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": "4b765c96-84f0-4c79-ba4a-79ea127000fc",
"created_at": "2025-08-07T13:41:43+01:00",
"statistics": {
"recent_growth": 100
},
"updated_at": "2025-08-07T13:41:43+01:00",
"policy_number": "AVI-4837",
"is_main_account": false,
"active_portfolio": {
"name": "Risky Portfolio",
"uuid": "7e508fc1-d008-46a9-bf8c-8c7315b6019c",
"created_at": "2025-08-07T13:41:43+01:00",
"updated_at": "2025-08-07T13:41:43+01:00",
"is_proposed": true,
"proposed_at": "2025-08-07T00:00:00+01:00"
},
"latest_valuation": {
"uuid": "9ce65adf-32b0-455f-800e-5b196a23964c",
"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": "2025-08-07T13:41:43+01:00",
"created_at": "2025-08-07T13:41:43+01:00",
"updated_at": "2025-08-07T13:41:43+01:00",
"sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
}
}
]
}