/// <summary> /// Initial method / factory instanciation. /// In case the call is successfully completed you will get back an /// envelope object that can be used to work with this envelope. /// In case the envelope is misconstructed an exception will be thrown /// The IDs on both the recipients and documents are going to be altered /// after the call and the Tabs will be linked to the appropriate document and /// recipient ids. /// </summary> /// <param name="signers">A collection of signer objects that describes who is going to /// recieve the documents. You should have at least one signer. Every signer /// must have at least one signature.</param> /// <param name="documents">A set of documents with tabs attached /// to them. There should be at least one document in the envelope and there should be /// at least one tab on the envelope.</param> /// <param name="subject">Subject of the e-mail that the signers /// are going to receive</param> /// <param name="emailBlurb">e-mail blurb that will be inserted /// into the messages delivered to signers</param> /// <returns>An envelope object that can be used to work with this envelope.</returns> public static Envelope CreateEnvelopeFromTemplates(AccountCredentials accountCredentials, DocuSignWeb.Recipient[] signers, LinkedTemplateReferenceRoleAssignment[] roleAssignments, string template, string subject, string emailBlurb, DocuSignWeb.CustomField[] fields) { // // Assign sequential IDs to all the recipients // int nextRecipientId = 1; foreach (DocuSignWeb.Recipient recipient in signers) { recipient.ID = nextRecipientId.ToString(System.Globalization.CultureInfo.InvariantCulture); nextRecipientId++; } // // update the template references // TemplateReferenceRoleAssignment[] finalRoleAssignments = new TemplateReferenceRoleAssignment[roleAssignments.Length]; for (int i = 0; i < roleAssignments.Length; ++i) { roleAssignments[i].referenceRoleAssignment.RecipientID = roleAssignments[i].signer.ID; finalRoleAssignments[i] = roleAssignments[i].referenceRoleAssignment; } // // setting up the template // TemplateReference templateReference = new TemplateReference(); templateReference.Template = template; templateReference.TemplateLocation = TemplateLocationCode.SOAP; templateReference.RoleAssignments = finalRoleAssignments; // // Envelope wide information // DocuSignWeb.EnvelopeInformation envelopeInfo = new EnvelopeInformation(); envelopeInfo.AccountId = accountCredentials.AccountId; envelopeInfo.CustomFields = fields; envelopeInfo.EmailBlurb = emailBlurb; envelopeInfo.Subject = subject; DocuSignWeb.APIServiceSoap apiService = CreateApiProxy(accountCredentials); DocuSignWeb.EnvelopeStatus envStatus = apiService.CreateEnvelopeFromTemplates( new TemplateReference[] { templateReference }, signers, envelopeInfo, true); return(new Envelope(envStatus.EnvelopeID, accountCredentials)); }
/// <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); } }