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": "477632e7-1977-4444-84ab-94842ad83064",
"created_at": "2026-09-17T15:11:00+01:00",
"updated_at": "2026-09-17T15:11:00+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": "a57e2dcd-44a0-404b-b007-bf0680b8e5f1"
},
"public_docx_url": "https://api.plannrcrm.com/document/f44ae504-7c7d-4ff1-a36b-49ea6fd3476c/content/docx?plannr_account_uuid=6b6c5fa8-eddb-4f50-855a-ab5e7b6e37e1",
"public_sfdt_url": "https://api.plannrcrm.com/document/b044470f-4454-4cd1-8961-0e5d9467de4d/content/sfdt?plannr_account_uuid=200bf353-113d-492a-981d-847852095ac4",
"public_pdf_url": "https://api.plannrcrm.com/document/9d0a00a2-8620-409a-bd60-1c7a20cf724d/content/pdf?plannr_account_uuid=63f3c612-3b6e-41e9-869e-1e6347f4e5d4",
"public_preview_url": "https://api.plannrcrm.com/document/80bab189-ddab-4f47-905c-b5d7fe45e2cf/content/preview?plannr_account_uuid=974c5488-3bca-4bd3-88bf-638b35b26c4f"
}
]