public void JwtBulkEnvelopesApiTest()
{
#region Envelope Creation - with BulkRecipient Flag
// the document (file) we want signed
const string SignTest1File = @"../../docs/SignTest1.pdf";
// Read a file from disk to use as a document.
byte[] fileBytes = File.ReadAllBytes(SignTest1File);
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = "[DocuSign C# SDK] - Please sign this doc";
// Add a document to the envelope
Document doc = new Document();
doc.DocumentBase64 = System.Convert.ToBase64String(fileBytes);
doc.Name = "TestFile.pdf";
doc.DocumentId = "1";
// doc.FileExtension = System.IO.Path.GetExtension(SignTest1File);
envDef.Documents = new List <Document>();
envDef.Documents.Add(doc);
// Add a recipient to sign the documeent
Signer signer = new Signer();
signer.RecipientId = "1";
signer.IsBulkRecipient = "true";
// Create a |SignHere| tab somewhere on the document for the recipient to sign
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 = "100";
signHere.YPosition = "100";
signHere.ScaleValue = ".5";
signer.Tabs.SignHereTabs.Add(signHere);
envDef.Recipients = new Recipients();
envDef.Recipients.Signers = new List <Signer>();
envDef.Recipients.Signers.Add(signer);
TemplateTabs templateTabs = new TemplateTabs();
templateTabs.DateTabs = new List <Date>();
Tabs tabs = new Tabs();
tabs.DateTabs = new List <Date>();
SignerAttachment signerAttachment = new SignerAttachment();
signerAttachment.ScaleValue = "";
// set envelope status to "sent" to immediately send the signature request
envDef.Status = "created";
// |EnvelopesApi| contains methods related to creating and sending Envelopes (aka signature requests)
EnvelopesApi envelopesApi = new EnvelopesApi(testConfig.ApiClient.Configuration);
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(testConfig.AccountId, envDef);
testConfig.EnvelopeId = envelopeSummary.EnvelopeId;
#endregion
var response = MockBulkRecipientsSummaryResponse();
// update the status of the enve
Envelope envelope = new Envelope();
envelope.Status = "sent";
envelopesApi.Update(testConfig.AccountId, testConfig.EnvelopeId, envelope);
Assert.IsNotNull(response);
Assert.IsNotNull(response.BulkRecipientsUri);
Assert.IsNotNull(response.BulkRecipientsCount);
}
private void JwtRequestSignatureOnDocumentTest(string status = "sent")
{
// the document (file) we want signed
const string SignTest1File = @"../../docs/SignTest1.pdf";
// Read a file from disk to use as a document.
byte[] fileBytes = File.ReadAllBytes(SignTest1File);
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = "[DocuSign C# SDK] - Please sign this doc";
// Add a document to the envelope
Document doc = new Document();
doc.DocumentBase64 = System.Convert.ToBase64String(fileBytes);
doc.Name = "TestFile.pdf";
doc.DocumentId = "1";
envDef.Documents = new List <Document>();
envDef.Documents.Add(doc);
// Add a recipient to sign the documeent
Signer signer = new Signer();
signer.Email = testConfig.RecipientEmail;
signer.Name = testConfig.RecipientName;
signer.RecipientId = "1";
signer.ClientUserId = "1234";
// Create a |SignHere| tab somewhere on the document for the recipient to sign
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 = "100";
signHere.YPosition = "100";
signHere.ScaleValue = ".5";
signer.Tabs.SignHereTabs.Add(signHere);
envDef.Recipients = new Recipients();
envDef.Recipients.Signers = new List <Signer>();
envDef.Recipients.Signers.Add(signer);
TemplateTabs templateTabs = new TemplateTabs();
templateTabs.DateTabs = new List <Date>();
Tabs tabs = new Tabs();
tabs.DateTabs = new List <Date>();
SignerAttachment signerAttachment = new SignerAttachment();
signerAttachment.ScaleValue = "";
// set envelope status to "sent" to immediately send the signature request
envDef.Status = status;
// |EnvelopesApi| contains methods related to creating and sending Envelopes (aka signature requests)
EnvelopesApi envelopesApi = new EnvelopesApi(testConfig.ApiClient.Configuration);
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(testConfig.AccountId, envDef);
Assert.IsNotNull(envelopeSummary);
Assert.IsNotNull(envelopeSummary.EnvelopeId);
testConfig.EnvelopeId = envelopeSummary.EnvelopeId;
}
public static object CreateEnvelope_SailboatLoan(object[] reqArray, string accountId)
{
try
{
//list to store all objects that will be returned to Node.js
List <object> rtn = new List <object>();
object nodeReqBody = reqArray[0]; //extract req.body from array passed in
object nodeReqSession = reqArray[1]; //extract req.session from array passed in
string nodeCurrentPath = reqArray[2].ToString(); //extract current path from array passed in
string gmapBase64Doc = reqArray[3].ToString(); //extract gmapBase64Doc from array passed in
//create dictionary from Node object and extract object values from request body
var bodyDictionary = (IDictionary <string, object>)nodeReqBody;
var body = new Body()
{
inputEmail = (string)bodyDictionary["inputEmail"],
inputFirstName = (string)bodyDictionary["inputFirstName"],
inputLastName = (string)bodyDictionary["inputLastName"],
inputAppraiserEmail = (string)bodyDictionary["inputAppraiserEmail"],
inputAppraiserFirstName = (string)bodyDictionary["inputAppraiserFirstName"],
inputAppraiserLastName = (string)bodyDictionary["inputAppraiserLastName"],
inputSigningLocation = (string)bodyDictionary["inputSigningLocation"],
inputSigningLocationAppraiser = (string)bodyDictionary["inputSigningLocationAppraiser"],
//the fields below may not exist (depending on the UI options selected, so test to see if they are in the dictionary first
inputAccessCode = bodyDictionary.ContainsKey("inputAccessCode") ? (string)bodyDictionary["inputAccessCode"] : "",
inputAccessCodeAppraiser = bodyDictionary.ContainsKey("inputAccessCodeAppraiser") ? (string)bodyDictionary["inputAccessCodeAppraiser"] : "",
inputAuthentication = bodyDictionary.ContainsKey("inputAuthentication") ? (string)bodyDictionary["inputAuthentication"] : "",
inputAuthenticationAppraiser = bodyDictionary.ContainsKey("inputAuthenticationAppraiser") ? (string)bodyDictionary["inputAuthenticationAppraiser"] : "",
inputPhone = bodyDictionary.ContainsKey("inputPhone") ? (string)bodyDictionary["inputPhone"] : "",
inputAppraiserPhone = bodyDictionary.ContainsKey("inputAppraiserPhone") ? (string)bodyDictionary["inputAppraiserPhone"] : ""
};
var file1Base64 = Helper.getLocalDocument(nodeCurrentPath + "/pdfs/LoanSailboat.docx");
var file2Base64 = Helper.getLocalDocument(nodeCurrentPath + "/pdfs/LoanSailboatAppraiser.docx");
// create an envelope that will store the document(s), field(s), and recipient(s)
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = "Sailboat Loan Application";
envDef.EmailBlurb = "Please sign the Loan application to start the application process.";
// add documents to the envelope
Document doc1 = new Document();
doc1.DocumentBase64 = file1Base64;
doc1.Name = "Application"; // can be different from actual file name
doc1.FileExtension = "docx";
doc1.DocumentId = "1"; // hardcode so we can easily refer to this document later
Document doc2 = new Document();
// MessageBox.Show(gmapBase64Doc);
if (gmapBase64Doc != "")
{
doc2.DocumentBase64 = gmapBase64Doc;
doc2.Name = "Map"; // can be different from actual file name
doc2.FileExtension = "png";
doc2.DocumentId = "2"; // hardcode so we can easily refer to this document later
}
Document doc3 = new Document();
doc3.DocumentBase64 = file2Base64;
doc3.Name = "Appraiser"; // can be different from actual file name
doc3.FileExtension = "docx";
doc3.DocumentId = "3"; // hardcode so we can easily refer to this document later
envDef.Documents = new List <Document>();
envDef.Documents.Add(doc1);
if (gmapBase64Doc != "")
{
envDef.Documents.Add(doc2);
}
envDef.Documents.Add(doc3);
envDef.EnforceSignerVisibility = "true";
// Recipients
Signer signer = new Signer();
signer.RoutingOrder = "1";
signer.Email = body.inputEmail;
signer.Name = body.inputFirstName + " " + body.inputLastName;
signer.RecipientId = "1";
signer.ExcludedDocuments = new List <String>();
signer.ExcludedDocuments.Add("3");
if (body.inputSigningLocation == "embedded")
{
signer.ClientUserId = "1001";
}
if (body.inputAccessCode != "" && body.inputAccessCode.Length > 0)
{
signer.AccessCode = body.inputAccessCode;
}
if (body.inputAuthentication == "phone")
{
Helper.addPhoneAuthToRecipient(signer, body.inputPhone);
}
Signer appraiserSigner = new Signer();
appraiserSigner.RoutingOrder = "2";
appraiserSigner.Email = body.inputAppraiserEmail;
appraiserSigner.Name = body.inputAppraiserFirstName + " " + body.inputAppraiserLastName;
appraiserSigner.RecipientId = "2";
if (body.inputSigningLocationAppraiser == "embedded")
{
appraiserSigner.ClientUserId = "2002";
}
if (body.inputAccessCodeAppraiser != "" && body.inputAccessCodeAppraiser.Length > 0)
{
appraiserSigner.AccessCode = body.inputAccessCodeAppraiser;
}
if (body.inputAuthenticationAppraiser == "phone")
{
Helper.addPhoneAuthToRecipient(appraiserSigner, body.inputAppraiserPhone);
}
// Signer Tabs
signer.Tabs = new Tabs();
signer.Tabs.TextTabs = new List <Text>();
signer.Tabs.NumberTabs = new List <Number>();
signer.Tabs.FormulaTabs = new List <FormulaTab>();
signer.Tabs.EmailTabs = new List <Email>();
signer.Tabs.FullNameTabs = new List <FullName>();
signer.Tabs.SignerAttachmentTabs = new List <SignerAttachment>();
signer.Tabs.SignHereTabs = new List <SignHere>();
signer.Tabs.InitialHereTabs = new List <InitialHere>();
signer.Tabs.DateSignedTabs = new List <DateSigned>();
// Note: using anchorStrings (in tabs below) makes documentId and pageNumber irrelevant (they affect all documents and pages)
// Email
Email signerEmail = new Email();
signerEmail.RecipientId = "1";
signerEmail.AnchorString = "Applicant Email";
signerEmail.AnchorXOffset = "0";
signerEmail.AnchorYOffset = "0";
signerEmail.Value = body.inputEmail;
signer.Tabs.EmailTabs.Add(signerEmail);
// FullName
FullName signerFullName = new FullName();
signerFullName.RecipientId = "1";
signerFullName.AnchorString = "Applicant Full Name";
signerFullName.AnchorXOffset = "0";
signerFullName.AnchorYOffset = "0";
signer.Tabs.FullNameTabs.Add(signerFullName);
// Attachment
SignerAttachment signerAttachment = new SignerAttachment();
signerAttachment.RecipientId = "1";
signerAttachment.AnchorString = "Please attach";
signerAttachment.AnchorXOffset = "0";
signerAttachment.AnchorYOffset = "40";
signerAttachment.Optional = "true";
signer.Tabs.SignerAttachmentTabs.Add(signerAttachment);
// SignHere
SignHere signerSignHere = new SignHere();
signerSignHere.RecipientId = "1";
signerSignHere.AnchorString = "Applicant Signature";
signerSignHere.AnchorXOffset = "0";
signerSignHere.AnchorYOffset = "4";
signer.Tabs.SignHereTabs.Add(signerSignHere);
// InitialHere
InitialHere signerInitialHere = new InitialHere();
signerInitialHere.RecipientId = "1";
signerInitialHere.AnchorString = "Applicant Initial";
signerInitialHere.AnchorXOffset = "0";
signerInitialHere.AnchorYOffset = "0";
signer.Tabs.InitialHereTabs.Add(signerInitialHere);
// Appraiser Tabs
appraiserSigner.Tabs = new Tabs();
appraiserSigner.Tabs.TextTabs = new List <Text>();
appraiserSigner.Tabs.EmailTabs = new List <Email>();
appraiserSigner.Tabs.FullNameTabs = new List <FullName>();
appraiserSigner.Tabs.SignHereTabs = new List <SignHere>();
appraiserSigner.Tabs.InitialHereTabs = new List <InitialHere>();
appraiserSigner.Tabs.DateSignedTabs = new List <DateSigned>();
appraiserSigner.Tabs.FormulaTabs = new List <FormulaTab>();
appraiserSigner.Tabs.SignerAttachmentTabs = new List <SignerAttachment>();
appraiserSigner.Tabs.NumberTabs = new List <Number>();
// Email
Email appraiserSignerEmail = new Email();
appraiserSignerEmail.RecipientId = "2";
appraiserSignerEmail.AnchorString = "Appraiser Email";
appraiserSignerEmail.AnchorXOffset = "0";
appraiserSignerEmail.AnchorYOffset = "0";
appraiserSignerEmail.Value = body.inputAppraiserEmail;
appraiserSigner.Tabs.EmailTabs.Add(appraiserSignerEmail);
// FullName
FullName appraiserSignerFullName = new FullName();
appraiserSignerFullName.RecipientId = "2";
appraiserSignerFullName.AnchorString = "Appraiser Full Name";
appraiserSignerFullName.AnchorXOffset = "0";
appraiserSignerFullName.AnchorYOffset = "0";
appraiserSigner.Tabs.FullNameTabs.Add(appraiserSignerFullName);
// Appraisal amount
Number appraiserSignerAmount = new Number();
appraiserSignerAmount.RecipientId = "2";
appraiserSignerAmount.AnchorString = "Appraiser Estimate";
appraiserSignerAmount.AnchorXOffset = "0";
appraiserSignerAmount.AnchorYOffset = "0";
appraiserSignerAmount.Locked = "false";
appraiserSigner.Tabs.NumberTabs.Add(appraiserSignerAmount);
// SignHere
SignHere appraisalSignerSignHere = new SignHere();
appraisalSignerSignHere.RecipientId = "2";
appraisalSignerSignHere.AnchorString = "Appraiser Signature";
appraisalSignerSignHere.AnchorXOffset = "0";
appraisalSignerSignHere.AnchorYOffset = "4";
appraiserSigner.Tabs.SignHereTabs.Add(appraisalSignerSignHere);
// BLANK TEXT (on first document, to make it visible to our Appraiser)
Text appraisalSignerText = new Text();
appraisalSignerText.RecipientId = "2";
appraisalSignerText.DocumentId = "1";
appraisalSignerText.PageNumber = "1";
appraisalSignerText.XPosition = "0";
appraisalSignerText.YPosition = "0";
appraisalSignerText.Value = "";
appraisalSignerText.Locked = "true";
appraiserSigner.Tabs.TextTabs.Add(appraisalSignerText);
// add recipients
envDef.Recipients = new Recipients();
envDef.Recipients.Signers = new List <Signer>();
envDef.Recipients.Signers.Add(signer);
envDef.Recipients.Signers.Add(appraiserSigner);
// send the envelope by setting |status| to "sent". To save as a draft set to "created"
// - note that the envelope will only be 'sent' when it reaches the DocuSign server with the 'sent' status (not in the following call)
envDef.Status = "sent";
//Get Config settings from App.config
DocuSignConfig configSettings = new DocuSignConfig();
if (configSettings.BRAND_ID != "" && configSettings.BRAND_ID.Length > 0)
{
envDef.BrandId = configSettings.BRAND_ID;
}
// instantiate a new EnvelopesApi object
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountId, envDef);
rtn.Add(envelopeSummary); //Index 0: add envelopeSummary to the return object
// Create and save envelope locally (temporary)
//app.helpers.createAndSaveLocal(req, envelopeSummary.envelopeId)
//.then(function(){
List <object> remainingSigners = new List <object>();
if (body.inputSigningLocationAppraiser == "embedded")
{
remainingSigners.Add(appraiserSigner);
}
else
{
remainingSigners.Add("remote-signer");
}
remainingSigners.Add("remote-signer"); // last signer is remote (employee)
if (body.inputSigningLocation == "embedded")
{
ViewUrl viewUrl = Helper.getRecipientUrl(envelopesApi, accountId, envDef, envelopeSummary.EnvelopeId.ToString(), signer);
rtn.Add(viewUrl); //Index 1: add viewURL to the return object
}
rtn.Add(signer); //Index 2: add signer to the return object
rtn.Add(appraiserSigner); //Index 3: add appraiserSigner to the return object
return(rtn);
}
catch (Exception ex)
{
MessageBox.Show(ex.Message);
throw ex;
}
}
