PUT
/api/v1/document-pack/document-pack/{uuid}
curl \
--request PUT 'https://api.plannrcrm.com/api/v1/document-pack/document-pack/6ff8f7f6-1eb3-3525-be4a-3932c805afed' \
--header "Authorization: Bearer $ACCESS_TOKEN" \
--header "Content-Type: application/json" \
--data '{"name":"Terms and Conditions","description":"Terms and Conditions for our services","is_template":true}'
Request examples
{
"name": "Terms and Conditions",
"description": "Terms and Conditions for our services",
"is_template": true
}
Response examples (200)
{
"data": [
{
"name": "John's ISA",
"uuid": "c3a6ab91-55e9-407e-9d24-2817faf8a1c0",
"created_at": "2025-08-27T17:31:26+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-08-27T17:31:26+01:00",
"policy_number": "AVI-4837",
"is_main_account": false,
"active_portfolio": {
"name": "Risky Portfolio",
"uuid": "c6f25813-73e6-4d9f-92e2-62b93df75dd7",
"created_at": "2025-08-27T17:31:26+01:00",
"updated_at": "2025-08-27T17:31:26+01:00",
"is_proposed": true,
"proposed_at": "2025-08-27T00:00:00+01:00"
},
"latest_valuation": {
"uuid": "38ecae61-ead3-4c28-a849-156049fb82ea",
"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": "2025-08-27T17:31:26+01:00",
"created_at": "2025-08-27T17:31:26+01:00",
"updated_at": "2025-08-27T17:31:26+01:00",
"sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
}
}
]
}