addDocumentsforOffering

This method is used to add a document to an offering. Only .pdf, .xls, and .docx files can be uploaded. Only PDF files are able to be watermarked. 50 MB max file upload.

Request Parameters

Parameter	Required	Type	Description
clientID	yes	string	TransactAPI Client ID
developerAPIKey	yes	string	TransactAPI Developer Key
offeringId	yes	integer	Offering ID that is generated by the API once an offering is created (createOffering)
documentTitle	yes	string	Title/label for the uploaded document
documentFileReferenceCode	yes	string	Reference code for the uploaded document (can be any number to use for tracking)
file_name	yes	string	File name of the uploaded document. No special characters can be included in the file name.
userfile0	yes	string	While uploading the PDF files, please provide a temporary file name. Prefix @ on the file name. Eg : @/tmp/phpAHi2ZC Request parameter should be userfile0, userfile1, userfile2,...userfilen for multiple documents upload. Refer Sample Request set below
templateName	no	conditional	Offering Document Template Name (can be used if using certain templates for tracking)
approval	no	string	Has the Document been approved by a Registered Principal? Yes or No
supervisorname	no	string	Name of the Approving Principal
date	no	integer	Date that the Document was Approved
createdIpAddress	no	string	IP Address of the addDocumentsforOffering method call

Sample Request

cURL

SINGLE UPLOAD
--------------------------------------
curl --location 'https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/v3/addDocumentsforOffering' \
--header 'Content-Type: application/x-www-form-urlencoded' \
--form 'clientID="ClientID"' \
--form 'developerAPIKey="DeveloperAPIKey"' \
--form 'offeringId="1338707"' \
--form 'documentTitle="documentTitle0= LaurenTest"' \
--form 'documentFileReferenceCode="220323024315"' \
--form 'file_name="filename0= Test.pdf"' \
--form 'userfile0=@"/Users/laurencoalmer/Documents/Test.pdf"' \
--form 'approval="yes"' \
--form 'supervisorname="Lauren"' \
--form 'date="02-04-2016"' \
--form 'createdIpAddress="10.0.0.9"'

MULTIPLE UPLOAD
--------------------------------------
curl -k -X POST https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/v3/addDocumentsforOffering
--f developerAPIKey=somedeveloperkey
--f clientID=someclientid
--f offeringId=55593
--f documentTitle=documentTitle0=Tagme&documentTitle1=Tested
--f documentFileReferenceCode=ReferenceCode
--f file_name=filename0=page2.pdf&filename1=page3.pdf
--f userfile0=@/tmp/phpAHi2ZC
--f userfile1=@/tmp/phpDSGTUT
--f templateName=sample document
--f approval=yes
--f supervisorname=peter
--f date=02-04-2016
--f createdIpAddress=10.0.0.9

Response Parameters

Parameter	Type	Description
statusCode	string	API Status Code
statusDesc	string	API Status Description
offeringId	integer	Offering ID generated by the API
documentId	string	Document ID generated by the API
documentURL	string	Uploaded document URL

Sample Response

{
  statusCode: "101",
  statusDesc: "Ok",
  document_details: [
    {
      offeringId: "7671",
      documentId: "21344",
      documentReferenceCode: "24102016121212",
      documentURL: "https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/stamp/PDF/VGVzdA==/GKrQ241016060807.pdf"
    },
    {
      offeringId: "7671",
      documentId: "52348",
      documentReferenceCode: "24102016121212",
      documentURL: "https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/stamp/PDF/VGVzdA==/GKrQ2410160608071.pdf"
    }
  ]
}

Test it Yourself!