public static Signing.LinkedDocument MakeDocument(string documentName, string fqFileName)
{
LinkedDocument doc = new LinkedDocument();
doc.Document.Name = documentName;
using (System.IO.FileStream streamReader = new System.IO.FileStream(fqFileName, System.IO.FileMode.Open, System.IO.FileAccess.Read))
{
byte[] pdfBytes = new byte[streamReader.Length];
streamReader.Read(pdfBytes, 0, (int)streamReader.Length);
doc.Document.PDFBytes = pdfBytes;
}
return doc;
}
/// <summary>
/// Initial method / factory instanciation.
/// In case the call is successfully completed you will get back an
/// envelope object that can be used to work with this envelope.
/// In case the envelope is misconstructed an exception will be thrown
/// The IDs on both the recipients and documents are going to be altered
/// after the call and the Tabs will be linked to the appropriate document and
/// recipient ids.
/// </summary>
/// <param name="signers">A collection of signer objects that describes who is going to
/// recieve the documents. You should have at least one signer. Every signer
/// must have at least one signature.</param>
/// <param name="documents">A set of documents with tabs attached
/// to them. There should be at least one document in the envelope and there should be
/// at least one tab on the envelope.</param>
/// <param name="subject">Subject of the e-mail that the signers
/// are going to receive</param>
/// <param name="emailBlurb">e-mail blurb that will be inserted
/// into the messages delivered to signers</param>
/// <returns>An envelope object that can be used to work with this envelope.</returns>
public static Envelope CreateAndSendEnvelope(AccountCredentials accountCredentials, DocuSignWeb.Recipient[] signers, LinkedDocument[] documents, string subject, string emailBlurb, DocuSignWeb.CustomField[] fields, DocuSignWeb.Attachment[] attachments)
{
//
// Assign sequential IDs to all the recipients
//
int nextRecipientId = 1;
foreach (DocuSignWeb.Recipient recipient in signers)
{
recipient.ID = nextRecipientId.ToString(System.Globalization.CultureInfo.InvariantCulture);
nextRecipientId++;
}
//
// go through the documents
// assign them appropriate IDs
// and then pull out the tabs and properly assign
// recipients to for them.
//
List<DocuSignWeb.Tab> tabs = new List<DocuSignWeb.Tab>();
int nextDocId = 1;
foreach (LinkedDocument linkedDoc in documents)
{
linkedDoc.Document.ID = nextDocId.ToString(CultureInfo.InvariantCulture);
foreach (LinkedTab linkedTab in linkedDoc.Tabs)
{
linkedTab.Tab.DocumentID = linkedDoc.Document.ID;
linkedTab.Tab.RecipientID = linkedTab.Recipient.ID;
tabs.Add(linkedTab.Tab);
}
nextDocId++;
}
//
// Envelope wide initialization
//
DocuSignWeb.Envelope envelope = new DocuSignWeb.Envelope();
envelope.Subject = subject;
envelope.EmailBlurb = emailBlurb;
envelope.Recipients = signers;
envelope.AccountId = accountCredentials.AccountId;
// assign the document array
envelope.Documents = new DocuSignWeb.Document[documents.Length];
for (int i = 0; i < documents.Length; ++i)
{
envelope.Documents[i] = documents[i].Document;
}
// assign the tabs to the envelope
envelope.Tabs = tabs.ToArray();
envelope.CustomFields = fields;
envelope.EnvelopeAttachment = attachments;
DocuSignWeb.APIServiceSoap apiService = CreateApiProxy(accountCredentials);
DocuSignWeb.EnvelopeStatus envStatus = apiService.CreateAndSendEnvelope(envelope);
return new Envelope(envStatus.EnvelopeID, accountCredentials);
}
/// <summary>
/// Initial method / factory instanciation.
/// In case the call is successfully completed you will get back an
/// envelope object that can be used to work with this envelope.
/// In case the envelope is misconstructed an exception will be thrown
/// The IDs on both the recipients and documents are going to be altered
/// after the call and the Tabs will be linked to the appropriate document and
/// recipient ids.
/// </summary>
/// <param name="signers">A collection of signer objects that describes who is going to
/// recieve the documents. You should have at least one signer. Every signer
/// must have at least one signature.</param>
/// <param name="documents">A set of documents with tabs attached
/// to them. There should be at least one document in the envelope and there should be
/// at least one tab on the envelope.</param>
/// <param name="subject">Subject of the e-mail that the signers
/// are going to receive</param>
/// <param name="emailBlurb">e-mail blurb that will be inserted
/// into the messages delivered to signers</param>
/// <returns>An envelope object that can be used to work with this envelope.</returns>
public static Envelope CreateAndSendEnvelope(AccountCredentials accountCredentials, DocuSignWeb.Recipient[] signers, LinkedDocument[] documents, string subject, string emailBlurb, DocuSignWeb.CustomField[] fields)
{
return CreateAndSendEnvelope(accountCredentials, signers, documents, subject, emailBlurb, fields, null);
}
protected void Page_Load(object sender, EventArgs e)
{
if (Request.RequestType == "POST")
{
// these assignments are just to keep the compiler happy. these vars will be reassigned
// in the Switch block below depending on which form we are processing.
Signing.DocuSignWeb.Recipient signer = new Signing.DocuSignWeb.Recipient();
Signing.LinkedDocument doc = new LinkedDocument() ;
Signing.LinkedTab[] tabs = new LinkedTab[0];
AccountCredentials creds = base.GetAPICredentials();
bool useEmbeddedSigning = Session["SigningLocation"].ToString()=="Embedded"?true:false;
switch (Request.Form["formid"])
{
case "form1":
// form1 is posted by index.aspx, and demonstrates a basic envelope send
base.RequireOrDie(new string[] { "FirstName", "LastName", "Address1", "City", "State", "Zip", "Phone", "Email" });
signer = ApiHelper.MakeRecipient(Request.Form["Email"], Request.Form["FirstName"], Request.Form["LastName"], useEmbeddedSigning, Session.SessionID);
tabs = new LinkedTab[]
{
LinkedTab.CreateTab(signer, "E-mail", Request.Form["Email"], 1, 190, 186, true, true),
LinkedTab.CreateTab(signer, "Phone", Request.Form["Phone"], 1, 190, 173, true, true),
LinkedTab.CreateTab(signer, "AddressLine1", Request.Form["address1"], 1, 190, 134, true, true),
LinkedTab.CreateTab(signer, "AddressLine2", String.IsNullOrEmpty(Request.Form["address2"]) ? " " : Request.Form["address2"], 1, 190, 147, false, true),
LinkedTab.CreateTab(signer, "City", Request.Form["City"], 1, 190, 160, true, true),
LinkedTab.CreateTab(signer, "State", Request.Form["State"], 1, 255, 160, true, true),
LinkedTab.CreateTab(signer, "Zip", Request.Form["Zip"], 1, 342, 160, true, true),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.FullName, signer, 1, 190, 118),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.SignHere, signer, 1, 373, 185),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.DateSigned, signer, 2, 190, 532 ),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.InitialHereOptional, signer, 2, 190, 465)
};
doc = ApiHelper.MakeDocument("Sample Doc", Server.MapPath("pdfs/SampleDoc.pdf"));
doc.Tabs = tabs;
break;
case "form2" :
// form2 is posted by index-1, and it demonstrates using anchor tabs instead of fixed tabs.
base.RequireOrDie(new string[] { "FirstName", "LastName", "Phone", "Email" });
signer = ApiHelper.MakeRecipient(Request.Form["Email"], Request.Form["FirstName"], Request.Form["LastName"], useEmbeddedSigning, Session.SessionID);
// NOTE: for a complicated solution please pick hidden text that is not likely to
// appear anywhere in the text. We have picked E-mail: and Name: here because
// the solution is very small. In a complex form a simple anchor tag might result
// in unintentional tabs being placed.
tabs = new LinkedTab[]
{ LinkedTab.CreateTab(signer, "E-mail", Request.Form["Email"], "E-mail:", 200, -2),
LinkedTab.CreateTab(signer, "Phone", Request.Form["Phone"], "Phone:", 200, -2),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.FullName, signer, "Name:", 200, -2),
LinkedTab.CreateTab(signer, "Amount:", Request.Form["Amount"], "Amount:", 200, -2),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.SignHere, signer, "X:", 30, 8)
};
doc = ApiHelper.MakeDocument("Sample Doc", Server.MapPath("pdfs/Loan 1.pdf"));
doc.Tabs = tabs;
break;
default:
base.GoToErrorPage("Don't know how to handle that form");
break;
}
// Common to both forms
// add security checks per the session options
if (Session["Authentication"].ToString() == "IDLookup")
{
signer = ApiHelper.AddIDLookupToRecipient(signer,
Request["Address1"] == null ? "" : Request["Address1"],
Request["Address2"] == null ? "" : Request["Address2"],
Request["City"] == null ? "" : Request["City"],
Request["State"] == null ? "" : Request["State"],
Request["Zip"] == null ? "" : Request["Zip"]);
}
else if (Session["Authentication"].ToString() == "Phone")
{
signer = ApiHelper.AddPhoneAuthToRecipient(signer, Request["Phone"]);
}
if (Session["AccessCode"] != null && Session["AccessCode"].ToString().Length > 0)
{
signer.AccessCode = Session["AccessCode"].ToString();
}
// add our signer to an array
Signing.DocuSignWeb.Recipient[] signers = new Signing.DocuSignWeb.Recipient[]{signer};
// add our doc to an array
Signing.LinkedDocument[] docs = new LinkedDocument[]{doc};
// now send the envelope
Envelope envelope = null;
try
{
envelope = Envelope.CreateAndSendEnvelope(creds, signers, docs, "DocuSign LoanCo Sample Docs", "Hello! This was submitted from a sample application");
}
catch (Exception excp)
{
base.GoToErrorPage(excp.Message);
}
// Now that the envelope has been sent, we want to open it up so the applicant can sign it.
// We will get something called a RecipientToken, which is an URL that will open the envelope up for the specified recipient
// here we are using the Ticks from the clock as our assertion ID. Of course, you wouldn't do this in real code, you
// would use an identifier that made sense, like the applicants ID from their database record.
// This value is informational for you - it allows you to use your own id to refer to the recipient.
Signing.DocuSignWeb.RequestRecipientTokenAuthenticationAssertion assert = ApiHelper.MakeRecipientTokenAuthAssert(System.DateTime.Now.Ticks.ToString());
// Now we need to setup a page that will be loaded when the signing is concluded.
// when the signer is done signing (or cancels) DocuSign will redirect the browser to this URL.
// Since we are hosting the signing in an iframe, we will have docusign redirect the frame to a frame-pop html page
// which will then redirect to the final handler (SigningReturn.aspx)
// first, get the absolute URL of our frame-pop page
string retUrl = Request.Url.AbsoluteUri.Replace("FormHandler.aspx", "pop.html");
// then create a URI from the URL
Uri retUri = new Uri(retUrl,UriKind.Absolute);
// the build the set of redirect URLS. There is a set because you could specify a different redirect target for each
// status event - signing completed, cancelled, error, etc. We just use one page with different Querystring params to
// indicate the event.
Signing.DocuSignWeb.RequestRecipientTokenClientURLs clientURLs = Envelope.StandardUrls(retUri, signers[0].CaptiveInfo.ClientUserId);
// finally, pass all this into docusign and get the token back in return.
string token = null;
try {
token = envelope.RequestRecipientToken( signer, assert, clientURLs);
}
catch (Exception excp)
{
base.GoToErrorPage(excp.Message);
}
// now we store the envelope & token in session and redirect to the signing host page
Session["EmbeddedToken"] = token;
Session["Envelope"] = envelope;
Response.Redirect("EmbeddedHost.aspx", false);
}
}
