public void EmbeddedConsoleTest()
{
try
{
// create draft envelope structure
EnvelopeDefinition envDef = Utils.CreateDraftEnvelopeDefinition();
envDef.EmailSubject = "EmbeddedConsoleTest";
// call login to authenticate and get default accountId
AuthenticationApiTests loginTests = new AuthenticationApiTests();
loginTests.LoginTest();
// create the Draft envelope on the DocuSign Service
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary envSummary = envelopesApi.CreateEnvelope(TestConfig.AccountId, envDef);
Assert.IsNotNull(envSummary);
Assert.IsNotNull(envSummary.EnvelopeId);
// Start the embedded sending session
ReturnUrlRequest urlRequest = new ReturnUrlRequest();
urlRequest.ReturnUrl = TestConfig.DefaultReturnUrl;
// Adding the envelopeId start sthe console with the envelope open
ConsoleViewRequest consoleViewRequest = new ConsoleViewRequest();
consoleViewRequest.EnvelopeId = envSummary.EnvelopeId;
ViewUrl viewUrl = envelopesApi.CreateConsoleView(TestConfig.AccountId, consoleViewRequest);
// Start the embedded signing session.
System.Diagnostics.Process.Start(viewUrl.Url);
}
catch (DocuSign.eSign.Client.ApiException apiEx)
{
Assert.IsNotNull(apiEx.ErrorCode);
Assert.IsTrue(!string.IsNullOrWhiteSpace(apiEx.Message));
Assert.IsTrue(false, "Failed with ErrorCode: " + apiEx.ErrorCode + ", Message: " + apiEx.Message);
}
}
public void GetDocumentListDownloadDocumentTest()
{
try
{
RequestSignatureOnADocumentTest();
Assert.IsNotNull(TestConfig.AccountId);
Assert.IsNotNull(TestConfig.EnvelopeId);
EnvelopesApi envelopesApi = new EnvelopesApi();
DateTime fromDate = DateTime.UtcNow;
fromDate = fromDate.AddDays(-5);
EnvelopesApi.ListStatusChangesOptions ops = new EnvelopesApi.ListStatusChangesOptions()
{
count = "10",
fromDate = fromDate.ToString()
};
EnvelopesInformation eInfo = envelopesApi.ListStatusChanges(TestConfig.AccountId, ops);
Assert.IsNotNull(eInfo);
Assert.IsTrue(!string.IsNullOrEmpty(eInfo.ResultSetSize) && int.Parse(eInfo.ResultSetSize) > 0);
string envelopeId = eInfo.Envelopes[0].EnvelopeId;
EnvelopeDocumentsResult envDocsResult = envelopesApi.ListDocuments(TestConfig.AccountId, envelopeId);
Assert.IsNotNull(envDocsResult);
int docCount = envDocsResult.EnvelopeDocuments.Count;
Assert.IsTrue(docCount > 0);
MemoryStream docStream = (MemoryStream)envelopesApi.GetDocument(TestConfig.AccountId, envelopeId, envDocsResult.EnvelopeDocuments[0].DocumentId);
string filePath = Path.GetTempPath() + Path.GetRandomFileName() + ".pdf";
FileStream fs = new FileStream(filePath, FileMode.Create);
docStream.Seek(0, SeekOrigin.Begin);
docStream.CopyTo(fs);
fs.Close();
System.Diagnostics.Process.Start(filePath);
}
catch (DocuSign.eSign.Client.ApiException apiEx)
{
Assert.IsNotNull(apiEx.ErrorCode);
Assert.IsTrue(!string.IsNullOrWhiteSpace(apiEx.Message));
Assert.IsTrue(false, "Failed with ErrorCode: " + apiEx.ErrorCode + ", Message: " + apiEx.Message);
}
}
/// <summary>
/// Send Draft Envelope/Void Envelope/Move/Purge Envelope/Modify draft The Put Envelopes endpoint provides the following functionality:\n\n* Sends the specified single draft envelope.\nAdd {\"status\":\"sent\"} to the request body to send the envelope.\n\n* Voids the specified in-process envelope.\nAdd {\"status\":\"voided\", \"voidedReason\":\"The reason for voiding the envelope\"} to the request body to void the envelope.\n\n* Replaces the current email subject and message for a draft envelope.\nAdd {\"emailSubject\":\"subject\", \"emailBlurb\":\"message\"} to the request body to modify the subject and message.\n\n* Place the envelope documents and envelope metadata in a purge queue so that this information is removed from the DocuSign system.\nAdd {\"purgeState\":\"purge type\"} to the request body.\n\n*Additional information on purging documents*\n\nThe purge request can only be used for completed envelopes that are not marked as the authoritative copy. The requesting user must have permission to purge documents and must be the sender (the requesting user can act as the sender using Send On Behalf Of).\n\n### Note: If you have set the Document Retention policy on your account, envelope documents are automatically placed in the purge queue and the warning emails are sent at the end of the retention period. \n### Note: You can set the Document Retention policy in the Classic DocuSign Experience by specifying the number of days to retain documents. \n### Note: Setting a Document Retention policy is the same as setting a schedule for purging documents.\n\nWhen the purge request is initiated the envelope documents, or documents and envelope metadata, are placed in a purge queue for deletion in 14 days. A warning email notification is sent to the sender and recipients associated with the envelope, notifying them that the envelope documents will be deleted in 14 days and providing a link to the documents. A second email is sent 7 days later with the same message. At the end of the 14-day period, the envelope documents are deleted from the system.\n\nIf `purgeState=\"documents_queued\"` is used in the request, then only the documents are deleted and any corresponding attachments and tabs remain in the DocuSign system. If `purgeState= \"documents_and_metadata_queued\"` is used in the request, then the documents, attachments, and tabs are deleted.
/// </summary>
///<param name="accountId">The external account number (int) or account ID Guid.</param><param name="envelopeId">The envelopeId Guid of the envelope being accessed.</param> <param name="envelope">TBD Description</param> <param name="options">Options for modifying the behavior of the function.</param>
/// <returns>7Task of EnvelopeUpdateSummary</returns>
public async System.Threading.Tasks.Task<EnvelopeUpdateSummary> UpdateAsync (string accountId, string envelopeId, Envelope envelope, EnvelopesApi.UpdateOptions options = null)
{
ApiResponse<EnvelopeUpdateSummary> response = await UpdateAsyncWithHttpInfo(accountId, envelopeId, envelope, options);
return response.Data;
}
/// <summary>
/// Send Draft Envelope/Void Envelope/Move/Purge Envelope/Modify draft The Put Envelopes endpoint provides the following functionality:\n\n* Sends the specified single draft envelope.\nAdd {\"status\":\"sent\"} to the request body to send the envelope.\n\n* Voids the specified in-process envelope.\nAdd {\"status\":\"voided\", \"voidedReason\":\"The reason for voiding the envelope\"} to the request body to void the envelope.\n\n* Replaces the current email subject and message for a draft envelope.\nAdd {\"emailSubject\":\"subject\", \"emailBlurb\":\"message\"} to the request body to modify the subject and message.\n\n* Place the envelope documents and envelope metadata in a purge queue so that this information is removed from the DocuSign system.\nAdd {\"purgeState\":\"purge type\"} to the request body.\n\n*Additional information on purging documents*\n\nThe purge request can only be used for completed envelopes that are not marked as the authoritative copy. The requesting user must have permission to purge documents and must be the sender (the requesting user can act as the sender using Send On Behalf Of).\n\n### Note: If you have set the Document Retention policy on your account, envelope documents are automatically placed in the purge queue and the warning emails are sent at the end of the retention period. \n### Note: You can set the Document Retention policy in the Classic DocuSign Experience by specifying the number of days to retain documents. \n### Note: Setting a Document Retention policy is the same as setting a schedule for purging documents.\n\nWhen the purge request is initiated the envelope documents, or documents and envelope metadata, are placed in a purge queue for deletion in 14 days. A warning email notification is sent to the sender and recipients associated with the envelope, notifying them that the envelope documents will be deleted in 14 days and providing a link to the documents. A second email is sent 7 days later with the same message. At the end of the 14-day period, the envelope documents are deleted from the system.\n\nIf `purgeState=\"documents_queued\"` is used in the request, then only the documents are deleted and any corresponding attachments and tabs remain in the DocuSign system. If `purgeState= \"documents_and_metadata_queued\"` is used in the request, then the documents, attachments, and tabs are deleted.
/// </summary>
///<param name="accountId">The external account number (int) or account ID Guid.</param><param name="envelopeId">The envelopeId Guid of the envelope being accessed.</param> <param name="envelope">TBD Description</param> <param name="options">Options for modifying the behavior of the function.</param>
/// <returns>8Task of ApiResponse (EnvelopeUpdateSummary)</returns>
public async System.Threading.Tasks.Task<ApiResponse<EnvelopeUpdateSummary>> UpdateAsyncWithHttpInfo (string accountId, string envelopeId, Envelope envelope, EnvelopesApi.UpdateOptions options = null)
{
// verify the required parameter 'accountId' is set
if (accountId == null) throw new ApiException(400, "Missing required parameter 'accountId' when calling Update");
// verify the required parameter 'envelopeId' is set
if (envelopeId == null) throw new ApiException(400, "Missing required parameter 'envelopeId' when calling Update");
var path_ = "/v2/accounts/{accountId}/envelopes/{envelopeId}";
var pathParams = new Dictionary<String, String>();
var queryParams = new Dictionary<String, String>();
var headerParams = new Dictionary<String, String>(Configuration.DefaultHeader);
var formParams = new Dictionary<String, String>();
var fileParams = new Dictionary<String, FileParameter>();
String postBody = null;
// to determine the Accept header
String[] http_header_accepts = new String[] {
"application/json"
};
String http_header_accept = Configuration.ApiClient.SelectHeaderAccept(http_header_accepts);
if (http_header_accept != null)
headerParams.Add("Accept", Configuration.ApiClient.SelectHeaderAccept(http_header_accepts));
// set "format" to json by default
// e.g. /pet/{petId}.{format} becomes /pet/{petId}.json
pathParams.Add("format", "json");
if (accountId != null) pathParams.Add("accountId", Configuration.ApiClient.ParameterToString(accountId)); // path parameter
if (envelopeId != null) pathParams.Add("envelopeId", Configuration.ApiClient.ParameterToString(envelopeId)); // path parameter
if (options != null)
{
if (options.resendEnvelope != null) queryParams.Add("resend_envelope", Configuration.ApiClient.ParameterToString(options.resendEnvelope)); // query parameter
}
postBody = Configuration.ApiClient.Serialize(envelope); // http body (model) parameter
// make the HTTP request
IRestResponse response = (IRestResponse) await Configuration.ApiClient.CallApiAsync(path_, Method.PUT, queryParams, postBody, headerParams, formParams, fileParams, pathParams);
int statusCode = (int) response.StatusCode;
if (statusCode >= 400)
throw new ApiException (statusCode, "Error calling Update: " + response.Content, response.Content);
else if (statusCode == 0)
throw new ApiException (statusCode, "Error calling Update: " + response.ErrorMessage, response.ErrorMessage);
return new ApiResponse<EnvelopeUpdateSummary>(statusCode,
response.Headers.ToDictionary(x => x.Name, x => x.Value.ToString()),
(EnvelopeUpdateSummary) Configuration.ApiClient.Deserialize(response, typeof(EnvelopeUpdateSummary)));
}
public void RequestSignatureViaTemplateTest()
{
try
{
// upload template if one doesn't exist
// FAILED - CANT UPLOAD A TEMPLATE - API-3002 submitted
// use predefined template
AuthenticationApiTests authTests = new AuthenticationApiTests();
authTests.LoginTest();
// get pre-existing template with Signer1 role
// since I can't upload a template right now
TemplatesApi templatesApi = new TemplatesApi();
EnvelopeTemplateResults templateResults = templatesApi.ListTemplates(TestConfig.AccountId);
Assert.IsNotNull(templateResults);
Assert.IsNotNull(templateResults.EnvelopeTemplates);
string templateId = null;
foreach (EnvelopeTemplateResult et in templateResults.EnvelopeTemplates)
{
if (et.Name == "Test Template")
{
templateId = et.TemplateId;
break;
}
}
Assert.IsNotNull(templateId);
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.TemplateId = templateId;
envDef.TemplateRoles = new List<TemplateRole>();
TemplateRole templateRole = new TemplateRole();
templateRole.Email = TestConfig.DefaultEmail;
templateRole.Name = TestConfig.DefaultName;
templateRole.RoleName = "Signer1";
envDef.TemplateRoles.Add(templateRole);
envDef.Status = "sent"; // trigger the envelope to be sent (vs. Draft/Created)
// send envelope using template roles
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary es = envelopesApi.CreateEnvelope(TestConfig.AccountId, envDef);
Assert.IsNotNull(es);
Assert.IsNotNull(es.EnvelopeId);
Trace.WriteLine("Envelope: " + es.ToJson());
}
catch (DocuSign.eSign.Client.ApiException apiEx)
{
Assert.IsNotNull(apiEx.ErrorCode);
Assert.IsTrue(!string.IsNullOrWhiteSpace(apiEx.Message));
Assert.IsTrue(false, "Failed with ErrorCode: " + apiEx.ErrorCode + ", Message: " + apiEx.Message);
}
}
public static void Execute()
{
// Enter your DocuSign credentials
var credentials = new DocusignQuickStart.DocusignCredentials
{
Username = "******",
Password = "******",
IntegratorKey = "81f3bae3-f472-4a51-8d5f-e966f74cb0ab"
};
// specify the document (file) we want signed
string SignTest1File = @"C:\Users\callu_000\Documents\UD Group\Docusign\CNG\CNG Contract.pdf";
// Enter recipient (signer) name and email address
string recipientName = "Callum Rigby";
string recipientEmail = "*****@*****.**";
string recipientName2 = "John Smith";
string recipientEmail2 = "*****@*****.**";
// instantiate api client with appropriate environment (for production change to www.docusign.net/restapi)
string basePath = "https://demo.docusign.net/restapi";
// instantiate a new api client
var apiClient = new ApiClient(basePath);
// set client in global config so we don't need to pass it to each API object
Configuration.Default.ApiClient = apiClient;
string authHeader = JsonConvert.SerializeObject(credentials);
//DocusignCredentials cred = JsonConvert.DeserializeObject<DocusignCredentials>(authHeader);
Configuration.Default.AddDefaultHeader("X-DocuSign-Authentication", authHeader);
// we will retrieve this from the login() results
string accountId = null;
// the authentication api uses the apiClient (and X-DocuSign-Authentication header) that are set in Configuration object
var authApi = new AuthenticationApi();
LoginInformation loginInfo = authApi.Login();
// user might be a member of multiple accounts
accountId = loginInfo.LoginAccounts[0].AccountId;
Console.WriteLine("LoginInformation: {0}", loginInfo.ToJson());
// Read a file from disk to use as a document
byte[] fileBytes = File.ReadAllBytes(SignTest1File);
var envDef = new EnvelopeDefinition();
envDef.EmailSubject = "[DocuSign C# SDK] - Please sign this doc";
// Add a document to the envelope
var doc = new Document();
doc.DocumentBase64 = Convert.ToBase64String(fileBytes);
doc.Name = "TestFile.pdf";
doc.DocumentId = "1";
envDef.Documents = new List<Document>();
envDef.Documents.Add(doc);
// Add a recipient to sign the documeent
var signer = new Signer();
signer.Name = recipientName;
signer.Email = recipientEmail;
signer.RecipientId = "1";
signer.RoutingOrder = "1";
var signer2 = new Signer();
signer2.Name = recipientName2;
signer2.Email = recipientEmail2;
signer2.RecipientId = "2";
signer.RoutingOrder = "2";
// Create a |SignHere| tab somewhere on the document for the recipient to sign
signer.Tabs = new Tabs();
signer.Tabs.SignHereTabs = new List<SignHere>();
var signHere = new SignHere();
signHere.DocumentId = "1";
signHere.PageNumber = "1";
signHere.RecipientId = "1";
signHere.XPosition = "100";
signHere.YPosition = "150";
signer.Tabs.SignHereTabs.Add(signHere);
signer2.Tabs = new Tabs();
signer2.Tabs.SignHereTabs = new List<SignHere>();
var signHere2 = new SignHere();
signHere.DocumentId = "1";
signHere.PageNumber = "1";
signHere.RecipientId = "2";
signHere.XPosition = "100";
signHere.YPosition = "200";
signer2.Tabs.SignHereTabs.Add(signHere);
envDef.Recipients = new Recipients();
envDef.Recipients.Signers = new List<Signer>();
envDef.Recipients.Signers.Add(signer);
envDef.Recipients.Signers.Add(signer2);
// set envelope status to "sent" to immediately send the signature request
envDef.Status = "sent";
// Use the EnvelopesApi to send the signature request!
var envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountId, envDef);
// print the JSON response
Console.WriteLine("EnvelopeSummary:\n{0}", JsonConvert.SerializeObject(envelopeSummary));
Console.Read();
}
/// <summary>
/// Creates an envelope. Creates an envelope. \n\nUsing this function you can:\n* Create an envelope and send it.\n* Create an envelope from an existing template and send it.\n\nIn either case, you can choose to save the envelope as a draft envelope instead of sending it by setting the `status` property in the request to `created` instead of `sent`.\n\n### Send an Envelope or Create a Draft Envelope\n\nThis is a multi-part/form request.\n\nEnvelope Event Notification: `eventNotification` is an optional property that specifies a set of envelope and recipient status codes, a URL, and some other options. When the envelope or recipient status changes to one of the specified status codes, DocuSign sends a message containing the updated status to the specified URL.\n\n### Note: DocuSign Connect must be enabled to use `eventNotification`, but Connect does not need to be configured for the account since the configuration is done for each envelope.\n\n### Send an Envelope from a Template\n\nWhen you create an envelope using a `templateId`, the `recipients` structure is used to assign recipients to template roles via the `roleName` property, override recipient settings that have been specified in the template and set values for tab fields that were defined in the template.\n\nWhen a template is added or applied to an envelope and the template has a locked email subject and message, that subject and message is used for the envelope and cannot be changed even if another locked template is subsequently added or applied to the envelope. If an email subject or message is entered before adding or applying a locked template, the email subject and message is overwritten with the email subject and message from the locked template.\n\n**Composite Templates**:\n\nYou can add Composite Templates structure to the to create envelopes from a combination of DocuSign templates and PDF forms. The basic envelope remains the same, while the Composite Template adds new document and template overlays into the envelope. There can be any number of Composite Template structures in the envelope.\n\nEach Composite Template consists of server templates, inline templates, PDF Metadata templates, and documents.\n\n* Composite Template ID is an optional element used to identify the composite template. It is used as a reference when adding document object information. If used, the document content-disposition must include the `compositeTemplateId` to which the document should be added. If `compositeTemplateId` is not specified in the content-disposition, the document is applied based on the `documentId` only. If no document object is specified, the composite template inherits the first document.\n* Server Templates are server-side templates stored on the DocuSign server. If supplied they are overlaid into the envelope in the order of their Sequence value.\n* Inline Templates provide the container to pass inline XML properties. Inline templates allow you to add documents and, for PDF documents, transform the PDF fields into DocuSign tabs. If inline templates are supplied, they are overlaid into the envelope in the order of their Sequence value.\n* PDF Metadata Templates provide a container to embed design-time template information into a PDF document. DocuSign uses this information when processing the Envelope. This convention allows the document to carry the signing instructions with it, so that less information needs to be provided at run-time through an inline template or synchronized with an external structure like a server template. PDF Metadata templates are stored in the Metadata layer of a PDF in accordance with Acrobat's XMP specification. DocuSign will only find PDF Metadata templates inside documents passed in the Document object (see below). If supplied the PDF meta data template will be overlaid into the envelope in the order of their Sequence value.\n* Document objects are optional structures that provide a container to pass in a document or form. If this object is not passed, the composite template inherits the first document it finds from some other server template or inline template, starting with the lowest sequence value (discussed below).\n\nIf there are multiple composite templates, the document content-disposition can include the `compositeTemplateId` to which the document should be added. Using the `compositeTemplateId` sets which documents are associated with particular composite templates. An example of this usage is:\n\n```\n --5cd3320a-5aac-4453-b3a4-cbb52a4cba5d\n\n Content-Type: application/pdf\n\n Content-Disposition: file; filename=\"eula.pdf\"; documentId=1; compositeTemplateId=\"1\"\n\n Content-Transfer-Encoding: base64\n```\n\nAcrobat form objects are only extrapolated from the document object. DocuSign does not derive Acrobat form properties from server templates or inline templates. To instruct DocuSign to extrapolate objects from the Acrobat form, set `transformPdfFields` to \"true\" for the document. See the Transform PDF Fields section for more information about how fields are transformed into DocuSign tabs.\n\n*Sequence*\n\nEach type of template has a sequence property, which enables the templates to be over-laid in a particular order. This is significant because \"last-out\" wins in cases of the same property being specified in multiple places in the method schema.\n\n**Merge Recipient Roles for Draft Envelopes**\n\nWhen an envelope with multiple templates is sent, the recipients from the templates are merged according to template roles and empty recipients are removed. When creating an envelope with multiple templates, but not sending it (keeping it in a created state), duplicate recipients are not merged, which could cause leave duplicate recipients in the envelope.\n\nTo prevent this, the query parameter `merge_roles_on_draft` should be added when posting a draft envelope (status=created) with multiple templates. Doing this will merge template roles and remove empty recipients.\n\n### Note: DocuSign recommends that the merge roles query parameter be used anytime you are creating an envelope with multiple templates and keeping it in draft (created) status.\n\n**Template Email Subject Merge Fields**\n\nThis provides the ability to insert recipient name and email address merge fields into the email subject line when creating or sending from a template.\n\nThe merge fields, based on the recipient’s `roleName`, are added to the `emailSubject` when the template is created or when the template is used to create an envelope. After a template sender adds the name and email information for the recipient and sends the envelope, the recipient information is automatically merged into the appropriate fields in the email subject line.\n\nBoth the sender and the recipients will see the information in the email subject line for any emails associated with the template. This provides an easy way for senders to organize their envelope emails without having to open an envelope to check the recipient.\n\nIf merging the recipient information into the subject line causes the subject line to exceed 100 characters, then any characters over the 100 character limit are not included in the subject line. For cases where the recipient name or email is expected to be long, you should consider placing the merge field at the start of the email subject.\n\n* To add a recipient’s name in the subject line add the following text in the `emailSubject` when creating the template or when sending an envelope from a template:\n\n [[<roleName>_UserName]]\n\n Example:\n\n `\"emailSubject\":\"[[Signer 1_UserName]], Please sign this NDA\",`\n\n* To add a recipient’s email address in the subject line add the following text in the emailSubject when creating the template or when sending an envelope from a template:\n\n [[<roleName>_Email]]\n\n Example:\n\n `\"emailSubject\":\"[[Signer 1_Email]], Please sign this NDA\",`\n\nIn both cases the <roleName> is the recipient’s `roleName` in the template.\n\nFor cases where another recipient (such as an Agent, Editor, or Intermediary recipient) is entering the name and email information for the recipient included in the email subject, then [[<roleName>_UserName]] or [[<roleName>_Email]] is shown in the email subject.\n\n*Rules for determining the `brandId` used in an envelope*\n\nThe following rules are used to determine the `brandId` used in an envelope:\n\n* If a `brandId` is specified in the envelope/template and that brandId is available to the account, that brand is used in the envelope.\n* If more than one template is used in an envelope and more than one `brandId` is specified, the first `brandId` specified is used throughout the envelope.\n* In cases where no brand is specified and the sender belongs to a Group; if there is only one brand associated with the Group, then that brand is used in the envelope. Otherwise, the account’s default signing brand is used.\n* For envelopes that do not meet any of the previous rules, the account's default signing brand is used in the envelope.\n\n### Important: The BCC Email address feature is designed to provide a copy of all email communications for external archiving purposes. DocuSign recommends that envelopes sent using the BCC for Email Archive feature, including the BCC Email Override option, include additional signer authentication options. To send a copy of the envelope to a recipient who does not need to sign, use a Carbon Copies or Certified Deliveries Recipient Type.
/// </summary>
///<param name="accountId">The external account number (int) or account ID Guid.</param> <param name="envelopeDefinition">TBD Description</param> <param name="options">Options for modifying the behavior of the function.</param>
/// <returns>7Task of EnvelopeSummary</returns>
public async System.Threading.Tasks.Task<EnvelopeSummary> CreateEnvelopeAsync (string accountId, EnvelopeDefinition envelopeDefinition, EnvelopesApi.CreateEnvelopeOptions options = null)
{
ApiResponse<EnvelopeSummary> response = await CreateEnvelopeAsyncWithHttpInfo(accountId, envelopeDefinition, options);
return response.Data;
}
public void GetStatusOfEnvelopesTest()
{
try
{
// make sure we have at least one result.
RequestSignatureOnADocumentTest();
DateTime fromDate = DateTime.UtcNow;
fromDate = fromDate.AddDays(-30);
string fromDateStr = fromDate.ToString("o");
EnvelopesApi.ListStatusChangesOptions ops = new EnvelopesApi.ListStatusChangesOptions()
{
count = "10",
fromDate = fromDateStr
};
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopesInformation envInfo = envelopesApi.ListStatusChanges(TestConfig.AccountId, ops);
Assert.IsNotNull(envInfo);
Assert.IsNotNull(envInfo.ResultSetSize);
int resultSetSize = int.Parse(envInfo.ResultSetSize);
Assert.IsTrue(resultSetSize > 0);
Trace.WriteLine(envInfo.ToJson());
}
catch (DocuSign.eSign.Client.ApiException apiEx)
{
Assert.IsNotNull(apiEx.ErrorCode);
Assert.IsTrue(!string.IsNullOrWhiteSpace(apiEx.Message));
Assert.IsTrue(false, "Failed with ErrorCode: " + apiEx.ErrorCode + ", Message: " + apiEx.Message);
}
}
/// <summary>
/// Creates an envelope. Creates an envelope. \n\nUsing this function you can:\n* Create an envelope and send it.\n* Create an envelope from an existing template and send it.\n\nIn either case, you can choose to save the envelope as a draft envelope instead of sending it by setting the `status` property in the request to `created` instead of `sent`.\n\n### Send an Envelope or Create a Draft Envelope\n\nThis is a multi-part/form request.\n\nEnvelope Event Notification: `eventNotification` is an optional property that specifies a set of envelope and recipient status codes, a URL, and some other options. When the envelope or recipient status changes to one of the specified status codes, DocuSign sends a message containing the updated status to the specified URL.\n\n### Note: DocuSign Connect must be enabled to use `eventNotification`, but Connect does not need to be configured for the account since the configuration is done for each envelope.\n\n### Send an Envelope from a Template\n\nWhen you create an envelope using a `templateId`, the `recipients` structure is used to assign recipients to template roles via the `roleName` property, override recipient settings that have been specified in the template and set values for tab fields that were defined in the template.\n\nWhen a template is added or applied to an envelope and the template has a locked email subject and message, that subject and message is used for the envelope and cannot be changed even if another locked template is subsequently added or applied to the envelope. If an email subject or message is entered before adding or applying a locked template, the email subject and message is overwritten with the email subject and message from the locked template.\n\n**Composite Templates**:\n\nYou can add Composite Templates structure to the to create envelopes from a combination of DocuSign templates and PDF forms. The basic envelope remains the same, while the Composite Template adds new document and template overlays into the envelope. There can be any number of Composite Template structures in the envelope.\n\nEach Composite Template consists of server templates, inline templates, PDF Metadata templates, and documents.\n\n* Composite Template ID is an optional element used to identify the composite template. It is used as a reference when adding document object information. If used, the document content-disposition must include the `compositeTemplateId` to which the document should be added. If `compositeTemplateId` is not specified in the content-disposition, the document is applied based on the `documentId` only. If no document object is specified, the composite template inherits the first document.\n* Server Templates are server-side templates stored on the DocuSign server. If supplied they are overlaid into the envelope in the order of their Sequence value.\n* Inline Templates provide the container to pass inline XML properties. Inline templates allow you to add documents and, for PDF documents, transform the PDF fields into DocuSign tabs. If inline templates are supplied, they are overlaid into the envelope in the order of their Sequence value.\n* PDF Metadata Templates provide a container to embed design-time template information into a PDF document. DocuSign uses this information when processing the Envelope. This convention allows the document to carry the signing instructions with it, so that less information needs to be provided at run-time through an inline template or synchronized with an external structure like a server template. PDF Metadata templates are stored in the Metadata layer of a PDF in accordance with Acrobat's XMP specification. DocuSign will only find PDF Metadata templates inside documents passed in the Document object (see below). If supplied the PDF meta data template will be overlaid into the envelope in the order of their Sequence value.\n* Document objects are optional structures that provide a container to pass in a document or form. If this object is not passed, the composite template inherits the first document it finds from some other server template or inline template, starting with the lowest sequence value (discussed below).\n\nIf there are multiple composite templates, the document content-disposition can include the `compositeTemplateId` to which the document should be added. Using the `compositeTemplateId` sets which documents are associated with particular composite templates. An example of this usage is:\n\n```\n --5cd3320a-5aac-4453-b3a4-cbb52a4cba5d\n\n Content-Type: application/pdf\n\n Content-Disposition: file; filename=\"eula.pdf\"; documentId=1; compositeTemplateId=\"1\"\n\n Content-Transfer-Encoding: base64\n```\n\nAcrobat form objects are only extrapolated from the document object. DocuSign does not derive Acrobat form properties from server templates or inline templates. To instruct DocuSign to extrapolate objects from the Acrobat form, set `transformPdfFields` to \"true\" for the document. See the Transform PDF Fields section for more information about how fields are transformed into DocuSign tabs.\n\n*Sequence*\n\nEach type of template has a sequence property, which enables the templates to be over-laid in a particular order. This is significant because \"last-out\" wins in cases of the same property being specified in multiple places in the method schema.\n\n**Merge Recipient Roles for Draft Envelopes**\n\nWhen an envelope with multiple templates is sent, the recipients from the templates are merged according to template roles and empty recipients are removed. When creating an envelope with multiple templates, but not sending it (keeping it in a created state), duplicate recipients are not merged, which could cause leave duplicate recipients in the envelope.\n\nTo prevent this, the query parameter `merge_roles_on_draft` should be added when posting a draft envelope (status=created) with multiple templates. Doing this will merge template roles and remove empty recipients.\n\n### Note: DocuSign recommends that the merge roles query parameter be used anytime you are creating an envelope with multiple templates and keeping it in draft (created) status.\n\n**Template Email Subject Merge Fields**\n\nThis provides the ability to insert recipient name and email address merge fields into the email subject line when creating or sending from a template.\n\nThe merge fields, based on the recipient’s `roleName`, are added to the `emailSubject` when the template is created or when the template is used to create an envelope. After a template sender adds the name and email information for the recipient and sends the envelope, the recipient information is automatically merged into the appropriate fields in the email subject line.\n\nBoth the sender and the recipients will see the information in the email subject line for any emails associated with the template. This provides an easy way for senders to organize their envelope emails without having to open an envelope to check the recipient.\n\nIf merging the recipient information into the subject line causes the subject line to exceed 100 characters, then any characters over the 100 character limit are not included in the subject line. For cases where the recipient name or email is expected to be long, you should consider placing the merge field at the start of the email subject.\n\n* To add a recipient’s name in the subject line add the following text in the `emailSubject` when creating the template or when sending an envelope from a template:\n\n [[<roleName>_UserName]]\n\n Example:\n\n `\"emailSubject\":\"[[Signer 1_UserName]], Please sign this NDA\",`\n\n* To add a recipient’s email address in the subject line add the following text in the emailSubject when creating the template or when sending an envelope from a template:\n\n [[<roleName>_Email]]\n\n Example:\n\n `\"emailSubject\":\"[[Signer 1_Email]], Please sign this NDA\",`\n\nIn both cases the <roleName> is the recipient’s `roleName` in the template.\n\nFor cases where another recipient (such as an Agent, Editor, or Intermediary recipient) is entering the name and email information for the recipient included in the email subject, then [[<roleName>_UserName]] or [[<roleName>_Email]] is shown in the email subject.\n\n*Rules for determining the `brandId` used in an envelope*\n\nThe following rules are used to determine the `brandId` used in an envelope:\n\n* If a `brandId` is specified in the envelope/template and that brandId is available to the account, that brand is used in the envelope.\n* If more than one template is used in an envelope and more than one `brandId` is specified, the first `brandId` specified is used throughout the envelope.\n* In cases where no brand is specified and the sender belongs to a Group; if there is only one brand associated with the Group, then that brand is used in the envelope. Otherwise, the account’s default signing brand is used.\n* For envelopes that do not meet any of the previous rules, the account's default signing brand is used in the envelope.\n\n### Important: The BCC Email address feature is designed to provide a copy of all email communications for external archiving purposes. DocuSign recommends that envelopes sent using the BCC for Email Archive feature, including the BCC Email Override option, include additional signer authentication options. To send a copy of the envelope to a recipient who does not need to sign, use a Carbon Copies or Certified Deliveries Recipient Type.
/// </summary>
///<param name="accountId">The external account number (int) or account ID Guid.</param> <param name="envelopeDefinition">TBD Description</param> <param name="options">Options for modifying the behavior of the function.</param>
/// <returns>5EnvelopeSummary</returns>
public EnvelopeSummary CreateEnvelope (string accountId, EnvelopeDefinition envelopeDefinition, EnvelopesApi.CreateEnvelopeOptions options = null)
{
ApiResponse<EnvelopeSummary> response = CreateEnvelopeWithHttpInfo(accountId, envelopeDefinition, options);
return response.Data;
}
/// <summary>
/// Creates an envelope. Creates an envelope. \n\nUsing this function you can:\n* Create an envelope and send it.\n* Create an envelope from an existing template and send it.\n\nIn either case, you can choose to save the envelope as a draft envelope instead of sending it by setting the `status` property in the request to `created` instead of `sent`.\n\n### Send an Envelope or Create a Draft Envelope\n\nThis is a multi-part/form request.\n\nEnvelope Event Notification: `eventNotification` is an optional property that specifies a set of envelope and recipient status codes, a URL, and some other options. When the envelope or recipient status changes to one of the specified status codes, DocuSign sends a message containing the updated status to the specified URL.\n\n### Note: DocuSign Connect must be enabled to use `eventNotification`, but Connect does not need to be configured for the account since the configuration is done for each envelope.\n\n### Send an Envelope from a Template\n\nWhen you create an envelope using a `templateId`, the `recipients` structure is used to assign recipients to template roles via the `roleName` property, override recipient settings that have been specified in the template and set values for tab fields that were defined in the template.\n\nWhen a template is added or applied to an envelope and the template has a locked email subject and message, that subject and message is used for the envelope and cannot be changed even if another locked template is subsequently added or applied to the envelope. If an email subject or message is entered before adding or applying a locked template, the email subject and message is overwritten with the email subject and message from the locked template.\n\n**Composite Templates**:\n\nYou can add Composite Templates structure to the to create envelopes from a combination of DocuSign templates and PDF forms. The basic envelope remains the same, while the Composite Template adds new document and template overlays into the envelope. There can be any number of Composite Template structures in the envelope.\n\nEach Composite Template consists of server templates, inline templates, PDF Metadata templates, and documents.\n\n* Composite Template ID is an optional element used to identify the composite template. It is used as a reference when adding document object information. If used, the document content-disposition must include the `compositeTemplateId` to which the document should be added. If `compositeTemplateId` is not specified in the content-disposition, the document is applied based on the `documentId` only. If no document object is specified, the composite template inherits the first document.\n* Server Templates are server-side templates stored on the DocuSign server. If supplied they are overlaid into the envelope in the order of their Sequence value.\n* Inline Templates provide the container to pass inline XML properties. Inline templates allow you to add documents and, for PDF documents, transform the PDF fields into DocuSign tabs. If inline templates are supplied, they are overlaid into the envelope in the order of their Sequence value.\n* PDF Metadata Templates provide a container to embed design-time template information into a PDF document. DocuSign uses this information when processing the Envelope. This convention allows the document to carry the signing instructions with it, so that less information needs to be provided at run-time through an inline template or synchronized with an external structure like a server template. PDF Metadata templates are stored in the Metadata layer of a PDF in accordance with Acrobat's XMP specification. DocuSign will only find PDF Metadata templates inside documents passed in the Document object (see below). If supplied the PDF meta data template will be overlaid into the envelope in the order of their Sequence value.\n* Document objects are optional structures that provide a container to pass in a document or form. If this object is not passed, the composite template inherits the first document it finds from some other server template or inline template, starting with the lowest sequence value (discussed below).\n\nIf there are multiple composite templates, the document content-disposition can include the `compositeTemplateId` to which the document should be added. Using the `compositeTemplateId` sets which documents are associated with particular composite templates. An example of this usage is:\n\n```\n --5cd3320a-5aac-4453-b3a4-cbb52a4cba5d\n\n Content-Type: application/pdf\n\n Content-Disposition: file; filename=\"eula.pdf\"; documentId=1; compositeTemplateId=\"1\"\n\n Content-Transfer-Encoding: base64\n```\n\nAcrobat form objects are only extrapolated from the document object. DocuSign does not derive Acrobat form properties from server templates or inline templates. To instruct DocuSign to extrapolate objects from the Acrobat form, set `transformPdfFields` to \"true\" for the document. See the Transform PDF Fields section for more information about how fields are transformed into DocuSign tabs.\n\n*Sequence*\n\nEach type of template has a sequence property, which enables the templates to be over-laid in a particular order. This is significant because \"last-out\" wins in cases of the same property being specified in multiple places in the method schema.\n\n**Merge Recipient Roles for Draft Envelopes**\n\nWhen an envelope with multiple templates is sent, the recipients from the templates are merged according to template roles and empty recipients are removed. When creating an envelope with multiple templates, but not sending it (keeping it in a created state), duplicate recipients are not merged, which could cause leave duplicate recipients in the envelope.\n\nTo prevent this, the query parameter `merge_roles_on_draft` should be added when posting a draft envelope (status=created) with multiple templates. Doing this will merge template roles and remove empty recipients.\n\n### Note: DocuSign recommends that the merge roles query parameter be used anytime you are creating an envelope with multiple templates and keeping it in draft (created) status.\n\n**Template Email Subject Merge Fields**\n\nThis provides the ability to insert recipient name and email address merge fields into the email subject line when creating or sending from a template.\n\nThe merge fields, based on the recipient’s `roleName`, are added to the `emailSubject` when the template is created or when the template is used to create an envelope. After a template sender adds the name and email information for the recipient and sends the envelope, the recipient information is automatically merged into the appropriate fields in the email subject line.\n\nBoth the sender and the recipients will see the information in the email subject line for any emails associated with the template. This provides an easy way for senders to organize their envelope emails without having to open an envelope to check the recipient.\n\nIf merging the recipient information into the subject line causes the subject line to exceed 100 characters, then any characters over the 100 character limit are not included in the subject line. For cases where the recipient name or email is expected to be long, you should consider placing the merge field at the start of the email subject.\n\n* To add a recipient’s name in the subject line add the following text in the `emailSubject` when creating the template or when sending an envelope from a template:\n\n [[<roleName>_UserName]]\n\n Example:\n\n `\"emailSubject\":\"[[Signer 1_UserName]], Please sign this NDA\",`\n\n* To add a recipient’s email address in the subject line add the following text in the emailSubject when creating the template or when sending an envelope from a template:\n\n [[<roleName>_Email]]\n\n Example:\n\n `\"emailSubject\":\"[[Signer 1_Email]], Please sign this NDA\",`\n\nIn both cases the <roleName> is the recipient’s `roleName` in the template.\n\nFor cases where another recipient (such as an Agent, Editor, or Intermediary recipient) is entering the name and email information for the recipient included in the email subject, then [[<roleName>_UserName]] or [[<roleName>_Email]] is shown in the email subject.\n\n*Rules for determining the `brandId` used in an envelope*\n\nThe following rules are used to determine the `brandId` used in an envelope:\n\n* If a `brandId` is specified in the envelope/template and that brandId is available to the account, that brand is used in the envelope.\n* If more than one template is used in an envelope and more than one `brandId` is specified, the first `brandId` specified is used throughout the envelope.\n* In cases where no brand is specified and the sender belongs to a Group; if there is only one brand associated with the Group, then that brand is used in the envelope. Otherwise, the account’s default signing brand is used.\n* For envelopes that do not meet any of the previous rules, the account's default signing brand is used in the envelope.\n\n### Important: The BCC Email address feature is designed to provide a copy of all email communications for external archiving purposes. DocuSign recommends that envelopes sent using the BCC for Email Archive feature, including the BCC Email Override option, include additional signer authentication options. To send a copy of the envelope to a recipient who does not need to sign, use a Carbon Copies or Certified Deliveries Recipient Type.
/// </summary>
///<param name="accountId">The external account number (int) or account ID Guid.</param> <param name="envelopeDefinition">TBD Description</param> <param name="options">Options for modifying the behavior of the function.</param>
/// <returns>6ApiResponse of EnvelopeSummary</returns>
public ApiResponse< EnvelopeSummary > CreateEnvelopeWithHttpInfo (string accountId, EnvelopeDefinition envelopeDefinition, EnvelopesApi.CreateEnvelopeOptions options = null)
{
// verify the required parameter 'accountId' is set
if (accountId == null) throw new ApiException(400, "Missing required parameter 'accountId' when calling CreateEnvelope");
var path_ = "/v2/accounts/{accountId}/envelopes";
var pathParams = new Dictionary<String, String>();
var queryParams = new Dictionary<String, String>();
var headerParams = new Dictionary<String, String>(Configuration.DefaultHeader);
var formParams = new Dictionary<String, String>();
var fileParams = new Dictionary<String, FileParameter>();
String postBody = null;
// to determine the Accept header
String[] http_header_accepts = new String[] {
"application/json"
};
String http_header_accept = Configuration.ApiClient.SelectHeaderAccept(http_header_accepts);
if (http_header_accept != null)
headerParams.Add("Accept", Configuration.ApiClient.SelectHeaderAccept(http_header_accepts));
// set "format" to json by default
// e.g. /pet/{petId}.{format} becomes /pet/{petId}.json
pathParams.Add("format", "json");
if (accountId != null) pathParams.Add("accountId", Configuration.ApiClient.ParameterToString(accountId)); // path parameter
if (options != null)
{
if (options.cdseMode != null) queryParams.Add("cdse_mode", Configuration.ApiClient.ParameterToString(options.cdseMode)); // query parameter
if (options.mergeRolesOnDraft != null) queryParams.Add("merge_roles_on_draft", Configuration.ApiClient.ParameterToString(options.mergeRolesOnDraft)); // query parameter
}
postBody = Configuration.ApiClient.Serialize(envelopeDefinition); // http body (model) parameter
// make the HTTP request
IRestResponse response = (IRestResponse) Configuration.ApiClient.CallApi(path_, Method.POST, queryParams, postBody, headerParams, formParams, fileParams, pathParams);
int statusCode = (int) response.StatusCode;
if (statusCode >= 400)
throw new ApiException (statusCode, "Error calling CreateEnvelope: " + response.Content, response.Content);
else if (statusCode == 0)
throw new ApiException (statusCode, "Error calling CreateEnvelope: " + response.ErrorMessage, response.ErrorMessage);
return new ApiResponse<EnvelopeSummary>(statusCode,
response.Headers.ToDictionary(x => x.Name, x => x.Value.ToString()),
(EnvelopeSummary) Configuration.ApiClient.Deserialize(response, typeof(EnvelopeSummary)));
}
/// <summary>
/// Gets status changes for one or more envelopes. Retrieves envelope status changes for all envelopes. You can modify the information returned by adding query strings to limit the request to check between certain dates and times, or for certain envelopes, or for certain status codes. It is recommended that you use one or more of the query strings in order to limit the size of the response.\n\n### Important: Unless you are requesting the status for specific envelopes (using the `envelopeIds` or `transactionIds` properties), you must add a set the `from_date` property in the request.\n\nGetting envelope status using `transactionIds` is useful for offline signing situations where it can be used determine if an envelope was created or not, for the cases where a network connection was lost, before the envelope status could be returned.\n\n### Request Envelope Status Notes ###\n\nThe REST API GET /envelopes call uses certain filters to find results. In some cases requests are check for \"any status change\" instead of the just the single status requested. In these cases, more envelopes might be returned by the request than otherwise would be. For example, for a request with the begin date is set to Jan 1st, an end date set to Jan 7th and the status qualifier (`from_to_status`) set to `Delivered` &mdash; the response set might contain envelopes that were created during that time period, but not delivered during the time period.\n\nTo avoid unnecessary database queries, the DocuSign system checks requests to ensure that the added filters will not result in a zero-size response before acting on the request. The following table shows the valid envelope statuses (in the Valid Current Statuses column) for the status qualifiers in the request. If the status and status qualifiers in the API request do not contain any of the values shown in the valid current statuses column, then an empty list is returned.\n\nFor example, a request with a status qualifier (from_to_status) of `Delivered` and a status of \"`Created`,`Sent`\", DocuSign will always return an empty list. This is because the request essentially translates to: find the envelopes that were delivered between the begin and end dates that have a current status of `Created` or `Sent`, and since an envelope that has been delivered can never have a status of `Created` or `Sent`, a zero-size response would be generated. In this case, DocuSign does not run the request, but just returns the empty list.\n\nClient applications should check that the statuses they are requesting make sense for a given status qualifier.
/// </summary>
///<param name="accountId">The external account number (int) or account ID Guid.</param> <param name="options">Options for modifying the behavior of the function.</param>
/// <returns>8Task of ApiResponse (EnvelopesInformation)</returns>
public async System.Threading.Tasks.Task<ApiResponse<EnvelopesInformation>> ListStatusChangesAsyncWithHttpInfo (string accountId, EnvelopesApi.ListStatusChangesOptions options = null)
{
// verify the required parameter 'accountId' is set
if (accountId == null) throw new ApiException(400, "Missing required parameter 'accountId' when calling ListStatusChanges");
var path_ = "/v2/accounts/{accountId}/envelopes";
var pathParams = new Dictionary<String, String>();
var queryParams = new Dictionary<String, String>();
var headerParams = new Dictionary<String, String>(Configuration.DefaultHeader);
var formParams = new Dictionary<String, String>();
var fileParams = new Dictionary<String, FileParameter>();
String postBody = null;
// to determine the Accept header
String[] http_header_accepts = new String[] {
"application/json"
};
String http_header_accept = Configuration.ApiClient.SelectHeaderAccept(http_header_accepts);
if (http_header_accept != null)
headerParams.Add("Accept", Configuration.ApiClient.SelectHeaderAccept(http_header_accepts));
// set "format" to json by default
// e.g. /pet/{petId}.{format} becomes /pet/{petId}.json
pathParams.Add("format", "json");
if (accountId != null) pathParams.Add("accountId", Configuration.ApiClient.ParameterToString(accountId)); // path parameter
if (options != null)
{
if (options.block != null) queryParams.Add("block", Configuration.ApiClient.ParameterToString(options.block)); // query parameter
if (options.powerformids != null) queryParams.Add("powerformids", Configuration.ApiClient.ParameterToString(options.powerformids)); // query parameter
if (options.orderBy != null) queryParams.Add("order_by", Configuration.ApiClient.ParameterToString(options.orderBy)); // query parameter
if (options.intersectingFolderIds != null) queryParams.Add("intersecting_folder_ids", Configuration.ApiClient.ParameterToString(options.intersectingFolderIds)); // query parameter
if (options.fromDate != null) queryParams.Add("from_date", Configuration.ApiClient.ParameterToString(options.fromDate)); // query parameter
if (options.acStatus != null) queryParams.Add("ac_status", Configuration.ApiClient.ParameterToString(options.acStatus)); // query parameter
if (options.count != null) queryParams.Add("count", Configuration.ApiClient.ParameterToString(options.count)); // query parameter
if (options.customField != null) queryParams.Add("custom_field", Configuration.ApiClient.ParameterToString(options.customField)); // query parameter
if (options.email != null) queryParams.Add("email", Configuration.ApiClient.ParameterToString(options.email)); // query parameter
if (options.userName != null) queryParams.Add("user_name", Configuration.ApiClient.ParameterToString(options.userName)); // query parameter
if (options.exclude != null) queryParams.Add("exclude", Configuration.ApiClient.ParameterToString(options.exclude)); // query parameter
if (options.folderIds != null) queryParams.Add("folder_ids", Configuration.ApiClient.ParameterToString(options.folderIds)); // query parameter
if (options.folderTypes != null) queryParams.Add("folder_types", Configuration.ApiClient.ParameterToString(options.folderTypes)); // query parameter
if (options.searchText != null) queryParams.Add("search_text", Configuration.ApiClient.ParameterToString(options.searchText)); // query parameter
if (options.fromToStatus != null) queryParams.Add("from_to_status", Configuration.ApiClient.ParameterToString(options.fromToStatus)); // query parameter
if (options.include != null) queryParams.Add("include", Configuration.ApiClient.ParameterToString(options.include)); // query parameter
if (options.order != null) queryParams.Add("order", Configuration.ApiClient.ParameterToString(options.order)); // query parameter
if (options.envelopeIds != null) queryParams.Add("envelope_ids", Configuration.ApiClient.ParameterToString(options.envelopeIds)); // query parameter
if (options.toDate != null) queryParams.Add("to_date", Configuration.ApiClient.ParameterToString(options.toDate)); // query parameter
if (options.userId != null) queryParams.Add("user_id", Configuration.ApiClient.ParameterToString(options.userId)); // query parameter
if (options.status != null) queryParams.Add("status", Configuration.ApiClient.ParameterToString(options.status)); // query parameter
if (options.startPosition != null) queryParams.Add("start_position", Configuration.ApiClient.ParameterToString(options.startPosition)); // query parameter
if (options.transactionIds != null) queryParams.Add("transaction_ids", Configuration.ApiClient.ParameterToString(options.transactionIds)); // query parameter
if (options.userFilter != null) queryParams.Add("user_filter", Configuration.ApiClient.ParameterToString(options.userFilter)); // query parameter
}
// make the HTTP request
IRestResponse response = (IRestResponse) await Configuration.ApiClient.CallApiAsync(path_, Method.GET, queryParams, postBody, headerParams, formParams, fileParams, pathParams);
int statusCode = (int) response.StatusCode;
if (statusCode >= 400)
throw new ApiException (statusCode, "Error calling ListStatusChanges: " + response.Content, response.Content);
else if (statusCode == 0)
throw new ApiException (statusCode, "Error calling ListStatusChanges: " + response.ErrorMessage, response.ErrorMessage);
return new ApiResponse<EnvelopesInformation>(statusCode,
response.Headers.ToDictionary(x => x.Name, x => x.Value.ToString()),
(EnvelopesInformation) Configuration.ApiClient.Deserialize(response, typeof(EnvelopesInformation)));
}
/// <summary>
/// Gets status changes for one or more envelopes. Retrieves envelope status changes for all envelopes. You can modify the information returned by adding query strings to limit the request to check between certain dates and times, or for certain envelopes, or for certain status codes. It is recommended that you use one or more of the query strings in order to limit the size of the response.\n\n### Important: Unless you are requesting the status for specific envelopes (using the `envelopeIds` or `transactionIds` properties), you must add a set the `from_date` property in the request.\n\nGetting envelope status using `transactionIds` is useful for offline signing situations where it can be used determine if an envelope was created or not, for the cases where a network connection was lost, before the envelope status could be returned.\n\n### Request Envelope Status Notes ###\n\nThe REST API GET /envelopes call uses certain filters to find results. In some cases requests are check for \"any status change\" instead of the just the single status requested. In these cases, more envelopes might be returned by the request than otherwise would be. For example, for a request with the begin date is set to Jan 1st, an end date set to Jan 7th and the status qualifier (`from_to_status`) set to `Delivered` &mdash; the response set might contain envelopes that were created during that time period, but not delivered during the time period.\n\nTo avoid unnecessary database queries, the DocuSign system checks requests to ensure that the added filters will not result in a zero-size response before acting on the request. The following table shows the valid envelope statuses (in the Valid Current Statuses column) for the status qualifiers in the request. If the status and status qualifiers in the API request do not contain any of the values shown in the valid current statuses column, then an empty list is returned.\n\nFor example, a request with a status qualifier (from_to_status) of `Delivered` and a status of \"`Created`,`Sent`\", DocuSign will always return an empty list. This is because the request essentially translates to: find the envelopes that were delivered between the begin and end dates that have a current status of `Created` or `Sent`, and since an envelope that has been delivered can never have a status of `Created` or `Sent`, a zero-size response would be generated. In this case, DocuSign does not run the request, but just returns the empty list.\n\nClient applications should check that the statuses they are requesting make sense for a given status qualifier.
/// </summary>
///<param name="accountId">The external account number (int) or account ID Guid.</param> <param name="options">Options for modifying the behavior of the function.</param>
/// <returns>7Task of EnvelopesInformation</returns>
public async System.Threading.Tasks.Task<EnvelopesInformation> ListStatusChangesAsync (string accountId, EnvelopesApi.ListStatusChangesOptions options = null)
{
ApiResponse<EnvelopesInformation> response = await ListStatusChangesAsyncWithHttpInfo(accountId, options);
return response.Data;
}
/// <summary>
/// Gets status changes for one or more envelopes. Retrieves envelope status changes for all envelopes. You can modify the information returned by adding query strings to limit the request to check between certain dates and times, or for certain envelopes, or for certain status codes. It is recommended that you use one or more of the query strings in order to limit the size of the response.\n\n### Important: Unless you are requesting the status for specific envelopes (using the `envelopeIds` or `transactionIds` properties), you must add a set the `from_date` property in the request.\n\nGetting envelope status using `transactionIds` is useful for offline signing situations where it can be used determine if an envelope was created or not, for the cases where a network connection was lost, before the envelope status could be returned.\n\n### Request Envelope Status Notes ###\n\nThe REST API GET /envelopes call uses certain filters to find results. In some cases requests are check for \"any status change\" instead of the just the single status requested. In these cases, more envelopes might be returned by the request than otherwise would be. For example, for a request with the begin date is set to Jan 1st, an end date set to Jan 7th and the status qualifier (`from_to_status`) set to `Delivered` &mdash; the response set might contain envelopes that were created during that time period, but not delivered during the time period.\n\nTo avoid unnecessary database queries, the DocuSign system checks requests to ensure that the added filters will not result in a zero-size response before acting on the request. The following table shows the valid envelope statuses (in the Valid Current Statuses column) for the status qualifiers in the request. If the status and status qualifiers in the API request do not contain any of the values shown in the valid current statuses column, then an empty list is returned.\n\nFor example, a request with a status qualifier (from_to_status) of `Delivered` and a status of \"`Created`,`Sent`\", DocuSign will always return an empty list. This is because the request essentially translates to: find the envelopes that were delivered between the begin and end dates that have a current status of `Created` or `Sent`, and since an envelope that has been delivered can never have a status of `Created` or `Sent`, a zero-size response would be generated. In this case, DocuSign does not run the request, but just returns the empty list.\n\nClient applications should check that the statuses they are requesting make sense for a given status qualifier.
/// </summary>
///<param name="accountId">The external account number (int) or account ID Guid.</param> <param name="options">Options for modifying the behavior of the function.</param>
/// <returns>5EnvelopesInformation</returns>
public EnvelopesInformation ListStatusChanges (string accountId, EnvelopesApi.ListStatusChangesOptions options = null)
{
ApiResponse<EnvelopesInformation> response = ListStatusChangesWithHttpInfo(accountId, options);
return response.Data;
}
public void GetEnvelopeInformationTest()
{
try
{
// get the logininformation and accountId
AuthenticationApiTests loginTests = new AuthenticationApiTests();
loginTests.LoginTest();
EnvelopeDefinition envDef = Utils.CreateDraftEnvelopeDefinition();
// send the envelope (otherwise it will be "created" in the Draft folder
envDef.EmailSubject = "GetEnvelopeInformationTest";
envDef.Status = "sent";
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(TestConfig.AccountId, envDef);
Assert.IsNotNull(envelopeSummary);
Assert.IsTrue(!string.IsNullOrWhiteSpace(envelopeSummary.EnvelopeId));
// Get the status of the envelope
Envelope envelope = envelopesApi.GetEnvelope(TestConfig.AccountId, envelopeSummary.EnvelopeId, null);
Assert.IsNotNull(envelope);
Assert.IsNotNull(envelope.Status);
Assert.IsNotNull(envelope.EnvelopeId);
Trace.WriteLine("Envelope: " + envelope.ToJson());
}
catch (DocuSign.eSign.Client.ApiException apiEx)
{
Assert.IsNotNull(apiEx.ErrorCode);
Assert.IsTrue(!string.IsNullOrWhiteSpace(apiEx.Message));
Assert.IsTrue(false, "Failed with ErrorCode: " + apiEx.ErrorCode + ", Message: " + apiEx.Message);
}
}
/// <summary>
/// Gets the status of a envelope. Retrieves the overall status for the specified envelope.
/// </summary>
///<param name="accountId">The external account number (int) or account ID Guid.</param><param name="envelopeId">The envelopeId Guid of the envelope being accessed.</param> <param name="options">Options for modifying the behavior of the function.</param>
/// <returns>5Envelope</returns>
public Envelope GetEnvelope (string accountId, string envelopeId, EnvelopesApi.GetEnvelopeOptions options = null)
{
ApiResponse<Envelope> response = GetEnvelopeWithHttpInfo(accountId, envelopeId, options);
return response.Data;
}
public void GetEnvelopeRecipientsTest()
{
try
{
RequestSignatureOnADocumentTest();
EnvelopesApi envelopesApi = new EnvelopesApi();
Recipients recipients = envelopesApi.ListRecipients(TestConfig.AccountId, TestConfig.EnvelopeId);
Assert.IsNotNull(recipients);
Assert.IsNotNull(recipients.Signers);
Assert.IsTrue(recipients.Signers.Count > 0);
Assert.IsNotNull(recipients.Signers[0].Name);
Assert.IsNotNull(recipients.Signers[0].Status);
Assert.IsNotNull(recipients.RecipientCount);
Assert.IsNotNull(recipients.CurrentRoutingOrder);
Trace.WriteLine("Recipients" + recipients.ToJson());
}
catch (DocuSign.eSign.Client.ApiException apiEx)
{
Assert.IsNotNull(apiEx.ErrorCode);
Assert.IsTrue(!string.IsNullOrWhiteSpace(apiEx.Message));
Assert.IsTrue(false, "Failed with ErrorCode: " + apiEx.ErrorCode + ", Message: " + apiEx.Message);
}
}
/// <summary>
/// Gets the status of a envelope. Retrieves the overall status for the specified envelope.
/// </summary>
///<param name="accountId">The external account number (int) or account ID Guid.</param><param name="envelopeId">The envelopeId Guid of the envelope being accessed.</param> <param name="options">Options for modifying the behavior of the function.</param>
/// <returns>7Task of Envelope</returns>
public async System.Threading.Tasks.Task<Envelope> GetEnvelopeAsync (string accountId, string envelopeId, EnvelopesApi.GetEnvelopeOptions options = null)
{
ApiResponse<Envelope> response = await GetEnvelopeAsyncWithHttpInfo(accountId, envelopeId, options);
return response.Data;
}
public void RequestSignatureOnADocumentTest()
{
try
{
// get the logininformation and accountId
AuthenticationApiTests loginTests = new AuthenticationApiTests();
loginTests.LoginTest();
EnvelopeDefinition envDef = Utils.CreateDraftEnvelopeDefinition();
// send the envelope (otherwise it will be "created" in the Draft folder
envDef.EmailSubject = "RequestSignatureOnADocumentTest";
envDef.Status = "sent";
EnvelopesApi envelopesApi = new EnvelopesApi();
// EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(TestConfig.AccountId, envDef);
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(TestConfig.AccountId, envDef);
Assert.IsNotNull(envelopeSummary);
Assert.IsTrue(!string.IsNullOrWhiteSpace(envelopeSummary.EnvelopeId));
// store for use in other tests.
TestConfig.EnvelopeId = envelopeSummary.EnvelopeId;
}
catch (DocuSign.eSign.Client.ApiException apiEx)
{
Assert.IsNotNull(apiEx.ErrorCode);
Assert.IsTrue(!string.IsNullOrWhiteSpace(apiEx.Message));
Assert.IsTrue(false, "Failed with ErrorCode: " + apiEx.ErrorCode + ", Message: " + apiEx.Message);
}
}
/// <summary>
/// Send Draft Envelope/Void Envelope/Move/Purge Envelope/Modify draft The Put Envelopes endpoint provides the following functionality:\n\n* Sends the specified single draft envelope.\nAdd {\"status\":\"sent\"} to the request body to send the envelope.\n\n* Voids the specified in-process envelope.\nAdd {\"status\":\"voided\", \"voidedReason\":\"The reason for voiding the envelope\"} to the request body to void the envelope.\n\n* Replaces the current email subject and message for a draft envelope.\nAdd {\"emailSubject\":\"subject\", \"emailBlurb\":\"message\"} to the request body to modify the subject and message.\n\n* Place the envelope documents and envelope metadata in a purge queue so that this information is removed from the DocuSign system.\nAdd {\"purgeState\":\"purge type\"} to the request body.\n\n*Additional information on purging documents*\n\nThe purge request can only be used for completed envelopes that are not marked as the authoritative copy. The requesting user must have permission to purge documents and must be the sender (the requesting user can act as the sender using Send On Behalf Of).\n\n### Note: If you have set the Document Retention policy on your account, envelope documents are automatically placed in the purge queue and the warning emails are sent at the end of the retention period. \n### Note: You can set the Document Retention policy in the Classic DocuSign Experience by specifying the number of days to retain documents. \n### Note: Setting a Document Retention policy is the same as setting a schedule for purging documents.\n\nWhen the purge request is initiated the envelope documents, or documents and envelope metadata, are placed in a purge queue for deletion in 14 days. A warning email notification is sent to the sender and recipients associated with the envelope, notifying them that the envelope documents will be deleted in 14 days and providing a link to the documents. A second email is sent 7 days later with the same message. At the end of the 14-day period, the envelope documents are deleted from the system.\n\nIf `purgeState=\"documents_queued\"` is used in the request, then only the documents are deleted and any corresponding attachments and tabs remain in the DocuSign system. If `purgeState= \"documents_and_metadata_queued\"` is used in the request, then the documents, attachments, and tabs are deleted.
/// </summary>
///<param name="accountId">The external account number (int) or account ID Guid.</param><param name="envelopeId">The envelopeId Guid of the envelope being accessed.</param> <param name="envelope">TBD Description</param> <param name="options">Options for modifying the behavior of the function.</param>
/// <returns>5EnvelopeUpdateSummary</returns>
public EnvelopeUpdateSummary Update (string accountId, string envelopeId, Envelope envelope, EnvelopesApi.UpdateOptions options = null)
{
ApiResponse<EnvelopeUpdateSummary> response = UpdateWithHttpInfo(accountId, envelopeId, envelope, options);
return response.Data;
}
static void Main(string[] args)
{
// Enter your DocuSign credentials
string Username = "******";
string Password = "******";
string IntegratorKey = "[INTEGRATOR_KEY]";
// specify the document (file) we want signed
string SignTest1File = @"[PATH/TO/DOCUMENT/TEST.PDF]";
// Enter recipient (signer) name and email address
string recipientName = "[SIGNER_NAME]";
string recipientEmail = "[SIGNER_EMAIL]";
// instantiate api client with appropriate environment (for production change to www.docusign.net/restapi)
string basePath = "https://demo.docusign.net/restapi";
// instantiate a new api client
ApiClient apiClient = new ApiClient(basePath);
// set client in global config so we don't need to pass it to each API object
Configuration.Default.ApiClient = apiClient;
string authHeader = "{\"Username\":\"" + Username + "\", \"Password\":\"" + Password + "\", \"IntegratorKey\":\"" + IntegratorKey + "\"}";
Configuration.Default.AddDefaultHeader("X-DocuSign-Authentication", authHeader);
// we will retrieve this from the login() results
string accountId = null;
// the authentication api uses the apiClient (and X-DocuSign-Authentication header) that are set in Configuration object
AuthenticationApi authApi = new AuthenticationApi();
LoginInformation loginInfo = authApi.Login();
// user might be a member of multiple accounts
accountId = loginInfo.LoginAccounts[0].AccountId;
Console.WriteLine("LoginInformation: {0}", loginInfo.ToJson());
// Read a file from disk to use as a document
byte[] fileBytes = File.ReadAllBytes(SignTest1File);
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = "[DocuSign C# SDK] - Please sign this doc";
// Add a document to the envelope
Document doc = new Document();
doc.DocumentBase64 = System.Convert.ToBase64String(fileBytes);
doc.Name = "TestFile.pdf";
doc.DocumentId = "1";
envDef.Documents = new List<Document>();
envDef.Documents.Add(doc);
// Add a recipient to sign the documeent
Signer signer = new Signer();
signer.Name = recipientName;
signer.Email = recipientEmail;
signer.RecipientId = "1";
// Create a |SignHere| tab somewhere on the document for the recipient to sign
signer.Tabs = new Tabs();
signer.Tabs.SignHereTabs = new List<SignHere>();
SignHere signHere = new SignHere();
signHere.DocumentId = "1";
signHere.PageNumber = "1";
signHere.RecipientId = "1";
signHere.XPosition = "100";
signHere.YPosition = "150";
signer.Tabs.SignHereTabs.Add(signHere);
envDef.Recipients = new Recipients();
envDef.Recipients.Signers = new List<Signer>();
envDef.Recipients.Signers.Add(signer);
// set envelope status to "sent" to immediately send the signature request
envDef.Status = "sent";
// Use the EnvelopesApi to send the signature request!
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountId, envDef);
// print the JSON response
Console.WriteLine("EnvelopeSummary:\n{0}", JsonConvert.SerializeObject(envelopeSummary));
Console.Read();
}
public void EmbeddedSigningTest()
{
try
{
AuthenticationApiTests loginTests = new AuthenticationApiTests();
loginTests.LoginTest();
EnvelopeDefinition envDef = Utils.CreateDraftEnvelopeDefinition();
envDef.Status = "sent";
envDef.EmailSubject = "Please Sign my C# SDK Envelope";
string clientUserId = "1234";
envDef.Recipients.Signers[0].ClientUserId = clientUserId;
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(TestConfig.AccountId, envDef);
Assert.IsNotNull(envelopeSummary);
Assert.IsTrue(!string.IsNullOrWhiteSpace(envelopeSummary.EnvelopeId));
// get a URL that can be placed in a browser or embedded in an IFrame
string returnUrl = TestConfig.DefaultReturnUrl;
RecipientViewRequest recipientView = new RecipientViewRequest()
{
ReturnUrl = returnUrl,
ClientUserId = clientUserId,
AuthenticationMethod = "email",
UserName = envDef.Recipients.Signers[0].Name,
Email = envDef.Recipients.Signers[0].Email
};
ViewUrl viewUrl = envelopesApi.CreateRecipientView(TestConfig.AccountId, envelopeSummary.EnvelopeId, recipientView);
Assert.IsNotNull(viewUrl);
Assert.IsTrue(!string.IsNullOrWhiteSpace(viewUrl.Url));
Trace.WriteLine("ViewUrl is " + viewUrl);
/// Start a browser to Sign
System.Diagnostics.Process.Start(viewUrl.Url);
}
catch (DocuSign.eSign.Client.ApiException apiEx)
{
Assert.IsNotNull(apiEx.ErrorCode);
Assert.IsTrue(!string.IsNullOrWhiteSpace(apiEx.Message));
Assert.IsTrue(false, "Failed with ErrorCode: " + apiEx.ErrorCode + ", Message: " + apiEx.Message);
}
}