deleted-U04GZ79CPNG
2025-05-14 19:30:50

Hello @Dustin Surwill! I wanted to give you a heads up on something that you would be able to assist us with. We are not ready yet, as we are still preparing the list of clients that will need their docs pulled. We need to grab e-sign docs out of what we expect to be a large number of clients' profiles. Within each profile, there should be at least 2 e-sign documents: One that is 2 pages and one that is 14 pages. We need all documents that are 2 pages. I know there is an API that can get the docs. I believe both Aidan and Edward have scripts to do this exact thing (Aidan is out sick and Edward is now a Flatirons person). I have not asked Edward about this yet. Would you be able to grab the API code from them and factor in whatever limits LR has imposed upon us to get the documents we need? If so, what information would you need from us aside from the list of lead IDs?

deleted-U04GZ79CPNG
2025-05-14 19:38:14

@Dustin Surwill SELECT * FROM EXTERNAL_QUERY("tort-intake-professionals.us.tort-intake-professionals-lr-data", "SELECT * FROM lead_contract;");

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-15 11:39:03

lr_data.lead_contract was already a view in BQ

Dustin Surwill (dsurwill@shield-legal.com)
2025-05-15 11:39:30

I have added ld_data.contract_signer

deleted-U04GZ79CPNG
2025-05-15 12:44:38

🙌 Thank you