public void CreateEnvelopeFromTemplatesAndFormsTest()
{
// Configure the envelope information
DocuSignWeb.EnvelopeInformation envelopeInfo = new DocuSignWeb.EnvelopeInformation();
envelopeInfo.AccountId = _accountId;
envelopeInfo.EmailBlurb = "testing docusign creation services";
envelopeInfo.Subject = "create envelope from templates and forms test";
DocuSignWeb.CompositeTemplate template = new DocuSignWeb.CompositeTemplate();
DocuSignWeb.Recipient recipient1 = new DocuSignWeb.Recipient();
recipient1.UserName = "******";
// TODO: replace the email string with an actual email
recipient1.Email = "test email one";
recipient1.Type = DocuSignWeb.RecipientTypeCode.Signer;
recipient1.RequireIDLookup = false;
recipient1.RequireIDLookupSpecified = true;
recipient1.RoutingOrder = 1;
recipient1.RoutingOrderSpecified = true;
recipient1.RoleName = "One";
recipient1.ID = "1";
DocuSignWeb.Recipient recipient2 = new DocuSignWeb.Recipient();
recipient2.UserName = "******";
// TODO: replace the email string with an actual email
recipient2.Email = "test email two";
recipient2.Type = DocuSignWeb.RecipientTypeCode.Signer;
recipient2.RequireIDLookup = false;
recipient2.RequireIDLookupSpecified = true;
recipient2.RoutingOrder = 2;
recipient2.RoutingOrderSpecified = true;
recipient2.RoleName = "Two";
recipient2.ID = "2";
DocuSignWeb.Recipient[] signers = { recipient1, recipient2 };
// Configure the inline templates
DocuSignWeb.InlineTemplate inlineTemplate = new DocuSignWeb.InlineTemplate();
inlineTemplate.Sequence = "1";
inlineTemplate.Envelope = new DocuSignWeb.Envelope();
inlineTemplate.Envelope.Recipients = signers;
inlineTemplate.Envelope.AccountId = _accountId;
// This tab matches the DateSigned tab assigned to recipient one
DocuSignWeb.Tab tab1 = new DocuSignWeb.Tab();
tab1.RecipientID = "1";
tab1.TabLabel = "DocuSignDateSignedOne";
tab1.Type = DocuSignWeb.TabTypeCode.DateSigned;
// This tab matches the SignHere tabs assigned to recipient two
DocuSignWeb.Tab tab2 = new DocuSignWeb.Tab();
tab2.RecipientID = "2";
tab2.TabLabel = "SignTwo\\*";
tab2.Type = DocuSignWeb.TabTypeCode.SignHere;
// This tab matches the SignHere tabs assigned to recipient one
DocuSignWeb.Tab tab3 = new DocuSignWeb.Tab();
tab3.RecipientID = "1";
tab3.TabLabel = "SignOne\\*";
tab3.Type = DocuSignWeb.TabTypeCode.SignHere;
// This tab matches the DateSigned tab assigned to recipient two
DocuSignWeb.Tab tab4 = new DocuSignWeb.Tab();
tab4.RecipientID = "2";
tab4.TabLabel = "DocuSignDateSignedTwo";
tab4.Type = DocuSignWeb.TabTypeCode.DateSigned;
// This tab matches nothing -- but that's okay!
// It will just get discarded
DocuSignWeb.Tab tab5 = new DocuSignWeb.Tab();
tab5.RecipientID = "1";
tab5.TabLabel = "asdf";
tab5.Type = DocuSignWeb.TabTypeCode.FullName;
inlineTemplate.Envelope.Tabs = new DocuSignWeb.Tab[] { tab1, tab2, tab3, tab4, tab5 };
template.InlineTemplates = new DocuSignWeb.InlineTemplate[] { inlineTemplate };
// Configure the document
template.Document = new DocuSignWeb.Document();
template.Document.ID = "1";
template.Document.Name = "Form Document";
template.Document.PDFBytes = Resource.LoremIpsum;
template.Document.TransformPdfFields = true;
template.Document.FileExtension = "pdf";
// Create draft with all the composite template information
DocuSignWeb.EnvelopeStatus status = _apiClient.CreateEnvelopeFromTemplatesAndForms(envelopeInfo, new DocuSignWeb.CompositeTemplate[] { template/*, template2*/ }, false);
// Confirm that the envelope has been assigned an ID
Assert.IsNotNullOrEmpty(status.EnvelopeID);
// Confirm that we have the correct number of tabs for each recipient
Assert.AreEqual(3, status.RecipientStatuses[0].TabStatuses.Length);
Assert.AreEqual(3, status.RecipientStatuses[1].TabStatuses.Length);
Console.WriteLine("Envelope Id is {0}", status.EnvelopeID);
}
public void CreateEnvelopeFromTemplatesTest()
{
// Construct all the recipient information
DocuSignWeb.Recipient[] recipients = HeartbeatTests.CreateOneSigner();
DocuSignWeb.TemplateReferenceRoleAssignment[] finalRoleAssignments = new DocuSignWeb.TemplateReferenceRoleAssignment[1];
finalRoleAssignments[0] = new DocuSignWeb.TemplateReferenceRoleAssignment();
finalRoleAssignments[0].RoleName = recipients[0].RoleName;
finalRoleAssignments[0].RecipientID = recipients[0].ID;
// Use a server-side template -- you could make more than one of these
DocuSignWeb.TemplateReference templateReference = new DocuSignWeb.TemplateReference();
templateReference.TemplateLocation = DocuSignWeb.TemplateLocationCode.Server;
// TODO: replace with template ID from your account
templateReference.Template = "server template ID";
templateReference.RoleAssignments = finalRoleAssignments;
// Construct the envelope information
DocuSignWeb.EnvelopeInformation envelopeInfo = new DocuSignWeb.EnvelopeInformation();
envelopeInfo.AccountId = _accountId;
envelopeInfo.Subject = "create envelope from templates test";
envelopeInfo.EmailBlurb = "testing docusign creation services";
// Create draft with all the template information
DocuSignWeb.EnvelopeStatus status = _apiClient.CreateEnvelopeFromTemplates(new DocuSignWeb.TemplateReference[] { templateReference },
recipients, envelopeInfo, false);
// Confirm that the envelope has been assigned an ID
Assert.IsNotNullOrEmpty(status.EnvelopeID);
Console.WriteLine("Status for envelope {0} is {1}", status.EnvelopeID, status.Status);
}
public void CreateEnvelopeFromTemplatesAndFormsTest()
{
// Configure the envelope information
DocuSignWeb.EnvelopeInformation envelopeInfo = new DocuSignWeb.EnvelopeInformation();
envelopeInfo.AccountId = _accountId;
envelopeInfo.EmailBlurb = "testing docusign creation services";
envelopeInfo.Subject = "create envelope from templates and forms test";
DocuSignWeb.CompositeTemplate template = new DocuSignWeb.CompositeTemplate();
// Configure the server templates
// Should you want to use a server template, you can specify it here
/*DocuSignWeb.ServerTemplate serverTemplate = new DocuSignWeb.ServerTemplate();
serverTemplate.TemplateID = "server template id";
serverTemplate.Sequence = "4";
template.ServerTemplates = new DocuSignWeb.ServerTemplate[] { serverTemplate };*/
// Configure the inline templates
DocuSignWeb.InlineTemplate inlineTemplate = new DocuSignWeb.InlineTemplate();
inlineTemplate.Sequence = "2";
inlineTemplate.Envelope = new DocuSignWeb.Envelope();
inlineTemplate.Envelope.Recipients = HeartbeatTests.CreateOneSigner();
inlineTemplate.Envelope.AccountId = _accountId;
template.InlineTemplates = new DocuSignWeb.InlineTemplate[] { inlineTemplate };
// Configure the pdf metadata template
// In this case, we want to extract fields from the pdf itself
DocuSignWeb.PDFMetaDataTemplate pdfMetaDataTemplate = new DocuSignWeb.PDFMetaDataTemplate();
pdfMetaDataTemplate.Sequence = "3";
template.PDFMetaDataTemplate = pdfMetaDataTemplate;
// Configure the document
template.Document = new DocuSignWeb.Document();
template.Document.ID = "1";
template.Document.Name = "Form Document";
template.Document.PDFBytes = Resource.twoPagePdfWithMeta;
template.Document.TransformPdfFields = true;
template.Document.FileExtension = "pdf";
// Create draft with all the composite template information
DocuSignWeb.EnvelopeStatus status = _apiClient.CreateEnvelopeFromTemplatesAndForms(envelopeInfo, new DocuSignWeb.CompositeTemplate[] { template }, false);
// Confirm that the envelope has been assigned an ID
Assert.IsNotNullOrEmpty(status.EnvelopeID);
Console.WriteLine("Envelope Id is {0}", status.EnvelopeID);
}
