Publish a document
This will make the document un-editable and will upload a DOCX and PDF file to the client.
Headers
-
Content-Type string
-
Accept string
-
X-PLANNR-ACCOUNT-UUID string
POST
/api/v1/document/{document_uuid}/publish
curl \
-X POST https://api.plannrcrm.com/api/v1/document/document_uuid/publish \
-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}"
Response examples (200)
{
"name": "Welcome Template",
"uuid": "022e9d3e-67be-4047-8e92-2562d54922a8",
"status": "published",
"version": 3,
"created_at": "2025-01-21T09:11:11+00:00",
"updated_at": "2025-01-21T09:11:11+00:00",
"public_pdf_url": "https://plannr.valet/document/f0cbfda5-e131-48bb-829c-50fb55dd42db/content/pdf?plannr_account_uuid=ee89f2a1-3e9d-4977-a80d-fe3b0fa08a3d",
"public_docx_url": "https://plannr.valet/document/68baa73b-53ec-4a2a-9fde-a38994662a61/content/docx?plannr_account_uuid=75f3a61e-3c16-4313-b301-1afee4f3ce32",
"public_sfdt_url": "https://plannr.valet/document/b1ff8977-9895-4581-aadc-078a0eda06de/content/sfdt?plannr_account_uuid=ceaa2324-9061-49f6-84b8-44acc1df0fd4",
"known_dependants": {
"client-1": "85c43280-f865-4fec-8a77-ab8e4766b03a"
},
"public_preview_url": "https://plannr.valet/document/486314bd-d619-47a7-9a24-af06691709eb/content/preview?plannr_account_uuid=b9ab088a-39fd-43b9-9d3f-22342ac87fb3",
"required_dependants": {
"client-1": "client"
}
}