Overview

The Send Subscription Document endpoint initiates the initial delivery of subscription documents to investors for a specific trade. This API creates new document envelopes using DocuSign integration, populating templates with comprehensive investor data including account details, party information, banking details, and regulatory compliance fields. The endpoint validates all required parameters (offeringId, accountId, tradeId), ensures proper account relationships exist, and verifies that subscription documents are configured for the offering. Once validated, it generates new document keys, sends the documents to the primary party's email address, and updates the investment records with the document status set to 'NOTSIGNED'. For scenarios where documents need to be sent again after initial delivery, use the complementary Resend Subscription Documents endpoint instead.

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 when an offering is created (createOffering)
accountId	yes	string	Account ID that is generated by the API when an account is created (createAccount)
tradeId	yes	string	Trade ID that is generated by the API when an trade is created (createTrade)

Sample Request

curl -k -X POST https://api-sandboxdash.norcapsecurities.com/tapiv3/index.php/v3/sendSubscriptionDocument
-d developerAPIKey=somedeveloperkey
-d clientID=someclientid
-d offeringId=273410
-d accountId=A12345 
-d tradeId=123456789

Response Parameters

Parameter	Type	Description
statusCode	string	API Status Code
statusDesc	string	API Status Description
document_details	string	Document details of the matched Party (documentKey, esignStatus, partyId)

Sample Response

{
  "statusCode": "101",
  "statusDesc": "Ok",
  "document_details": "Subscription Document Sent Successfully"
}

Test it Yourself!