Publish a document Run in API Explorer
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This will make the document un-editable and will upload a DOCX and PDF file to the client.
POST
/api/v1/document/{document_uuid}/publish
curl \
--request POST 'https://api.plannrcrm.com/api/v1/document/6ff8f7f6-1eb3-3525-be4a-3932c805afed/publish' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}"
Response examples (200)
[
{
"uuid": "3f63fb36-5fa8-4fe8-9969-6cee1577408b",
"created_at": "2026-07-17T15:25:29+01:00",
"updated_at": "2026-07-17T15:25:29+01:00",
"version": 3,
"name": "Welcome Template",
"status": "published",
"last_publishing_error": "There was an error converting this file to PDF. Please try again later.",
"required_dependants": {
"client-1": "client"
},
"known_dependants": {
"client-1": "ece4f889-5da0-483a-be12-775eb176a32d"
},
"public_docx_url": "https://api.plannrcrm.com/document/4ea5f4e9-a7ea-4996-b0cd-54bba56a5641/content/docx?plannr_account_uuid=b2fbf9c6-7c3a-45a6-a1ff-dcf90010c4fc",
"public_sfdt_url": "https://api.plannrcrm.com/document/57e90f04-ce2a-471e-a86a-a4f72853b0a0/content/sfdt?plannr_account_uuid=ae4ea6d7-2830-4647-91e6-b10a12b1e4fd",
"public_pdf_url": "https://api.plannrcrm.com/document/f9c53f2b-9ffb-4e97-a6a4-f8dcc2ae54ed/content/pdf?plannr_account_uuid=d7df2aca-f064-4072-8b53-9659998b8b1c",
"public_preview_url": "https://api.plannrcrm.com/document/92c35291-06dc-41aa-8895-88699af0c734/content/preview?plannr_account_uuid=41d9eaf2-78c2-4304-a9f6-e857da0a99ab"
}
]