public static Signing.DocuSignWeb.Recipient AddPhoneAuthToRecipient(Signing.DocuSignWeb.Recipient r, string phoneNumber)
{
r.RequireIDLookup = true;
r.IDCheckConfigurationName = "Phone Auth $";
r.PhoneAuthentication = new Signing.DocuSignWeb.RecipientPhoneAuthentication();
r.PhoneAuthentication.RecipMayProvideNumber = true;
r.PhoneAuthentication.RecipMayProvideNumberSpecified = true;
r.PhoneAuthentication.RecordVoicePrint = true;
r.PhoneAuthentication.RecordVoicePrintSpecified = true;
r.PhoneAuthentication.SenderProvidedNumbers = new string[1];
r.PhoneAuthentication.SenderProvidedNumbers[0] = phoneNumber;
return(r);
}
public static Signing.DocuSignWeb.Recipient AddIDLookupToRecipient(Signing.DocuSignWeb.Recipient r, string address1, string address2, string city, string state, string zip)
{
r.RequireIDLookup = true;
r.IDCheckConfigurationName = "ID Check $";
r.IDCheckInformationInput = new Signing.DocuSignWeb.IDCheckInformationInput();
r.IDCheckInformationInput.AddressInformationInput = new Signing.DocuSignWeb.AddressInformationInput();
r.IDCheckInformationInput.AddressInformationInput.DisplayLevel = Signing.DocuSignWeb.DisplayLevelCode.Editable;
r.IDCheckInformationInput.AddressInformationInput.DisplayLevelSpecified = true;
r.IDCheckInformationInput.AddressInformationInput.ReceiveInResponse = true;
r.IDCheckInformationInput.AddressInformationInput.ReceiveInResponseSpecified = true;
r.IDCheckInformationInput.AddressInformationInput.AddressInformation = new Signing.DocuSignWeb.AddressInformation();
r.IDCheckInformationInput.AddressInformationInput.AddressInformation.Street1 = address1;
r.IDCheckInformationInput.AddressInformationInput.AddressInformation.Street2 = address2;
r.IDCheckInformationInput.AddressInformationInput.AddressInformation.City = city;
r.IDCheckInformationInput.AddressInformationInput.AddressInformation.State = state;
r.IDCheckInformationInput.AddressInformationInput.AddressInformation.Zip = zip;
return(r);
}
public static Signing.DocuSignWeb.Recipient MakeRecipient(string email, string firstName, string lastName, bool isEmbedded, string clientUserId)
{
Signing.DocuSignWeb.Recipient r = new Signing.DocuSignWeb.Recipient();
r.Email = email;
r.UserName = firstName + " " + lastName;
r.Type = Signing.DocuSignWeb.RecipientTypeCode.Signer;
r.RequireIDLookup = false;
if (isEmbedded)
{
r.CaptiveInfo = new Signing.DocuSignWeb.RecipientCaptiveInfo();
r.CaptiveInfo.ClientUserId = clientUserId;
r.SignatureInfo = new Signing.DocuSignWeb.RecipientSignatureInfo();
r.SignatureInfo.SignatureInitials =
(firstName.Length > 0 ? firstName.Substring(0, 1) : "")
+ (lastName.Length > 0 ? lastName.Substring(0, 1) : "");
r.SignatureInfo.FontStyle = Signing.DocuSignWeb.FontStyleCode.BradleyHandITC;
r.SignatureInfo.SignatureName = firstName + " " + lastName;
}
return(r);
}
public static Signing.DocuSignWeb.Recipient MakeRecipient(string email, string firstName, string lastName, bool isEmbedded, string clientUserId)
{
Signing.DocuSignWeb.Recipient r = new Signing.DocuSignWeb.Recipient();
r.Email = email;
r.UserName = firstName + " " + lastName;
r.Type = Signing.DocuSignWeb.RecipientTypeCode.Signer;
r.RequireIDLookup = false;
if (isEmbedded)
{
r.CaptiveInfo = new Signing.DocuSignWeb.RecipientCaptiveInfo();
r.CaptiveInfo.ClientUserId = clientUserId;
r.SignatureInfo = new Signing.DocuSignWeb.RecipientSignatureInfo();
r.SignatureInfo.SignatureInitials =
(firstName.Length > 0 ? firstName.Substring(0, 1) : "")
+ (lastName.Length > 0 ? lastName.Substring(0, 1) : "");
r.SignatureInfo.FontStyle = Signing.DocuSignWeb.FontStyleCode.BradleyHandITC;
r.SignatureInfo.SignatureName = firstName + " " + lastName;
}
return r;
}
public List <Signing.DocuSignWeb.Recipient> makeRecipients()
{
// setup recipient(s).
List <Signing.DocuSignWeb.Recipient> recipients = new List <Signing.DocuSignWeb.Recipient>();
// first recipient is the applicant, who will sign the docs.
Signing.DocuSignWeb.Recipient signer = ApiHelper.MakeRecipient(emailDestination.Text, firstName.Text, lastName.Text, embeddedSigning.Checked, Session.SessionID);
signer.ID = "1";
signer.RoutingOrder = 1;
signer.RoutingOrderSpecified = true;
// set any selected security options on the recipient
if (AuthenticationMethod_IDLookup.Checked)
{
signer = ApiHelper.AddIDLookupToRecipient(signer, null, null, null, null, null);
}
if (AuthenticationMethod_Phone.Checked)
{
signer = ApiHelper.AddPhoneAuthToRecipient(signer, authPhoneNumber.Text);
}
if (accessCode.Text.Length > 0)
{
signer.AccessCode = accessCode.Text;
}
recipients.Add(signer);
// there is an optional second recipient who will be cc'd if present
if (emailDestinationCC.Text.Length > 0)
{
Signing.DocuSignWeb.Recipient cc = ApiHelper.MakeRecipient(emailDestinationCC.Text, "Any", "Signer", false, "");
cc.ID = "2";
cc.Type = Signing.DocuSignWeb.RecipientTypeCode.CarbonCopy;
recipients.Add(cc);
}
return(recipients);
}
protected void Page_Load(object sender, EventArgs e)
{
if (Request.RequestType == "POST")
{
// these assignments are just to keep the compiler happy. these vars will be reassigned
// in the Switch block below depending on which form we are processing.
Signing.DocuSignWeb.Recipient signer = new Signing.DocuSignWeb.Recipient();
Signing.LinkedDocument doc = new LinkedDocument();
Signing.LinkedTab[] tabs = new LinkedTab[0];
AccountCredentials creds = base.GetAPICredentials();
bool useEmbeddedSigning = Session["SigningLocation"].ToString() == "Embedded"?true:false;
switch (Request.Form["formid"])
{
case "form1":
// form1 is posted by index.aspx, and demonstrates a basic envelope send
base.RequireOrDie(new string[] { "FirstName", "LastName", "Address1", "City", "State", "Zip", "Phone", "Email" });
signer = ApiHelper.MakeRecipient(Request.Form["Email"], Request.Form["FirstName"], Request.Form["LastName"], useEmbeddedSigning, Session.SessionID);
tabs = new LinkedTab[]
{
LinkedTab.CreateTab(signer, "E-mail", Request.Form["Email"], 1, 190, 186, true, true),
LinkedTab.CreateTab(signer, "Phone", Request.Form["Phone"], 1, 190, 173, true, true),
LinkedTab.CreateTab(signer, "AddressLine1", Request.Form["address1"], 1, 190, 134, true, true),
LinkedTab.CreateTab(signer, "AddressLine2", String.IsNullOrEmpty(Request.Form["address2"]) ? " " : Request.Form["address2"], 1, 190, 147, false, true),
LinkedTab.CreateTab(signer, "City", Request.Form["City"], 1, 190, 160, true, true),
LinkedTab.CreateTab(signer, "State", Request.Form["State"], 1, 255, 160, true, true),
LinkedTab.CreateTab(signer, "Zip", Request.Form["Zip"], 1, 342, 160, true, true),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.FullName, signer, 1, 190, 118),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.SignHere, signer, 1, 373, 185),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.DateSigned, signer, 2, 190, 532),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.InitialHereOptional, signer, 2, 190, 465)
};
doc = ApiHelper.MakeDocument("Sample Doc", Server.MapPath("pdfs/SampleDoc.pdf"));
doc.Tabs = tabs;
break;
case "form2":
// form2 is posted by index-1, and it demonstrates using anchor tabs instead of fixed tabs.
base.RequireOrDie(new string[] { "FirstName", "LastName", "Phone", "Email" });
signer = ApiHelper.MakeRecipient(Request.Form["Email"], Request.Form["FirstName"], Request.Form["LastName"], useEmbeddedSigning, Session.SessionID);
// NOTE: for a complicated solution please pick hidden text that is not likely to
// appear anywhere in the text. We have picked E-mail: and Name: here because
// the solution is very small. In a complex form a simple anchor tag might result
// in unintentional tabs being placed.
tabs = new LinkedTab[]
{ LinkedTab.CreateTab(signer, "E-mail", Request.Form["Email"], "E-mail:", 200, -2),
LinkedTab.CreateTab(signer, "Phone", Request.Form["Phone"], "Phone:", 200, -2),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.FullName, signer, "Name:", 200, -2),
LinkedTab.CreateTab(signer, "Amount:", Request.Form["Amount"], "Amount:", 200, -2),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.SignHere, signer, "X:", 30, 8) };
doc = ApiHelper.MakeDocument("Sample Doc", Server.MapPath("pdfs/Loan 1.pdf"));
doc.Tabs = tabs;
break;
default:
base.GoToErrorPage("Don't know how to handle that form");
break;
}
// Common to both forms
// add security checks per the session options
if (Session["Authentication"].ToString() == "IDLookup")
{
signer = ApiHelper.AddIDLookupToRecipient(signer,
Request["Address1"] == null ? "" : Request["Address1"],
Request["Address2"] == null ? "" : Request["Address2"],
Request["City"] == null ? "" : Request["City"],
Request["State"] == null ? "" : Request["State"],
Request["Zip"] == null ? "" : Request["Zip"]);
}
else if (Session["Authentication"].ToString() == "Phone")
{
signer = ApiHelper.AddPhoneAuthToRecipient(signer, Request["Phone"]);
}
if (Session["AccessCode"] != null && Session["AccessCode"].ToString().Length > 0)
{
signer.AccessCode = Session["AccessCode"].ToString();
}
// add our signer to an array
Signing.DocuSignWeb.Recipient[] signers = new Signing.DocuSignWeb.Recipient[] { signer };
// add our doc to an array
Signing.LinkedDocument[] docs = new LinkedDocument[] { doc };
// now send the envelope
Envelope envelope = null;
try
{
envelope = Envelope.CreateAndSendEnvelope(creds, signers, docs, "DocuSign LoanCo Sample Docs", "Hello! This was submitted from a sample application");
}
catch (Exception excp)
{
base.GoToErrorPage(excp.Message);
}
// Now that the envelope has been sent, we want to open it up so the applicant can sign it.
// We will get something called a RecipientToken, which is an URL that will open the envelope up for the specified recipient
// here we are using the Ticks from the clock as our assertion ID. Of course, you wouldn't do this in real code, you
// would use an identifier that made sense, like the applicants ID from their database record.
// This value is informational for you - it allows you to use your own id to refer to the recipient.
Signing.DocuSignWeb.RequestRecipientTokenAuthenticationAssertion assert = ApiHelper.MakeRecipientTokenAuthAssert(System.DateTime.Now.Ticks.ToString());
// Now we need to setup a page that will be loaded when the signing is concluded.
// when the signer is done signing (or cancels) DocuSign will redirect the browser to this URL.
// Since we are hosting the signing in an iframe, we will have docusign redirect the frame to a frame-pop html page
// which will then redirect to the final handler (SigningReturn.aspx)
// first, get the absolute URL of our frame-pop page
string retUrl = Request.Url.AbsoluteUri.Replace("FormHandler.aspx", "pop.html");
// then create a URI from the URL
Uri retUri = new Uri(retUrl, UriKind.Absolute);
// the build the set of redirect URLS. There is a set because you could specify a different redirect target for each
// status event - signing completed, cancelled, error, etc. We just use one page with different Querystring params to
// indicate the event.
Signing.DocuSignWeb.RequestRecipientTokenClientURLs clientURLs = Envelope.StandardUrls(retUri, signers[0].CaptiveInfo.ClientUserId);
// finally, pass all this into docusign and get the token back in return.
string token = null;
try {
token = envelope.RequestRecipientToken(signer, assert, clientURLs);
}
catch (Exception excp)
{
base.GoToErrorPage(excp.Message);
}
// now we store the envelope & token in session and redirect to the signing host page
Session["EmbeddedToken"] = token;
Session["Envelope"] = envelope;
Response.Redirect("EmbeddedHost.aspx", false);
}
}
protected void Page_Load(object sender, EventArgs e)
{
if (Request.RequestType == "POST")
{
// these assignments are just to keep the compiler happy. these vars will be reassigned
// in the Switch block below depending on which form we are processing.
Signing.DocuSignWeb.Recipient signer = new Signing.DocuSignWeb.Recipient();
Signing.LinkedDocument doc = new LinkedDocument() ;
Signing.LinkedTab[] tabs = new LinkedTab[0];
AccountCredentials creds = base.GetAPICredentials();
bool useEmbeddedSigning = Session["SigningLocation"].ToString()=="Embedded"?true:false;
switch (Request.Form["formid"])
{
case "form1":
// form1 is posted by index.aspx, and demonstrates a basic envelope send
base.RequireOrDie(new string[] { "FirstName", "LastName", "Address1", "City", "State", "Zip", "Phone", "Email" });
signer = ApiHelper.MakeRecipient(Request.Form["Email"], Request.Form["FirstName"], Request.Form["LastName"], useEmbeddedSigning, Session.SessionID);
tabs = new LinkedTab[]
{
LinkedTab.CreateTab(signer, "E-mail", Request.Form["Email"], 1, 190, 186, true, true),
LinkedTab.CreateTab(signer, "Phone", Request.Form["Phone"], 1, 190, 173, true, true),
LinkedTab.CreateTab(signer, "AddressLine1", Request.Form["address1"], 1, 190, 134, true, true),
LinkedTab.CreateTab(signer, "AddressLine2", String.IsNullOrEmpty(Request.Form["address2"]) ? " " : Request.Form["address2"], 1, 190, 147, false, true),
LinkedTab.CreateTab(signer, "City", Request.Form["City"], 1, 190, 160, true, true),
LinkedTab.CreateTab(signer, "State", Request.Form["State"], 1, 255, 160, true, true),
LinkedTab.CreateTab(signer, "Zip", Request.Form["Zip"], 1, 342, 160, true, true),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.FullName, signer, 1, 190, 118),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.SignHere, signer, 1, 373, 185),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.DateSigned, signer, 2, 190, 532 ),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.InitialHereOptional, signer, 2, 190, 465)
};
doc = ApiHelper.MakeDocument("Sample Doc", Server.MapPath("pdfs/SampleDoc.pdf"));
doc.Tabs = tabs;
break;
case "form2" :
// form2 is posted by index-1, and it demonstrates using anchor tabs instead of fixed tabs.
base.RequireOrDie(new string[] { "FirstName", "LastName", "Phone", "Email" });
signer = ApiHelper.MakeRecipient(Request.Form["Email"], Request.Form["FirstName"], Request.Form["LastName"], useEmbeddedSigning, Session.SessionID);
// NOTE: for a complicated solution please pick hidden text that is not likely to
// appear anywhere in the text. We have picked E-mail: and Name: here because
// the solution is very small. In a complex form a simple anchor tag might result
// in unintentional tabs being placed.
tabs = new LinkedTab[]
{ LinkedTab.CreateTab(signer, "E-mail", Request.Form["Email"], "E-mail:", 200, -2),
LinkedTab.CreateTab(signer, "Phone", Request.Form["Phone"], "Phone:", 200, -2),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.FullName, signer, "Name:", 200, -2),
LinkedTab.CreateTab(signer, "Amount:", Request.Form["Amount"], "Amount:", 200, -2),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.SignHere, signer, "X:", 30, 8)
};
doc = ApiHelper.MakeDocument("Sample Doc", Server.MapPath("pdfs/Loan 1.pdf"));
doc.Tabs = tabs;
break;
default:
base.GoToErrorPage("Don't know how to handle that form");
break;
}
// Common to both forms
// add security checks per the session options
if (Session["Authentication"].ToString() == "IDLookup")
{
signer = ApiHelper.AddIDLookupToRecipient(signer,
Request["Address1"] == null ? "" : Request["Address1"],
Request["Address2"] == null ? "" : Request["Address2"],
Request["City"] == null ? "" : Request["City"],
Request["State"] == null ? "" : Request["State"],
Request["Zip"] == null ? "" : Request["Zip"]);
}
else if (Session["Authentication"].ToString() == "Phone")
{
signer = ApiHelper.AddPhoneAuthToRecipient(signer, Request["Phone"]);
}
if (Session["AccessCode"] != null && Session["AccessCode"].ToString().Length > 0)
{
signer.AccessCode = Session["AccessCode"].ToString();
}
// add our signer to an array
Signing.DocuSignWeb.Recipient[] signers = new Signing.DocuSignWeb.Recipient[]{signer};
// add our doc to an array
Signing.LinkedDocument[] docs = new LinkedDocument[]{doc};
// now send the envelope
Envelope envelope = null;
try
{
envelope = Envelope.CreateAndSendEnvelope(creds, signers, docs, "DocuSign LoanCo Sample Docs", "Hello! This was submitted from a sample application");
}
catch (Exception excp)
{
base.GoToErrorPage(excp.Message);
}
// Now that the envelope has been sent, we want to open it up so the applicant can sign it.
// We will get something called a RecipientToken, which is an URL that will open the envelope up for the specified recipient
// here we are using the Ticks from the clock as our assertion ID. Of course, you wouldn't do this in real code, you
// would use an identifier that made sense, like the applicants ID from their database record.
// This value is informational for you - it allows you to use your own id to refer to the recipient.
Signing.DocuSignWeb.RequestRecipientTokenAuthenticationAssertion assert = ApiHelper.MakeRecipientTokenAuthAssert(System.DateTime.Now.Ticks.ToString());
// Now we need to setup a page that will be loaded when the signing is concluded.
// when the signer is done signing (or cancels) DocuSign will redirect the browser to this URL.
// Since we are hosting the signing in an iframe, we will have docusign redirect the frame to a frame-pop html page
// which will then redirect to the final handler (SigningReturn.aspx)
// first, get the absolute URL of our frame-pop page
string retUrl = Request.Url.AbsoluteUri.Replace("FormHandler.aspx", "pop.html");
// then create a URI from the URL
Uri retUri = new Uri(retUrl,UriKind.Absolute);
// the build the set of redirect URLS. There is a set because you could specify a different redirect target for each
// status event - signing completed, cancelled, error, etc. We just use one page with different Querystring params to
// indicate the event.
Signing.DocuSignWeb.RequestRecipientTokenClientURLs clientURLs = Envelope.StandardUrls(retUri, signers[0].CaptiveInfo.ClientUserId);
// finally, pass all this into docusign and get the token back in return.
string token = null;
try {
token = envelope.RequestRecipientToken( signer, assert, clientURLs);
}
catch (Exception excp)
{
base.GoToErrorPage(excp.Message);
}
// now we store the envelope & token in session and redirect to the signing host page
Session["EmbeddedToken"] = token;
Session["Envelope"] = envelope;
Response.Redirect("EmbeddedHost.aspx", false);
}
}
