Update a document pack
Headers
-
Content-Type string
-
Accept string
Path parameters
-
The ID of the document pack.
Body Required
-
Name of the document pack.
-
Short description of the document pack.
-
is_template boolean
Denotes whether document pack is a template or not.
PUT
/api/v1/document-pack/document-pack/{id}
curl \
-X PUT https://api.plannrcrm.com/api/v1/document-pack/document-pack/id \
-H "Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}" \
-H "Content-Type: application/json" \
-H "Accept: application/json" \
-d '{"name":"Terms and Conditions","description":"Terms and Conditions for our services","is_template":true}'
Request examples
# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
# Payload
{
"name": "Terms and Conditions",
"description": "Terms and Conditions for our services",
"is_template": true
}
Response examples (200)
{
"data": [
{
"name": "John's ISA",
"uuid": "77de2b5c-7b71-40e6-bf06-179c2698c067",
"created_at": "2025-01-12T12:55:59+00:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-01-12T12:55:59+00:00",
"policy_number": "AVI-4837",
"is_main_account": false,
"active_portfolio": {
"name": "Risky Portfolio",
"uuid": "375363ff-bd63-4d9c-b6a0-26f7dfa99536",
"created_at": "2025-01-12T12:55:59+00:00",
"updated_at": "2025-01-12T12:55:59+00:00",
"is_proposed": true,
"proposed_at": "2025-01-12T00:00:00+00:00"
},
"latest_valuation": {
"uuid": "12611a90-d700-4b50-a37d-c4164166576c",
"value": {
"amount": {
"example": "4000",
"description": "Money amount at their lowest denominator (for example: pennies)"
},
"currency": {
"example": "GBP",
"description": "Currency of the money"
},
"formatted": {
"example": "£40.00",
"description": "Money amount formatted with currency"
}
},
"valued_at": "2025-01-12T12:55:59+00:00",
"created_at": "2025-01-12T12:55:59+00:00",
"updated_at": "2025-01-12T12:55:59+00:00",
"sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
}
}
]
}