Create a document

POST /api/v1/document

Headers

application/json

Body Required

name string Required

The name of the document.
client_uuids array[string] Required

An array containing the client uuids that should be sent the document when it is built.
template_uuid string

The UUID of the document template you want to be used with this document. You must not provide the sfdt or docx fields when creating from a template.
known_dependants array[string]

Optional: The document variable dependants. Used to swap variables out for real data.

Responses

201 application/json
Hide response attributes Show response attributes object
- uuid string
  
  The UUID of the resource.
- created_at string
  
  The timestamp of when the resource was created.
- updated_at string
  
  The timestamp of when the resource was updated.
- version integer
  
  The document builder version. Used for internal purposes only. Defaults to 3
- name string
  
  The name of the document.
- status string
  
  The status of the document.
- required_dependants object
  
  The required dependant variables of the document.
  
  Additional properties are allowed.
- known_dependants object
  
  The dependants submitted to the document previously.
  
  Additional properties are allowed.
- public_docx_url string
  
  The download URL of the DOCX content. This is intended for the user to download if they are signed into Plannr. You can access this data via the API using the route in /api/v1.
- public_sfdt_url string
  
  The download URL of the SFDT (SyncFusion) content. This is intended for the user to download if they are signed into Plannr. You can access this data via the API using the route in /api/v1.
- public_pdf_url string
  
  The download URL of the PDF content. This is intended for the user to download if they are signed into Plannr. You can access this data via the API using the route in /api/v1.
- public_preview_url string
  
  The image preview URL of the document. This is intended for the user to preview the document before opening it. You can access this data via the API using the route in /api/v1.

POST /api/v1/document

curl \
 -X POST https://api.plannrcrm.com/api/v1/document \
 -H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
 -H "Content-Type: application/json" \
 -H "Accept: application/json" \
 -H "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
 -d '{"name":"Client Service Agreement","client_uuids":["fa519179-ec6f-4e54-90e1-df44d26f8ba5","8bda6aa3-9a05-4e9b-b590-79bb0c87319c"],"template_uuid":"d2691323-9846-4bff-b8bc-9d008da54463","known_dependants":[{"client-1":"3c873c56-bf67-48b9-b1f0-d9b49f9d3095"}]}'

Request examples

# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}

# Payload
{
  "name": "Client Service Agreement",
  "client_uuids": [
    "fa519179-ec6f-4e54-90e1-df44d26f8ba5",
    "8bda6aa3-9a05-4e9b-b590-79bb0c87319c"
  ],
  "template_uuid": "d2691323-9846-4bff-b8bc-9d008da54463",
  "known_dependants": [
    {
      "client-1": "3c873c56-bf67-48b9-b1f0-d9b49f9d3095"
    }
  ]
}

Response examples (201)

{
  "name": "Welcome Template",
  "uuid": "b160918e-865f-431c-b712-3bb2ba70e931",
  "status": "published",
  "version": 3,
  "created_at": "2025-01-12T12:55:59+00:00",
  "updated_at": "2025-01-12T12:55:59+00:00",
  "public_pdf_url": "https://plannr.valet/document/81e05ab0-0164-430e-9036-5cb56e09581c/content/pdf?plannr_account_uuid=ed969af1-3feb-4a17-b31f-11b40bb31cfc",
  "public_docx_url": "https://plannr.valet/document/a47b3c3b-3345-41d6-b14e-b1c5ac48c324/content/docx?plannr_account_uuid=af625be7-8951-480f-9012-bc31f733a3b6",
  "public_sfdt_url": "https://plannr.valet/document/4c32f50b-80ef-4471-afa3-c028bb3f2a8a/content/sfdt?plannr_account_uuid=7781917c-50a4-4271-b670-1c8057d38437",
  "known_dependants": {
    "client-1": "d627c139-4494-40b8-bc42-ba5e97ca6a18"
  },
  "public_preview_url": "https://plannr.valet/document/b6545842-26f5-4f22-8adc-1bdae21634eb/content/preview?plannr_account_uuid=ec1dbe86-a416-48cb-a20d-c5ca941dff40",
  "required_dependants": {
    "client-1": "client"
  }
}