public void SendEnvelope()
{
// ok, long method!
// we need to build a Template that will be sent to docusign to create an envelope. A template is like a generic form
// it has Roles (like Signer, Co-Signer, CC Recipient, etc) and form fields and documents predefined.
// when we use a template we provide real recipients who will take on the Roles in the template, and we may supply data to
// prefill any form fields, and we can even provide replacement documents (which we are not using here). A replacement document
// would be useful in a case where you have a standard contract in your template, and you want to use the template, but replace the
// contract with one that has some custom language specific to the deal. But, like I said, we're not doing that in this demo.
//
// if we selected the EmbeddedSending option then we will tell docusign to not send the envelope, but hold it
// in a draft state, so that we can open it up here and make some changes to it.
//
// if we selected EmbeddedSigning, then we will tell docusign to send the envelope, and we will launch the signing
// session here.
// first, get our recipients
List<Signing.DocuSignWeb.Recipient> recipients = makeRecipients();
// build a dictionary of form field values to pass in to the template
Dictionary<string, string> formfields = new Dictionary<string, string>();
formfields.Add("VIN", carVIN.Text);
formfields.Add("Make", carMake.Text);
formfields.Add("Model", carModel.Text);
// now build our template.
Signing.DocuSignWeb.TemplateReference templateRef = makeTemplate(recipients, formfields);
// we could potentially have multiple templates in an envelope, so the method call takes an array.
List<Signing.DocuSignWeb.TemplateReference> templateRefs = new List<Signing.DocuSignWeb.TemplateReference>();
templateRefs.Add(templateRef);
// envelope info - This holds additional customization info - some info is similar to a mailing label
// on a paper envelope, and other info controls how the envelope will be processed. See API docs for more info.
Signing.DocuSignWeb.EnvelopeInformation envelopeInfo = new Signing.DocuSignWeb.EnvelopeInformation();
envelopeInfo.EmailBlurb = "This envelope was sent from the Auto Insurance Sample of the DocuSign SDK.";
envelopeInfo.Subject = "InsuranceCo Auto Rider";
envelopeInfo.AccountId = (string) Session["AccountID"];
// ActivateEnvelope flag - this indicates whether we want to send the envelope immediately
// or leave it in the drafts folder.
// We are using the value of the embeddedSending checkbox to determine this
bool activateEnvelope = embeddedSigning.Checked;
//bundle all into params for call
Signing.Envelope env = null;
try
{
Session["Envelope"] = env = Signing.Envelope.CreateEnvelopeFromServerTemplates(base.GetAPICredentials(),
templateRefs.ToArray(), recipients.ToArray(), envelopeInfo, activateEnvelope);
}
catch (Exception excp)
{
base.GoToErrorPage(excp.Message);
}
// Now if we are using either embedded sending or embedded signing we need to get a token to launch the
// embedded host page. If not, then redirect to the status page
string nextPageURL = "";
// get the url of the page we want to go to when we're done with embedded session
Uri retUri = new Uri(Request.Url.AbsoluteUri.Replace("AutoAppApply.aspx", "pop.html"), UriKind.Absolute);
if (embeddedSigning.Checked)
{
// get embeddedsigning token for applicant to sign
Signing.DocuSignWeb.RequestRecipientTokenAuthenticationAssertion assert = ApiHelper.MakeRecipientTokenAuthAssert(DateTime.Now.Ticks.ToString());
Signing.DocuSignWeb.RequestRecipientTokenClientURLs clientURLs = Signing.Envelope.StandardUrls(retUri,recipients[0].UserName);
try
{
Session["EmbeddedToken"] = env.RequestRecipientToken(recipients[0], assert, clientURLs);
nextPageURL = "EmbeddedHost.aspx";
}
catch (Exception excp)
{
base.GoToErrorPage(excp.Message);
}
}
else if (embeddedSending.Checked)
{
// get sending token just to demo the function. You typically would not let someone send their own application
try
{
Session["EmbeddedToken"] = env.RequestSenderToken(retUri.ToString());
nextPageURL = "EmbeddedHost.aspx";
}
catch (Exception excp)
{
base.GoToErrorPage(excp.Message);
}
}
else
{
nextPageURL = "AutoAppStatus.aspx";
}
Response.Redirect(nextPageURL, true);
}
public void SendEnvelope()
{
// ok, long method!
// we need to build a Template that will be sent to docusign to create an envelope. A template is like a generic form
// it has Roles (like Signer, Co-Signer, CC Recipient, etc) and form fields and documents predefined.
// when we use a template we provide real recipients who will take on the Roles in the template, and we may supply data to
// prefill any form fields, and we can even provide replacement documents (which we are not using here). A replacement document
// would be useful in a case where you have a standard contract in your template, and you want to use the template, but replace the
// contract with one that has some custom language specific to the deal. But, like I said, we're not doing that in this demo.
//
// if we selected the EmbeddedSending option then we will tell docusign to not send the envelope, but hold it
// in a draft state, so that we can open it up here and make some changes to it.
//
// if we selected EmbeddedSigning, then we will tell docusign to send the envelope, and we will launch the signing
// session here.
// first, get our recipients
List <Signing.DocuSignWeb.Recipient> recipients = makeRecipients();
// build a dictionary of form field values to pass in to the template
Dictionary <string, string> formfields = new Dictionary <string, string>();
formfields.Add("VIN", carVIN.Text);
formfields.Add("Make", carMake.Text);
formfields.Add("Model", carModel.Text);
// now build our template.
Signing.DocuSignWeb.TemplateReference templateRef = makeTemplate(recipients, formfields);
// we could potentially have multiple templates in an envelope, so the method call takes an array.
List <Signing.DocuSignWeb.TemplateReference> templateRefs = new List <Signing.DocuSignWeb.TemplateReference>();
templateRefs.Add(templateRef);
// envelope info - This holds additional customization info - some info is similar to a mailing label
// on a paper envelope, and other info controls how the envelope will be processed. See API docs for more info.
Signing.DocuSignWeb.EnvelopeInformation envelopeInfo = new Signing.DocuSignWeb.EnvelopeInformation();
envelopeInfo.EmailBlurb = "This envelope was sent from the Auto Insurance Sample of the DocuSign SDK.";
envelopeInfo.Subject = "InsuranceCo Auto Rider";
envelopeInfo.AccountId = (string)Session["AccountID"];
// ActivateEnvelope flag - this indicates whether we want to send the envelope immediately
// or leave it in the drafts folder.
// We are using the value of the embeddedSending checkbox to determine this
bool activateEnvelope = embeddedSigning.Checked;
//bundle all into params for call
Signing.Envelope env = null;
try
{
Session["Envelope"] = env = Signing.Envelope.CreateEnvelopeFromServerTemplates(base.GetAPICredentials(),
templateRefs.ToArray(), recipients.ToArray(), envelopeInfo, activateEnvelope);
}
catch (Exception excp)
{
base.GoToErrorPage(excp.Message);
}
// Now if we are using either embedded sending or embedded signing we need to get a token to launch the
// embedded host page. If not, then redirect to the status page
string nextPageURL = "";
// get the url of the page we want to go to when we're done with embedded session
Uri retUri = new Uri(Request.Url.AbsoluteUri.Replace("AutoAppApply.aspx", "pop.html"), UriKind.Absolute);
if (embeddedSigning.Checked)
{
// get embeddedsigning token for applicant to sign
Signing.DocuSignWeb.RequestRecipientTokenAuthenticationAssertion assert = ApiHelper.MakeRecipientTokenAuthAssert(DateTime.Now.Ticks.ToString());
Signing.DocuSignWeb.RequestRecipientTokenClientURLs clientURLs = Signing.Envelope.StandardUrls(retUri, recipients[0].UserName);
try
{
Session["EmbeddedToken"] = env.RequestRecipientToken(recipients[0], assert, clientURLs);
nextPageURL = "EmbeddedHost.aspx";
}
catch (Exception excp)
{
base.GoToErrorPage(excp.Message);
}
}
else if (embeddedSending.Checked)
{
// get sending token just to demo the function. You typically would not let someone send their own application
try
{
Session["EmbeddedToken"] = env.RequestSenderToken(retUri.ToString());
nextPageURL = "EmbeddedHost.aspx";
}
catch (Exception excp)
{
base.GoToErrorPage(excp.Message);
}
}
else
{
nextPageURL = "AutoAppStatus.aspx";
}
Response.Redirect(nextPageURL, true);
}
