addSubscriptionsforOffering

This method is used to add Subscription Documents to the offering through DocuSign. A template can be set up in DocuSign, allowing investor data to be auto-populated when the documents are sent. The Offering ID is required to add a Template Document. This method will return the Template ID as a successful response. To obtain the templateId needed for the templatename param, fetchSubscriptionDocuments can be used. A DocuSign business account connected to TransactAPI is required to use this method.

Request Parameters

Parameter	Required	Type	Description
clientID	yes	string	TransactAPI Client ID
developerAPIKey	yes	string	TransactAPI Developer Key
offeringId	yes	string	Offering ID that is generated by the API once an offering is created(createOffering) for the offering that the subscription document template is to be added
file_name	Yes	string	Template ID and Template Name (see example)

Sample Request

cURL

curl -k -X POST https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/v3/addSubscriptionsforOffering
-d developerAPIKey=somedeveloperkey
-d clientID=someclientid
-d file_name=templatename0= YourTemplateID--YourDocuSignTemplateName
-d offeringId=55593

Response Parameters

Parameter	Type	Description
statusCode	string	API Status Code
statusDesc	string	API Status Description
documentDetails	string	Returns the template details as an array

Sample Response

{
  "statusCode": "101",
  "statusDesc": "Ok",
  "document_details": [
    {
      "templateNameID": "55591",
      "templateName": "ABC Company",
      "offeringId": "55591"
    }
  ]
}

Test it Yourself!