public Document(CaseFile cf, string title, string pdfFilePath)
: this(cf)
{
CaseFile = cf;
Title = title;
PdfFile = pdfFilePath;
}
/// <summary>
/// Get the case file (load if not loaded)
/// </summary>
public CaseFile GetCaseFile(PenneoConnector con)
{
if (CaseFile == null)
{
CaseFile = GetLinkedEntities <CaseFile>(con).Objects.FirstOrDefault();
}
return(CaseFile);
}
public static void run()
{
var caseFile = new CaseFile();
var availableTemplates = caseFile.GetTemplates().Objects;
var template = availableTemplates.First();
foreach (DocumentType documentType in template.DocumentTypes)
{
Console.WriteLine(documentType.Id + " : " + documentType.Name);
foreach (SignerType signerType in documentType.SignerTypes)
{
Console.WriteLine(" |_ " + signerType.Id + " : " + signerType.Role);
}
Console.WriteLine("");
}
}
public Signer(CaseFile cf, string name, string socialSecurityNumber)
: this(cf, name)
{
SocialSecurityNumber = socialSecurityNumber;
}
public Signer(CaseFile cf, string name)
: this(cf)
{
Name = name;
}
public Signer(CaseFile cf)
{
CaseFile = cf;
}
public static void run(String file)
{
// Case file
//
var cf = new CaseFile("Sample Case File");
// cf.ExpireAt = new DateTime(2020, 1, 1, 1, 1, 1);
// cf.SensitiveData = false;
// cf.DisableNotificationsOwner = false;
// cf.SignOnMeeting = false;
cf.Persist();
Console.WriteLine("Case file : " + cf.Id);
// Add to a folder
//
// var folders = Query.FindAll<Folder>();
// var folder = folders.First();
// folder.AddCaseFile(cf);
// Document
//
var doc = new Document(cf, "Sample Document", file);
doc.MakeSignable();
doc.Persist();
if (doc.Id == null)
{
Console.WriteLine("Unable to create a document");
return;
}
// Signer
//
var signer = new Signer(cf, "John Doe");
signer.OnBehalfOf = "Acme Corporation";
// signer.SocialSecurityNumber = "0101501111";
// signer.VATIdentificationNumber = 12345678;
signer.Persist();
// Signature Line
//
var sigLine = new SignatureLine(doc, "dummy-signer-role")
{
SignOrder = 0
};
sigLine.Persist();
if (sigLine.Id == null)
{
Console.WriteLine("Unable to create a signature line");
return;
}
// Map the signer to the document using the signature line
//
sigLine.SetSigner(signer);
// Update the signing request
//
var signingRequest = signer.GetSigningRequest();
if (signingRequest.Id == null)
{
Console.WriteLine("Unable to create the signing request");
return;
}
// [Optional] Send emails through Penneo
//
// signingRequest.Email = "*****@*****.**";
//
// signingRequest.EmailSubject = "Contract for signing";
// signingRequest.EmailText = "Dear <b>{{recipient.name}}</b>. Please sign the contract using the link: {{link}}. From <b>{{sender.name}}</b>";
//
// signingRequest.CompletedEmailSubect = "Completed the case file: {{casefile.title}}";
// signingRequest.CompletedEmailText = "Dear john. Case file is completed: {{casefile.title}}.";
// [Optional] Email Message format
// Set it to "html" if you want to control how the email looks by
// using html in the email body instead of plain text. This applies
// to EmailText, ReminderEmailText, and CompletedEmailText. A
// prerequisite for this is that your company's account should be
// configured so that you can override the default email texts.
// Please get in touch with Penneo support if you have questions.
//
// signingRequest.EmailFormat = "html";
// [Optional] Access Control
// Enable access control if you have specified a Social security
// number / VAT Identification Number for the Signer
//
// signingRequest.AccessControl = true;
// [Optional] Use touch signatures
//
// signingRequest.EnableInsecureSigning = true;
// [Optional] Redirect after signing
//
// signingRequest.SuccessUrl = "https://app.penneo.com/login";
// signingRequest.FailUrl = "enter url to go to after failure here";
signingRequest.Persist();
// Create the signing request link
//
var link = signingRequest.GetLink();
// Active the Case file (and send signing requests if email details
// are provided)
//
cf.Send();
// Print the link
//
Console.WriteLine(link);
}
public Document(CaseFile cf)
: this()
{
CaseFile = cf;
}
public static void run(String file)
{
// Case file
//
var cf = new CaseFile("Sample Case File");
cf.Persist();
Console.WriteLine("Case file : " + cf.Id);
// Add to a folder
//
// var folders = Query.FindAll<Folder>();
// var folder = folders.First();
// folder.AddCaseFile(cf);
// Document
//
var doc = new Document(cf, "Sample Document", file);
doc.MakeSignable();
doc.Persist();
if (doc.Id == null)
{
Console.WriteLine("Unable to create a document");
return;
}
// Signers
//
var signer1 = new Signer(cf, "John Doe");
signer1.Persist();
//
var signer2 = new Signer(cf, "Jane Doe");
signer2.Persist();
// Signature Lines
//
// We need one signature line per document-signer relationship
//
// Signer 1
var sigLine1 = new SignatureLine(doc, "signer-1")
{
SignOrder = 0
};
sigLine1.Persist();
sigLine1.SetSigner(signer1);
//
// Signer 2
var sigLine2 = new SignatureLine(doc, "signer-2")
{
// If you want to activate all the signing requests the same
// time (or send emails at the same time), use the same signing
// order:
// SignOrder = 0
//
SignOrder = 1
};
sigLine2.Persist();
sigLine2.SetSigner(signer2);
// Extract the links
//
var signingRequest1 = signer1.GetSigningRequest();
var link1 = signingRequest1.GetLink();
var signingRequest2 = signer2.GetSigningRequest();
var link2 = signingRequest2.GetLink();
// Active the Case file (and send signing requests if email details
// are provided)
//
cf.Send();
// Print the links
//
Console.WriteLine(link1);
Console.WriteLine(link2);
}
public bool RemoveCaseFile(PenneoConnector con, CaseFile caseFile)
{
return(UnlinkEntity(con, caseFile));
}
public bool AddCaseFile(PenneoConnector con, CaseFile caseFile)
{
return(LinkEntity(con, caseFile));
}
public CopyRecipient(CaseFile caseFile, string name, string email)
: this(caseFile)
{
Name = name;
Email = email;
}
public CopyRecipient(CaseFile caseFile)
{
CaseFile = caseFile;
}
public bool RemoveCaseFile(CaseFile caseFile)
{
return(UnlinkEntity(caseFile));
}
public bool AddCaseFile(CaseFile caseFile)
{
return(LinkEntity(caseFile));
}