# Penbox Documentation

- [What is Penbox](https://docs.penbox.io/introduction.md): The Case Intelligence platform
- [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
- [Settings Overview](https://docs.penbox.io/workspace/settings/overview.md): Workspace configuration and administration
- [Members](https://docs.penbox.io/workspace/settings/members.md): Manage your team members, roles, and workspace access
- [Email](https://docs.penbox.io/workspace/settings/email.md): Configure email addresses and connected mailboxes for your workspace
- [Branding](https://docs.penbox.io/workspace/settings/branding.md): Customize your workspace's visual identity
- [Domains](https://docs.penbox.io/workspace/settings/domains.md): Connect custom domains for form hosting and email sending
- [Secrets](https://docs.penbox.io/workspace/settings/secrets.md): Securely store credentials and sensitive values for use in automations
- [API](https://docs.penbox.io/workspace/settings/api.md): Create and manage API tokens to access the Penbox Connect API
- [Data Security](https://docs.penbox.io/workspace/settings/data-security.md): Data retention and lifecycle settings, deletion audit logs
- [Manage workspace credits](https://docs.penbox.io/workspace/credits.md): Learn how workspace credits are consumed and billed
- [What is Penbox Agent](https://docs.penbox.io/agent/introduction.md): The AI assistant built into Penbox
- [Penbox Agent for Templates](https://docs.penbox.io/agent/templates/introduction.md): Build the templates that power your workspace
- [Penbox Agent for Form Templates](https://docs.penbox.io/agent/templates/form-templates.md): Build and edit forms by describing what you want
- [Penbox Agent for Case Templates](https://docs.penbox.io/agent/templates/case-templates.md): Design recurring case workflows with Penbox Agent
- [Penbox Agent for Document Intelligence Templates](https://docs.penbox.io/agent/templates/document-intelligence.md): Define what to extract from documents
- [Penbox Agent on Live Cases](https://docs.penbox.io/agent/live-cases.md): Understand a case, edit its data, draft the next step
- [What are Cases](https://docs.penbox.io/cases/introduction.md): The core of the Case Intelligence platform
- [Case Creation](https://docs.penbox.io/cases/case_creation.md): The four ways cases come into existence
- [Steps](https://docs.penbox.io/cases/steps.md): The building blocks of a case workflow
- [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
- [Text Field](https://docs.penbox.io/cases/data_schema/text.md): Single or multi-line text input for names, descriptions, and IDs
- [Number Field](https://docs.penbox.io/cases/data_schema/number.md): Numeric values with formatting for amounts, quantities, and calculations
- [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
- [Checkbox Field](https://docs.penbox.io/cases/data_schema/checkbox.md): Single yes/no option for agreements, consent, and binary choices
- [Multiple Choice Field](https://docs.penbox.io/cases/data_schema/multiple_choice.md): Multiple selections from predefined options
- [Choices Field](https://docs.penbox.io/cases/data_schema/choices.md): Single selection from predefined options
- [File Field](https://docs.penbox.io/cases/data_schema/file.md): File upload and storage for documents, images, and attachments
- [Signature Field](https://docs.penbox.io/cases/data_schema/signature.md): Digital signature capture for legally binding electronic signatures
- [API Call Field](https://docs.penbox.io/cases/data_schema/api_call.md): Call an external API from a case and write the response into case fields
- [Statuses & Lifecycle](https://docs.penbox.io/cases/statuses_lifecycle.md): The status model and case lifecycle
- [Automations](https://docs.penbox.io/cases/automations.md): The rules that make cases work without manual intervention
- [AI Generated Fields](https://docs.penbox.io/cases/ai-generated-fields.md): Let AI keep case data up to date for you
- [Case Templates](https://docs.penbox.io/cases/case_templates.md): Reusable blueprints for recurring case types
- [Introduction](https://docs.penbox.io/forms/introduction.md): Understanding forms for data collection
- [Statuses](https://docs.penbox.io/forms/statuses.md): Understanding form statuses and state transitions
- [Form Templates](https://docs.penbox.io/forms/form-templates.md): Design and build form templates in Penbox Studio
- [Elements](https://docs.penbox.io/forms/form-templates/elements.md): Every element type you can put in a form, and how to configure it
- [Steps and logic](https://docs.penbox.io/forms/form-templates/steps.md): Organise elements into steps, and branch the form on what contacts answer
- [Portal pages](https://docs.penbox.io/forms/form-templates/portal-pages.md): The welcome, review and ending screens that frame a form
- [Form Presets (Flow Customizations)](https://docs.penbox.io/forms/form-presets.md): Configure and reuse form templates with custom settings
- [Form Security](https://docs.penbox.io/forms/security.md): Protecting forms with access controls and authentication
- [Iframe Embedding](https://docs.penbox.io/forms/embedding.md): Embed Penbox forms directly in your website using iframes
- [Form Notifications](https://docs.penbox.io/forms/notifications.md): Configure invitations, reminders, and confirmation emails
- [What is penscript](https://docs.penbox.io/penscript/introduction.md): The proprietary JSON language that powers Penbox configuration
- [How penscript works](https://docs.penbox.io/penscript/how_it_works.md): Real-time expressions that power dynamic behavior across Penbox
- [Variables & scope](https://docs.penbox.io/penscript/variables.md): Reference data from forms, cases, contacts, and system values
- [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
- [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
- [Internationalization](https://docs.penbox.io/penscript/internationalization.md): Locale-aware content with the :i18n operator in penscript
- [Operator reference](https://docs.penbox.io/penscript/reference.md): Complete lookup of every penscript operator
- [Set up your new workspace](https://docs.penbox.io/guides/set-up-workspace.md): The essential settings to configure in your Penbox workspace before you start.
- [Single Sign-On (SSO)](https://docs.penbox.io/guides/sso-configuration.md): Configure Single Sign-On so your users sign in to Penbox with their company identity provider.
- [Build your first form in Penbox](https://docs.penbox.io/guides/build-first-form.md): Create a form template in Penbox to collect information and documents from your clients.
- [Make a form available](https://docs.penbox.io/guides/send-form.md): The different ways to send a Penbox form to your contacts and collect their responses.
- [Modify an existing form](https://docs.penbox.io/guides/modify-existing-form.md): Edit an existing form template in Penbox using the Penbox Agent.
- [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.
- [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.
- [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.
- [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 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.
- [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.
- [Document Intelligence models](https://docs.penbox.io/guides/document-intelligence-models.md): Choose between the Fast and Advanced extraction models
- [Send a campaign](https://docs.penbox.io/guides/send-a-campaign.md): Send mass form requests to your clients via Penbox, using Excel CSV files and Penbox Campaigns.
- [How to send and receive a client update starting from Brio](https://docs.penbox.io/guides/brio-send-receive-client-update.md): Broker guide: trigger a Penbox client-data update from Brio and write the verified result back to your Brio record — no manual re-keying.
- [Customize the client update form](https://docs.penbox.io/guides/brio-customize-client-update-form.md): Tailor the content and notifications of the client update form to match your office's needs.
- [Send a client update campaign](https://docs.penbox.io/guides/brio-bulk-client-update-campaign.md): Send mass client file update requests to your Brio clients via Penbox, using Brio export files and Penbox Campaigns.
- [Reset your Brio/Penbox connection](https://docs.penbox.io/guides/brio-reset-connection.md): Restore the connection between Brio and Penbox if it has stopped working.
- [Install the Penbox extension on Outlook](https://docs.penbox.io/guides/install-outlook-extension.md): Use Penbox directly from your Outlook inbox by installing the Penbox extension from the Microsoft Marketplace.
- [Create a Case via the API](https://docs.penbox.io/guides/create-case-via-api.md): Open a case from your own code, set its owner and contacts, and write data into it.
- [Add a Document to a Case](https://docs.penbox.io/guides/upload-document-to-case.md): Upload a file, save its reference in a case field, and retrieve it later.
- [Bring the power of Penbox Cases inside your app](https://docs.penbox.io/guides/headless-overview.md): Run Penbox headless: provision a workspace per client, then drive its cases, statuses, tasks and documents entirely over the API.
- [Onboard a Client](https://docs.penbox.io/guides/headless-onboard-client.md): Provision a Penbox workspace for one of your clients, store its token, and register their team — in three calls.
- [Create a Case on the Fly](https://docs.penbox.io/guides/headless-create-case.md): Open a Penbox case from inside your own product, fill it with data, and attach a document.
- [Drive the Case](https://docs.penbox.io/guides/headless-drive-case.md): Move a case through its statuses, assign follow-up tasks, and hand your client the switch that revokes your access.
- [Introduction](https://docs.penbox.io/api-reference/introduction.md): Get started with the Penbox API
- [API Overview](https://docs.penbox.io/api-reference/pen-connect-overview.md): Complete guide to the Penbox API endpoints and capabilities
- [All API Endpoints](https://docs.penbox.io/api-reference/all-endpoints.md): Complete reference of all API endpoints
- [Authentication](https://docs.penbox.io/api-reference/authentication.md): Authenticate API requests using Bearer tokens
- [Advanced Filters](https://docs.penbox.io/api-reference/advanced-filters.md): Comprehensive guide to filtering API resources with query parameters and JSON filters
- [Pagination and Sorting](https://docs.penbox.io/api-reference/pagination-and-sorting.md): Control result size and order with pagination and sorting parameters
- [Error Codes](https://docs.penbox.io/api-reference/error-codes.md): Complete reference of the HTTP status codes returned by the Penbox API and how to handle them
- [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.
- [Provision Workspace](https://docs.penbox.io/api-reference/workspaces/provision-workspace.md): Create a fully configured workspace for a client and receive an API token scoped to it
- [Create Member](https://docs.penbox.io/api-reference/members/create-member.md): Register a member of your client's team on a workspace
- [List Cases](https://docs.penbox.io/api-reference/cases/list-cases.md): Retrieve a paginated list of cases (workflows) with optional filtering and sorting.
- [Count Cases](https://docs.penbox.io/api-reference/cases/count-cases.md): Get the total count of cases matching your filter criteria.
- [Get Case](https://docs.penbox.io/api-reference/cases/get-case.md): Retrieve complete details of a specific case including its steps and schema.
- [Create Case](https://docs.penbox.io/api-reference/cases/create-case.md): Create a new case (workflow) with contacts and data schema.
- [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.
- [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](https://docs.penbox.io/api-reference/cases/archive-case.md): Move a case to another status, archive it, or restore it
- [Start Case Step](https://docs.penbox.io/api-reference/cases/start-case-step.md): Start (execute) a specific step in a case
- [Create Case Input](https://docs.penbox.io/api-reference/cases/create-case-input.md): Push raw material on a case (a call transcript, CRM notes, a chat thread, a parsed email as JSON) and let Penbox turn it into case data, the way an inbound email is read.
- [Apply Case Input](https://docs.penbox.io/api-reference/cases/apply-case-input.md): Review a `suggest` input: accept some rows, optionally with an edited value, and reject the rest. Deterministic, no AI call, applied from the stored record.
- [Get Case Input](https://docs.penbox.io/api-reference/cases/get-case-input.md): One input, with its raw `content` and the current case. This is the "see the input" read.
- [List Case Inputs](https://docs.penbox.io/api-reference/cases/list-case-inputs.md): The inputs of a case, newest first. The list drops `changes`, `unmapped` and `content`, and carries `changes_count` / `applied_count` instead.
- [List Case Tasks](https://docs.penbox.io/api-reference/tasks/list-case-tasks.md): List the follow-up tasks of a case
- [Create Case Task](https://docs.penbox.io/api-reference/tasks/create-case-task.md): Add a follow-up task to a case
- [Update Case Task](https://docs.penbox.io/api-reference/tasks/update-case-task.md): Close, reopen, or reassign a follow-up task
- [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.
- [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 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.
- [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.
- [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.
- [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.
- [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.
- [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.
- [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 Signature](https://docs.penbox.io/api-reference/signatures/get-signature.md): Retrieve signature information or download the signature file.
- [Overview](https://docs.penbox.io/api-reference/previous-api-version/overview.md): Previous-generation Connect API routes (requests, flows, companies) that remain available for backward compatibility.
- [List Requests](https://docs.penbox.io/api-reference/previous-api-version/list-requests.md): Previous version of List Forms. Retrieve a list of requests with filtering.
- [Count Requests](https://docs.penbox.io/api-reference/previous-api-version/count-requests.md): Previous version of Count Forms. Count requests matching filter criteria.
- [Create Request](https://docs.penbox.io/api-reference/previous-api-version/create-request.md): Previous version of Create Form. Create a new request from a flow.
- [Get Request](https://docs.penbox.io/api-reference/previous-api-version/get-request.md): Previous version of Get Form. Retrieve a single request with responses and notifications.
- [Update Request](https://docs.penbox.io/api-reference/previous-api-version/update-request.md): Previous version of Update Form. Update a request's status or expiration.
- [List Flows](https://docs.penbox.io/api-reference/previous-api-version/list-flows.md): Previous version of List Form Templates. Retrieve available flows.
- [Get Flow Options](https://docs.penbox.io/api-reference/previous-api-version/get-flow-options.md): Previous version of Get Form Template Options.
- [Get Flow Steps](https://docs.penbox.io/api-reference/previous-api-version/get-flow-steps.md): Previous version of Get Form Template Steps.
- [List Companies](https://docs.penbox.io/api-reference/previous-api-version/list-companies.md): Previous version of List Workspaces. Retrieve authorized companies.
- [Product updates August, 2026](https://docs.penbox.io/changelog/2026-08.md)
- [Product updates July, 2026](https://docs.penbox.io/changelog/2026-07.md)
- [Product updates June, 2026](https://docs.penbox.io/changelog/2026-06.md)
- [Product updates May, 2026](https://docs.penbox.io/changelog/2026-05.md)
- [Product updates April, 2026](https://docs.penbox.io/changelog/2026-04.md)
- [Product updates March, 2026](https://docs.penbox.io/changelog/2026-03.md)
- [Product updates February, 2026](https://docs.penbox.io/changelog/2026-02.md)
- [Product updates January, 2026](https://docs.penbox.io/changelog/2026-01.md)

## OpenAPI Specs

- [openapi](/api-reference/openapi.json)