private void EnableIDV(string accountId, EnvelopeTemplate envelopeTemplate, string roleName)
{
AccountIdentityVerificationResponse idvResponse = _docuSignApiProvider.AccountsApi.GetAccountIdentityVerification(accountId);
var workflowId = idvResponse.IdentityVerification.FirstOrDefault()?.WorkflowId;
if (workflowId == null)
{
throw new IDVException("IdentityVerification workflow is not found. Check that IDV is enabled in DocuSign account.");
}
foreach (Signer recipient in envelopeTemplate.Recipients.Signers.Where(x => x.RoleName == roleName))
{
recipient.IdentityVerification = new RecipientIdentityVerification
{
WorkflowId = workflowId
};
}
}
/// <summary>
/// Creates an envelope and adds a recipient that is to be authenticated using either a phone call or an SMS (text) message.
/// </summary>
/// <param name="signerEmail">Email address for the signer</param>
/// <param name="signerName">Full name of the signer</param>
/// <param name="accessToken">Access Token for API call (OAuth)</param>
/// <param name="basePath">BasePath for API calls (URI)</param>
/// <param name="accountId">The DocuSign Account ID (GUID or short version) for which the APIs call would be made</param>
/// <param name="countryAreaCode">Country code for the phone number used to verify the recipient/param>
/// <param name="phoneNumber">Phone number used to verify the recipient</param>
/// <param name="docPdf">String of bytes representing the document (pdf)</param>
/// <returns>EnvelopeId for the new envelope</returns>
public static string CreateEnvelopeWithRecipientUsingPhoneAuth(string signerEmail, string signerName, string accessToken, string basePath, string accountId, string countryAreaCode, string phoneNumber, string docPdf)
{
// Construct your API headers
// Step 2 start
var apiClient = new ApiClient(basePath);
apiClient.Configuration.DefaultHeader.Add("Authorization", "Bearer " + accessToken);
// Step 2 end
// Step 3 start
var accountsApi = new AccountsApi(apiClient);
AccountIdentityVerificationResponse response = accountsApi.GetAccountIdentityVerification(accountId);
var phoneAuthWorkflow = response.IdentityVerification.FirstOrDefault(x => x.DefaultName == "Phone Authentication");
// Step 3 end
if (phoneAuthWorkflow == null)
{
throw new ApiException(0, "IDENTITY_WORKFLOW_INVALID_ID");
}
string workflowId = phoneAuthWorkflow.WorkflowId;
// Construct your envelope JSON body
// Step 4 start
EnvelopeDefinition env = new EnvelopeDefinition()
{
EnvelopeIdStamping = "true",
EmailSubject = "Please Sign",
EmailBlurb = "Sample text for email body",
Status = "Sent"
};
byte[] buffer = System.IO.File.ReadAllBytes(docPdf);
// Add a document
Document doc1 = new Document()
{
DocumentId = "1",
FileExtension = "pdf",
Name = "Lorem",
DocumentBase64 = Convert.ToBase64String(buffer)
};
// Create your signature tab
env.Documents = new List <Document> {
doc1
};
SignHere signHere1 = new SignHere
{
AnchorString = "/sn1/",
AnchorUnits = "pixels",
AnchorXOffset = "10",
AnchorYOffset = "20"
};
// Tabs are set per recipient/signer
Tabs signer1Tabs = new Tabs
{
SignHereTabs = new List <SignHere> {
signHere1
}
};
RecipientIdentityVerification workflow = new RecipientIdentityVerification()
{
WorkflowId = workflowId,
InputOptions = new List <RecipientIdentityInputOption> {
new RecipientIdentityInputOption
{
Name = "phone_number_list",
ValueType = "PhoneNumberList",
PhoneNumberList = new List <RecipientIdentityPhoneNumber>
{
new RecipientIdentityPhoneNumber
{
Number = phoneNumber,
CountryCode = countryAreaCode,
}
}
}
}
};
Signer signer1 = new Signer()
{
Name = signerName,
Email = signerEmail,
RoutingOrder = "1",
Status = "Created",
DeliveryMethod = "Email",
RecipientId = "1", //represents your {RECIPIENT_ID},
Tabs = signer1Tabs,
IdentityVerification = workflow,
};
Recipients recipients = new Recipients();
recipients.Signers = new List <Signer> {
signer1
};
env.Recipients = recipients;
// Step 4 end
// Call the eSignature REST API
// Step 5 start
EnvelopesApi envelopesApi = new EnvelopesApi(apiClient);
EnvelopeSummary results = envelopesApi.CreateEnvelope(accountId, env);
// Step 5 end
return(results.EnvelopeId);
}
