public IEnumerable <EnvelopeTemplate> GetTemplates(Action <EnvelopeTemplate> callback = null)
{
try
{
this.DocusignAuthenticator.Authenticate(ApiClient);
var templatesApi = new TemplatesApi(ApiClient.Configuration);
var templates = templatesApi.ListTemplates(this.AccountId);
if (callback != null)
{
foreach (var template in templates.EnvelopeTemplates)
{
callback(template);
}
}
return(templates.EnvelopeTemplates.ToList());
}
catch (Exception e)
{
this.Logger.LogError(e.Message);
throw;
}
}
public void RequestSignatureViaTemplateTest()
{
try
{
// upload template if one doesn't exist
// FAILED - CANT UPLOAD A TEMPLATE - API-3002 submitted
// use predefined template
AuthenticationApiTests authTests = new AuthenticationApiTests();
authTests.LoginTest();
// get pre-existing template with Signer1 role
// since I can't upload a template right now
TemplatesApi templatesApi = new TemplatesApi();
EnvelopeTemplateResults templateResults = templatesApi.ListTemplates(TestConfig.AccountId);
Assert.IsNotNull(templateResults);
Assert.IsNotNull(templateResults.EnvelopeTemplates);
string templateId = null;
foreach (EnvelopeTemplateResult et in templateResults.EnvelopeTemplates)
{
if (et.Name == "Test Template")
{
templateId = et.TemplateId;
break;
}
}
Assert.IsNotNull(templateId);
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.TemplateId = templateId;
envDef.TemplateRoles = new List <TemplateRole>();
TemplateRole templateRole = new TemplateRole();
templateRole.Email = TestConfig.DefaultEmail;
templateRole.Name = TestConfig.DefaultName;
templateRole.RoleName = "Signer1";
envDef.TemplateRoles.Add(templateRole);
envDef.Status = "sent"; // trigger the envelope to be sent (vs. Draft/Created)
// send envelope using template roles
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary es = envelopesApi.CreateEnvelope(TestConfig.AccountId, envDef);
Assert.IsNotNull(es);
Assert.IsNotNull(es.EnvelopeId);
Trace.WriteLine("Envelope: " + es.ToJson());
}
catch (DocuSign.eSign.Client.ApiException apiEx)
{
Assert.IsNotNull(apiEx.ErrorCode);
Assert.IsTrue(!string.IsNullOrWhiteSpace(apiEx.Message));
Assert.IsTrue(false, "Failed with ErrorCode: " + apiEx.ErrorCode + ", Message: " + apiEx.Message);
}
}
public IntegrationTest()
{
Configuration config = new Configuration();
config.ApiKey.Add(
"Authorization",
Environment.GetEnvironmentVariable("DYSPATCH_API_KEY")
);
config.ApiKeyPrefix.Add("Authorization", "Bearer");
drafts = new DraftsApi(config);
templates = new TemplatesApi(config);
}
public List <KeyValueDTO> GetTemplatesList(DocuSignApiConfiguration conf)
{
var tmpApi = new TemplatesApi(conf.Configuration);
var result = tmpApi.ListTemplates(conf.AccountId);
if (result.EnvelopeTemplates != null && result.EnvelopeTemplates.Count > 0)
{
return(result.EnvelopeTemplates.Where(a => !string.IsNullOrEmpty(a.Name))
.Select(a => new KeyValueDTO(a.Name, a.TemplateId)).ToList());
}
return(new List <KeyValueDTO>());
}
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);
}
public JObject DownloadDocuSignTemplate(DocuSignApiConfiguration config, string selectedDocusignTemplateId)
{
var templatesApi = new TemplatesApi(config.Configuration);
var template = templatesApi.Get(config.AccountId, selectedDocusignTemplateId);
foreach (var doc in template.Documents)
{
var document = templatesApi.GetDocument(config.AccountId, selectedDocusignTemplateId, doc.DocumentId);
var ms = new MemoryStream();
document.CopyTo(ms);
string base64 = Convert.ToBase64String(ms.ToArray());
template.Documents.Where(a => a.DocumentId == doc.DocumentId).FirstOrDefault().DocumentBase64 = base64;
}
var result = JsonConvert.SerializeObject(template);
return(JObject.Parse(result));
}
//this is purely for Send_DocuSign_Envelope activity
public Tuple <IEnumerable <KeyValueDTO>, IEnumerable <DocuSignTabDTO> > GetTemplateRecipientsTabsAndDocuSignTabs(DocuSignApiConfiguration conf, string templateId)
{
var tmpApi = new TemplatesApi(conf.Configuration);
var recipientsAndTabs = new List <KeyValueDTO>();
var docuTabs = new List <DocuSignTabDTO>();
var recipients = GetRecipients(conf, tmpApi, templateId);
recipientsAndTabs.AddRange(MapRecipientsToFieldDTO(recipients));
foreach (var signer in recipients.Signers)
{
var tabs = tmpApi.ListTabs(conf.AccountId, templateId, signer.RecipientId, new Tabs());
var signersdocutabs = DocuSignTab.ExtractTabs(JObject.Parse(tabs.ToJson()), signer.RoleName).ToList();
docuTabs.AddRange(signersdocutabs);
recipientsAndTabs.AddRange(DocuSignTab.MapTabsToFieldDTO(signersdocutabs));
}
return(new Tuple <IEnumerable <KeyValueDTO>, IEnumerable <DocuSignTabDTO> >(recipientsAndTabs, docuTabs));
}
/// <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 EnvelopeSummary GenerateDocument(string name, string email)
{
var docuSignClient = new DocuSignClient(this.DocuSignCredentials);
var accountId = docuSignClient.AccountId;
//get TAB's (requiredFields) from document
TemplatesApi templateInstanceApi = new TemplatesApi();
EnvelopeTemplate templateBase = templateInstanceApi.Get(accountId, this.DocuSignTemplate.TemplateId);
Tabs requiredFields = new Tabs();
if (templateBase != null && templateBase.Recipients != null && templateBase.Recipients.Signers.Any())
{
requiredFields = templateBase.Recipients.Signers.FirstOrDefault().Tabs;
}
// assign recipient to template role by setting name, email, and role name. Note that the
// template role name must match the placeholder role name saved in your account template.
List <TemplateRole> templateRoles = this.DocuSignTemplate.TemplateRoleNames.Select(m => new TemplateRole
{
Email = email,
Name = name,
RoleName = m,
Tabs = requiredFields
}).ToList();
// create a new envelope which we will use to send the signature request
EnvelopeDefinition envelope = new EnvelopeDefinition
{
EmailSubject = this.EmailTemplate.Subject,
EmailBlurb = this.EmailTemplate.MessageBody,
TemplateId = this.DocuSignTemplate.TemplateId,
TemplateRoles = templateRoles,
Status = "sent"
};
// |EnvelopesApi| contains methods related to creating and sending Envelopes (aka signature requests)
var envelopesApi = new EnvelopesApi();
return(envelopesApi.CreateEnvelope(accountId, envelope));
}
protected override void InitializeInternal()
{
// Data for this method
// signerEmail
// signerName
var basePath = RequestItemsService.Session.BasePath + "/restapi";
var accessToken = RequestItemsService.User.AccessToken; // Represents your {ACCESS_TOKEN}
var accountId = RequestItemsService.Session.AccountId; // Represents your {ACCOUNT_ID
var apiClient = new ApiClient(basePath);
apiClient.Configuration.DefaultHeader.Add("Authorization", "Bearer " + accessToken);
var accountsApi = new AccountsApi(apiClient);
var brands = accountsApi.ListBrands(accountId);
ViewBag.Brands = brands.Brands;
var templatesApi = new TemplatesApi(apiClient);
var templates = templatesApi.ListTemplates(accountId);
ViewBag.EnvelopeTemplates = templates.EnvelopeTemplates;
}
private List <TemplateRole> GetDocuSignTemplateRoles(string accountId, string clientName, string clientEmail, string brokerName, string brokerEmail)
{
//get TAB's (requiredFields) from document
var templateInstanceApi = new TemplatesApi();
EnvelopeTemplate templateBase = templateInstanceApi.Get(accountId, TemplateId);
List <TemplateRole> templateRoles = new List <TemplateRole>();
if (templateBase != null && templateBase.Recipients != null && templateBase.Recipients.Signers.Any())
{
foreach (var signer in templateBase.Recipients.Signers)
{
if (signer.RoleName.Contains("Broker"))
{
templateRoles.Add(new TemplateRole
{
Name = brokerName,
Email = brokerEmail,
RoleName = "Broker",
Tabs = signer.Tabs,
RoutingOrder = "99"
});
}
else
{
templateRoles.Add(new TemplateRole
{
Name = clientName,
Email = clientEmail,
RoleName = "Cliente",
Tabs = signer.Tabs,
RoutingOrder = "1"
});
}
}
}
return(templateRoles);
}
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);
}
}
public EnvelopeTemplate FindTemplate(Predicate <EnvelopeTemplate> match)
{
try
{
this.DocusignAuthenticator.Authenticate(ApiClient);
var templatesApi = new TemplatesApi(ApiClient.Configuration);
var templates = templatesApi.ListTemplates(this.AccountId);
foreach (var template in templates.EnvelopeTemplates)
{
if (match(template))
{
return(templatesApi.Get(this.AccountId, template.TemplateId));
}
}
return(null);
}
catch (Exception e)
{
this.Logger.LogError(e.Message);
throw;
}
}
//TODO: need to add try catch and seprate out the logic
public Tabs GetValidTabs()
{
Tabs tabs = new Tabs();
var apiClient = new ApiClient(lingkCredentials.credentialsJson.isSandbox ? LingkConst.DocusignDemoUrl : LingkConst.DocusignProdUrl);
apiClient.Configuration.DefaultHeader.Add("Authorization", "Bearer " + this.lingkCredentials.docuSignToken.access_token);
var templateApi = new TemplatesApi(apiClient);
Tabs results = templateApi.GetDocumentTabsAsync(accountId, templateId, "1").Result;
var validTabs = results.GetType()
.GetProperties() //get all properties on object
.Select(pi => pi.GetValue(results))
.Where(value => value != null).ToList(); //get value for the propery
Dictionary <Type, int> typeDict = new Dictionary <Type, int>
{
{ typeof(List <Text>), 0 },
{ typeof(List <SignHere>), 1 },
{ typeof(List <Checkbox>), 2 },
{ typeof(List <RadioGroup>), 3 },
{ typeof(List <List>), 4 }
};
//TODO: This need to be refactored as there should be batter way of doing this
validTabs.ForEach((tab) =>
{
Type type = tab.GetType();
var key = typeDict.ContainsKey(type) ? typeDict[type] : -1;
switch (key)
{
case 0:
List <Text> textTabs = new List <Text>();
List <Text> docusignTabs = tab as List <Text>;
docusignTabs.ForEach((docTextTab) =>
{
var foundTab = GetSelectedTab(docTextTab.TabLabel);
if (foundTab != null)
{
textTabs.Add(new Text
{
TabLabel = foundTab.Id,
Value = GetTabValue(foundTab)
});
}
});
tabs.TextTabs = textTabs;
break;
case 1:
tabs.SignHereTabs = new List <SignHere> {
};
break;
case 2:
List <Checkbox> CheckboxTabs = new List <Checkbox>();
List <Checkbox> docusignCheckboxTabs = tab as List <Checkbox>;
docusignCheckboxTabs.ForEach((docCheckboxTab) =>
{
var foundTab = GetSelectedTab(docCheckboxTab.TabLabel);
if (foundTab != null)
{
CheckboxTabs.Add(new Checkbox
{
TabLabel = foundTab.Id,
Selected = GetTabValue(foundTab)
});
}
});
tabs.CheckboxTabs = CheckboxTabs;
break;
case 3:
List <RadioGroup> radioTabs = new List <RadioGroup>();
List <RadioGroup> docusignRadioTabs = tab as List <RadioGroup>;
docusignRadioTabs.ForEach((docRadioTab) =>
{
var foundTab = GetSelectedTab(docRadioTab.GroupName);
if (foundTab != null)
{
radioTabs.Add(new RadioGroup
{
GroupName = foundTab.Id,
Radios = new List <Radio> {
new Radio
{
Value = GetTabValue(foundTab),
Selected = "true"
}
}
});
}
});
tabs.RadioGroupTabs = radioTabs;
break;
case 4:
List <List> listTabs = new List <List>();
List <List> docusignListTabs = tab as List <List>;
docusignListTabs.ForEach((docListTab) =>
{
var foundTab = GetSelectedTab(docListTab.TabLabel);
if (foundTab != null)
{
listTabs.Add(new List
{
TabLabel = foundTab.Id,
Value = GetTabValue(foundTab)
});
}
});
tabs.ListTabs = listTabs;
break;
case -1:
_logger.LogWarning("Tab " + type.ToString() + " is not implemented");
break;
default:
break;
}
});
return(tabs);
}
public Templates()
{
_templatesApi = new TemplatesApi();
}
public void Init()
{
instance = new TemplatesApi();
}
protected void Page_Load(object sender, EventArgs e)
{
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.CompositeTemplates = new List <CompositeTemplate>();
CompositeTemplate ct = new CompositeTemplate();
ct.CompositeTemplateId = "1";
ct.ServerTemplates = new List <ServerTemplate>();
ServerTemplate st = new ServerTemplate();
st.Sequence = "1";
ct.InlineTemplates = new List <InlineTemplate>();
InlineTemplate it = new InlineTemplate();
it.Sequence = "1";
it.Recipients = new Recipients();
it.Recipients.Signers = new List <Signer>();
Signer Signer1 = new Signer();
Signer1.RecipientId = "1";
Signer1.Tabs = new Tabs();
Signer1.Tabs.TextTabs = new List <Text>();
Signer1.Tabs.CheckboxTabs = new List <Checkbox>();
Signer1.Tabs.ListTabs = new List <List>();
Signer1.Tabs.RadioGroupTabs = new List <RadioGroup>();
Signer Signer2 = new Signer();
Signer2.RecipientId = "2";
Signer2.Tabs = new Tabs();
Signer2.Tabs.TextTabs = new List <Text>();
Signer2.Tabs.CheckboxTabs = new List <Checkbox>();
Signer2.Tabs.ListTabs = new List <List>();
Signer2.Tabs.RadioGroupTabs = new List <RadioGroup>();
const string chars = "ABCDEFGHIJKLMNOPQRSTUVWXYZ0123456789";
foreach (string key in Request.Form)
{
if (key.Length > 9)
{
switch (key.Substring(0, 10))
{
case "signer1_us":
Signer1.Name = Request[key];
break;
case "signer1_em":
Signer1.Email = Request[key];
break;
case "signer1_ro":
Signer1.RoleName = Request[key];
envelope.dsSigner1Role = Request[key];
break;
case "signer1_ty":
if (Request[key] == "embedded")
{
Random random1 = new Random();
envelope.dsSigner1CID = new string(Enumerable.Repeat(chars, 10)
.Select(s => s[random1.Next(s.Length)]).ToArray());
Signer1.ClientUserId = envelope.dsSigner1CID;
}
break;
case "signer1_au":
envelope.dsSigner1AuthMethod = Request[key];
break;
case "signer1_nu":
envelope.dsSigner1AuthNumber = Request[key];
break;
case "signer1_si":
envelope.dsSigner1SP = Request[key];
break;
case "signer1_tx":
Text tempText1 = new Text();
string tempTxtLabel = key;
tempTxtLabel = tempTxtLabel.Substring(12);
tempText1.TabLabel = tempTxtLabel;
tempText1.Value = Request[key];
Signer1.Tabs.TextTabs.Add(tempText1);
break;
case "signer1_rb":
RadioGroup tempRG1 = new RadioGroup();
string tempRBLabel = key;
tempRBLabel = tempRBLabel.Substring(11);
tempRG1.GroupName = tempRBLabel;
tempRG1.Radios = new List <Radio>();
Radio tempRB1 = new Radio();
tempRB1.Selected = "true";
tempRB1.Value = Request[key];
tempRG1.Radios.Add(tempRB1);
Signer1.Tabs.RadioGroupTabs.Add(tempRG1);
break;
case "signer1_li":
List tempList1 = new List();
string tempListLabel = key;
tempListLabel = tempListLabel.Substring(13);
tempList1.TabLabel = tempListLabel;
tempList1.Value = Request[key];
Signer1.Tabs.ListTabs.Add(tempList1);
break;
case "signer1_cb":
Checkbox tempCB1 = new Checkbox();
string tempCBLabel = key;
tempCBLabel = tempCBLabel.Substring(11);
tempCB1.TabLabel = tempCBLabel;
tempCB1.Selected = "true";
Signer1.Tabs.CheckboxTabs.Add(tempCB1);
break;
case "signer2_us":
Signer2.Name = Request[key];
envelope.dsSigner2Name = Signer2.Name;
break;
case "signer2_em":
Signer2.Email = Request[key];
envelope.dsSigner2Email = Request[key];
break;
case "signer2_ro":
Signer2.RoleName = Request[key];
envelope.dsSigner2Role = Request[key];
break;
case "signer2_ty":
if (Request[key] == "embedded")
{
Random random2 = new Random();
envelope.dsSigner2CID = new string(Enumerable.Repeat(chars, 10)
.Select(s => s[random2.Next(s.Length)]).ToArray());
Signer2.ClientUserId = envelope.dsSigner2CID;
}
break;
case "signer2_au":
envelope.dsSigner2AuthMethod = Request[key];
break;
case "signer2_nu":
envelope.dsSigner2AuthNumber = Request[key];
break;
case "signer2_si":
envelope.dsSigner2SP = Request[key];
break;
case "signer2_tx":
Text tempText2 = new Text();
string tempTxtLabel2 = key;
tempTxtLabel2 = tempTxtLabel2.Substring(12);
tempText2.TabLabel = tempTxtLabel2;
tempText2.Value = Request[key];
Signer2.Tabs.TextTabs.Add(tempText2);
break;
case "signer2_rb":
RadioGroup tempRG2 = new RadioGroup();
string tempRBLabel2 = key;
tempRBLabel2 = tempRBLabel2.Substring(11);
tempRG2.GroupName = tempRBLabel2;
tempRG2.Radios = new List <Radio>();
Radio tempRB2 = new Radio();
tempRB2.Selected = "true";
tempRB2.Value = Request[key];
tempRG2.Radios.Add(tempRB2);
Signer2.Tabs.RadioGroupTabs.Add(tempRG2);
break;
case "signer2_li":
List tempList2 = new List();
string tempListLabel2 = key;
tempListLabel2 = tempListLabel2.Substring(13);
tempList2.TabLabel = tempListLabel2;
tempList2.Value = Request[key];
Signer2.Tabs.ListTabs.Add(tempList2);
break;
case "signer2_cb":
Checkbox tempCB2 = new Checkbox();
string tempCBLabel2 = key;
tempCBLabel2 = tempCBLabel2.Substring(13);
tempCB2.TabLabel = tempCBLabel2;
tempCB2.Selected = "true";
Signer2.Tabs.CheckboxTabs.Add(tempCB2);
break;
case "accountnum":
envelope.dsAccountId = Request[key];
break;
default:
break;
}
}
else
{
switch (key)
{
case "usr":
envelope.dsUser = Request[key];
break;
case "pd":
envelope.dsPassword = Request[key];
break;
case "dst":
envelope.dsTemplateId = Request[key];
break;
case "logo":
envelope.dsLogo = Request[key];
break;
default:
break;
}
}
}
switch (envelope.dsSigner1AuthMethod.ToLower())
{
case "access code":
Signer1.AccessCode = envelope.dsSigner1AuthNumber;
break;
case "sms":
Signer1.IdCheckConfigurationName = "SMS Auth $";
Signer1.RequireIdLookup = "true";
Signer1.SmsAuthentication = new RecipientSMSAuthentication();
Signer1.SmsAuthentication.SenderProvidedNumbers = new List <string>();
Signer1.SmsAuthentication.SenderProvidedNumbers.Add("+" + envelope.dsSigner1AuthNumber);
break;
case "phone":
Signer1.IdCheckConfigurationName = "Phone Auth $";
Signer1.RequireIdLookup = "true";
Signer1.PhoneAuthentication = new RecipientPhoneAuthentication();
Signer1.PhoneAuthentication.SenderProvidedNumbers = new List <string>();
Signer1.PhoneAuthentication.SenderProvidedNumbers.Add("+" + envelope.dsSigner1AuthNumber);
Signer1.PhoneAuthentication.RecipMayProvideNumber = "false";
break;
case "idcheck":
Signer1.IdCheckConfigurationName = "ID Check $";
Signer1.RequireIdLookup = "true";
break;
default:
break;
}
switch (envelope.dsSigner1SP.ToLower())
{
case "ds electronic":
Signer1.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspE = new RecipientSignatureProvider();
rspE.SignatureProviderName = "UniversalSignaturePen_ImageOnly";
Signer1.RecipientSignatureProviders.Add(rspE);
break;
case "ds express":
Signer1.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspD = new RecipientSignatureProvider();
rspD.SignatureProviderName = "UniversalSignaturePen_Default";
Signer1.RecipientSignatureProviders.Add(rspD);
break;
case "ds aes ac":
Signer1.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspAESAC = new RecipientSignatureProvider();
rspAESAC.SignatureProviderName = "UniversalSignaturePen_OpenTrust_Hash_TSP";
rspAESAC.SignatureProviderOptions = new RecipientSignatureProviderOptions();
rspAESAC.SignatureProviderOptions.OneTimePassword = envelope.dsSigner1AuthNumber;
Signer1.RecipientSignatureProviders.Add(rspAESAC);
break;
case "ds aes sms":
Signer1.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspAESSMS = new RecipientSignatureProvider();
rspAESSMS.SignatureProviderName = "UniversalSignaturePen_OpenTrust_Hash_TSP";
rspAESSMS.SignatureProviderOptions = new RecipientSignatureProviderOptions();
rspAESSMS.SignatureProviderOptions.Sms = "+" + envelope.dsSigner1AuthNumber;
Signer1.RecipientSignatureProviders.Add(rspAESSMS);
break;
case "dsa":
Signer1.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspDSA = new RecipientSignatureProvider();
rspDSA.SignatureProviderName = "universalsignaturepen_docusignsigningappliance_tsp";
Signer1.RecipientSignatureProviders.Add(rspDSA);
break;
case "id now":
Signer1.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspIDNOW = new RecipientSignatureProvider();
rspIDNOW.SignatureProviderName = "UniversalSignaturePen_IDNow_TSP";
Signer1.RecipientSignatureProviders.Add(rspIDNOW);
break;
case "us piv":
Signer1.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspUSPIV = new RecipientSignatureProvider();
rspUSPIV.SignatureProviderName = "UniversalSignaturePen_PIV_Test_TSP";
Signer1.RecipientSignatureProviders.Add(rspUSPIV);
break;
case "it agile":
Signer1.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspAgile = new RecipientSignatureProvider();
rspAgile.SignatureProviderName = "UniversalSignaturePen_ItAgile_TSP";
Signer1.RecipientSignatureProviders.Add(rspAgile);
break;
case "icp":
Signer1.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspICP = new RecipientSignatureProvider();
rspICP.SignatureProviderName = "UniversalSignaturePen_ICP_SmartCard_TSP";
Signer1.RecipientSignatureProviders.Add(rspICP);
break;
case "ds smart card":
Signer1.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspSMART = new RecipientSignatureProvider();
rspSMART.SignatureProviderName = "universalsignaturepen_ds_smartcard_tsp";
Signer1.RecipientSignatureProviders.Add(rspSMART);
break;
default:
break;
}
switch (envelope.dsSigner2AuthMethod.ToLower())
{
case "access code":
Signer2.AccessCode = envelope.dsSigner2AuthNumber;
break;
case "sms":
Signer2.IdCheckConfigurationName = "SMS Auth $";
Signer2.RequireIdLookup = "true";
Signer2.SmsAuthentication = new RecipientSMSAuthentication();
Signer2.SmsAuthentication.SenderProvidedNumbers = new List <string>();
Signer2.SmsAuthentication.SenderProvidedNumbers.Add("+" + envelope.dsSigner2AuthNumber);
break;
case "phone":
Signer2.IdCheckConfigurationName = "Phone Auth $";
Signer2.RequireIdLookup = "true";
Signer2.PhoneAuthentication = new RecipientPhoneAuthentication();
Signer2.PhoneAuthentication.SenderProvidedNumbers = new List <string>();
Signer2.PhoneAuthentication.SenderProvidedNumbers.Add("+" + envelope.dsSigner2AuthNumber);
Signer2.PhoneAuthentication.RecipMayProvideNumber = "false";
break;
case "idcheck":
Signer2.IdCheckConfigurationName = "ID Check $";
Signer2.RequireIdLookup = "true";
break;
default:
break;
}
switch (envelope.dsSigner2SP.ToLower())
{
case "ds electronic":
Signer2.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspE = new RecipientSignatureProvider();
rspE.SignatureProviderName = "UniversalSignaturePen_ImageOnly";
Signer2.RecipientSignatureProviders.Add(rspE);
break;
case "ds express":
Signer2.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspD = new RecipientSignatureProvider();
rspD.SignatureProviderName = "UniversalSignaturePen_Default";
Signer2.RecipientSignatureProviders.Add(rspD);
break;
case "ds aes ac":
Signer2.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspAESAC = new RecipientSignatureProvider();
rspAESAC.SignatureProviderName = "UniversalSignaturePen_OpenTrust_Hash_TSP";
rspAESAC.SignatureProviderOptions = new RecipientSignatureProviderOptions();
rspAESAC.SignatureProviderOptions.OneTimePassword = envelope.dsSigner1AuthNumber;
Signer2.RecipientSignatureProviders.Add(rspAESAC);
break;
case "ds aes sms":
Signer2.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspAESSMS = new RecipientSignatureProvider();
rspAESSMS.SignatureProviderName = "UniversalSignaturePen_OpenTrust_Hash_TSP";
rspAESSMS.SignatureProviderOptions = new RecipientSignatureProviderOptions();
rspAESSMS.SignatureProviderOptions.Sms = "+" + envelope.dsSigner1AuthNumber;
Signer2.RecipientSignatureProviders.Add(rspAESSMS);
break;
case "dsa":
Signer2.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspDSA = new RecipientSignatureProvider();
rspDSA.SignatureProviderName = "universalsignaturepen_docusignsigningappliance_tsp";
Signer2.RecipientSignatureProviders.Add(rspDSA);
break;
case "id now":
Signer2.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspIDNOW = new RecipientSignatureProvider();
rspIDNOW.SignatureProviderName = "UniversalSignaturePen_IDNow_TSP";
Signer2.RecipientSignatureProviders.Add(rspIDNOW);
break;
case "us piv":
Signer2.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspUSPIV = new RecipientSignatureProvider();
rspUSPIV.SignatureProviderName = "UniversalSignaturePen_PIV_Test_TSP";
Signer2.RecipientSignatureProviders.Add(rspUSPIV);
break;
case "it agile":
Signer2.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspAgile = new RecipientSignatureProvider();
rspAgile.SignatureProviderName = "UniversalSignaturePen_ItAgile_TSP";
Signer2.RecipientSignatureProviders.Add(rspAgile);
break;
case "icp":
Signer2.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspICP = new RecipientSignatureProvider();
rspICP.SignatureProviderName = "UniversalSignaturePen_ICP_SmartCard_TSP";
Signer2.RecipientSignatureProviders.Add(rspICP);
break;
case "ds smart card":
Signer2.RecipientSignatureProviders = new List <RecipientSignatureProvider>();
RecipientSignatureProvider rspSMART = new RecipientSignatureProvider();
rspSMART.SignatureProviderName = "universalsignaturepen_ds_smartcard_tsp";
Signer2.RecipientSignatureProviders.Add(rspSMART);
break;
default:
break;
}
it.Recipients.Signers.Add(Signer1);
if (Signer2.Email != "")
{
it.Recipients.Signers.Add(Signer2);
}
st.TemplateId = envelope.dsTemplateId;
ct.ServerTemplates.Add(st);
ct.InlineTemplates.Add(it);
envDef.CompositeTemplates.Add(ct);
envDef.Status = "sent";
string json = JsonConvert.SerializeObject(envDef, Formatting.Indented);
System.Diagnostics.Debug.Write(json);
ApiClient apiClient = new ApiClient("https://demo.docusign.net/restapi");
Configuration.Default.ApiClient = apiClient;
envelope.dsAuthHeader = "{\"Username\":\"" + envelope.dsUser + "\", \"Password\":\"" + envelope.dsPassword + "\", \"IntegratorKey\":\"49cfeb67-7406-4cef-bac9-7594a8802986\"}";
Configuration.Default.DefaultHeader.Remove("X-DocuSign-Authentication");
Configuration.Default.AddDefaultHeader("X-DocuSign-Authentication", envelope.dsAuthHeader);
TemplatesApi tempApi = new TemplatesApi();
EnvelopeTemplate tempInfo = tempApi.Get(envelope.dsAccountId, envelope.dsTemplateId);
string brandId = tempInfo.BrandId;
AccountsApi acctApi = new AccountsApi();
Brand brandInfo = acctApi.GetBrand(envelope.dsAccountId, brandId);
foreach (var key in brandInfo.Colors)
{
if (key.Name == "headerBackground")
{
envelope.dsHeaderColor = key.Value;
}
if (key.Name == "headerText")
{
envelope.dsFontColor = key.Value;
}
}
if (envelope.dsHeaderColor == "")
{
envelope.dsHeaderColor = "#5376B7";
}
if (envelope.dsFontColor == "")
{
envelope.dsFontColor = "#FFFFFF";
}
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(envelope.dsAccountId, envDef);
envelope.dsEnvelopeId = envelopeSummary.EnvelopeId;
using (StreamWriter file = File.CreateText(Server.MapPath("~/json/" + envelope.dsEnvelopeId + ".json")))
{
JsonSerializer serializer = new JsonSerializer();
serializer.Serialize(file, envDef);
}
if (Signer1.ClientUserId != null && Signer2.ClientUserId != null)
{
RecipientViewRequest viewOptions = new RecipientViewRequest()
{
ReturnUrl = "https://innov8ive.app/hmd/signer2start.aspx",
ClientUserId = envelope.dsSigner1CID,
AuthenticationMethod = "email",
UserName = Signer1.Name,
Email = Signer1.Email
};
ViewUrl recipientView = envelopesApi.CreateRecipientView(envelope.dsAccountId, envelope.dsEnvelopeId, viewOptions);
Response.Redirect(recipientView.Url);
}
else if (Signer1.ClientUserId != null && Signer2.ClientUserId == null)
{
RecipientViewRequest viewOptions = new RecipientViewRequest()
{
ReturnUrl = "https://innov8ive.app/hmd/status.aspx",
ClientUserId = envelope.dsSigner1CID,
AuthenticationMethod = "email",
UserName = Signer1.Name,
Email = Signer1.Email
};
ViewUrl recipientView = envelopesApi.CreateRecipientView(envelope.dsAccountId, envelope.dsEnvelopeId, viewOptions);
Response.Redirect(recipientView.Url);
}
else
{
Response.Redirect("~/status.aspx");
}
}
public void TestInitialize()
{
_testConfig = new TestConfig();
JwtLoginMethod.RequestJWTUserToken_CorrectInputParameters_ReturnsOAuthToken(ref _testConfig);
_templatesApi = new TemplatesApi(_testConfig.ApiClient);
}
private void SendPersonalEnvelope(DocuSignApiConfiguration loginInfo,
List <FieldDTO> rolesList, List <FieldDTO> fieldList, string curTemplateId, string[] names)
{
var templatesApi = new TemplatesApi(loginInfo.Configuration);
EnvelopesApi envelopesApi = new EnvelopesApi(loginInfo.Configuration);
var template = templatesApi.ListTemplates(loginInfo.AccountId).EnvelopeTemplates.Where(x => x.Name.Contains("Personnel")).FirstOrDefault();
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = "Test message from Fr8";
envDef.TemplateId = template.TemplateId;
envDef.Status = "created";
var summ = envelopesApi.CreateEnvelope(loginInfo.AccountId, envDef);
var recipients = envelopesApi.ListRecipients(loginInfo.AccountId, summ.EnvelopeId);
var recipientId = recipients.Signers[0].RecipientId;
var documentId = envelopesApi.ListDocuments(loginInfo.AccountId, summ.EnvelopeId).EnvelopeDocuments[0].DocumentId;
var tabs = envelopesApi.ListTabs(loginInfo.AccountId, summ.EnvelopeId, recipientId);
var templateRecepients = templatesApi.ListRecipients(loginInfo.AccountId, curTemplateId);
tabs.SignHereTabs.FirstOrDefault().RecipientId = recipientId;
envelopesApi.UpdateTabs(loginInfo.AccountId, summ.EnvelopeId, recipientId, tabs);
tabs.SignHereTabs = null;
tabs.TextTabs = new List <Text>();
tabs.CheckboxTabs = new List <Checkbox>();
int i = 0;
foreach (var person in names)
{
var textTab1 = JsonConvert.DeserializeObject <Text>(Tab1);
var checkBox = JsonConvert.DeserializeObject <Checkbox>(checkBox1);
var textTab2 = JsonConvert.DeserializeObject <Text>(Tab2);
textTab1.YPosition = UpdateHeight(textTab1.YPosition, i);
checkBox.YPosition = UpdateHeight(checkBox.YPosition, i);
textTab2.YPosition = UpdateHeight(textTab2.YPosition, i);
textTab1.Value = person;
textTab1.TabId = "";
checkBox.TabId = "";
textTab2.TabId = "";
textTab1.Name = "Name " + i;
textTab1.TabLabel = textTab1.Name;
checkBox.Name = "Present " + i;
checkBox.TabLabel = checkBox.Name;
textTab2.Name = "Zombies " + i;
textTab2.TabLabel = textTab2.Name;
textTab1.RecipientId = recipientId;
checkBox.RecipientId = recipientId;
textTab2.RecipientId = recipientId;
tabs.TextTabs.Add(textTab1);
tabs.TextTabs.Add(textTab2);
tabs.CheckboxTabs.Add(checkBox);
i++;
}
foreach (var recepient in recipients.Signers)
{
var corresponding_template_recipient = templateRecepients.Signers.Where(a => a.RoutingOrder == recepient.RoutingOrder).FirstOrDefault();
var related_fields = rolesList.Where(a => a.Tags.Contains("recipientId:" + corresponding_template_recipient.RecipientId));
string new_email = related_fields.Where(a => a.Key.Contains("role email")).FirstOrDefault().Value;
string new_name = related_fields.Where(a => a.Key.Contains("role name")).FirstOrDefault().Value;
recepient.Name = string.IsNullOrEmpty(new_name) ? recepient.Name : new_name;
recepient.Email = string.IsNullOrEmpty(new_email) ? recepient.Email : new_email;
}
envelopesApi.UpdateRecipients(loginInfo.AccountId, summ.EnvelopeId, recipients);
envelopesApi.CreateTabs(loginInfo.AccountId, summ.EnvelopeId, recipientId, tabs);
// sending an envelope
envelopesApi.Update(loginInfo.AccountId, summ.EnvelopeId, new Envelope()
{
Status = "sent"
});
}
public IEnumerable <KeyValueDTO> GetTemplateRecipientsAndTabs(DocuSignApiConfiguration conf, string templateId)
{
var tmpApi = new TemplatesApi(conf.Configuration);
return(GetRecipientsAndTabs(conf, tmpApi, templateId));
}
protected void Button1_Click(object sender, EventArgs e)
{
string serverpath = Server.MapPath(".");
string signerClientId = "1000";
StreamReader sr = new StreamReader(serverpath + @"\privatekey2.txt");
DS_PRIVATE_KEY = sr.ReadToEnd();
sr.Close();
ApiClient APClient = new ApiClient();
OAuth.OAuthToken authToken = APClient.RequestJWTUserToken(DS_CLIENT_ID,
DS_IMPERSONATED_USER_GUID,
DS_AUTH_SERVER,
Encoding.UTF8.GetBytes(DS_PRIVATE_KEY),
1);
AccessToken = authToken.access_token;
APClient.SetOAuthBasePath(DS_AUTH_SERVER);
OAuth.UserInfo UserInfoGet = APClient.GetUserInfo(authToken.access_token);
AccountIDVar = UserInfoGet.Accounts[0].AccountId;
APClient = new ApiClient(UserInfoGet.Accounts[0].BaseUri + "/restapi");
APClient.Configuration.AccessToken = AccessToken;
TemplatesApi tempAPI = new TemplatesApi(APClient.Configuration);
var template = tempAPI.ListTemplates(AccountIDVar).EnvelopeTemplates.First(x => x.Name == "Steady Property");
Text LblTxtName = new Text
{
TabLabel = "TxtName",
Value = TxtName.Text
};
Text LblTxtEmail = new Text
{
TabLabel = "TxtEmail",
Value = TxtEmail.Text
};
Text LblTxtDOB = new Text
{
TabLabel = "TxtDOB",
Value = TxtDOB.Text
};
string GenderValue = "";
GenderValue = RbMale.Checked ? "Male" : "Female";
Text LblTxtGender = new Text
{
TabLabel = "TxtGender",
Value = GenderValue
};
Text LblTxtPhone = new Text
{
TabLabel = "TxtPhone",
Value = TxtPhone.Text
};
Text LblTxtAddress = new Text
{
TabLabel = "TxtAddress",
Value = TxtAddress.Text
};
Text LblTxtMember = new Text
{
TabLabel = "TxtMember",
Value = DropMember.Text
};
Tabs tabs = new Tabs
{
TextTabs = new List <Text> {
LblTxtName, LblTxtEmail, LblTxtDOB, LblTxtGender, LblTxtPhone, LblTxtAddress, LblTxtMember
}
};
TemplateRole signer = new TemplateRole
{
Email = TxtEmail.Text,
Name = TxtName.Text,
RoleName = "Signer1",
ClientUserId = signerClientId,
EmailNotification = new RecipientEmailNotification
{
EmailSubject = "Please sign the membership form",
EmailBody = "Dear " + TxtName.Text + @", <br><br>Please sign the membership form and we will process your application form." +
@"<br>You will recieve email confirmation within 48 hours<br><br>Thank you <br>Steady Property"
},
Tabs = tabs //Set tab values
};
TemplateRole cc = new TemplateRole
{
Email = TxtEmail.Text,
Name = TxtName.Text,
EmailNotification = new RecipientEmailNotification
{
EmailSubject = "Membership registation completed",
EmailBody = "Dear " + TxtName.Text + @", <br><br>We will process your application form." +
@"<br>You will recieve email confirmation within 48 hours<br><br>Thank you <br>Steady Property"
},
RoleName = "cc"
};
TemplateRole radmin = new TemplateRole
{
Email = "*****@*****.**",
Name = "Harry Tim",
EmailNotification = new RecipientEmailNotification
{
EmailSubject = "New member registraion notification",
EmailBody = "Dear Admin, <br><br>New membership registration for : " + TxtName.Text +
@"<br>Please process it within 48 hours<br><br>Thank you <br>Steady Property"
},
RoleName = "admin"
};
EnvelopeDefinition envelopeAttributes = new EnvelopeDefinition
{
TemplateId = "5aa70f7a-7a21-496b-9f24-ada8431cf93b",
Status = "Sent",
TemplateRoles = new List <TemplateRole> {
signer, cc, radmin
}
};
EnvelopesApi envelopesApi = new EnvelopesApi(APClient.Configuration);
EnvelopeSummary results = envelopesApi.CreateEnvelope(AccountIDVar, envelopeAttributes);
RecipientViewRequest viewRequest = new RecipientViewRequest();
viewRequest.ReturnUrl = "https://localhost:44387/Confirm.aspx" + "?envelopeid=" + results.EnvelopeId;
viewRequest.AuthenticationMethod = "none";
viewRequest.Email = TxtEmail.Text;
viewRequest.UserName = TxtName.Text;
viewRequest.ClientUserId = signerClientId;
viewRequest.PingFrequency = "600"; // seconds
// NOTE: The pings will only be sent if the pingUrl is an HTTPS address
viewRequest.PingUrl = "https://localhost"; // Optional setting
ViewUrl results1 = envelopesApi.CreateRecipientView(AccountIDVar, results.EnvelopeId, viewRequest);
Response.Redirect(results1.Url);
}
public void SendAnEnvelopeFromTemplate(DocuSignApiConfiguration loginInfo, List <KeyValueDTO> rolesList, List <KeyValueDTO> fieldList, string curTemplateId, StandardFileDescriptionCM fileHandler = null)
{
EnvelopesApi envelopesApi = new EnvelopesApi(loginInfo.Configuration);
TemplatesApi templatesApi = new TemplatesApi(loginInfo.Configuration);
bool override_document = fileHandler != null;
Recipients recipients = null;
EnvelopeSummary envelopeSummary = null;
//creatig an envelope definiton
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = "Test message from Fr8";
envDef.Status = "created";
Debug.WriteLine($"sending an envelope from template {curTemplateId} to {loginInfo}");
var templateRecepients = templatesApi.ListRecipients(loginInfo.AccountId, curTemplateId);
//adding file or applying template
if (override_document)
{
//if we override document - we don't create an envelope yet
//we create it with recipients once we've processed recipient values and tabs
envDef.Documents = new List <Document>()
{
new Document()
{
DocumentBase64 = fileHandler.TextRepresentation, FileExtension = fileHandler.Filetype,
DocumentId = "1", Name = fileHandler.Filename ?? Path.GetFileName(fileHandler.DirectUrl) ?? "document"
}
};
recipients = templateRecepients;
}
else
{
//creating envelope
envDef.TemplateId = curTemplateId;
envelopeSummary = envelopesApi.CreateEnvelope(loginInfo.AccountId, envDef);
//requesting list of recipients since their Ids might be different from the one we got from tempates
recipients = envelopesApi.ListRecipients(loginInfo.AccountId, envelopeSummary.EnvelopeId);
}
//updating recipients
foreach (var recepient in recipients.Signers)
{
var correspondingTemplateRecipient = templateRecepients.Signers.FirstOrDefault(a => a.RoutingOrder == recepient.RoutingOrder);
var relatedFields = rolesList.Where(a => a.Tags.Contains("recipientId:" + correspondingTemplateRecipient?.RecipientId)).ToArray();
var newEmail = relatedFields.FirstOrDefault(a => a.Key.Contains(DocuSignConstants.DocuSignRoleEmail))?.Value;
var newName = relatedFields.FirstOrDefault(a => a.Key.Contains(DocuSignConstants.DocuSignRoleName))?.Value;
recepient.Name = string.IsNullOrEmpty(newName) ? recepient.Name : newName;
recepient.Email = string.IsNullOrEmpty(newEmail) ? recepient.Email : newEmail;
if (!recepient.Email.IsValidEmailAddress())
{
throw new ApplicationException($"'{recepient.Email}' is not a valid email address");
}
//updating tabs
var tabs = override_document ? templatesApi.ListTabs(loginInfo.AccountId, curTemplateId, correspondingTemplateRecipient.RecipientId, new Tabs()) : envelopesApi.ListTabs(loginInfo.AccountId, envelopeSummary.EnvelopeId, recepient.RecipientId);
JObject jobj = DocuSignTab.ApplyValuesToTabs(fieldList, correspondingTemplateRecipient, tabs);
recepient.Tabs = jobj.ToObject <Tabs>();
}
if (override_document)
{
//deep copy to exclude tabs
var recps_deep_copy = JsonConvert.DeserializeObject <Recipients>(JsonConvert.SerializeObject(recipients));
recps_deep_copy.Signers.ForEach(a => a.Tabs = null);
envDef.Recipients = recps_deep_copy;
//creating envlope
envelopeSummary = envelopesApi.CreateEnvelope(loginInfo.AccountId, envDef);
}
else
{
envelopesApi.UpdateRecipients(loginInfo.AccountId, envelopeSummary.EnvelopeId, recipients);
}
foreach (var recepient in recipients.Signers)
{
if (override_document)
{
JObject jobj = JObject.Parse(recepient.Tabs.ToJson());
foreach (var item in jobj.Properties())
{
foreach (var tab in (JToken)item.Value)
{
tab["documentId"] = "1";
}
}
var tabs = jobj.ToObject <Tabs>();
envelopesApi.CreateTabs(loginInfo.AccountId, envelopeSummary.EnvelopeId, recepient.RecipientId, tabs);
}
else
if (typeof(Tabs).GetProperties()
.Select(prop => prop.GetValue(recepient.Tabs, null))
.Any(val => val != null))
{
envelopesApi.UpdateTabs(loginInfo.AccountId, envelopeSummary.EnvelopeId, recepient.RecipientId, recepient.Tabs);
}
}
// sending an envelope
envelopesApi.Update(loginInfo.AccountId, envelopeSummary.EnvelopeId, new Envelope()
{
Status = "sent"
});
}
public override async Task Run()
{
DocuSignEnvelopeCM_v2 envelopeStatus = null;
var eventCrate = Payload.CratesOfType <EventReportCM>().FirstOrDefault()?.Get <EventReportCM>()?.EventPayload;
if (eventCrate != null)
{
envelopeStatus = eventCrate.CrateContentsOfType <DocuSignEnvelopeCM_v2>().SingleOrDefault();
}
if (envelopeStatus == null)
{
RequestPlanExecutionTermination("Evelope was not found in the payload.");
return;
}
//Create run-time fields
var eventFields = CreateDocuSignEventValues(envelopeStatus);
//get currently selected option and its value
string curSelectedOption, curSelectedValue, curSelectedTemplate;
GetTemplateRecipientPickerValue(out curSelectedOption, out curSelectedValue, out curSelectedTemplate);
var envelopeId = string.Empty;
//retrieve envelope ID based on the selected option and its value
if (!string.IsNullOrEmpty(curSelectedOption))
{
switch (curSelectedOption)
{
case "template":
//filter the incoming envelope by template value selected by the user
var incomingTemplate = string.Join(",", envelopeStatus.Templates.Select(t => t.Name).ToArray());
//Dirty quick fix for FR-2858
if (string.IsNullOrEmpty(incomingTemplate))
{
var manager = new DocuSignManager();
var config = manager.SetUp(AuthorizationToken);
TemplatesApi api = new TemplatesApi(config.Configuration);
var templateslist = api.ListTemplates(config.AccountId);
if (templateslist.TotalSetSize == "0")
{
break;
}
incomingTemplate = string.Join(",", templateslist.EnvelopeTemplates.Select(a => a.Name).ToArray());
}
if (incomingTemplate.Contains(curSelectedTemplate, StringComparison.InvariantCultureIgnoreCase))
{
envelopeId = envelopeStatus.EnvelopeId;
}
else
{
//this event isn't about us let's stop execution
RequestPlanExecutionTermination();
return;
}
break;
case "recipient":
string envelopeCurentRecipientEmail = eventFields.FirstOrDefault(a => a.Key == "CurrentRecipientEmail")?.Value;
//filter incoming envelope by recipient email address specified by the user
if (envelopeCurentRecipientEmail != null)
{
//if the incoming envelope's recipient is user specified one, get the envelope ID
if (envelopeCurentRecipientEmail.Contains(curSelectedValue, StringComparison.InvariantCultureIgnoreCase))
{
envelopeId = envelopeStatus.EnvelopeId;
}
else
{
//this event isn't about us let's stop execution
RequestPlanExecutionTermination();
return;
}
}
break;
}
}
var allFields = new List <KeyValueDTO>(eventFields);
if (curSelectedOption == "template")
{
allFields.AddRange(GetEnvelopeData(envelopeId));
allFields.Add(new KeyValueDTO("TemplateName", curSelectedTemplate));
}
Payload.Add(AllFieldsCrateName, new StandardPayloadDataCM(allFields));
Success();
}
public TemplatesApiTests()
{
instance = new TemplatesApi();
}
