# Fact-Find Templates


APIs for managing fact-find templates

## Operations

- [Get all fact-find templates](https://apidocs.plannrcrm.com/operation/operation-getapiv2factfindtemplates.md)

- [Create a fact-find template](https://apidocs.plannrcrm.com/operation/operation-postapiv2factfindtemplates.md)

- [Get a fact-find template](https://apidocs.plannrcrm.com/operation/operation-getapiv2factfindtemplatesfactfindtemplate_uuid.md)

- [Update a fact-find template](https://apidocs.plannrcrm.com/operation/operation-putapiv2factfindtemplatesfactfindtemplate_uuid.md)

- [Delete a fact-find template](https://apidocs.plannrcrm.com/operation/operation-deleteapiv2factfindtemplatesfactfindtemplate_uuid.md)

- [Clone a fact-find template](https://apidocs.plannrcrm.com/operation/operation-postapiv2factfindtemplatesfactfindtemplate_uuidclone.md)

- [Generate a fact-find snapshot PDF](https://apidocs.plannrcrm.com/operation/operation-postapiv2factfindtemplatesfactfindtemplate_uuidgeneratepdf.md)

- [List the clients blocking edits to this template.](https://apidocs.plannrcrm.com/operation/operation-getapiv2factfindtemplatesfactfindtemplate_uuidactivesessions.md)

- [Publish a fact-find template.](https://apidocs.plannrcrm.com/operation/operation-postapiv2factfindtemplatesfactfindtemplate_uuidpublish.md)

- [Unpublish a fact-find template — retires it from the picker so no new
sessions can be created against it. Existing sessions are unaffected.](https://apidocs.plannrcrm.com/operation/operation-postapiv2factfindtemplatesfactfindtemplate_uuidunpublish.md)


[Powered by Bump.sh](https://bump.sh)