public void docusign(string path, string recipientName, string recipientEmail)
{
try {
ApiClient apiClient = new ApiClient("https://demo.docusign.net/restapi");
Configuration.Default.ApiClient = apiClient;
//Verify Account Details
string accountId = loginApi(credential.UserName, credential.Password);
// Read a file from disk to use as a document.
byte[] fileBytes = System.IO.File.ReadAllBytes(path);
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = "Please sign this doc";
// Add a document to the envelope
Document doc = new Document();
doc.DocumentBase64 = System.Convert.ToBase64String(fileBytes);
doc.Name = Path.GetFileName(path);
doc.DocumentId = "1";
envDef.Documents = new List <Document>();
envDef.Documents.Add(doc);
// Add a recipient to sign the documeent
DocuSign.eSign.Model.Signer signer = new DocuSign.eSign.Model.Signer();
signer.Email = recipientEmail;
signer.Name = recipientName;
signer.RecipientId = "1";
envDef.Recipients = new DocuSign.eSign.Model.Recipients();
envDef.Recipients.Signers = new List <DocuSign.eSign.Model.Signer>();
envDef.Recipients.Signers.Add(signer);
//set envelope status to "sent" to immediately send the signature request
envDef.Status = "sent";
// |EnvelopesApi| contains methods related to creating and sending Envelopes (aka signature requests)
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountId, envDef);
// print the JSON response
var result = JsonConvert.SerializeObject(envelopeSummary);
if (result != null)
{
Console.WriteLine("Document sent Successfully!");
}
else
{
Console.WriteLine("Something went wrong!");
}
}
catch (Exception ex)
{
}
}
private static EnvelopeDefinition CreateEnvelopeDefinition(Doc document, CreateEnvelopeRequestModel request)
{
return(new EnvelopeDefinition
{
Documents = new List <Doc> {
document
},
EmailSubject = request.EnvelopeInfo.Theme,
EmailBlurb = request.EnvelopeInfo.MessageBody,
Status = EnvelopeStatus.DocuSign.Created,
Notification = CreateNotification(request.EnvelopeInfo),
Recipients = new Recipients
{
CarbonCopies = ParseCarbonCopy(request.CarbonRecipients, request.EnvelopeInfo).ToList(),
Signers = ParseSigners(request.Recipients, request.EnvelopeInfo).ToList()
}
});
}
public async Task <ViewUrl> digiSign(IList <TimesheetVm> tempTimesheetVm, User user, User clientUser)
{
// Embedded Signing Ceremony
// 1. Create envelope request obj
// 2. Use the SDK to create and send the envelope
// 3. Create Envelope Recipient View request obj
// 4. Use the SDK to obtain a Recipient View URL
// 5. Redirect the user's browser to the URL
// 1. Create envelope request object
// Start with the different components of the request
// Create the document object
DocuSign.eSign.Model.Document document = new DocuSign.eSign.Model.Document
{
DocumentBase64 = Convert.ToBase64String(WriteBytes(tempTimesheetVm, user, clientUser)),
Name = user.FirstName + "_" + user.LastName + " Timesheet",
FileExtension = "pdf",
DocumentId = "1"
};
DocuSign.eSign.Model.Document[] documents = new DocuSign.eSign.Model.Document[] { document };
// Create the signer recipient object
Signer signer = new Signer
{
Email = signerEmail,
Name = signerName,
ClientUserId = DocuSignConstants.SIGNER_CLIENT_ID,
RecipientId = "1",
RoutingOrder = "1"
};
// Create the sign here tab (signing field on the document)
SignHere signHereTab = new SignHere
{
DocumentId = "1",
PageNumber = "1",
RecipientId = "1",
TabLabel = "Sign Here Tab",
XPosition = "195",
YPosition = "400"
};
SignHere[] signHereTabs = new SignHere[] { signHereTab };
// Add the sign here tab array to the signer object.
signer.Tabs = new Tabs {
SignHereTabs = new List <SignHere>(signHereTabs)
};
// Create array of signer objects
Signer[] signers = new Signer[] { signer };
// Create recipients object
Recipients recipients = new Recipients {
Signers = new List <Signer>(signers)
};
// Bring the objects together in the EnvelopeDefinition
EnvelopeDefinition envelopeDefinition = new EnvelopeDefinition
{
EmailSubject = "Please sign the document",
Documents = new List <DocuSign.eSign.Model.Document>(documents),
Recipients = recipients,
Status = "sent"
};
// 2. Use the SDK to create and send the envelope
ApiClient apiClient = new ApiClient(DocuSignConstants.BASE_PATH);
apiClient.Configuration.AddDefaultHeader("Authorization", "Bearer " + DocuSignConstants.ACCESS_TOKEN);
EnvelopesApi envelopesApi = new EnvelopesApi(apiClient.Configuration);
EnvelopeSummary results = await envelopesApi.CreateEnvelopeAsync(DocuSignConstants.ACCOUNT_ID, envelopeDefinition);
// 3. Create Envelope Recipient View request obj
string envelopeId = results.EnvelopeId;
RecipientViewRequest viewOptions = new RecipientViewRequest
{
ReturnUrl = DocuSignConstants.RETURN_URL,
ClientUserId = DocuSignConstants.SIGNER_CLIENT_ID,
AuthenticationMethod = "none",
UserName = signerName,
Email = signerEmail
};
// 4. Use the SDK to obtain a Recipient View URL
ViewUrl viewUrl = await envelopesApi.CreateRecipientViewAsync(DocuSignConstants.ACCOUNT_ID, envelopeId, viewOptions);
return(viewUrl);
//return Redirect(viewUrl.Url);
}
public void docusign(string path, string recipientName, string recipientEmail)
{
try
{
ApiClient apiClient = new ApiClient("https://demo.docusign.net/restapi");
Configuration.Default.ApiClient = apiClient;
//Verify Account Details
string accountId = loginApi(credential.UserName, credential.Password);
// Read a file from disk to use as a document.
byte[] fileBytes = System.IO.File.ReadAllBytes(path);
List <EnvelopeEvent> _lstEnvelopeEvents = new List <EnvelopeEvent>();
_lstEnvelopeEvents.Add(new EnvelopeEvent()
{
EnvelopeEventStatusCode = "sent"
});
_lstEnvelopeEvents.Add(new EnvelopeEvent()
{
EnvelopeEventStatusCode = "delivered"
});
_lstEnvelopeEvents.Add(new EnvelopeEvent()
{
EnvelopeEventStatusCode = "completed"
});
_lstEnvelopeEvents.Add(new EnvelopeEvent()
{
EnvelopeEventStatusCode = "declined"
});
_lstEnvelopeEvents.Add(new EnvelopeEvent()
{
EnvelopeEventStatusCode = "voided"
});
List <RecipientEvent> _lstRecipientEvents = new List <RecipientEvent>();
_lstRecipientEvents.Add(new RecipientEvent()
{
RecipientEventStatusCode = "Sent"
});
_lstRecipientEvents.Add(new RecipientEvent()
{
RecipientEventStatusCode = "Delivered"
});
_lstRecipientEvents.Add(new RecipientEvent()
{
RecipientEventStatusCode = "Completed"
});
_lstRecipientEvents.Add(new RecipientEvent()
{
RecipientEventStatusCode = "Declined"
});
_lstRecipientEvents.Add(new RecipientEvent()
{
RecipientEventStatusCode = "AuthenticationFailed"
});
_lstRecipientEvents.Add(new RecipientEvent()
{
RecipientEventStatusCode = "AutoResponded"
});
EventNotification _eventNotification = new EventNotification();
EnvelopeDefinition envDef = new EnvelopeDefinition();
_eventNotification.Url = "https://docusigndemoapp.azurewebsites.net/api/DocusignDemoo/WebhookDocuSignResponse";
_eventNotification.LoggingEnabled = "true";
_eventNotification.RequireAcknowledgment = "true";
_eventNotification.UseSoapInterface = "true";
_eventNotification.IncludeCertificateWithSoap = "false";
_eventNotification.SignMessageWithX509Cert = "false";
_eventNotification.IncludeDocuments = "true";
_eventNotification.IncludeEnvelopeVoidReason = "true";
_eventNotification.IncludeTimeZone = "true";
_eventNotification.IncludeSenderAccountAsCustomField = "true";
_eventNotification.IncludeDocumentFields = "true";
_eventNotification.IncludeCertificateOfCompletion = "true";
_eventNotification.EnvelopeEvents = _lstEnvelopeEvents;
_eventNotification.RecipientEvents = _lstRecipientEvents;
envDef.EmailSubject = "Please sign this doc";
// Add a document to the envelope
Document doc = new Document();
doc.DocumentBase64 = System.Convert.ToBase64String(fileBytes);
doc.Name = Path.GetFileName(path);
doc.DocumentId = "1";
envDef.Documents = new List <Document>();
envDef.Documents.Add(doc);
// Add a recipient to sign the documeent
DocuSign.eSign.Model.Signer signer = new DocuSign.eSign.Model.Signer();
signer.Email = recipientEmail;
signer.Name = recipientName;
signer.RecipientId = "1";
envDef.Recipients = new DocuSign.eSign.Model.Recipients();
envDef.Recipients.Signers = new List <DocuSign.eSign.Model.Signer>();
envDef.Recipients.Signers.Add(signer);
envDef.EventNotification = _eventNotification;
envDef.PurgeState = "documents_and_metadata_queued";
//set envelope status to "sent" to immediately send the signature request
envDef.Status = "sent";
// |EnvelopesApi| contains methods related to creating and sending Envelopes (aka signature requests)
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountId, envDef, null);
// envelopesApi.Update("", "", new EnvelopesApi.UpdateOptions() { "purgeState": "documents_and_metadata_queued" });
// EnvelopesApi.UpdateOptions obj = new EnvelopesApi.UpdateOptions();
//envelopesApi.DeleteDocuments(accountId, envelopeSummary.EnvelopeId, envDef);
if (envelopeSummary != null || envelopeSummary.EnvelopeId == null)
{
}
// print the JSON response
var result = JsonConvert.SerializeObject(envelopeSummary);
if (result != null)
{
// Console.WriteLine("Document sent Successfully!");
string successMessage = "Document sent Successfully!";
ViewBag.SucMessage = successMessage;
}
else
{
//Console.WriteLine("Something went wrong!");
ViewBag.SucMessage = "Something went wrong!";
}
}
catch (Exception ex)
{
}
}
public static EnvelopeSummary RequestStudentSignatureFromTemplate(Student student)
{
// instantiate api client with appropriate environment (for production change to www.docusign.net/restapi)
//configureApiClient("https://na2.docusign.net/restapi");
configureApiClient("https://demo.docusign.net/restapi");
// var envID = envDef.EnvelopeId;
//AUA --> DME --> ?PRECEPTOR?
var envDef = new EnvelopeDefinition {
CompositeTemplates = new List <CompositeTemplate>()
};
// studentSigner = CreateSigner(student.StudentEmailSchool, student.StudentName, templateRoleName, routingOrder, recipientId);
Signer studentSigner = new Signer();
Signer preceptorSigner = new Signer();
Signer DMESigner = new Signer();
Signer signer = new Signer();
Agent agent = new Agent();
CarbonCopy DME_CC = new CarbonCopy();
SetEnvelopeReminders(student, envDef);
string formName = "";
//Assign the correct template
//Adds all controls to List<Recipients>
//Make a list of forms to
var formsList = new List <string>();
// if Student
formsList.Add("1");
//formsList.Add("2");
//formsList.Add("4");
// if DME/Preceptor
//formsList.Add("3");
//formsList.Add("5");
int i = 1;
foreach (string form in formsList)
{
CompositeTemplate ct = new CompositeTemplate
{
ServerTemplates = new List <ServerTemplate>(),
InlineTemplates = new List <InlineTemplate>()
};
ServerTemplate st = new ServerTemplate(); //??
InlineTemplate it = new InlineTemplate
{
Recipients = new Recipients(),
Documents = new List <Document>()
};
st.Sequence = i.ToString();
ct.ServerTemplates.Add(st);
Recipients r = new Recipients();
r.Signers = new List <Signer>();
string documentId = string.Empty;
switch (form)
{
case "1":
formName = "Student Clerkship Evaluation Form";
st.TemplateId = StudentClerkshipEvaluationForm;
documentId = StudentClerkshipEvaluationDocumentId;
envDef.EmailBlurb = "Please complete your Clerkship Evaluation on the last Friday of this rotation.";
envDef.EmailSubject = "AUA - Student Clerkship Evaluation Form";
studentSigner = CreateSigner(student.StudentEmailSchool, student.StudentName, "Student", "1", "1");
r.Signers.Add(studentSigner);
signer = studentSigner;
break;
case "2":
formName = "Student Faculty Evaluation Form";
st.TemplateId = StudentFacultyEvaluationForm;
documentId = "";
envDef.EmailBlurb = "Please complete your Faculty Evaluation on the last Friday of this rotation.";
envDef.EmailSubject = "AUA - Student Faculty Evaluation Form";
studentSigner = CreateSigner(student.StudentEmailSchool, student.StudentName, "Student", "1", "1");
r.Signers.Add(studentSigner);
signer = studentSigner;
break;
case "3":
formName = "Mid Clerkship Assessment Form";
st.TemplateId = MidClerkshipAssessmentForm;
documentId = "";
envDef.EmailBlurb = "Please complete this Mid-Clerkship Assessment Form at the middle of the rotation.";
envDef.EmailSubject = "AUA - Mid Clerkship Assessment Form";
//DME FIRST (1)
// DMESigner = CreateSigner("*****@*****.**", "Chris Grenard", "DME", "2", "3");
// r.Signers.Add(DMESigner);
// CarbonCopy carbonCopy = new CarbonCopy();
DME_CC = CreateCarbonCopy("*****@*****.**", "Chris Grenard", "DME", "2", "3");
if (r.CarbonCopies == null)
{
r.CarbonCopies = new List <CarbonCopy>();
}
r.CarbonCopies.Add(DME_CC);
//BEGIN PRECEPTOR CHECK
//If we don't know the preceptor then create agent.
//AGENT SECOND (2)
agent = CreateAgent("*****@*****.**", "Chris G", "DMEAgent", "1", "4");
if (r.Agents == null)
{
r.Agents = new List <Agent>();
}
r.Agents.Add(agent);
//else Create a precpetor using their ACTUAL INFO***
//PRECEP (3)
preceptorSigner = CreateSigner("", "", "Preceptor", "3", "1");
r.Signers.Add(preceptorSigner);
//end if
//Student (4)
studentSigner = CreateSigner(student.StudentEmailSchool, student.StudentName, "Student", "4", "2");
r.Signers.Add(studentSigner);
// Commented out b/c I don't need to prepopulate
signer = preceptorSigner;
break;
case "4":
formName = "Student Portfolio Form";
st.TemplateId = StudentPortfolioForm;
documentId = "";
envDef.EmailBlurb = "Please complete your Student Portfolio prior to the end of this rotation.";
envDef.EmailSubject = "AUA - Student Portfolio";
studentSigner = CreateSigner(student.StudentEmailSchool, student.StudentName, "Student", "1", "1");
r.Signers.Add(studentSigner);
signer = studentSigner;
break;
case "5":
formName = "Comprehensive Student Clerkship Assessment Form";
st.TemplateId = ComprehensiveStudentClerkshipAssessmentForm;
documentId = "";
envDef.EmailBlurb = "Please complete this Comprehensive Clerkship Assessment Form for each respective student.";
envDef.EmailSubject = "AUA - Comprehensive Student Clerkship Assessment Form";
preceptorSigner = CreateSigner("*****@*****.**", "Dr. Gometi", "Preceptor", "1", "2");
DMESigner = CreateSigner("*****@*****.**", "Janes Rice, PHd.", "DME", "2", "3");
r.Signers.Add(preceptorSigner);
r.Signers.Add(DMESigner);
signer = preceptorSigner;
break;
default:
break;
}
it.Recipients = r; //might need to change
it.Sequence = i.ToString();
Document doc = new Document
{
Name = formName,
DocumentBase64 = CreatePersonalizedForm(student, Convert.ToInt32(form)),
DocumentId = documentId
};
//why #2?
it.Documents.Add(doc);
ct.InlineTemplates.Add(it);
envDef.CompositeTemplates.Add(ct);
#region FormTabs
/*
* The font type used for the information in the tab. Possible values are:
* Arial, ArialNarrow, Calibri, CourierNew, Garamond, Georgia, Helvetica, LucidaConsole, Tahoma, TimesNewRoman, Trebuchet, and Verdana.
*
* The font size used for the information in the tab.
* Possible values are: Size7, Size8, Size9, Size10, Size11, Size12, Size14, Size16, Size18, Size20, Size22, Size24, Size26, Size28, Size36, Size48, or Size72.
*
* The font color used for the information in the tab. Possible values are: Black, BrightBlue, BrightRed, DarkGreen, DarkRed, Gold, Green, NavyBlue, Purple, or White.
*/
//Create a List<> for Checkboxes and add them to the collection
//REFACTOR SOMEDAY INTO NEW METHOD SO WE CAN DYNAMICALLY ASSIGN TABS PER ROLE TYPE...
signer.Tabs.CheckboxTabs = new List <Checkbox>();
string core = "false";
string elective = "false";
string rotationType = "";
rotationType = student.ClinicalRotation;
// rotationType = rotationType.ToUpper();
if (rotationType.ToUpper().Contains("CORE"))
{
core = "true";
}
else
{
elective = "true";
}
Checkbox chkCore = new Checkbox
{
TabLabel = "chkCore",
Selected = core
};
signer.Tabs.CheckboxTabs.Add(chkCore);
Checkbox chkElective = new Checkbox
{
TabLabel = "chkElective",
Selected = elective
};
signer.Tabs.CheckboxTabs.Add(chkElective);
Text StudentName = new Text
{
TabLabel = "StudentName",
Value = student.StudentFirstName + " " + student.StudentLastName
};
signer.Tabs.TextTabs.Add(StudentName);
Text CourseId = new Text
{
TabLabel = "CourseId",
Value = student.CourseId,
FontColor = "White"
};
signer.Tabs.TextTabs.Add(CourseId);
Text ClinicalRotationName = new Text
{
TabLabel = "ClinicalRotationName",
Value = student.ClinicalRotation
};
signer.Tabs.TextTabs.Add(ClinicalRotationName);
Text ClinicalRotationSite = new Text
{
TabLabel = "ClinicalRotationSite",
Value = student.ClinicalSite
};
signer.Tabs.TextTabs.Add(ClinicalRotationSite);
Text StartDate = new Text
{
TabLabel = "StartDate",
Value = student.StartDate
};
signer.Tabs.TextTabs.Add(StartDate);
Text EndDate = new Text
{
TabLabel = "EndDate",
Value = student.EndDate
};
signer.Tabs.TextTabs.Add(EndDate);
Text txtStudentID = new Text
{
TabLabel = "txtStudentID",
Value = student.StudentId
};
signer.Tabs.TextTabs.Add(txtStudentID);
#endregion FormTabs
i++;
}
//Setting Status to sent sends the email
envDef.Status = "sent";
// |EnvelopesApi| contains methods related to creating and sending Envelopes (aka signature requests)
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(ConfigurationManager.AppSettings["accountId"], envDef);
// print the JSON response
Console.WriteLine("EnvelopeSummary:\n{0}", JsonConvert.SerializeObject(envelopeSummary));
//write a log file method or store to DB to show file was sent
return(envelopeSummary);
}
public IActionResult RequestSignature(string id)
{
var doc = _FileDocumentService.Get(new Guid(id));
var owner = _PersonnelService.Get(doc.PERSONNEL_OWNER);
string Username = "******";
string Password = "******";
string IntegrationKey = "a9d661a1-c751-40fa-9fc5-4b1a5865b08b";
string filepath = Path.Combine(_HostingEnvironment.WebRootPath, "Templates\\" + doc.PDF_FILENAME);
string basePath = "https://demo.docusign.net/restapi";
ApiClient apiClient = new ApiClient(basePath);
Configuration.Default.ApiClient = apiClient;
string authHeader = "{\"Username\":\"" + Username + "\", \"Password\":\"" + Password + "\", \"IntegratorKey\":\"" + IntegrationKey + "\"}";
Configuration.Default.AddDefaultHeader("X-DocuSign-Authentication", authHeader);
AuthenticationApi authApi = new AuthenticationApi();
LoginInformation loginInfo = authApi.Login();
string accountID = loginInfo.LoginAccounts[0].AccountId;
MemoryStream ms = new MemoryStream();
PDFStampTemplates.Stamp(filepath, ms, owner);
byte[] fileBytes = ms.ToArray();
ms.Dispose();
EnvelopeDefinition enDef = new EnvelopeDefinition();
enDef.EmailSubject = "[C# DocuSign Sig Request]";
DocuSign.eSign.Model.Document document = new DocuSign.eSign.Model.Document();
document.DocumentBase64 = Convert.ToBase64String(fileBytes);
document.Name = doc.DOCUMENT_NAME;
document.DocumentId = "1";
enDef.Documents = new List <DocuSign.eSign.Model.Document>();
enDef.Documents.Add(document);
Signer signer = new Signer();
signer.Email = "*****@*****.**";
signer.Name = "Mitchell";
signer.RecipientId = "1";
signer.ClientUserId = owner.PERSONNEL_ID.ToString();
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 = "300";
signHere.YPosition = "170";
signer.Tabs.SignHereTabs.Add(signHere);
enDef.Recipients = new Recipients();
enDef.Recipients.Signers = new List <Signer>();
enDef.Recipients.Signers.Add(signer);
enDef.Status = "sent";
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountID, enDef);
RecipientViewRequest viewOptions = new RecipientViewRequest()
{
ReturnUrl = "https://localhost:44372/api/Signed/?id=" + doc.FILLED_DOCUMENT_GUID,
ClientUserId = doc.PERSONNEL_OWNER.ToString(),
AuthenticationMethod = "email",
UserName = enDef.Recipients.Signers[0].Name,
Email = enDef.Recipients.Signers[0].Email
};
ViewUrl recipientView = envelopesApi.CreateRecipientView(accountID, envelopeSummary.EnvelopeId, viewOptions);
Console.WriteLine("ViewUrl:\n{0}", JsonConvert.SerializeObject(recipientView));
//System.Diagnostics.Process.Start(recipientView.Url);
return(Redirect(recipientView.Url));
}
