public async void GetEnvelopeRecipientInformation()
{
var auth = new AuthenticationClient(_username, _password, _integratorKey);
await auth.LoginInformationAsync();
var client = new DocuSignClient(auth);
var envelope = await client.SendSignatureRequestAsync(_templateId, _recipientName, _recipientEmail, _templateRole);
var recipient = await client.GetEnvelopeRecipientInformationAsync(envelope.envelopeId);
Assert.IsNotNull(recipient);
Assert.IsNotNull(recipient.signers);
Assert.IsNotNull(recipient.recipientCount);
Assert.IsNotNull(recipient.currentRoutingOrder);
Assert.IsNotNull(recipient.signers[0].name);
Assert.IsNotNull(recipient.signers[0].email);
Assert.IsNotNull(recipient.signers[0].recipientId);
Assert.IsNotNull(recipient.signers[0].recipientIdGuid);
Assert.IsNotNull(recipient.signers[0].requireIdLookup);
Assert.IsNotNull(recipient.signers[0].userId);
Assert.IsNotNull(recipient.signers[0].clientUserId);
Assert.IsNotNull(recipient.signers[0].routingOrder);
Assert.IsNotNull(recipient.signers[0].note);
Assert.IsNotNull(recipient.signers[0].status);
Assert.IsNotNull(recipient.signers[0].templateLocked);
Assert.IsNotNull(recipient.signers[0].templateRequired);
}
public Envelope FinalizeMonthSignature(int caseID, DateTime firstDayOfMonth, string returnURL)
{
var startDate = firstDayOfMonth;
var endDate = startDate.AddMonths(1).AddSeconds(-1);
var provider = _context.Providers.Find(Global.Default.User().ProviderID.Value);
var report = ReportService.GetPatientHoursReport(caseID, startDate, endDate, provider.ID);
using (var memstream = new MemoryStream())
{
report.ExportToPdf(memstream);
var dsClient = new DocuSignClient();
var dsSettings = AppService.Current.Settings.DocuSignProviderFinalize;
var config = new ClientConfig()
{
AuthConfig = new Dymeng.DocuSign.AuthConfig()
{
Host = dsSettings.AuthHost,
IntegratorKey = dsSettings.AuthIntegratorKey,
OAuthBasePath = dsSettings.AuthOAuthBasePath,
PrivateKeyPath = dsSettings.AuthPrivateKeyPath,
UserID = dsSettings.AuthUserID
},
DocumentFilename = dsSettings.DocumentFilename,
EmailSubject = dsSettings.EmailSubject,
ReturnURL = returnURL,
SignerEmail = provider.Email ?? dsSettings.DefaultSignerEmail,
SignerID = provider.ID.ToString(),
SignerName = provider.FirstName + " " + provider.LastName,
DocumentBytes = memstream.ToArray()
};
return(dsClient.GetSignatureRedirect(config));
}
}
public async void GetEnvelopeInformation()
{
var auth = new AuthenticationClient(_username, _password, _integratorKey);
await auth.LoginInformationAsync();
var client = new DocuSignClient(auth);
var envelope = await client.SendSignatureRequestAsync(_templateId, _recipientName, _recipientEmail, _templateRole);
var envelopeDetails = await client.GetEnvelopeInformationAsync(envelope.envelopeId);
Assert.IsNotNull(envelopeDetails);
Assert.IsNotNull(envelopeDetails.envelopeId);
Assert.IsNotNull(envelopeDetails.status);
Assert.IsNotNull(envelopeDetails.documentsUri);
Assert.IsNotNull(envelopeDetails.recipientsUri);
Assert.IsNotNull(envelopeDetails.envelopeUri);
Assert.IsNotNull(envelopeDetails.emailSubject);
Assert.IsNotNull(envelopeDetails.customFieldsUri);
Assert.IsNotNull(envelopeDetails.notificationUri);
Assert.IsNotNull(envelopeDetails.enableWetSign);
Assert.IsNotNull(envelopeDetails.allowReassign);
Assert.IsNotNull(envelopeDetails.createdDateTime);
Assert.IsNotNull(envelopeDetails.lastModifiedDateTime);
Assert.IsNotNull(envelopeDetails.sentDateTime);
Assert.IsNotNull(envelopeDetails.statusChangedDateTime);
Assert.IsNotNull(envelopeDetails.documentsCombinedUri);
Assert.IsNotNull(envelopeDetails.certificateUri);
Assert.IsNotNull(envelopeDetails.templatesUri);
Assert.IsNotNull(envelopeDetails.purgeState);
}
// GET api/envelope/<id>
public async Task <Envelope> Get([FromUri] string id)
{
await CheckAuthInfo();
var client = new DocuSignClient(BaseUrl, DocuSignCredentials);
var envelopeDetails = await client.GetEnvelopeInformationAsync(id);
return(envelopeDetails);
}
// GET api/envelope/<id>
public async Task <Envelopes> Get([FromUri] DateTime fromDate)
{
await CheckAuthInfo();
var client = new DocuSignClient(BaseUrl, DocuSignCredentials);
var envelopes = await client.GetEnvelopesAsync(fromDate);
return(envelopes);
}
// GET api/envelope/<id>
public async Task <Recipient> Get([FromUri] string id)
{
await CheckAuthInfo();
var client = new DocuSignClient(BaseUrl, DocuSignCredentials);
var recipient = await client.GetEnvelopeRecipientInformationAsync(id);
return(recipient);
}
// GET api/templates
public async Task <Templates> Get()
{
await CheckAuthInfo();
var client = new DocuSignClient(BaseUrl, DocuSignCredentials);
var templates = await client.GetTemplatesAsync();
return(templates);
}
public async void GetEnvelopes()
{
var auth = new AuthenticationClient(_username, _password, _integratorKey);
await auth.LoginInformationAsync();
var client = new DocuSignClient(auth);
var envelopes = await client.GetEnvelopesAsync(DateTime.Now.AddDays(-100));
Assert.IsNotNull(envelopes);
}
public async void GetTemplates()
{
var auth = new AuthenticationClient(_username, _password, _integratorKey);
await auth.LoginInformationAsync();
var client = new DocuSignClient(auth);
var templates = await client.GetTemplatesAsync();
Assert.IsNotNull(templates);
}
// POST api/signature
public async Task <Envelope> Post([FromBody] SignatureRequestTemplate signatureRequestTemplate)
{
await CheckAuthInfo();
var client = new DocuSignClient(BaseUrl, DocuSignCredentials);
var envelope = await client.SendSignatureRequestAsync(
signatureRequestTemplate.TemplateId,
signatureRequestTemplate.RecipientName,
signatureRequestTemplate.RecipientEmail,
signatureRequestTemplate.TemplateRole);
return(envelope);
}
public async void SendSignatureRequestFromTemplate()
{
var auth = new AuthenticationClient(_username, _password, _integratorKey);
await auth.LoginInformationAsync();
var client = new DocuSignClient(auth);
var envelope = await client.SendSignatureRequestAsync(_templateId, _recipientName, _recipientEmail, _templateRole);
Assert.IsNotNull(envelope);
Assert.IsNotNull(envelope.envelopeId);
Assert.IsNotNull(envelope.status);
Assert.IsNotNull(envelope.statusDateTime);
Assert.IsNotNull(envelope.uri);
}
public async void SendSignatureRequestFromDocument()
{
var auth = new AuthenticationClient(_username, _password, _integratorKey);
await auth.LoginInformationAsync();
var client = new DocuSignClient(auth);
var documentName = "test.pdf";
var fileStream = File.OpenRead(documentName);
var envelope = await client.SendDocumentSignatureRequestAsync(documentName, _recipientName, _recipientEmail, "application/pdf", fileStream);
Assert.IsNotNull(envelope);
Assert.IsNotNull(envelope.envelopeId);
Assert.IsNotNull(envelope.status);
Assert.IsNotNull(envelope.statusDateTime);
Assert.IsNotNull(envelope.uri);
}
public async void GetRecipientViewUrl()
{
var auth = new AuthenticationClient(_username, _password, _integratorKey);
await auth.LoginInformationAsync();
var client = new DocuSignClient(auth);
var envelope = await client.SendSignatureRequestAsync(_templateId, _recipientName, _recipientEmail, _templateRole);
var uri = envelope.uri;
var recipientView = await client.RecipientViewAsync(_recipientName, _recipientEmail, uri);
Assert.IsNotNull(recipientView);
Assert.IsNotNull(recipientView.url);
Uri uriResult;
bool isUri = Uri.TryCreate(recipientView.url, UriKind.Absolute, out uriResult);
Assert.IsTrue(isUri);
}
public ViewUrl GenerateDocument(GBME9Request getData)
{
string clientUserId = "1234";
var docuSignClient = new DocuSignClient(this.DocuSignCredentials);
var accountId = docuSignClient.AccountId;
string signerEmail = getData.RecipientEmail;
string signerName = "";
string RecipientId = "1";
string RoutingOrder = "1";
// Create the signer recipient object
Signer signer = new Signer
{
Email = signerEmail,
Name = signerName,
ClientUserId = clientUserId,
RecipientId = RecipientId,
RoutingOrder = RoutingOrder,
RoleName = DocuSignTemplate.TemplateRoleNames.FirstOrDefault()
};
// Create the sign here tab (signing field on the document)
var tabs = new List <Text> {
new Text {
TabLabel = "LastName", Value = getData.LastName
},
new Text {
TabLabel = "FirstName", Value = getData.FirstName
},
new Text {
TabLabel = "MiddleName", Value = getData.MiddleName
},
new Text {
TabLabel = "PrvsLastName", Value = getData.PreviousLastName
},
new Text {
TabLabel = "PrvsFirstName", Value = getData.PreviousFirstName
},
new Text {
TabLabel = "SSN", Value = "xxxxxxxxx"
},
new Text {
TabLabel = "DateOfBirth", Value = getData.DateOfBirth
},
new Text {
TabLabel = "GuamLicense", Value = getData.GuamLicenseNo
},
new Text {
TabLabel = "ExpirationDate", Value = getData.ExpirationDate
},
new Text {
TabLabel = "Course1", Value = getData.Course1
},
new Text {
TabLabel = "Sponsored1", Value = getData.Sponsored1
},
new Text {
TabLabel = "Attended1", Value = getData.Attended1
},
new Text {
TabLabel = "Approved1", Value = getData.Approved1
},
new Text {
TabLabel = "Category1", Value = getData.Category1
},
new Text {
TabLabel = "CreditHour1", Value = getData.CreditHour1
},
new Text {
TabLabel = "Course2", Value = getData.Course2
},
new Text {
TabLabel = "Sponsored2", Value = getData.Sponsored2
},
new Text {
TabLabel = "Attended2", Value = getData.Attended2
},
new Text {
TabLabel = "Approved2", Value = getData.Approved2
},
new Text {
TabLabel = "Category2", Value = getData.Category2
},
new Text {
TabLabel = "CreditHour2", Value = getData.CreditHour2
},
new Text {
TabLabel = "Course3", Value = getData.Course3
},
new Text {
TabLabel = "Sponsored3", Value = getData.Sponsored3
},
new Text {
TabLabel = "Attended3", Value = getData.Attended3
},
new Text {
TabLabel = "Approved3", Value = getData.Approved3
},
new Text {
TabLabel = "Category3", Value = getData.Category3
},
new Text {
TabLabel = "CreditHour3", Value = getData.CreditHour3
},
new Text {
TabLabel = "Course4", Value = getData.Course4
},
new Text {
TabLabel = "Sponsored4", Value = getData.Sponsored4
},
new Text {
TabLabel = "Attended4", Value = getData.Attended4
},
new Text {
TabLabel = "Approved4", Value = getData.Approved4
},
new Text {
TabLabel = "Category4", Value = getData.Category4
},
new Text {
TabLabel = "CreditHour4", Value = getData.CreditHour4
},
new Text {
TabLabel = "Course5", Value = getData.Course5
},
new Text {
TabLabel = "Sponsored5", Value = getData.Sponsored5
},
new Text {
TabLabel = "Attended5", Value = getData.Attended5
},
new Text {
TabLabel = "Approved5", Value = getData.Approved5
},
new Text {
TabLabel = "Category5", Value = getData.Category5
},
new Text {
TabLabel = "CreditHour5", Value = getData.CreditHour5
},
new Text {
TabLabel = "Course6", Value = getData.Course6
},
new Text {
TabLabel = "Sponsored6", Value = getData.Sponsored6
},
new Text {
TabLabel = "Attended6", Value = getData.Attended6
},
new Text {
TabLabel = "Approved6", Value = getData.Approved6
},
new Text {
TabLabel = "Category6", Value = getData.Category6
},
new Text {
TabLabel = "CreditHour6", Value = getData.CreditHour6
},
new Text {
TabLabel = "Course7", Value = getData.Course7
},
new Text {
TabLabel = "Sponsored7", Value = getData.Sponsored7
},
new Text {
TabLabel = "Attended7", Value = getData.Attended7
},
new Text {
TabLabel = "Approved7", Value = getData.Approved7
},
new Text {
TabLabel = "Category7", Value = getData.Category7
},
new Text {
TabLabel = "CreditHour7", Value = getData.CreditHour7
},
new Text {
TabLabel = "Course8", Value = getData.Course8
},
new Text {
TabLabel = "Sponsored8", Value = getData.Sponsored8
},
new Text {
TabLabel = "Attended8", Value = getData.Attended8
},
new Text {
TabLabel = "Approved8", Value = getData.Approved8
},
new Text {
TabLabel = "Category8", Value = getData.Category8
},
new Text {
TabLabel = "CreditHour8", Value = getData.CreditHour8
},
new Text {
TabLabel = "Course9", Value = getData.Course9
},
new Text {
TabLabel = "Sponsored9", Value = getData.Sponsored9
},
new Text {
TabLabel = "Attended9", Value = getData.Attended9
},
new Text {
TabLabel = "Approved9", Value = getData.Approved9
},
new Text {
TabLabel = "Category9", Value = getData.Category9
},
new Text {
TabLabel = "CreditHour9", Value = getData.CreditHour9
},
new Text {
TabLabel = "Course10", Value = getData.Course10
},
new Text {
TabLabel = "Sponsored10", Value = getData.Sponsored10
},
new Text {
TabLabel = "Attended10", Value = getData.Attended10
},
new Text {
TabLabel = "Approved10", Value = getData.Approved10
},
new Text {
TabLabel = "Category10", Value = getData.Category10
},
new Text {
TabLabel = "CreditHour10", Value = getData.CreditHour10
},
new Text {
TabLabel = "Course11", Value = getData.Course11
},
new Text {
TabLabel = "Sponsored11", Value = getData.Sponsored11
},
new Text {
TabLabel = "Attended11", Value = getData.Attended11
},
new Text {
TabLabel = "Approved11", Value = getData.Approved11
},
new Text {
TabLabel = "Category11", Value = getData.Category11
},
new Text {
TabLabel = "CreditHour11", Value = getData.CreditHour11
}
};
// Add the sign here tab array to the signer object.
signer.Tabs = new Tabs {
TextTabs = tabs
};
// Create array of signer objects
Signer[] signers = new Signer[] { signer };
// Create recipients object
Recipients recipient = new Recipients {
Signers = new List <Signer>(signers)
};
var serverTemplates = new List <ServerTemplate> {
new ServerTemplate {
TemplateId = DocuSignTemplate.TemplateId, Sequence = "1"
}
};
var inlineTemplates = new List <InlineTemplate> {
new InlineTemplate {
Recipients = recipient, Sequence = "2"
}
};
var compositeTemplates = new List <CompositeTemplate> {
new CompositeTemplate {
InlineTemplates = inlineTemplates, ServerTemplates = serverTemplates
}
};
// Bring the objects together in the EnvelopeDefinition
EnvelopeDefinition envelope = new EnvelopeDefinition
{
EmailSubject = this.EmailTemplate.Subject,
EmailBlurb = this.EmailTemplate.MessageBody,
CompositeTemplates = compositeTemplates,
Status = "sent"
};
// |EnvelopesApi| contains methods related to creating and sending Envelopes (aka signature requests)
var envelopesApi = new EnvelopesApi();
var envelopeSummary = envelopesApi.CreateEnvelope(accountId, envelope);
// 3. Create Envelope Recipient View request obj
string envelopeId = envelopeSummary.EnvelopeId;
RecipientViewRequest viewOptions = new RecipientViewRequest
{
ReturnUrl = "http://www.docusign.com/devcenter",
ClientUserId = clientUserId,
UserName = signerName,
AuthenticationMethod = "Email",
Email = signerEmail
};
// 4. Use the SDK to obtain a Recipient View URL
ViewUrl viewUrl = envelopesApi.CreateRecipientView(accountId, envelopeId, viewOptions);
return(viewUrl);
}
/// <summary>
/// Initializes a new instance of the <see cref="OrganizationsApi"/> class
/// using AplClient object
/// </summary>
/// <param name="aplClient">An instance of AplClient</param>
/// <returns></returns>
public OrganizationsApi(DocuSignClient aplClient)
{
this.ApiClient = aplClient;
ExceptionFactory = Configuration.DefaultExceptionFactory;
}
public ViewUrl GenerateDocument(GBME21Request getData)
{
string clientUserId = "221";
var docuSignClient = new DocuSignClient(this.DocuSignCredentials);
var accountId = docuSignClient.AccountId;
string RecipientId = "1";
string RoutingOrder = "1";
// Create the signer recipient object
Signer signer = new Signer
{
Email = getData.RecipientEmail,
Name = getData.Name,
ClientUserId = clientUserId,
RecipientId = RecipientId,
RoutingOrder = RoutingOrder,
RoleName = DocuSignTemplate.TemplateRoleNames.FirstOrDefault()
};
// Create the sign here tab (signing field on the document)
var tabs = new List <Text> {
new Text {
TabLabel = "Name", Value = getData.Name
},
new Text {
TabLabel = "PreviousName", Value = getData.PreviousName
}
};
// Add the sign here tab array to the signer object.
signer.Tabs = new Tabs {
TextTabs = tabs
};
// Create array of signer objects
Signer[] signers = new Signer[] { signer };
// Create recipients object
Recipients recipient = new Recipients {
Signers = new List <Signer>(signers)
};
var serverTemplates = new List <ServerTemplate> {
new ServerTemplate {
TemplateId = DocuSignTemplate.TemplateId, Sequence = "1"
}
};
var inlineTemplates = new List <InlineTemplate> {
new InlineTemplate {
Recipients = recipient, Sequence = "2"
}
};
var compositeTemplates = new List <CompositeTemplate> {
new CompositeTemplate {
InlineTemplates = inlineTemplates, ServerTemplates = serverTemplates
}
};
// Bring the objects together in the EnvelopeDefinition
EnvelopeDefinition envelope = new EnvelopeDefinition
{
EmailSubject = this.EmailTemplate.Subject,
EmailBlurb = this.EmailTemplate.MessageBody,
CompositeTemplates = compositeTemplates,
Status = "sent"
};
// |EnvelopesApi| contains methods related to creating and sending Envelopes (aka signature requests)
var envelopesApi = new EnvelopesApi();
var envelopeSummary = envelopesApi.CreateEnvelope(accountId, envelope);
// 3. Create Envelope Recipient View request obj
string envelopeId = envelopeSummary.EnvelopeId;
RecipientViewRequest viewOptions = new RecipientViewRequest
{
ReturnUrl = "http://www.docusign.com/devcenter",
ClientUserId = clientUserId,
UserName = getData.Name,
AuthenticationMethod = "Email",
Email = getData.RecipientEmail
};
// 4. Use the SDK to obtain a Recipient View URL
ViewUrl viewUrl = envelopesApi.CreateRecipientView(accountId, envelopeId, viewOptions);
return(viewUrl);
}
public static void Main()
{
DocuSignCredentials credentials = new DocuSignCredentials();
credentials.username = ""; // your account email
credentials.password = ""; // your account password
credentials.integratorKey = ""; // your account Integrator Key (found on Preferences -> API page)
credentials.accountId = "";
credentials.baseUrl = "https://demo.docusign.net/";
DocuSignClient client = new DocuSignClient(credentials);
Envelope envelope = new Envelope();
envelope.status = "sent";
envelope.emailSubject = "Test API Call Create Envelope";
Signer signer = new Signer();
signer.email = "";
signer.name = "";
signer.recipientId = 1;
SignHereTab signHereTab = new SignHereTab();
signHereTab.anchorString = "/S1Sign/";
signHereTab.anchorXOffset = "-20";
signHereTab.anchorYOffset = "120";
InitialHereTab initialHereTab = new InitialHereTab();
initialHereTab.anchorString = "/S1Initial/";
initialHereTab.anchorXOffset = "10";
initialHereTab.anchorYOffset = "120";
FullNameTab fullNameTab = new FullNameTab();
fullNameTab.anchorString = "/S1FullName/";
fullNameTab.anchorXOffset = "-20";
fullNameTab.anchorYOffset = "120";
DateSignedTab dateSignedTab = new DateSignedTab();
dateSignedTab.anchorString = "/S1Date/";
dateSignedTab.anchorXOffset = "-20";
dateSignedTab.anchorYOffset = "120";
signer.tabs = new Tabs();
signer.tabs.signHereTabs = new List <SignHereTab>();
signer.tabs.signHereTabs.Add(signHereTab);
signer.tabs.initialHereTabs = new List <InitialHereTab>();
signer.tabs.initialHereTabs.Add(initialHereTab);
signer.tabs.fullNameTabs = new List <FullNameTab>();
signer.tabs.fullNameTabs.Add(fullNameTab);
signer.tabs.dateSignedTabs = new List <DateSignedTab>();
signer.tabs.dateSignedTabs.Add(dateSignedTab);
envelope.recipients = new Recipients();
envelope.recipients.signers = new List <Signer>();
envelope.recipients.signers.Add(signer);
Document document = new Document();
document.name = "Try DocuSigning.docx"; // copy document with same name and extension into project directory (i.e. "test.pdf")
document.documentId = 1;
envelope.documents = new List <Document>();
envelope.documents.Add(document);
CreateEnvelopeResponse response = client.CreateAndSendEnvelope(envelope);
Trace.WriteLine(response);
}
/// <summary>
/// Initializes a new instance of the <see cref="TrustServiceProvidersApi"/> class
/// using AplClient object
/// </summary>
/// <param name="aplClient">An instance of AplClient</param>
/// <returns></returns>
public TrustServiceProvidersApi(DocuSignClient aplClient)
{
this.ApiClient = aplClient;
ExceptionFactory = Configuration.DefaultExceptionFactory;
}
public async Task <Envelope> PostFormData()
{
if (!Request.Content.IsMimeMultipartContent())
{
throw new HttpResponseException(HttpStatusCode.UnsupportedMediaType);
}
await CheckAuthInfo();
var client = new DocuSignClient(BaseUrl, DocuSignCredentials);
string root;
if (IsLocal(Request))
{
root = HttpContext.Current.Server.MapPath("~/App_Data");
}
{
root = @"D:\home\site\wwwroot";
}
var streamProvider = new MultipartFormDataStreamProvider(root);
await Request.Content.ReadAsMultipartAsync(streamProvider);
var documentName = string.Empty;
var recipientName = string.Empty;
var recipientEmail = string.Empty;
var contentType = string.Empty;
foreach (var key in streamProvider.FormData.AllKeys)
{
var strings = streamProvider.FormData.GetValues(key);
if (strings != null)
{
foreach (var val in strings)
{
if (key == "DocumentName")
{
documentName = val;
}
if (key == "RecipientName")
{
recipientName = val;
}
if (key == "RecipientEmail")
{
recipientEmail = val;
}
if (key == "ContentType")
{
contentType = val;
}
}
}
}
var fileData = streamProvider.FileData[0];
var fileInfo = new FileInfo(fileData.LocalFileName);
var fileStream = fileInfo.OpenRead();
var envelope = await client.SendDocumentSignatureRequestAsync(documentName, recipientName, recipientEmail, contentType, fileStream);
return(envelope);
}
