public bool checkAccountForTemplate()
{
bool retval = false;
Signing.AccountCredentials creds = base.GetAPICredentials();
Signing.DocuSignWeb.APIServiceSoap api = Signing.Envelope.CreateApiProxy(creds);
Signing.DocuSignWeb.RequestTemplatesResponse response;
Signing.DocuSignWeb.RequestTemplatesRequest request = new Signing.DocuSignWeb.RequestTemplatesRequest();
request.AccountID = (string)Session["AccountID"];
request.IncludeAdvancedTemplates = true;
try
{
response = api.RequestTemplates(request);
foreach (Signing.DocuSignWeb.EnvelopeTemplateDefinition def in response.RequestTemplatesResult)
{
if (def.Name == "InsuranceCo Auto Insurance Application")
{
Session["TemplateID"] = def.TemplateID;
retval = true;
}
}
}
catch (Exception excp)
{
base.GoToErrorPage(excp.Message);
}
return(retval);
}
public bool uploadTemplateToAccount()
{
bool retval = false;
Signing.AccountCredentials creds = base.GetAPICredentials();
Signing.DocuSignWeb.APIServiceSoap api = Signing.Envelope.CreateApiProxy(creds);
string templateXml = System.IO.File.ReadAllText(Server.MapPath("resources/autoInsuranceApplication.dpd"));
try{
// upload template
Signing.DocuSignWeb.SaveTemplateResult uploadTemplateResponse = api.UploadTemplate(templateXml, (string)Session["AccountID"], false);
// so, due to a bug we have to upload a template in the dpd format
// and then download it from the server, which will cause it to be converted to the new format
// and then upload it again so that we can use it. However, when we try to upload it we'll hit another
// bug that prevents us from saving a template without an email address so we'll specify bogus email
// and then update to the correct email address when we are ready to send the envelope.
Signing.DocuSignWeb.EnvelopeTemplate retrievedTemplate = api.RequestTemplate(uploadTemplateResponse.TemplateID, true);
// this is to work around a bug that prevents saving a template when there isn't an email address specified.
retrievedTemplate.Envelope.Recipients[0].UserName = "******";
retrievedTemplate.Envelope.Recipients[0].Email = "*****@*****.**";
Signing.DocuSignWeb.SaveTemplateResult saveResult = api.SaveTemplate(retrievedTemplate);
Session["TemplateID"] = saveResult.TemplateID;
retval = true;
} catch (Exception excp) {
if (excp.Message.IndexOf("User lacks sufficient permissions") > 0)
{
// set local error message and stay on page
lblTemplateUploadError.Text = "You do not have permissions to upload templates to this account. Please select a different account.";
}
else
{
base.GoToErrorPage(excp.Message);
}
}
return(retval);
}
public CredentialService.Account[] checkAccountsForTemplatePermissions(CredentialService.LoginResult loginResult)
{
List <CredentialService.Account> accountsWithTemplatesPermissions = new List <InsuranceCo.CredentialService.Account>();
Signing.AccountCredentials creds = base.GetAPICredentials();
Signing.DocuSignWeb.APIServiceSoap api = Signing.Envelope.CreateApiProxy(creds);
Signing.DocuSignWeb.RequestTemplatesResponse response;
Signing.DocuSignWeb.RequestTemplatesRequest request = new Signing.DocuSignWeb.RequestTemplatesRequest();
foreach (CredentialService.Account account in loginResult.Accounts)
{
request.AccountID = account.AccountID;
request.IncludeAdvancedTemplates = true;
try{
response = api.RequestTemplates(request);
accountsWithTemplatesPermissions.Add(account);
}
catch (Exception excp) {
// nada
}
}
return(accountsWithTemplatesPermissions.ToArray());
}
