public void JwtGetTemplate_CorrectAccountIdAndTemplateId_ReturnEnvelopeTemplate()
{
EnvelopeTemplateResults envelopeTemplateResults = _templatesApi.ListTemplates(_testConfig.AccountId);
string templateId = envelopeTemplateResults.EnvelopeTemplates.FirstOrDefault()?.TemplateId;
Assert.IsNotNull(envelopeTemplateResults?.EnvelopeTemplates);
Assert.IsNotNull(templateId);
EnvelopeTemplate envelopeTemplate = _templatesApi.Get(_testConfig.AccountId, templateId);
Assert.AreEqual(envelopeTemplate?.TemplateId, templateId);
}
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);
}
}
private (bool createdNewTemplate, string templateId, string resultsTemplateName) DoWork(
string accessToken, string basePath, string accountId)
{
// Data for this method
// accessToken
// basePath
// accountId
// Step 1. List templates to see if ours exists already
var config = new Configuration(new ApiClient(basePath));
config.AddDefaultHeader("Authorization", "Bearer " + accessToken);
TemplatesApi templatesApi = new TemplatesApi(config);
TemplatesApi.ListTemplatesOptions options = new TemplatesApi.ListTemplatesOptions();
//options.searchText = "Example Signer and CC template";
options.searchText = "CoD"; //Added by DT
EnvelopeTemplateResults results = templatesApi.ListTemplates(accountId, options);
string templateId;
string resultsTemplateName;
bool createdNewTemplate;
// Step 2. Process results
if (int.Parse(results.ResultSetSize) > 0)
{
// Found the template! Record its id
templateId = results.EnvelopeTemplates[0].TemplateId;
resultsTemplateName = results.EnvelopeTemplates[0].Name;
createdNewTemplate = false;
}
else
{
// No template! Create one!
EnvelopeTemplate templateReqObject = MakeTemplate(templateName);
TemplateSummary template = templatesApi.CreateTemplate(accountId, templateReqObject);
// Retrieve the new template Name / TemplateId
EnvelopeTemplateResults templateResults = templatesApi.ListTemplates(accountId, options);
templateId = templateResults.EnvelopeTemplates[0].TemplateId;
resultsTemplateName = templateResults.EnvelopeTemplates[0].Name;
createdNewTemplate = true;
}
return(createdNewTemplate : createdNewTemplate,
templateId : templateId, resultsTemplateName : resultsTemplateName);
}
/// <summary>
/// Generates a new DocuSign Template based on static information in this class
/// </summary>
/// <param name="accessToken">Access Token for API call (OAuth)</param>
/// <param name="basePath">BasePath for API calls (URI)</param>
/// <param name="accountId">The DocuSign Account ID (GUID or short version) for which the APIs call would be made</param>
/// <returns>Template name, templateId and a flag to indicate if this is a new template or it exited prior to calling this method</returns>
public static (bool createdNewTemplate, string templateId, string resultsTemplateName) CreateTemplate(string accessToken, string basePath, string accountId)
{
// Step 1. List templates to see if ours exists already
var apiClient = new ApiClient(basePath);
apiClient.Configuration.DefaultHeader.Add("Authorization", "Bearer " + accessToken);
TemplatesApi templatesApi = new TemplatesApi(apiClient);
TemplatesApi.ListTemplatesOptions options = new TemplatesApi.ListTemplatesOptions();
options.searchText = "Example Signer and CC template";
EnvelopeTemplateResults results = templatesApi.ListTemplates(accountId, options);
string templateId;
string resultsTemplateName;
bool createdNewTemplate;
// Step 2. Process results
if (int.Parse(results.ResultSetSize) > 0)
{
// Found the template! Record its id
templateId = results.EnvelopeTemplates[0].TemplateId;
resultsTemplateName = results.EnvelopeTemplates[0].Name;
createdNewTemplate = false;
}
else
{
// No template! Create one!
EnvelopeTemplate templateReqObject = MakeTemplate(templateName);
TemplateSummary template = templatesApi.CreateTemplate(accountId, templateReqObject);
// Retrieve the new template Name / TemplateId
EnvelopeTemplateResults templateResults = templatesApi.ListTemplates(accountId, options);
templateId = templateResults.EnvelopeTemplates[0].TemplateId;
resultsTemplateName = templateResults.EnvelopeTemplates[0].Name;
createdNewTemplate = true;
}
return(createdNewTemplate : createdNewTemplate,
templateId : templateId, resultsTemplateName : resultsTemplateName);
}
public void JwtGetTemplates_CorrectAccountId_ReturnEnvelopeTemplateResults()
{
EnvelopeTemplateResults envelopeTemplateResults = _templatesApi.ListTemplates(_testConfig.AccountId);
Assert.IsNotNull(envelopeTemplateResults?.EnvelopeTemplates?.FirstOrDefault()?.TemplateId);
}