public void AddDefaultHeader(string key, string value)
{
Configuration.AddDefaultHeader(key, value);
}
public IActionResult Create(PermissionProfileModel permissionProfileModel)
{
// Check the token with minimal buffer time.
bool tokenOk = CheckToken(3);
if (!tokenOk)
{
// We could store the parameters of the requested operation so it could be
// restarted automatically. But since it should be rare to have a token issue
// here, we'll make the user re-enter the form data after authentication.
RequestItemsService.EgName = EgName;
return(Redirect("/ds/mustAuthenticate"));
}
// Data for this method
// signerEmail
// signerName
var basePath = RequestItemsService.Session.BasePath + "/restapi";
// Step 1. Obtain your OAuth token
var accessToken = RequestItemsService.User.AccessToken; // Represents your {ACCESS_TOKEN}
var accountId = RequestItemsService.Session.AccountId; // Represents your {ACCOUNT_ID}
// Step 2. Construct your API headers
var config = new Configuration(new ApiClient(basePath));
config.AddDefaultHeader("Authorization", "Bearer " + accessToken);
AccountsApi accountsApi = new AccountsApi(config);
// Step 3. Construct your request
var accountRoleSettings = new AccountRoleSettingsExtension();
accountRoleSettings.UseNewDocuSignExperienceInterface = "1";
accountRoleSettings.EnableSequentialSigningInterface = true.ToString();
accountRoleSettings.PowerFormRole = "admin";
accountRoleSettings.VaultingMode = "none";
accountRoleSettings.AllowTaggingInSendAndCorrect = true.ToString();
accountRoleSettings.AllowedAddressBookAccess = "personalAndShared";
accountRoleSettings.AllowedTemplateAccess = "share";
accountRoleSettings.SigningUiVersion = "2";
// Present on PermissionProfileView.
accountRoleSettings.AllowBulkSending = permissionProfileModel.AccountRoleSettingsModel.AllowBulkSending.ToString();
accountRoleSettings.AllowEnvelopeSending = permissionProfileModel.AccountRoleSettingsModel.AllowEnvelopeSending.ToString();
accountRoleSettings.AllowSignerAttachments = permissionProfileModel.AccountRoleSettingsModel.AllowSignerAttachments.ToString();
accountRoleSettings.AllowApiAccess = permissionProfileModel.AccountRoleSettingsModel.AllowApiAccess.ToString();
accountRoleSettings.AllowApiAccessToAccount = permissionProfileModel.AccountRoleSettingsModel.AllowApiAccessToAccount.ToString();
accountRoleSettings.AllowApiSequentialSigning = permissionProfileModel.AccountRoleSettingsModel.AllowApiSequentialSigning.ToString();
accountRoleSettings.EnableApiRequestLogging = permissionProfileModel.AccountRoleSettingsModel.EnableApiRequestLogging.ToString();
accountRoleSettings.AllowApiSendingOnBehalfOfOthers = permissionProfileModel.AccountRoleSettingsModel.AllowApiSendingOnBehalfOfOthers.ToString();
accountRoleSettings.AllowWetSigningOverride = permissionProfileModel.AccountRoleSettingsModel.AllowWetSigningOverride.ToString();
accountRoleSettings.EnableRecipientViewingNotifications = permissionProfileModel.AccountRoleSettingsModel.EnableRecipientViewingNotifications.ToString();
accountRoleSettings.ReceiveCompletedSelfSignedDocumentsAsEmailLinks = permissionProfileModel.AccountRoleSettingsModel.ReceiveCompletedSelfSignedDocumentsAsEmailLinks.ToString();
accountRoleSettings.UseNewSendingInterface = permissionProfileModel.AccountRoleSettingsModel.UseNewSendingInterface.ToString();
accountRoleSettings.AllowDocuSignDesktopClient = permissionProfileModel.AccountRoleSettingsModel.AllowDocuSignDesktopClient.ToString();
accountRoleSettings.AllowSendersToSetRecipientEmailLanguage = permissionProfileModel.AccountRoleSettingsModel.AllowSendersToSetRecipientEmailLanguage.ToString();
accountRoleSettings.AllowVaulting = permissionProfileModel.AccountRoleSettingsModel.AllowVaulting.ToString();
accountRoleSettings.AllowedToBeEnvelopeTransferRecipient = permissionProfileModel.AccountRoleSettingsModel.AllowedToBeEnvelopeTransferRecipient.ToString();
accountRoleSettings.EnableTransactionPointIntegration = permissionProfileModel.AccountRoleSettingsModel.EnableTransactionPointIntegration.ToString();
var newPermimssionProfile = new PermissionProfile(PermissionProfileName: permissionProfileModel.ProfileName, Settings: accountRoleSettings);
try
{
// Step 4. Call the eSignature REST API
var result = accountsApi.CreatePermissionProfile(accountId, newPermimssionProfile);
ViewBag.h1 = "The permission profile was updated";
ViewBag.message = $"The permission profile was created!<br />Permission profile ID: {result.PermissionProfileId}, name:{result.PermissionProfileName}.";
return(View("example_done"));
}
catch (ApiException apiException)
{
ViewBag.errorCode = apiException.ErrorCode;
ViewBag.errorMessage = apiException.Message;
return(View("Error"));
}
}
public IActionResult Create(string signerEmail, string signerName, string ccEmail, string ccName)
{
// Check the token with minimal buffer time
bool tokenOk = CheckToken(3);
if (!tokenOk)
{
// We could store the parameters of the requested operation so it could be
// restarted automatically. But since it should be rare to have a token issue
// here, we'll make the user re-enter the form data after authentication
RequestItemsService.EgName = EgName;
return(Redirect("/ds/mustAuthenticate"));
}
// The envelope will be sent first to the signer; after it is signed,
// a copy is sent to the cc person
//
// Read files from a local directory
// The reads could raise an exception if the file is not available!
var basePath = RequestItemsService.Session.BasePath + "/restapi";
// Step 1: Obtain your OAuth token
var accessToken = RequestItemsService.User.AccessToken; // Represents your {ACCESS_TOKEN}
var accountId = RequestItemsService.Session.AccountId; // Represents your {ACCOUNT_ID}
// Step 2: Construct your API headers
var config = new Configuration(new ApiClient(basePath));
config.AddDefaultHeader("Authorization", "Bearer " + accessToken);
// Step 3: Create Tabs and CustomFields
// Set the values for the fields in the template
// List item
List colorPicker = new List
{
Value = "green",
DocumentId = "1",
PageNumber = "1",
TabLabel = "list"
};
// Checkboxes
Checkbox ckAuthorization = new Checkbox
{
TabLabel = "ckAuthorization",
Selected = "true"
};
Checkbox ckAgreement = new Checkbox
{
TabLabel = "ckAgreement",
Selected = "true"
};
RadioGroup radioGroup = new RadioGroup
{
GroupName = "radio1",
// You only need to provide the readio entry for the entry you're selecting
Radios = new List <Radio> {
new Radio {
Value = "white", Selected = "true"
}
}
};
Text includedOnTemplate = new Text
{
TabLabel = "text",
Value = "Jabberywocky!"
};
// We can also add a new tab (field) to the ones already in the template
Text addedField = new Text
{
DocumentId = "1",
PageNumber = "1",
XPosition = "280",
YPosition = "172",
Font = "helvetica",
FontSize = "size14",
TabLabel = "added text field",
Height = "23",
Width = "84",
Required = "false",
Bold = "true",
Value = signerName,
Locked = "false",
TabId = "name"
};
// Add the tabs model (including the SignHere tab) to the signer.
// The Tabs object wants arrays of the different field/tab types
// Tabs are set per recipient/signer
Tabs tabs = new Tabs
{
CheckboxTabs = new List <Checkbox> {
ckAuthorization, ckAgreement
},
RadioGroupTabs = new List <RadioGroup> {
radioGroup
},
TextTabs = new List <Text> {
includedOnTemplate, addedField
},
ListTabs = new List <List> {
colorPicker
}
};
// Create a signer recipient to sign the document, identified by name and email
// We're setting the parameters via the object creation
TemplateRole signer = new TemplateRole
{
Email = signerEmail,
Name = signerName,
RoleName = "signer",
ClientUserId = signerClientId, // Change the signer to be embedded
Tabs = tabs //Set tab values
};
TemplateRole cc = new TemplateRole
{
Email = ccEmail,
Name = ccName,
RoleName = "cc"
};
// Create an envelope custom field to save our application's
// data about the envelope
TextCustomField customField = new TextCustomField
{
Name = "app metadata item",
Required = "false",
Show = "true", // Yes, include in the CoC
Value = "1234567"
};
CustomFields cf = new CustomFields
{
TextCustomFields = new List <TextCustomField> {
customField
}
};
// Step 4: Create the envelope definition
EnvelopeDefinition envelopeAttributes = new EnvelopeDefinition
{
// Uses the template ID received from example 08
TemplateId = RequestItemsService.TemplateId,
Status = "Sent",
// Add the TemplateRole objects to utilize a pre-defined
// document and signing/routing order on an envelope.
// Template role names need to match what is available on
// the correlated templateID or else an error will occur
TemplateRoles = new List <TemplateRole> {
signer, cc
},
CustomFields = cf
};
// Step 5: Call the eSignature REST API
EnvelopesApi envelopesApi = new EnvelopesApi(config);
EnvelopeSummary results = envelopesApi.CreateEnvelope(accountId, envelopeAttributes);
// Step 6: Create the View Request
RequestItemsService.EnvelopeId = results.EnvelopeId;
RecipientViewRequest viewRequest = new RecipientViewRequest();
// Set the URL where you want the recipient to go once they are done signing;
// this should typically be a callback route somewhere in your app.
// The query parameter is included as an example of how
// to save/recover state information during the redirect to
// the DocuSign signing ceremony. It's usually better to use
// the session mechanism of your web framework. Query parameters
// can be changed/spoofed very easily
viewRequest.ReturnUrl = dsReturnUrl + "?state=123";
// How has your app authenticated the user? In addition to your app's authentication,
// you can include authentication steps from DocuSign; e.g., SMS authentication
viewRequest.AuthenticationMethod = "none";
// Recipient information must match the embedded recipient info
// that we used to create the envelope
viewRequest.Email = signerEmail;
viewRequest.UserName = signerName;
viewRequest.ClientUserId = signerClientId;
// DocuSign recommends that you redirect to DocuSign for the
// signing ceremony. There are multiple ways to save state.
// To maintain your application's session, use the PingUrl
// parameter. It causes the DocuSign Signing Ceremony web page
// (not the DocuSign server) to send pings via AJAX to your app
viewRequest.PingFrequency = "600"; // seconds
// NOTE: The pings will only be sent if the pingUrl is an HTTPS address
viewRequest.PingUrl = dsPingUrl; // Optional setting
ViewUrl results1 = envelopesApi.CreateRecipientView(accountId, results.EnvelopeId, viewRequest);
//***********
// Don't use an iframe with embedded signing requests!
//***********
// State can be stored/recovered using the framework's session or a
// query parameter on the return URL (see the makeRecipientViewRequest method)
string redirectUrl = results1.Url;
return(Redirect(redirectUrl));
}