public static Envelope CreateEnvelopeFromServerTemplates( AccountCredentials accountCredentials, TemplateReference[] templateRefs, Recipient[] signers, EnvelopeInformation envelopeInfo, bool ActivateEnvelope) { DocuSignWeb.APIServiceSoap apiService = CreateApiProxy(accountCredentials); DocuSignWeb.EnvelopeStatus envStatus = apiService.CreateEnvelopeFromTemplates( templateRefs, signers, envelopeInfo, ActivateEnvelope); return(new Envelope(envStatus.EnvelopeID, accountCredentials)); }
/// <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)); }