Files in Process Street (policies, procedures, reference documents, and other uploads in your library) are now fully supported in the public API. Alongside Workflows, Pages, and Forms, you can create, organize, and manage Files directly from your own tools and integrations.
What you can do
The new Files and File Revisions API endpoints let you:
- Create, find, update, and delete Files in your organization’s library.
- Organize Files into folders, the same way you would in the Process Street UI.
- Download documents and access their full version history.
- Upload replacement documents, manage drafts, and publish new versions.
This means teams that maintain reference documents (SOPs, compliance policies, onboarding packets) can now keep those documents current from their own systems, without logging in to Process Street.
How to get started
- Open the Process Street API documentation.
- Navigate to the Files section to see available endpoints for creating, listing, updating, and deleting Files.
- Navigate to the File Revisions section to see endpoints for uploading new document versions and retrieving version history.
- Use your API key to authenticate requests. (Find your API key under Settings > API Keys in Process Street.)
- Start making requests to manage Files programmatically.
Who benefits
This update is available on all plans. It is especially useful for teams that:
- Maintain large libraries of reference documents that change regularly.
- Build integrations that sync documents between Process Street and other systems (HR platforms, compliance tools, document management systems).
- Automate publishing workflows where documents are generated or updated externally and need to land in Process Street.
Coming soon: MCP support
Files will also appear in the Process Street MCP server once it refreshes its OpenAPI definition, so MCP-connected clients will be able to work with Files too.
Explore the full Files and File Revisions endpoints in the API documentation.
