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Source: Cross-cutting guide — references endpoints in organization-endpoints.ts, data-room-endpoints.ts, microsoft-endpoints.ts, and captable-endpoints.ts

Document Endpoints

Document management in Equa is handled through multiple endpoint groups depending on the storage backend. This page provides an overview of how documents flow through the system.

Storage Backends

Equa supports multiple document storage backends: The active backend depends on the organization’s configuration. The GET /organization/:organization/document and POST /organization/:organization/document routes are shared — the server dispatches to the appropriate handler.

Organization File Upload

Files can be uploaded directly to an organization (separate from the data room):
Max upload size is configurable via AWS_S3_UPLOAD_SIZE_LIMIT_MB (default 10 MB). See Organization Endpoints.

File Download

Downloads a file as an attachment. See Organization Endpoints.

File View Inline

Serves a file inline for browser viewing. See Organization Endpoints.

Document Generation

Equa generates documents programmatically (e.g., share certificates, legend certificates). These are generated on-demand through cap table endpoints: See Cap Table Endpoints for details.

CSV Import/Export

Import Template

Download a CSV import template or a previously uploaded import file for cap table data.

Cap Table Export

Export the organization’s full cap table as structured data.

Site-Wide CSV Export (Admin)

Admin-only export of all cap table data. See Admin Endpoints.