public IActionResult Create(Form form)
{
try
{
var apiKey = "YOUR_API_KEY";
var clientId = "YOUR_CLIENT_ID";
// create a template draft
var client = new Client(apiKey);
var draft = new EmbeddedTemplateDraft();
draft.TestMode = true;
draft.AddFile(form.FilePath);
draft.Title = "Test Template";
draft.Subject = "Please sign this document";
draft.Message = "For your approval.";
draft.AddSignerRole("Manager", 0);
draft.AddSignerRole("Client", 1);
var mergeFields = form.FormFieldName.Select(item => new MergeField
{
Name = item.Name,
Type = MergeField.FieldType.Text
});
draft.MergeFields.AddRange(mergeFields);
//draft.MergeFields.Add(
// new MergeField { Name = "Name1", Type = MergeField.FieldType.Text }
// );
var response = client.CreateEmbeddedTemplateDraft(draft, clientId);
return(new ObjectResult(new Response <EmbeddedTemplate>
{
Message = "Upload Successful.",
Data = response
}));
}
catch (Exception ex)
{
return(new ObjectResult(new Response <string>
{
Message = "Upload Failed: " + ex.Message
}));
}
}
static void Main(string[] args)
{
// Get API key from environment
var apiKey = Environment.GetEnvironmentVariable("APIKEY");
if (String.IsNullOrEmpty(apiKey))
{
throw new Exception("You must provide your HelloSign API key in the APIKEY environment variable.");
}
// Get API host
string apiHost = Environment.GetEnvironmentVariable("APIHOST");
if (String.IsNullOrEmpty(apiHost))
{
throw new Exception("You must specify the API host/domain via the APIHOST environment variable (e.g. 'api.hellosign.com').");
}
Console.WriteLine("Using HelloSign API at host: " + apiHost);
// Client setup
var client = new Client(apiKey);
client.SetApiHost(apiHost);
// Prepare some fake text files for upload
byte[] file1 = System.Text.Encoding.ASCII.GetBytes("Test document, please sign at the end.");
byte[] file2 = System.Text.Encoding.ASCII.GetBytes("Did I mention this is only a test?");
byte[] textTagsFile1 = System.Text.Encoding.ASCII.GetBytes("This file has text tags:\n\n[sig|req|signer1]\n\n[initial|req|signer2]");
byte[] pdfFile1 = Properties.Resources.Test_Document;
// Get account
var account = client.GetAccount();
Console.WriteLine("My Account ID: " + account.AccountId);
//var account = client.UpdateAccount(new Uri("http://example.com"));
// Try (and fail) to create account that already exists
try
{
var newAccount = client.CreateAccount("*****@*****.**");
throw new Exception("Created account that should already exist: " + newAccount.EmailAddress);
}
catch (BadRequestException)
{
Console.WriteLine("Was successfully blocked from creating a pre-existing account.");
}
// Get team (or try to create one)
Team team;
try
{
team = client.GetTeam();
Console.WriteLine("My Team Name: " + team.Name);
}
catch (NotFoundException)
{
try
{
team = client.CreateTeam("Test Program");
Console.WriteLine("Created Team Named: " + team.Name);
}
catch (BadRequestException)
{
Console.WriteLine("Couldn't get or create team.");
}
}
// List signature requests
var requests = client.ListSignatureRequests();
Console.WriteLine("Found this many signature requests: " + requests.NumResults);
foreach (var result in requests)
{
Console.WriteLine("Signature request: " + result.SignatureRequestId);
}
// List templates
var templates = client.ListTemplates();
Console.WriteLine("Found this many templates: " + templates.NumResults);
foreach (var result in templates)
{
Console.WriteLine("Template: " + result.TemplateId);
}
// If any templates exist, get first one's download URL
if (templates.NumResults > 0)
{
var firstTemplateId = templates.Items[0].TemplateId;
// Get a download URL for this template
var tDownloadUrl = client.GetTemplateFilesDownloadUrl(firstTemplateId);
Console.WriteLine("Template download URL: " + tDownloadUrl.FileUrl + " (Expires at: " + tDownloadUrl.ExpiresAt + ")");
// Download this template's files to disk as a PDF
client.DownloadTemplateFiles(firstTemplateId, "template.pdf");
Console.WriteLine("Downloaded Template PDF as template.pdf");
// Get the template itself
var template = client.GetTemplate(firstTemplateId);
Console.WriteLine("Got Template: " + firstTemplateId);
// Check the document for custom fields
foreach (Document document in template.Documents)
{
Console.WriteLine("└ Found Document: " + document.Name);
foreach (CustomField customField in document.CustomFields)
{
Console.WriteLine(" └ Found Custom Field: " + customField.Name);
}
}
}
// List Bulk Send Jobs
var bulkSendJobInfos = client.ListBulkSendJobs();
Console.WriteLine("Found this many bulk send jobs: " + bulkSendJobInfos.NumResults);
foreach (BulkSendJobInfo job in bulkSendJobInfos)
{
string creator = job.IsCreator ? "by me" : "by another user";
Console.WriteLine($"└ BulkSendJob: {job.BulkSendJobId} (Total: {job.Total}) Created {creator} on {job.CreatedAt}");
}
// Get a single Bulk Send Job
if (bulkSendJobInfos.NumResults > 0)
{
BulkSendJob job = client.GetBulkSendJob(bulkSendJobInfos.Items[0]);
BulkSendJobInfo jobInfo = job.JobInfo;
string creator = jobInfo.IsCreator ? "by me" : "by another user";
Console.WriteLine($"BulkSendJob: {jobInfo.BulkSendJobId} (Total: {jobInfo.Total}) Created {creator} on {jobInfo.CreatedAt}");
// List its Signature Requests
foreach (var result in job.Items)
{
Console.WriteLine("└ Signature request: " + result.SignatureRequestId);
}
}
// Send signature request
var request = new SignatureRequest();
request.Title = "NDA with Acme Co.";
request.Subject = "The NDA we talked about";
request.Message = "Please sign this NDA and then we can discuss more. Let me know if you have any questions.";
request.AddSigner("*****@*****.**", "Jack");
request.AddSigner("*****@*****.**", "Jill");
request.AddCc("*****@*****.**");
request.AddFile(file1, "NDA.txt");
request.AddFile(file2, "AppendixA.txt");
request.Metadata.Add("custom_id", "1234");
client.AdditionalParameters.Add("metadata[custom_text]", "NDA #9"); // Inject additional parameter by hand
request.AllowDecline = true;
request.SigningOptions = new SigningOptions
{
Draw = true,
Type = true,
Default = "type"
};
request.TestMode = true;
var response = client.SendSignatureRequest(request);
Console.WriteLine("New Signature Request ID: " + response.SignatureRequestId);
// Remove additional parameter
client.AdditionalParameters.Remove("metadata[custom_text]");
// Get signature request (yes, it's redundant right here)
var signatureRequest = client.GetSignatureRequest(response.SignatureRequestId);
Console.WriteLine("Fetched request with Title: " + signatureRequest.Title);
// Get a download URL for this signature request
Console.WriteLine("Attempting to get a PDF link...");
var retries = 15;
while (retries > 0)
{
try
{
var downloadUrl = client.GetSignatureRequestDownloadUrl(response.SignatureRequestId);
Console.WriteLine("Download URL: " + downloadUrl.FileUrl + " (Expires at: " + downloadUrl.ExpiresAt + ")");
break;
}
catch (Exception e) // Workaround for an API bug
{
retries--;
Console.Write("└ Caught an exception: " + e.Message);
if (retries > 0)
{
Console.WriteLine(". Trying again in 2s...");
System.Threading.Thread.Sleep(2000);
}
else
{
Console.WriteLine(". Giving up!");
}
}
}
// Download signature request
Console.WriteLine("Attempting to download PDF...");
retries = 15;
while (retries > 0)
{
try
{
client.DownloadSignatureRequestFiles(response.SignatureRequestId, "out.pdf");
Console.WriteLine("Downloaded PDF as out.pdf");
break;
}
catch (ConflictException e)
{
retries--;
Console.Write("└ Caught conflict exception: " + e.Message);
if (retries > 0)
{
Console.WriteLine(". Trying again in 2s...");
System.Threading.Thread.Sleep(2000);
}
else
{
Console.WriteLine(". Giving up!");
}
}
}
// Cancel signature request
cancelSignatureRequest(client, response.SignatureRequestId);
// Send signature request with text tags
var ttRequest = new SignatureRequest();
ttRequest.Title = "NDA with Acme Co.";
ttRequest.Subject = "The NDA we talked about";
ttRequest.Message = "Please sign this NDA and then we can discuss more. Let me know if you have any questions.";
ttRequest.AddSigner("*****@*****.**", "Jack");
ttRequest.AddSigner("*****@*****.**", "Jill");
ttRequest.AddFile(textTagsFile1, "TextTagsDocument.txt");
ttRequest.UseTextTags = true;
ttRequest.HideTextTags = true;
ttRequest.TestMode = true;
var ttResponse = client.SendSignatureRequest(ttRequest);
Console.WriteLine("New Text Tags Signature Request ID: " + ttResponse.SignatureRequestId);
// Cancel text tags request
cancelSignatureRequest(client, ttResponse.SignatureRequestId);
// Send signature request with template
if (TEMPLATE_ID.Length > 0)
{
var tRequest = new TemplateSignatureRequest();
tRequest.AddTemplate(TEMPLATE_ID);
tRequest.Subject = "Purchase Order";
tRequest.Message = "Glad we could come to an agreement.";
tRequest.AddSigner("Client", "*****@*****.**", "George");
tRequest.AddCc("Accounting", "*****@*****.**");
tRequest.AddCustomField("Cost", "$20,000", "Client", true);
tRequest.TestMode = true;
var tResponse = client.SendSignatureRequest(tRequest);
Console.WriteLine("New Template Signature Request ID: " + tResponse.SignatureRequestId);
Console.WriteLine("Custom field 'Cost' value is: " + tResponse.GetCustomField("Cost").Value);
Console.WriteLine("Custom field 'Cost' editor is: " + tResponse.GetCustomField("Cost").Editor);
// Cancel that signature request
cancelSignatureRequest(client, tResponse.SignatureRequestId);
}
else
{
Console.WriteLine("Skipping TemplateSignatureRequest test.");
}
// Send signature request with path to file and form fields
var fpRequest = new SignatureRequest();
fpRequest.AddSigner("*****@*****.**", "Jack");
fpRequest.AddSigner("*****@*****.**", "Jill");
fpRequest.AddFile("out.pdf").WithFields(
new FormField("chk1", FormField.TypeCheckbox, 1, 140, 72 * 1, 36, 36, true, 0),
new FormField("txt1", FormField.TypeText, 1, 140, 72 * 2, 225, 20, true, 0, FormField.ValidationTypeEmailAddress),
new FormField("dat1", FormField.TypeDateSigned, 1, 140, 72 * 3, 225, 52, true, 0),
new FormField("sig1", FormField.TypeSignature, 1, 140, 72 * 4, 225, 52, true, 0),
new FormField("sig2", FormField.TypeSignature, 1, 140, 72 * 5, 225, 52, true, 1)
);
fpRequest.Title = "File Path Test";
fpRequest.TestMode = true;
var fpResponse = client.SendSignatureRequest(fpRequest);
Console.WriteLine("New Signature Request ID: " + fpResponse.SignatureRequestId);
cancelSignatureRequest(client, fpResponse.SignatureRequestId);
// Send signature request with form fields
var ffRequest = new SignatureRequest();
ffRequest.AddSigner("*****@*****.**", "Jack");
ffRequest.AddSigner("*****@*****.**", "Jill");
ffRequest.AddFile(pdfFile1, "TestDocument.pdf").WithFields(
new FormField("chk1", FormField.TypeCheckbox, 1, 140, 72 * 1, 36, 36, true, 0),
new FormField("txt1", FormField.TypeText, 1, 140, 72 * 2, 225, 20, true, 0, FormField.ValidationTypeEmailAddress),
new FormField("dat1", FormField.TypeDateSigned, 1, 140, 72 * 3, 225, 52, true, 0),
new FormField("sig1", FormField.TypeSignature, 1, 140, 72 * 4, 225, 52, true, 0),
new FormField("sig2", FormField.TypeSignature, 1, 140, 72 * 5, 225, 52, true, 1)
);
ffRequest.Title = "Form Fields Test";
ffRequest.TestMode = true;
var ffResponse = client.SendSignatureRequest(ffRequest);
Console.WriteLine("New Signature Request ID: " + ffResponse.SignatureRequestId);
// Update form fields request
var signatureId = ffResponse.Signatures[0].SignatureId;
ffResponse = client.UpdateSignatureRequest(ffResponse.SignatureRequestId, signatureId, "*****@*****.**");
Console.WriteLine("└ Updated request to email address: " + ffResponse.Signatures[0].SignerEmailAddress);
// Cancel form fields request
cancelSignatureRequest(client, ffResponse.SignatureRequestId);
// List API apps
var apiApps = client.ListApiApps();
Console.WriteLine("Found this many API apps: " + apiApps.NumResults);
foreach (var result in apiApps)
{
Console.WriteLine("API app: " + result.Name + " (" + result.ClientId + ")");
}
// Create API app
var newApiApp = new ApiApp();
DateTime.Now.ToShortTimeString();
newApiApp.Name = "C# SDK Test App - " + DateTime.Now.ToString();
newApiApp.Domain = "example.com";
newApiApp.CallbackUrl = "https://example.com/callback";
var aResponse = client.CreateApiApp(newApiApp);
Console.WriteLine("New API App: " + aResponse.Name);
// Get the new API app again (just for demonstration purposes)
var apiApp = client.GetApiApp(aResponse.ClientId);
var clientId = apiApp.ClientId;
// Create embedded signature request
var eRequest = new SignatureRequest();
eRequest.Title = "NDA with Acme Co.";
eRequest.Subject = "The NDA we talked about";
eRequest.Message = "Please sign this NDA and then we can discuss more. Let me know if you have any questions.";
eRequest.AddSigner("*****@*****.**", "Jack");
eRequest.AddFile(file1, "NDA.txt");
eRequest.Metadata.Add("custom_id", "1234");
eRequest.Metadata.Add("custom_text", "NDA #9");
eRequest.TestMode = true;
var eResponse = client.CreateEmbeddedSignatureRequest(eRequest, clientId);
Console.WriteLine("New Embedded Signature Request ID: " + eResponse.SignatureRequestId);
// Get embedded signing URL
var embedded = client.GetSignUrl(eResponse.Signatures[0].SignatureId);
Console.WriteLine("└ First Signature Sign URL: " + embedded.SignUrl);
// Cancel that embedded signature request
cancelSignatureRequest(client, eResponse.SignatureRequestId);
// Create unclaimed draft
var draft = new SignatureRequest();
draft.AddFile(file1, "Agreement.txt");
draft.AddFile(file2, "Appendix.txt");
draft.TestMode = true;
var uResponse = client.CreateUnclaimedDraft(draft, UnclaimedDraft.Type.RequestSignature);
Console.WriteLine("New Unclaimed Draft Claim URL: " + uResponse.ClaimUrl);
// Create embedded unclaimed draft
var eDraft = new SignatureRequest();
eDraft.AddFile(file1, "Agreement.txt");
eDraft.RequesterEmailAddress = "*****@*****.**";
eDraft.TestMode = true;
eDraft.HoldRequest = true;
var euResponse = client.CreateUnclaimedDraft(eDraft, clientId);
Console.WriteLine("New Embedded Unclaimed Draft Claim URL: " + euResponse.ClaimUrl);
// Create embedded unclaimed draft with a template
if (TEMPLATE_ID.Length > 0)
{
var teDraft = new TemplateSignatureRequest();
teDraft.AddTemplate(TEMPLATE_ID);
teDraft.RequesterEmailAddress = "*****@*****.**";
teDraft.AddSigner("Client", "*****@*****.**", "George");
teDraft.AddCc("Accounting", "*****@*****.**");
teDraft.TestMode = true;
var etuResponse = client.CreateUnclaimedDraft(teDraft, clientId);
Console.WriteLine("New Embedded Unclaimed Draft with Template Claim URL: " + etuResponse.ClaimUrl);
}
// Create embedded template draft
var etDraft = new EmbeddedTemplateDraft();
etDraft.TestMode = true;
etDraft.AddFile(file1, "NDA.txt");
etDraft.Title = "Test Template";
etDraft.Subject = "Please sign this document";
etDraft.Message = "For your approval.";
etDraft.AddSignerRole("Client", 0);
etDraft.AddSignerRole("Witness", 1);
etDraft.AddCcRole("Manager");
etDraft.AddMergeField("Full Name", MergeField.FieldType.Text);
etDraft.AddMergeField("Is Registered?", MergeField.FieldType.Checkbox);
var etResponse = client.CreateEmbeddedTemplateDraft(etDraft, clientId);
Console.WriteLine("New Embedded Template Draft with ID: " + etResponse.TemplateId);
// Delete the API app we created
client.DeleteApiApp(clientId);
Console.WriteLine("Deleted test API App");
Console.WriteLine("Press ENTER to exit.");
Console.Read(); // Keeps the output window open
}