// The next two functions simply create the html for the status tables. You can safely ignore these.
protected void CreateStatusTable(DocuSignAPI.FilteredEnvelopeStatuses statuses)
{
foreach (DocuSignAPI.EnvelopeStatus status in statuses.EnvelopeStatuses)
{
var containerDiv = new System.Web.UI.HtmlControls.HtmlGenericControl("div");
var info = new System.Web.UI.HtmlControls.HtmlGenericControl("p")
{
InnerHtml =
"<a href=\"javascript:toggle('" + status.EnvelopeID + "_Detail" +
"');\"><img src=\"images/plus.png\"></a> " + status.Subject + " (" + status.Status.ToString() +
") - " + status.EnvelopeID
};
containerDiv.Controls.Add(info);
System.Web.UI.HtmlControls.HtmlGenericControl envelopeDetail = CreateEnvelopeTable(status);
envelopeDetail.Attributes[Keys.Class] = "detail";
envelopeDetail.Attributes[Keys.Id] = status.EnvelopeID + "_Detail";
containerDiv.Controls.Add(envelopeDetail);
var tr = new System.Web.UI.HtmlControls.HtmlTableRow();
var tc = new System.Web.UI.HtmlControls.HtmlTableCell();
tc.Controls.Add(containerDiv);
tr.Cells.Add(tc);
statusTable.Rows.Add(tr);
}
}
protected System.Web.UI.HtmlControls.HtmlGenericControl CreateEnvelopeTable(DocuSignAPI.EnvelopeStatus status)
{
System.Web.UI.HtmlControls.HtmlTable envelopeTable = new System.Web.UI.HtmlControls.HtmlTable();
System.Web.UI.HtmlControls.HtmlGenericControl envelopeDiv = new System.Web.UI.HtmlControls.HtmlGenericControl("div");
int recipIndex = 0;
foreach (DocuSignAPI.RecipientStatus recipient in status.RecipientStatuses)
{
System.Web.UI.HtmlControls.HtmlGenericControl info = new System.Web.UI.HtmlControls.HtmlGenericControl("p");
String recipId = "Recipient_Detail_" + status.EnvelopeID + "_" + recipient.RoutingOrder + "_" + recipient.UserName + "_" + recipient.Email + "_" + recipIndex++;
info.InnerHtml = "<a href=\"javascript:toggle('" + recipId + "');\"><img src=\"images/plus.png\"></a> Recipient - " +
recipient.UserName + ": " + recipient.Status.ToString();
if (recipient.Status != DocuSignAPI.RecipientStatusCode.Completed && recipient.ClientUserId != null)
{
info.InnerHtml += " <input type=\"submit\" id=\"" + status.EnvelopeID + "\" value=\"Start Signing\" name=\"DocEnvelope+" + status.EnvelopeID + "&Email+" + recipient.Email + "&UserName+" +
recipient.UserName + "&CID+" + recipient.ClientUserId + "\">";
}
if (recipient.TabStatuses != null)
{
System.Web.UI.HtmlControls.HtmlGenericControl tabs = new System.Web.UI.HtmlControls.HtmlGenericControl("div");
foreach (DocuSignAPI.TabStatus tab in recipient.TabStatuses)
{
System.Web.UI.HtmlControls.HtmlGenericControl t = new System.Web.UI.HtmlControls.HtmlGenericControl("p");
t.InnerHtml = tab.TabName + ": " + tab.TabValue;
tabs.Controls.Add(t);
}
tabs.Attributes["id"] = recipId;
tabs.Attributes["class"] = "detail";
info.Controls.Add(tabs);
}
envelopeDiv.Controls.Add(info);
}
System.Web.UI.HtmlControls.HtmlGenericControl documents = new System.Web.UI.HtmlControls.HtmlGenericControl("p");
documents.InnerHtml = "<a href=\"javascript:toggle('" + status.EnvelopeID + "_Detail_Documents" + "');\"><img src=\"images/plus.png\"></a> Documents";
if (status.Status == DocuSignAPI.EnvelopeStatusCode.Completed)
{
documents.InnerHtml += " <input type=\"submit\" id=\"" + status.EnvelopeID + "\" value=\"Download\" name=\"" + status.EnvelopeID + "\";>";
}
envelopeDiv.Controls.Add(documents);
if (status.DocumentStatuses != null)
{
System.Web.UI.HtmlControls.HtmlGenericControl documentDiv = new System.Web.UI.HtmlControls.HtmlGenericControl("div");
foreach (DocuSignAPI.DocumentStatus document in status.DocumentStatuses)
{
System.Web.UI.HtmlControls.HtmlGenericControl info = new System.Web.UI.HtmlControls.HtmlGenericControl("p");
info.InnerHtml = document.Name;
documentDiv.Controls.Add(info);
}
documentDiv.Attributes["id"] = status.EnvelopeID + "_Detail_Documents";
documentDiv.Attributes["class"] = "detail";
envelopeDiv.Controls.Add(documentDiv);
}
return envelopeDiv;
}
// Add the recipients to the UI
protected void AddRecipients(DocuSignAPI.Recipient[] recipients)
{
int i = 1;
foreach (DocuSignAPI.Recipient recipient in recipients)
{
System.Web.UI.HtmlControls.HtmlTableRow row = new System.Web.UI.HtmlControls.HtmlTableRow();
System.Web.UI.HtmlControls.HtmlTableCell roleCell = new System.Web.UI.HtmlControls.HtmlTableCell();
System.Web.UI.HtmlControls.HtmlTableCell nameCell = new System.Web.UI.HtmlControls.HtmlTableCell();
System.Web.UI.HtmlControls.HtmlTableCell emailCell = new System.Web.UI.HtmlControls.HtmlTableCell();
System.Web.UI.HtmlControls.HtmlTableCell securityCell = new System.Web.UI.HtmlControls.HtmlTableCell();
System.Web.UI.HtmlControls.HtmlTableCell inviteCell = new System.Web.UI.HtmlControls.HtmlTableCell();
roleCell.InnerHtml = "<input id=\"RecipientRole\" type=\"text\" readonly=\"true\" name=\"RecipientRole" + i.ToString() + "\" value=\"" + recipient.RoleName + "\"/>";
nameCell.InnerHtml = "<input id=\"RecipientName\" type=\"text\" name=\"RecipientName" + i.ToString() + "\" value=\"" + recipient.UserName + "\"/>";
emailCell.InnerHtml = "<input id=\"RecipientEmail\" type=\"text\" name=\"RecipientEmail" + i.ToString() + "\" value=\"" + recipient.Email + "\"/>";
string security = "";
if (!String.IsNullOrEmpty(recipient.AccessCode))
{
security = "Access code: " + recipient.AccessCode;
}
else if (recipient.PhoneAuthentication != null)
{
security = "Phone Authentication";
}
else if (recipient.RequireIDLookup)
{
security = "ID Check";
}
else
{
security = "None";
}
securityCell.InnerHtml = "<input id=\"RecipientSecurity\" type=\"text\" readonly=\"true\" name=\"RecipientSecurity" + i.ToString() + "\" value=\"" + security + "\"/>";
inviteCell.InnerHtml = "<ul class=\"switcher\" name=\"RecipientInvite" + i.ToString() + "\" ><li class=\"active\"><a href=\"#\" title=\"On\">ON</a></li><li><a href=\"#\" title=\"OFF\">OFF</a></li><input id=\"RecipientInviteToggle" + i.ToString() + "\" name=\"RecipientInviteToggle" + i.ToString() + "\" value=\"RecipientInviteToggle" + i.ToString() + "\" type=\"checkbox\" checked=\"\" style=\"display: none\"></ul>";
//<ul class="switcher" id="RecipientInvite1">
// <li id="RecipientInviteon1" class="active"><a href="#" title="On">ON</a></li>
// <li id="RecipientInviteoff1"><a href="#" title="OFF">OFF</a></li>
// <input id="RecipientInviteToggle1" name="RecipientInviteToggle1" value="RecipientInviteToggle1" type="checkbox" checked="" style="display: none">
//</ul>
inviteCell.Attributes["ID"] = String.Format("RecipientInvite{0}", recipient.ID);
inviteCell.Attributes["name"] = String.Format("RecipientInvite{0}", recipient.ID);
row.Cells.Add(roleCell);
row.Cells.Add(nameCell);
row.Cells.Add(emailCell);
row.Cells.Add(securityCell);
row.Cells.Add(inviteCell);
RecipientTable.Rows.Add(row);
i++;
}
}
protected void SendNow(DocuSignAPI.Envelope envelope)
{
DocuSignAPI.APIServiceSoapClient client = CreateAPIProxy();
try
{
// Create and send the envelope in one step
DocuSignAPI.EnvelopeStatus status = client.CreateAndSendEnvelope(envelope);
// If we succeeded, go to the status
if (status.SentSpecified)
{
base.AddEnvelopeID(status.EnvelopeID);
Response.Redirect("GetStatusAndDocs.aspx", false);
}
}
catch (Exception ex)
{
base.GoToErrorPage(ex.Message);
}
}
protected void EmbedSending(DocuSignAPI.Envelope envelope)
{
DocuSignAPI.APIServiceSoapClient client = CreateAPIProxy();
try
{
// Create the envelope (but don't send it!)
DocuSignAPI.EnvelopeStatus status = client.CreateEnvelope(envelope);
base.AddEnvelopeID(status.EnvelopeID);
// If it created successfully, redirect to the embedded host
if (status.Status == DocuSignAPI.EnvelopeStatusCode.Created)
{
string navURL = String.Format("{0}?envelopeID={1}&accountID={2}&source=Document", "EmbeddedHost.aspx", status.EnvelopeID,
envelope.AccountId);
Response.Redirect(navURL, false);
}
}
catch (Exception ex)
{
base.GoToErrorPage(ex.Message);
}
}
private DocuSignAPI.Envelope ProcessOptions(DocuSignAPI.Envelope envelope)
{
if (Request.Form["markup"] != null)
{
// Allow recipients to mark up the envelope
envelope.AllowMarkup = true;
envelope.AllowMarkupSpecified = true;
}
if (Request.Form["enablepaper"] != null)
{
// Allow recipients to sign on paper (called wet signing)
envelope.EnableWetSign = true;
envelope.EnableWetSignSpecified = true;
}
if (!String.IsNullOrEmpty(Request.Form["reminders"]))
{
// Set any reminders
DateTime remind = Convert.ToDateTime(Request.Form["reminders"]);
int difference = (remind - DateTime.Today).Days;
if (envelope.Notification == null)
{
envelope.Notification = new DocuSignAPI.Notification();
}
envelope.Notification.Reminders = new DocuSignAPI.Reminders();
envelope.Notification.Reminders.ReminderEnabled = true;
envelope.Notification.Reminders.ReminderDelay = difference.ToString();
envelope.Notification.Reminders.ReminderFrequency = "2";
}
if (!String.IsNullOrEmpty(Request.Form["expiration"]))
{
// Set any expirations
DateTime expire = Convert.ToDateTime(Request.Form["expiration"]);
int difference = (expire - DateTime.Today).Days;
if (envelope.Notification == null)
{
envelope.Notification = new DocuSignAPI.Notification();
}
envelope.Notification.Expirations = new DocuSignAPI.Expirations();
envelope.Notification.Expirations.ExpireEnabled = true;
envelope.Notification.Expirations.ExpireAfter = difference.ToString();
envelope.Notification.Expirations.ExpireWarn = (difference - 2).ToString();
}
return envelope;
}
protected void SendNow(DocuSignAPI.TemplateReference templateReference, DocuSignAPI.EnvelopeInformation envelopeInfo,
DocuSignAPI.Recipient[] recipients)
{
DocuSignAPI.APIServiceSoapClient client = CreateAPIProxy();
try
{
// Create the envelope using the specified template, and send it (note the last parameter)
DocuSignAPI.EnvelopeStatus status = client.CreateEnvelopeFromTemplates(new DocuSignAPI.TemplateReference[] { templateReference },
recipients, envelopeInfo, true);
base.AddEnvelopeID(status.EnvelopeID);
if (status.SentSpecified)
{
Response.Redirect("GetStatusAndDocs.aspx", false);
}
}
catch (Exception ex)
{
base.GoToErrorPage(ex.Message);
}
}
protected void EmbedSending(DocuSignAPI.TemplateReference templateReference, DocuSignAPI.EnvelopeInformation envelopeInfo,
DocuSignAPI.Recipient[] recipients)
{
DocuSignAPI.APIServiceSoapClient client = CreateAPIProxy();
try
{
// Create the envelope using the specified template, but don't send it (note the last parameter)
DocuSignAPI.EnvelopeStatus status = client.CreateEnvelopeFromTemplates(new DocuSignAPI.TemplateReference[] { templateReference },
recipients, envelopeInfo, false);
base.AddEnvelopeID(status.EnvelopeID);
// If it created successfully, redirect to the embedded host
if (status.Status == DocuSignAPI.EnvelopeStatusCode.Created)
{
string navURL = String.Format("{0}?envelopeID={1}&accountID={2}&source=Template", "EmbeddedHost.aspx", status.EnvelopeID,
envelopeInfo.AccountId);
Response.Redirect(navURL, false);
}
}
catch (Exception ex)
{
base.GoToErrorPage(ex.Message);
}
}
protected DocuSignAPI.TemplateReferenceRoleAssignment[] CreateFinalRoleAssignments(DocuSignAPI.Recipient[] recipients)
{
List<DocuSignAPI.TemplateReferenceRoleAssignment> runningList = new List<DocuSignAPI.TemplateReferenceRoleAssignment>();
// Match up all the recipients to the roles on the template
foreach (DocuSignAPI.Recipient recipient in recipients)
{
DocuSignAPI.TemplateReferenceRoleAssignment assign = new DocuSignAPI.TemplateReferenceRoleAssignment();
assign.RecipientID = recipient.ID;
assign.RoleName = recipient.RoleName;
runningList.Add(assign);
}
return runningList.ToArray();
}
protected void SignSecond(DocuSignAPI.EnvelopeStatus status)
{
// Create the assertion using the current time, password and demo information
DocuSignAPI.RequestRecipientTokenAuthenticationAssertion assertion = new DocuSignAPI.RequestRecipientTokenAuthenticationAssertion();
assertion.AssertionID = new Guid().ToString();
assertion.AuthenticationInstant = DateTime.Now;
assertion.AuthenticationMethod = DocuSignAPI.RequestRecipientTokenAuthenticationAssertionAuthenticationMethod.Password;
assertion.SecurityDomain = "DocuSignSample";
DocuSignAPI.RecipientStatus recipient = status.RecipientStatuses[1];
// Construct the URLs to which the iframe will redirect upon every event
DocuSignAPI.RequestRecipientTokenClientURLs urls = new DocuSignAPI.RequestRecipientTokenClientURLs();
// TODO: replace urlBase with your own test url
String urlBase = Request.Url.AbsoluteUri.Replace("EmbedDocuSign.aspx", "pop.html") + "?source=embed";
urls.OnSigningComplete = urlBase + "&event=SignComplete2";
urls.OnViewingComplete = urlBase + "&event=ViewComplete2";
urls.OnCancel = urlBase + "&event=Cancel2";
urls.OnDecline = urlBase + "&event=Decline2";
urls.OnSessionTimeout = urlBase + "&event=Timeout2";
urls.OnTTLExpired = urlBase + "&event=TTLExpired2";
urls.OnIdCheckFailed = urlBase + "&event=IDCheck2";
urls.OnAccessCodeFailed = urlBase + "&event=AccessCode2";
urls.OnException = urlBase + "&event=Exception2";
DocuSignAPI.APIServiceSoapClient client = CreateAPIProxy();
String token = null;
try
{
// Request the token for a specific recipient
token = client.RequestRecipientToken(status.EnvelopeID, recipient.ClientUserId,
recipient.UserName, recipient.Email, assertion, urls);
}
catch (Exception ex)
{
base.GoToErrorPage(ex.Message);
}
// Set the signer message
signerMessage = "The first signer has completed the Envelope. Now the second signer will be asked to fill out details in the Envelope.";
messagediv.Visible = true;
// Set the source of the iframe to the token
hostiframe.Visible = true;
hostiframe.Attributes["src"] = token;
}
// Add the recipients to the UI
protected void AddRecipients(DocuSignAPI.Recipient[] recipients)
{
int i = 1;
foreach (DocuSignAPI.Recipient recipient in recipients)
{
var row = new System.Web.UI.HtmlControls.HtmlTableRow();
var roleCell = new System.Web.UI.HtmlControls.HtmlTableCell();
var nameCell = new System.Web.UI.HtmlControls.HtmlTableCell();
var emailCell = new System.Web.UI.HtmlControls.HtmlTableCell();
var securityCell = new System.Web.UI.HtmlControls.HtmlTableCell();
var inviteCell = new System.Web.UI.HtmlControls.HtmlTableCell();
roleCell.InnerHtml = String.Format(
"<input id=\"{0}\" type=\"text\" readonly=\"true\" name=\"{0}{1}\" value=\"{2}\"/>",
Keys.RecipientRole, i.ToString(), recipient.RoleName);
nameCell.InnerHtml = String.Format(
"<input id=\"{0}\" type=\"text\" name=\"{0}{1}\" value=\"{2}\"/>",
Keys.RecipientName, i.ToString(), recipient.UserName);
emailCell.InnerHtml = String.Format(
"<input id=\"{0}\" type=\"text\" name=\"{0}{1}\" value=\"{2}\"/>",
Keys.RecipientEmail, i.ToString(), recipient.Email);
string security = String.Empty;
if (!String.IsNullOrEmpty(recipient.AccessCode))
{
security = "Access code: " + recipient.AccessCode;
}
else if (null != recipient.PhoneAuthentication)
{
security = "Phone Authentication";
}
else if (recipient.RequireIDLookup)
{
security = "ID Check";
}
else
{
security = "None";
}
securityCell.InnerHtml = String.Format(
"<input id=\"{0}\" type=\"text\" readonly=\"true\" name=\"{0}{1}\" value=\"{2}\"/>",
Keys.RecipientSecurity, i.ToString(), security);
inviteCell.InnerHtml = String.Format(
"<ul class=\"switcher\" name=\"{0}{1}\" ><li class=\"active\"><a href=\"#\" title=\"On\">ON</a></li><li><a href=\"#\" title=\"OFF\">OFF</a></li><input id=\"RecipientInviteToggle{1}\" name=\"RecipientInviteToggle{1}\" value=\"RecipientInviteToggle{1}\" type=\"checkbox\" checked=\"\" style=\"display: none\"></ul>",
Keys.RecipientInvite, i.ToString());
//<ul class="switcher" id="RecipientInvite1">
// <li id="RecipientInviteon1" class="active"><a href="#" title="On">ON</a></li>
// <li id="RecipientInviteoff1"><a href="#" title="OFF">OFF</a></li>
// <input id="RecipientInviteToggle1" name="RecipientInviteToggle1" value="RecipientInviteToggle1" type="checkbox" checked="" style="display: none">
//</ul>
inviteCell.Attributes[Keys.Id] = String.Format("{0}{1}", Keys.RecipientInvite,recipient.ID);
inviteCell.Attributes[Keys.Name] = String.Format("{0}{1}", Keys.RecipientInvite,recipient.ID);
row.Cells.Add(roleCell);
row.Cells.Add(nameCell);
row.Cells.Add(emailCell);
row.Cells.Add(securityCell);
row.Cells.Add(inviteCell);
RecipientTable.Rows.Add(row);
i++;
}
}
protected DocuSignAPI.TemplateReferenceRoleAssignment[] CreateFinalRoleAssignments(DocuSignAPI.Recipient[] recipients)
{
// Match up all the recipients to the roles on the template
return recipients.Select(recipient => new DocuSignAPI.TemplateReferenceRoleAssignment
{
RecipientID = recipient.ID, RoleName = recipient.RoleName
}).ToArray();
}
