Get all documents

GET /api/v1/document
Personal access token & O auth2

Headers

  • X-PLANNR-ACCOUNT-UUID string

Query parameters

  • include string

    Comma separated list of relationships to include in the response. Valid relationships are [clients, file].

  • filter[uuid] string

    Filter by a comma separated list of UUIDs.

  • filter[name] string

    Filter by partial document title

  • filter[created_before] string

    date Filter documents created before a given date. Format: YYYY-MM-DD

  • filter[created_after] string

    date Filter documents created after a given date. Format: YYYY-MM-DD

  • filter[client_uuids] string

    Filter by a comma separated list of client UUIDs.

  • filter[circle_uuids] string

    Comma separated string of circle UUIDs to filter by.

  • sort string

    Field to sort by. Valid fields are [created_at, updated_at]. Negative sign to denote DESC. Defaults to 'updated_at'.

  • per_page integer

    Number of results to return with pagination (Default 15. Max 500).

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
    • data array[object]
      Hide data attributes Show data attributes object
      • uuid string
      • created_at string
      • updated_at string
      • version integer
      • name string
      • status string
      • last_publishing_error string
      • required_dependants object
        Hide required_dependants attribute Show required_dependants attribute object
        • client-1 string
      • known_dependants object
        Hide known_dependants attribute Show known_dependants attribute object
        • client-1 string
      • public_docx_url string
      • public_sfdt_url string
      • public_pdf_url string
      • public_preview_url string
GET /api/v1/document 
curl \
 --request GET 'https://api.plannrcrm.com/api/v1/document' \
 --header "Authorization: Bearer $ACCESS_TOKEN" \
 --header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200) 
{
  "data": [
    {
      "name": "Welcome Template",
      "uuid": "8a1adcb1-a2ec-4291-8eb4-f5fab6cf061a",
      "status": "published",
      "version": 3,
      "created_at": "2025-08-07T13:41:43+01:00",
      "updated_at": "2025-08-07T13:41:43+01:00",
      "public_pdf_url": "https://api.plannrcrm.com/document/2abb7b7d-8361-4213-b59d-2fa5b3ffaf09/content/pdf?plannr_account_uuid=68da498c-0074-4c93-bcea-798543ea2f8a",
      "public_docx_url": "https://api.plannrcrm.com/document/110c8af9-cec2-4b89-aa46-85a448bf59ca/content/docx?plannr_account_uuid=a799b54e-949f-4d30-a0e9-e7d501fee523",
      "public_sfdt_url": "https://api.plannrcrm.com/document/2ca79981-e1de-462a-984b-97fa46f97ff9/content/sfdt?plannr_account_uuid=9ae3cd0c-cb7f-4908-8762-4626ba457064",
      "known_dependants": {
        "client-1": "b5eadc22-2eb4-4ba6-a14c-749799079595"
      },
      "public_preview_url": "https://api.plannrcrm.com/document/9d692902-4c7c-4f2e-81a3-ccb0bfed833d/content/preview?plannr_account_uuid=cb5a2610-b78a-44f7-be12-47d8c48ce0c8",
      "required_dependants": {
        "client-1": "client"
      },
      "last_publishing_error": "There was an error converting this file to PDF. Please try again later."
    }
  ]
}