Body
Required
-
Participants who will be viewing and signing the documents. Must be given in the order you would like the participants to view the documents.
-
Array document template UUIDs to be added as adhoc documents of the document signing process. Required without document_pack.
-
Array variable dependant models that are needed for variable replacing across all documents that are provided.
POST
/api/v1/document-signing
curl \
--request POST 'https://api.plannrcrm.com/api/v1/document-signing' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--header "X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}" \
--data '{"participant_uuids":["0cad10ac-5db1-4b08-8ca5-879dd9a74f52","1e410bb4-2f17-43d1-b4da-14ee4f7eae1e"],"document_template_uuids":["f0dea6e2-de0c-42ac-b111-98dd78643b59","5b9ebde8-8786-4ddb-a3aa-ef66d133000b"],"document_template_dependants":[{"client-1":"e7bd09ea-28c7-4731-8868-41b080075ad6","client-2":"dea063be-9961-4ac0-97fc-e3c50f51d194"}]}'
Request examples
# Headers
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"participant_uuids": [
"0cad10ac-5db1-4b08-8ca5-879dd9a74f52",
"1e410bb4-2f17-43d1-b4da-14ee4f7eae1e"
],
"document_template_uuids": [
"f0dea6e2-de0c-42ac-b111-98dd78643b59",
"5b9ebde8-8786-4ddb-a3aa-ef66d133000b"
],
"document_template_dependants": [
{
"client-1": "e7bd09ea-28c7-4731-8868-41b080075ad6",
"client-2": "dea063be-9961-4ac0-97fc-e3c50f51d194"
}
]
}
Response examples (200)
{
"name": 1000243230,
"uuid": "b75aee63-da04-4bd1-932c-03b2ded5bd12",
"status": "pending",
"documents": [
{
"name": "Welcome Pack",
"uuid": "53e8f277-092f-4066-a83f-ca939b9280d9",
"status": "pending",
"created_at": "2025-09-05T20:52:47+01:00",
"updated_at": "2025-09-05T20:52:47+01:00",
"alphatrust_id": 1000455612
}
],
"created_at": "2025-09-05T20:52:47+01:00",
"updated_at": "2025-09-05T20:52:47+01:00",
"launched_by": {
"firm": "App\\Http\\Resources\\FirmResource",
"name": "Gareth Thompson",
"role": "client",
"tags": "App\\Http\\Resources\\TagResource",
"type": "client",
"uuid": "f353d968-ec1c-4390-a5ef-4baabf7cdad0",
"email": "gareth@codepotato.co.uk",
"groups": "App\\Http\\Resources\\GroupResource",
"owners": "App\\Http\\Resources\\AccountResource",
"circles": "App\\Http\\Resources\\CircleResource",
"last_name": "Thompson",
"photo_url": "https://eu.ui-avatars.com/api/?name=gareth+thompson",
"created_at": "2025-09-05T20:52:47+01:00",
"first_name": "Gareth",
"updated_at": "2025-09-05T20:52:47+01:00",
"with_login": true,
"inactive_at": "2025-09-05",
"custom_fields": "App\\Http\\Resources\\CustomFieldValueResource",
"introduced_by": "App\\Http\\Resources\\AccountResource",
"primary_email": "App\\Http\\Resources\\ContactDetailResource",
"can_be_deleted": "false",
"assigned_adviser": "App\\Http\\Resources\\AccountResource",
"next_review_date": "2025-09-05T20:52:47+01:00",
"has_joint_account": true,
"current_time_entry": "App\\Http\\Resources\\TimeEntryResource",
"first_contact_date": "2025-09-05T20:52:47+01:00",
"external_references": "App\\Http\\Resources\\ExternalReferenceResource",
"assigned_paraplanner": "App\\Http\\Resources\\AccountResource",
"joint_account_circle": "App\\Http\\Resources\\CircleResource",
"ownership_percentage": 100,
"previous_review_date": "2025-09-05T20:52:47+01:00",
"primary_phone_number": "App\\Http\\Resources\\ContactDetailResource",
"assigned_administrator": "App\\Http\\Resources\\AccountResource",
"anniversary_review_date": "2025-09-05T20:52:47+01:00"
},
"participants": [
{
"name": "Gareth Thompson",
"uuid": "3916ec09-589d-4c0b-a280-f029ccd84fcd",
"status": "pending",
"created_at": "2025-09-05T20:52:47+01:00",
"updated_at": "2025-09-05T20:52:47+01:00",
"alphatrust_id": 1000145124
}
]
}