Document Vault API (1.0.1)

Use this API from your case management system to assemble a contract pack, then open Contract Pack Vault to check it and share it with the buyer's conveyancer. The API builds and maintains the vault; reviewing and sharing happen in the web app.

1. Create a Document Vault — supply the property address and as much detail as you have. You get back a vault id; use it in every follow-up call and to open the vault in the web app. Optionally set a reference (your case reference), which must be unique within your account.
2. Add documents, one per call. Each file is virus-scanned and analysed in the background. Its status is Pending while that runs, then Available or Quarantined if it failed the virus scan.
3. Keep details current — update the reference, property, or recipient organisation, and add or remove recipients. Setting up recipients is not the same as sharing; you share the vault from the web app.
4. Check progress with Get Document Vault or Get Activities for the audit history.
5. Open the web app to review the analysis and share the vault. See Contract Pack Vault.

REST API over HTTPS with JSON responses; file uploads use multipart/form-data.

UAT (building and testing): https://uat-api.landmarkcloudservices.com/document-vaults

Auth: https://lmkmaster-uat.eu.auth0.com/oauth/token

Production (live integration only; vaults are real and may incur a cost): https://api.landmarkcloudservices.com/document-vaults

Auth: https://lmkmaster.eu.auth0.com/oauth/token

OAuth 2.0 client credentials. Each conveyancing firm is onboarded individually with Landmark and receives its own client ID, secret, and Account-Id (sent as a header on every request). Credentials are issued separately for UAT (building and testing; not charged) and Production (live integration only). If you integrate via a case management system, that system typically holds the firm's credentials on its behalf.

Audience is fixed per environment:

• UAT: https://uat-api.landmarkcloudservices.com
• Production: https://api.landmarkcloudservices.com

1. Get an access token by POSTing to the auth endpoint for your environment:

{
  "client_id": "your-client-id",
  "client_secret": "your-client-secret",
  "audience": "https://uat-api.landmarkcloudservices.com",
  "grant_type": "client_credentials"
}

Use the Production audience when calling the Production auth endpoint.

The response contains an access_token (a JWT) and an expires_in value. Cache and reuse the token until it is close to expiry.

2. Send on every API request:

• Authorization: Bearer <access_token>
• Account-Id: <your account id>

A 403 means your credentials are not entitled to that operation; contact support.

A charge applies per vault when the first document is added to it.

One document per upload; up to 60 per vault; PDF, DOC, DOCX, JPEG, PNG; 25 MB per file. API rate limits: up to 1,000 calls per minute per caller.

Standard HTTP status codes apply (400 validation, 401/403 authentication, 404 not found, 409 conflict, 413 too large, 429 rate limited, 5xx server error). Error bodies use problem+json. Include the lgsTraceResponse header value when contacting support.

Support: support@ochresoft.com | +44 (0)3300 366 700

Contract Pack Vault is a conveyancing product on LandmarkConnect. You assemble a contract pack from your CMS and share it securely with the buyer's conveyancer. The API handles the building; the web app is where you review the pack and share it.

As each document is added, it is automatically analysed so you can spot problems before the pack goes out. The checks include:

• identifying and tagging each document by type,
• flagging missing pages,
• checking signatures are present where expected,
• cross-checking addresses, names, dates and title/reference numbers against the case.

The results appear as a checklist in the web app for you to review and act on. They are not currently returned by the API.

In the web app you can review the checklist and analysis, preview, download or remove documents, update vault details, and share the vault with the buyer's conveyancer. The buyer's conveyancer receives secure access through a link once they have verified their email address.

Link straight to a vault from your CMS using the vault id from Create Document Vault, so your team does not have to search for it in the web app. Open the relevant URL in a browser, replacing {documentVaultId}:

• UAT: https://uat-connect.landmark.co.uk/case/{documentVaultId}
• PRD: https://connect.landmark.co.uk/case/{documentVaultId}

• 1.0.1 (16/07/2026)
  • Added filename property to Add Document endpoint body to show file name restrictions
  • Added minLength values to various schemas for clarity
• 1.0.0 (08/07/2026)
  • Initial release

Create a vault and manage its details and recipients.

Add and remove the files held in a vault.

Read a vault's audit history.