Update a document template
Headers
-
Content-Type
string -
Accept
string -
X-PLANNR-ACCOUNT-UUID
string
Path parameters
-
documentTemplate_uuid
string Required
PUT
/api/v1/document-template/{documentTemplate_uuid}
curl \
--request PUT 'https://api.plannrcrm.com/api/v1/document-template/documentTemplate_uuid' \
--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}" \
--data '{"name":"Welcome Template"}'
Request examples
# Headers
Authorization: Bearer {OAUTH_ACCESS_TOKEN or PERSONAL_ACCESS_TOKEN}
Content-Type: application/json
Accept: application/json
X-PLANNR-ACCOUNT-UUID: {YOUR_PLANNR_ACCOUNT_UUID}
# Payload
{
"name": "Welcome Template"
}
Response examples (200)
{
"name": "Welcome Template",
"uuid": "ca85e7cd-35a2-457c-aec1-722687a28295",
"version": 3,
"created_at": "2025-04-22T13:44:19+01:00",
"updated_at": "2025-04-22T13:44:19+01:00",
"public_pdf_url": "https://plannr.valet/document-template/d9c3f2f6-04a7-40d0-9d3b-85982c03242b/content/pdf?plannr_account_uuid=ea1371b0-eb4e-4cda-90fd-2c0714743804",
"public_docx_url": "https://plannr.valet/document-template/b1b6de65-b9f5-481d-b51f-74d656396db0/content/docx?plannr_account_uuid=3226ad0b-0770-44df-b455-cdc16caecdb6",
"public_sfdt_url": "https://plannr.valet/document-template/0affb055-9b9c-453e-9770-90b01895c93b/content/sfdt?plannr_account_uuid=776356a2-15bc-47ee-86e9-944df7f3c132",
"public_preview_url": "https://plannr.valet/document-template/e3551aeb-8f0f-474d-901c-49a3f11c1056/content/preview?plannr_account_uuid=036f2bab-5ff7-45cc-9daa-91c620eda2c1",
"required_dependants": {
"client-1": "client"
}
}