> This page is for Workforce.

> For clean Markdown of any page, append .md to the page URL.
> For a complete documentation index, see https://docs.merge.dev/llms.txt.
> For AI client integration (Claude Code, Cursor, etc.), connect to the MCP server at https://docs.merge.dev/_mcp/server.

# Docrio

**Authentication:** instance domain and API key. See [Magic Link](/merge-agent-handler/features/magic-link) for the runtime auth flow.

## Sample use cases

* Upload the borrower's signed disclosure to loan file 10482.
* Show me every document related to the Rodriguez loan.
* Download the latest version of the appraisal report.

## Available Tools

#### create_and_upload_file

Create a Docrio file on a Salesforce/Litify record (e.g. a Matter) and upload its content. Pass bytes as base64 in co...

#### upload_file_version

Upload a new version of an existing Docrio file, keeping prior versions retrievable via download_file's version_id. P...

#### download_file

Download a Docrio file's content by file ID. Returns a transfer instruction the platform resolves into a downloadable...

#### list_related_files

List files related to a Salesforce/Litify record (e.g. a Matter), with server-side sorting and pagination. Use the Sa...

#### update_file

Update a Docrio file's metadata — name, author, description, folder path, or external ID. Does not change the file's...