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 \
--request POST https://api.plannrcrm.com/api/v1/document/document_uuid/publish \
--header "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
--header "Content-Type: application/json" \
--header "Accept: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
{
"name": "Welcome Template",
"uuid": "361a7c24-4608-4e0d-9664-554396f07526",
"status": "published",
"version": 3,
"created_at": "2025-02-20T10:13:04+00:00",
"updated_at": "2025-02-20T10:13:04+00:00",
"public_pdf_url": "https://plannr.valet/document/a343c3d9-2334-4579-bd8e-1658591c3bdf/content/pdf?plannr_account_uuid=4c0275a7-bef1-4e4e-80c8-de979813f903",
"public_docx_url": "https://plannr.valet/document/d85c26e4-ab2b-49bd-90bd-7b26449b7f40/content/docx?plannr_account_uuid=937a3dd9-984f-4071-adf1-421336db43c4",
"public_sfdt_url": "https://plannr.valet/document/317ef3db-3295-4e67-b8e3-034ed60f4942/content/sfdt?plannr_account_uuid=26ad8072-67d2-4d32-8192-7f69fe6f418c",
"known_dependants": {
"client-1": "53ab460b-4d9d-4350-b676-caa1b0b4e62e"
},
"public_preview_url": "https://plannr.valet/document/38431e62-2557-4151-928b-c7a532f98f67/content/preview?plannr_account_uuid=342f1014-a5dc-4661-a0da-c03a44bc23f4",
"required_dependants": {
"client-1": "client"
}
}