public CreateEnvelopeResponse CreateEnvelope(
DocumentType type,
string accountId,
string userId,
LoginType loginType,
UserDetails additionalUser,
string redirectUrl,
string pingAction)
{
if (accountId == null)
{
throw new ArgumentNullException(nameof(accountId));
}
if (userId == null)
{
throw new ArgumentNullException(nameof(userId));
}
string rootDir = _configuration.GetValue <string>(WebHostDefaults.ContentRootKey);
UserDetails userDetails = _userService.GetUserDetails(accountId, userId, loginType);
var templateHandler = GetTemplateHandler(type);
EnvelopeTemplate envelopeTemplate = templateHandler.BuildTemplate(rootDir);
EnvelopeDefinition envelope = templateHandler.BuildEnvelope(userDetails, additionalUser);
if (type == DocumentType.I9 && loginType == LoginType.JWT)
{
EnableIDV(accountId, envelopeTemplate, "New Hire");
}
var listTemplates = _docuSignApiProvider.TemplatesApi.ListTemplates(accountId);
EnvelopeTemplate template = listTemplates?.EnvelopeTemplates?.FirstOrDefault(x => x.Name == templateHandler.TemplateName);
if (template != null)
{
envelope.TemplateId = template.TemplateId;
}
else
{
TemplateSummary templateSummary = _docuSignApiProvider.TemplatesApi.CreateTemplate(accountId, envelopeTemplate);
envelope.TemplateId = templateSummary.TemplateId;
}
EnvelopeSummary envelopeSummary = _docuSignApiProvider.EnvelopApi.CreateEnvelope(accountId, envelope);
if (type != DocumentType.I9)
{
ViewUrl recipientView = _docuSignApiProvider.EnvelopApi.CreateRecipientView(
accountId,
envelopeSummary.EnvelopeId,
BuildRecipientViewRequest(
userDetails.Email,
userDetails.Name,
redirectUrl,
pingAction)
);
return(new CreateEnvelopeResponse(recipientView.Url, envelopeSummary.EnvelopeId));
}
return(new CreateEnvelopeResponse(string.Empty, envelopeSummary.EnvelopeId));
}
private (bool createdNewTemplate, string templateId, string resultsTemplateName) DoWork(
string accessToken, string basePath, string accountId)
{
// Data for this method
// accessToken
// basePath
// accountId
// Step 1. List templates to see if ours exists already
var config = new Configuration(new ApiClient(basePath));
config.AddDefaultHeader("Authorization", "Bearer " + accessToken);
TemplatesApi templatesApi = new TemplatesApi(config);
TemplatesApi.ListTemplatesOptions options = new TemplatesApi.ListTemplatesOptions();
//options.searchText = "Example Signer and CC template";
options.searchText = "CoD"; //Added by DT
EnvelopeTemplateResults results = templatesApi.ListTemplates(accountId, options);
string templateId;
string resultsTemplateName;
bool createdNewTemplate;
// Step 2. Process results
if (int.Parse(results.ResultSetSize) > 0)
{
// Found the template! Record its id
templateId = results.EnvelopeTemplates[0].TemplateId;
resultsTemplateName = results.EnvelopeTemplates[0].Name;
createdNewTemplate = false;
}
else
{
// No template! Create one!
EnvelopeTemplate templateReqObject = MakeTemplate(templateName);
TemplateSummary template = templatesApi.CreateTemplate(accountId, templateReqObject);
// Retrieve the new template Name / TemplateId
EnvelopeTemplateResults templateResults = templatesApi.ListTemplates(accountId, options);
templateId = templateResults.EnvelopeTemplates[0].TemplateId;
resultsTemplateName = templateResults.EnvelopeTemplates[0].Name;
createdNewTemplate = true;
}
return(createdNewTemplate : createdNewTemplate,
templateId : templateId, resultsTemplateName : resultsTemplateName);
}
/// <summary>
/// Generates a new DocuSign Template based on static information in this class
/// </summary>
/// <param name="accessToken">Access Token for API call (OAuth)</param>
/// <param name="basePath">BasePath for API calls (URI)</param>
/// <param name="accountId">The DocuSign Account ID (GUID or short version) for which the APIs call would be made</param>
/// <returns>Template name, templateId and a flag to indicate if this is a new template or it exited prior to calling this method</returns>
public static (bool createdNewTemplate, string templateId, string resultsTemplateName) CreateTemplate(string accessToken, string basePath, string accountId)
{
// Step 1. List templates to see if ours exists already
var apiClient = new ApiClient(basePath);
apiClient.Configuration.DefaultHeader.Add("Authorization", "Bearer " + accessToken);
TemplatesApi templatesApi = new TemplatesApi(apiClient);
TemplatesApi.ListTemplatesOptions options = new TemplatesApi.ListTemplatesOptions();
options.searchText = "Example Signer and CC template";
EnvelopeTemplateResults results = templatesApi.ListTemplates(accountId, options);
string templateId;
string resultsTemplateName;
bool createdNewTemplate;
// Step 2. Process results
if (int.Parse(results.ResultSetSize) > 0)
{
// Found the template! Record its id
templateId = results.EnvelopeTemplates[0].TemplateId;
resultsTemplateName = results.EnvelopeTemplates[0].Name;
createdNewTemplate = false;
}
else
{
// No template! Create one!
EnvelopeTemplate templateReqObject = MakeTemplate(templateName);
TemplateSummary template = templatesApi.CreateTemplate(accountId, templateReqObject);
// Retrieve the new template Name / TemplateId
EnvelopeTemplateResults templateResults = templatesApi.ListTemplates(accountId, options);
templateId = templateResults.EnvelopeTemplates[0].TemplateId;
resultsTemplateName = templateResults.EnvelopeTemplates[0].Name;
createdNewTemplate = true;
}
return(createdNewTemplate : createdNewTemplate,
templateId : templateId, resultsTemplateName : resultsTemplateName);
}
public void CreateTemplateTest()
{
try
{
AuthenticationApiTests authTests = new AuthenticationApiTests();
authTests.LoginTest();
EnvelopeTemplate templateDef = Utils.CreateDefaultTemplate();
TemplatesApi templatesApi = new TemplatesApi();
TemplateSummary tempSummary = templatesApi.CreateTemplate(TestConfig.AccountId, templateDef);
Assert.IsNotNull(tempSummary);
Assert.IsNotNull(tempSummary.TemplateId);
Trace.WriteLine("TemplateSummary: " + tempSummary.ToJson());
}
catch (DocuSign.eSign.Client.ApiException apiEx)
{
// FAILS - API-3002 submitted.
Assert.IsNotNull(apiEx.ErrorCode);
Assert.IsTrue(!string.IsNullOrWhiteSpace(apiEx.Message));
Assert.IsTrue(false, "Failed with ErrorCode: " + apiEx.ErrorCode + ", Message: " + apiEx.Message);
}
}
