://docs.penbox.io/guides/build-first-case-template.md): Create a case template to collect information from a new employee — in 5 to 10 minutes.
- [Configure statuses in a case template](https://docs.penbox.io/guides/configure-case-template-statuses.md): Add and rename child statuses under Draft, Pending, In Progress, Closed, and Cancelled so your team sees where each case stands — worked example: Collect info about new employee.
- [Build your first Document Intelligence template](https://docs.penbox.io/guides/document-intelligence-first-template.md): Step through a complete Document Intelligence template using Penbox Intelligence — validation, typed extraction, and a live test, with a bank RIB as the worked example.
- [Run Your First Case](https://docs.penbox.io/guides/run-first-case.md): Put your case template to work — launch a case, collect data, and close it in minutes.
- [Use a Document Intelligence template in a case template](https://docs.penbox.io/guides/use-document-intelligence-in-case-template.md): Attach your Penbox Intelligence extraction template to a File element in a case template, map extracted fields to your data schema, and run extraction on upload — with a bank RIB as the worked example.
- [What is Penbox](https://docs.penbox.io/introduction.md): The Case Intelligence platform
- [Loops & arrays](https://docs.penbox.io/penscript/arrays.md): Iterating, transforming, filtering, and building collections in penscript
- [Dates & time](https://docs.penbox.io/penscript/dates.md): Date creation, formatting, comparison, and arithmetic in penscript
- [Dynamic evaluation & scope](https://docs.penbox.io/penscript/dynamic_evaluation.md): Local variables, deferred evaluation, and value pipelines in penscript
- [How penscript works](https://docs.penbox.io/penscript/how_it_works.md): Real-time expressions that power dynamic behavior across Penbox
- [Internationalization](https://docs.penbox.io/penscript/internationalization.md): Locale-aware content with the :i18n operator in penscript
- [What is penscript](https://docs.penbox.io/penscript/introduction.md): The proprietary JSON language that powers Penbox configuration
- [Logic & comparisons](https://docs.penbox.io/penscript/logic.md): Conditional operators and comparison logic in penscript
- [Numbers & calculations](https://docs.penbox.io/penscript/numbers.md): Arithmetic, formatting, and numeric comparisons in penscript
- [Operator reference](https://docs.penbox.io/penscript/reference.md): Complete lookup of every penscript operator
- [Variables & scope](https://docs.penbox.io/penscript/variables.md): Reference data from forms, cases, contacts, and system values
- [API](https://docs.penbox.io/workspace/settings/api.md): Create and manage API tokens to access the Penbox Connect API
- [Branding](https://docs.penbox.io/workspace/settings/branding.md): Customize your workspace's visual identity
- [Data Security](https://docs.penbox.io/workspace/settings/data-security.md): Data retention and lifecycle settings, deletion audit logs
- [Domains](https://docs.penbox.io/workspace/settings/domains.md): Connect custom domains for form hosting and email sending
- [Email](https://docs.penbox.io/workspace/settings/email.md): Configure email addresses and connected mailboxes for your workspace
- [Members](https://docs.penbox.io/workspace/settings/members.md): Manage your team members, roles, and workspace access
- [Settings Overview](https://docs.penbox.io/workspace/settings/overview.md): Workspace configuration and administration
- [Secrets](https://docs.penbox.io/workspace/settings/secrets.md): Securely store credentials and sensitive values for use in automations

## OpenAPI Specs

- [openapi](https://docs.penbox.io/api-reference/openapi.json)