Add Subscriptions For Offering

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. A DocuSign business account connected to TransactAPI is required to use this method.

Request Method : POST

Request Parameters

Parameter Required Type Description
clientID yes string Transact API Client ID
developerAPIKey yes string Transact API Developer Key
templatename yes string The name of the template as it is titled in Docusign.
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 no string File name of the uploaded document. No special characters can be included in the file name.

Sample Request

curl -k -X POST
-d developerAPIKey=somedeveloperkey
-d clientID=someclientid
-d templatename=XEXZP636F3A3A36--Alpha
-d offeringId=55593

Response Parameters

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

Sample Response

  "statusCode": "101",
  "statusDesc": "Ok",
  "document_details": [
      "templateNameID": "55591",
      "templateName": "ABC Company",
      "offeringId": "55591"
Click on the "Test it yourself" button to see how it works
Click on the "Error Codes" button to see list of error codes

ACH Distributions