/// <summary>
/// This method creates an envelope and returns the url which could be embedded and used for the user signing process
/// </summary>
/// <param name="identity"></param>
/// <param name="password"></param>
/// <param name="subject"></param>
/// <param name="emailBlurb"></param>
/// <param name="file"></param>
/// <param name="fileName"></param>
/// <param name="recipients"></param>
/// <param name="url"></param>
/// <returns></returns>
public static string CreateEmbedded(Account identity, string password, string subject,
string emailBlurb, byte[] file, string fileName, List <Recipient> recipients, string url)
{
DocuSignAPI.APIService.Envelope envelope = new DocuSignAPI.APIService.Envelope();
envelope.AccountId = identity.AccountID;
envelope.Subject = subject;
envelope.EmailBlurb = emailBlurb;
//Populating Recipient Information
envelope.Recipients = recipients.ToArray();
//Populating Document information
List <Document> documents = new List <Document>();
Document document = new Document();
document.Name = fileName;
document.PDFBytes = file;
document.ID = "1";
documents.Add(document);
envelope.Documents = documents.ToArray();
APIServiceSoap apiService = CreateApiProxy(identity, password);
EnvelopeStatus envStatus = apiService.CreateAndSendEnvelope(envelope);
RequestRecipientTokenAuthenticationAssertion assert = new RequestRecipientTokenAuthenticationAssertion();
assert.AssertionID = System.DateTime.Now.Ticks.ToString();
assert.AuthenticationInstant = System.DateTime.Now;
assert.AuthenticationMethod = RequestRecipientTokenAuthenticationAssertionAuthenticationMethod.Password;
assert.SecurityDomain = "TODO-replace-with-your-app-name";
string retUrl = url.ToLower();
RequestRecipientTokenClientURLs clientURLs = new RequestRecipientTokenClientURLs();
clientURLs.OnSigningComplete = retUrl + "&event=SignComplete&envelopeID=" + envStatus.EnvelopeID;
clientURLs.OnAccessCodeFailed = retUrl + "&event=AccessCode&envelopeID=" + envStatus.EnvelopeID;
clientURLs.OnCancel = retUrl + "&event=Cancel&envelopeID=" + envStatus.EnvelopeID;
clientURLs.OnDecline = retUrl + "&event=Decline&envelopeID=" + envStatus.EnvelopeID;
clientURLs.OnException = retUrl + "&event=Exception&envelopeID=" + envStatus.EnvelopeID;
clientURLs.OnIdCheckFailed = retUrl + "&event=IDCheck&envelopeID=" + envStatus.EnvelopeID;
clientURLs.OnSessionTimeout = retUrl + "&event=Timeout&envelopeID=" + envStatus.EnvelopeID;
clientURLs.OnTTLExpired = retUrl + "&event=TTLExpired&envelopeID=" + envStatus.EnvelopeID;
clientURLs.OnViewingComplete = retUrl + "&event=ViewComplete&envelopeID=" + envStatus.EnvelopeID;
string token = apiService.RequestRecipientToken(envStatus.EnvelopeID, recipients[0].CaptiveInfo.ClientUserId, recipients[0].UserName, recipients[0].Email, assert, clientURLs);
return(token);
}
/// <summary>
/// This method is used to create envelope besed on the give template
/// </summary>
/// <param name="identity"></param>
/// <param name="signers"></param>
/// <param name="roleAssignments"></param>
/// <param name="template"></param>
/// <param name="subject"></param>
/// <param name="emailBlurb"></param>
/// <param name="fields"></param>
/// <param name="password"></param>
/// <returns></returns>
public static string CreateEnvelopeFromTemplates(Account identity,
Recipient[] signers,
string template, string subject, string emailBlurb, string password, string url, bool isEmbedded)
{
//
// update the template references
//
List <TemplateReferenceRoleAssignment> finalRoleAssignments = new List <TemplateReferenceRoleAssignment>();
foreach (Recipient recipient in signers)
{
TemplateReferenceRoleAssignment templateReferenceRoleAssignment = new TemplateReferenceRoleAssignment();
templateReferenceRoleAssignment.RecipientID = recipient.ID;
templateReferenceRoleAssignment.RoleName = recipient.RoleName;
finalRoleAssignments.Add(templateReferenceRoleAssignment);
}
//
// setting up the template
//
TemplateReference templateReference = new TemplateReference();
templateReference.Template = template;
templateReference.TemplateLocation = TemplateLocationCode.SOAP;
templateReference.RoleAssignments = finalRoleAssignments.ToArray();
//
// Envelope wide information
//
EnvelopeInformation envelopeInfo = new EnvelopeInformation();
envelopeInfo.AccountId = identity.AccountID;
envelopeInfo.EmailBlurb = emailBlurb;
envelopeInfo.Subject = subject;
APIServiceSoap apiService = CreateApiProxy(identity, password);
EnvelopeStatus envStatus = apiService.CreateEnvelopeFromTemplates(
new TemplateReference[] { templateReference }, signers, envelopeInfo, true);
if (!isEmbedded)
{
return(envStatus.EnvelopeID);
}
else
{
RequestRecipientTokenAuthenticationAssertion assert = new RequestRecipientTokenAuthenticationAssertion();
assert.AssertionID = System.DateTime.Now.Ticks.ToString();
assert.AuthenticationInstant = System.DateTime.Now;
assert.AuthenticationMethod = RequestRecipientTokenAuthenticationAssertionAuthenticationMethod.Password;
assert.SecurityDomain = "TODO-replace-with-your-app-name";
//These are Urls to which Docusign will redirect
string retUrl = url.ToLower();
RequestRecipientTokenClientURLs clientURLs = new RequestRecipientTokenClientURLs();
clientURLs.OnSigningComplete = retUrl + "?event=SignComplete&envelopeID=" + envStatus.EnvelopeID;
clientURLs.OnAccessCodeFailed = retUrl + "?event=AccessCode&envelopeID=" + envStatus.EnvelopeID;
clientURLs.OnCancel = retUrl + "?event=Cancel&envelopeID=" + envStatus.EnvelopeID;
clientURLs.OnDecline = retUrl + "?event=Decline&envelopeID=" + envStatus.EnvelopeID;
clientURLs.OnException = retUrl + "?event=Exception&envelopeID=" + envStatus.EnvelopeID;
clientURLs.OnIdCheckFailed = retUrl + "?event=IDCheck&envelopeID=" + envStatus.EnvelopeID;
clientURLs.OnSessionTimeout = retUrl + "?event=Timeout&envelopeID=" + envStatus.EnvelopeID;
clientURLs.OnTTLExpired = retUrl + "?event=TTLExpired&envelopeID=" + envStatus.EnvelopeID;
clientURLs.OnViewingComplete = retUrl + "?event=ViewComplete&envelopeID=" + envStatus.EnvelopeID;
string token = apiService.RequestRecipientToken(envStatus.EnvelopeID, signers[0].CaptiveInfo.ClientUserId, signers[0].UserName, signers[0].Email, assert, clientURLs);
return(token);
}
}