PUT /api/v1/document-pack/document-pack/{uuid}
Personal access token & O auth2

Path parameters

  • uuid string Required
application/json

Body

  • name string Required

    Name of the document pack.

  • description string Required

    Short description of the document pack.

  • is_template boolean

    Denotes whether document pack is a template or not.

Responses

  • 200 application/json
    Hide response attribute Show response attribute object
    • data array[object]
      Hide data attributes Show data attributes object
      • uuid string

        UUID of the sub account

      • created_at string

        The timestamp of when the resource was created.

      • updated_at string

        The timestamp of when the resource was created.

      • name string

        Descriptive name of the sub account

      • policy_number string

        Provider reference of the sub account

      • latest_valuation object

        The latest valuation of the sub account

        Hide latest_valuation attributes Show latest_valuation attributes object
        • uuid string
        • created_at string
        • updated_at string
        • valued_at string
        • value object
          Hide value attributes Show value attributes object
          • amount object
            Hide amount attributes Show amount attributes object
            • example string
            • description string
          • formatted object
            Hide formatted attributes Show formatted attributes object
            • example string
            • description string
          • currency object
            Hide currency attributes Show currency attributes object
            • example string
            • description string
        • sub_account string
      • is_main_account boolean

        Denotes if the sub account a main account of the plan

      • active_portfolio object

        The active portfolio of the sub account

        Hide active_portfolio attributes Show active_portfolio attributes object
        • uuid string
        • created_at string
        • updated_at string
        • is_proposed boolean
        • proposed_at string
        • name string
      • statistics object

        The statistics on a sub account. Only displayed when you retrieve an individual sub-account.

        Hide statistics attribute Show statistics attribute object
        • recent_growth integer
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": [
    {
      "uuid": "9fbccd98-f584-4d09-8a61-28b866aa046c",
      "created_at": "2026-05-20T13:55:09+01:00",
      "updated_at": "2026-05-20T13:55:09+01:00",
      "name": "John's ISA",
      "policy_number": "AVI-4837",
      "latest_valuation": {
        "uuid": "1e399ed9-2f6b-4e8e-9181-968ead637f81",
        "created_at": "2026-05-20T13:55:09+01:00",
        "updated_at": "2026-05-20T13:55:09+01:00",
        "valued_at": "2026-05-20T13:55:09+01:00",
        "value": {
          "amount": {
            "example": "4000",
            "description": "Money amount at their lowest denominator (for example: pennies)"
          },
          "formatted": {
            "example": "£40.00",
            "description": "Money amount formatted with currency"
          },
          "currency": {
            "example": "GBP",
            "description": "Currency of the money"
          }
        },
        "sub_account": "App\\Http\\Resources\\Plans\\SubAccountResource"
      },
      "is_main_account": false,
      "active_portfolio": {
        "uuid": "5f2f5fa8-fc3a-41ec-848e-5c8c159798f8",
        "created_at": "2026-05-20T13:55:09+01:00",
        "updated_at": "2026-05-20T13:55:09+01:00",
        "is_proposed": true,
        "proposed_at": "2026-05-20T00:00:00+01:00",
        "name": "Risky Portfolio"
      },
      "statistics": {
        "recent_growth": 100
      }
    }
  ]
}