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

clientIDyesstringTransactAPI Client ID
developerAPIKeyyesstringTransactAPI Developer Key
offeringIdyesstringOffering 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_nameYesstringTemplate ID and Template Name (see example)

Sample Request

curl -k -X POST
-d developerAPIKey=somedeveloperkey
-d clientID=someclientid
-d file_name=templatename0= YourTemplateID--YourDocuSignTemplateName
-d offeringId=55593

Response Parameters

statusCodestringAPI Status Code
statusDescstringAPI Status Description
documentDetailsstringReturns the template details as an array

Sample Response

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

Test it Yourself!

Click Try It! to start a request and see the response here!