resendSubscriptionDocuments

The Resend Subscription Documents endpoint handles the re-delivery of previously sent subscription documents to investors.

Overview

The Resend Subscription Documents endpoint handles the re-delivery of previously sent subscription documents to investors. Unlike the initial send endpoint, this API requires that subscription documents have already been sent and signed for the specified trade, adding an additional validation layer to ensure document history exists. Rather than creating entirely new document envelopes, this endpoint reuses existing DocuSign envelopes and updates recipient information to trigger re-delivery. The API fetches existing unsigned document details and calls the DocuSign resend envelope service to notify recipients again. This approach maintains document continuity while allowing for re-engagement with investors who may have missed or need to review their subscription documents again. For first-time document delivery, use the Send Subscription Document endpoint instead.

Request Parameters

ParameterRequiredTypeDescription
clientIDyesstringTransactAPI Client ID
developerAPIKeyyesstringTransactAPI Developer Key
offeringIdyesintegerOffering ID that is generated by the API when an offering is created (createOffering)
accountIdyesstringAccount ID that is generated by the API when an account is created (createAccount)
tradeIdyesintegerTrade ID that is generated by the API when an account is created (createTrade)

Sample Request

curl -k -X POST https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/v3/resendSubscriptionDocuments
-d developerAPIKey=somedeveloperkey
-d clientID=someclientid
-d offeringId=273410
-d accountId=A12345
-d tradeId=1001347178

Response Parameters

ParameterTypeDescription
statusCodestringAPI Status Code
statusDescstringAPI Status Description
document_detailsstringDocument details of the matched Party (documentKey, esignStatus, partyId)

Sample Response

{
    "statusCode": "101",
    "statusDesc": "Ok",
    "document_details": [
        {
            "documentKey": "XS8TLG54E6Q226M",
            "esignStatus": "NOTSIGNED",
            "accountId": "A12345"
        },
        {
            "documentKey": "XS8TLGQ476P37X5",
            "esignStatus": "NOTSIGNED",
            "accountId": "A12345"
        },
        {
            "documentKey": "XS8VFT92I3M4LX9",
            "esignStatus": "NOTSIGNED",
            "accountId": "A12345"
        }
    ]
}

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