Send Party Agreement

This method is used to send the document/optional agreement to a party for signature. This document is usually presented to the party as an agreement that needs to be signed before they are allowed to invest (investor agreement). 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
partyId yes string Party ID that is generated by the API when an individual party is created(createParty)

Sample Request

curl -k -X POST https://api.norcapsecurities.com/tapiv3/index.php/v3/sendPartyAgreement
-d developerAPIKey=somedeveloperkey
-d clientID=someclientid
-d partyId=P12345

Response Parameters

Parameter Type Description
statusCode string API Status Code
statusDesc string API Status Description
partyDetails string Party details of the matched parties ( partyId, documentKey)

Sample Response

{
    "statusCode": "101",
    "statusDesc": "Ok",
    "partyDetails": {
        "partyId": "7176503",
        "documentKey": "XLUR7ZL6L2BXBXD"
    }
}
Click on the "Test it yourself" button to see how it works
Click on the "Error Codes" button to see list of error codes

Custodial Account