public void PutRecipients_CorrectAccountIdEnvelopeIdAndRecipients_ReturnRecipientsUpdateSummary()
{
CreateEnvelopeMethod.CreateEnvelope_CorrectAccountIdAndEnvelopeDefinition_ReturnEnvelopeSummary(
ref _testConfig);
var signHere = new SignHere()
{
Name = "SignHereTab",
XPosition = "75",
YPosition = "572",
TabLabel = "SignHereTab",
PageNumber = "1",
DocumentId = "1",
RecipientId = "1"
};
var signHereTabs = new List <SignHere> {
signHere
};
var signerTabs = new Tabs()
{
SignHereTabs = signHereTabs
};
var newSigner = new Signer()
{
Name = "Test name",
Email = "*****@*****.**",
RoutingOrder = "1",
Status = "created",
DeliveryMethod = "Email",
RecipientId = "1",
Tabs = signerTabs,
IdCheckConfigurationName = "ID Check"
};
var signers = new List <Signer> {
newSigner
};
var recipients = new Recipients()
{
Signers = signers
};
RecipientsUpdateSummary recipientsUpdateSummary = _envelopesApi.UpdateRecipients(
_testConfig.AccountId,
_testConfig.EnvelopeId,
recipients);
Assert.IsNotNull(recipientsUpdateSummary?.RecipientUpdateResults);
Recipients updatedListRecipients = _envelopesApi.ListRecipients(
_testConfig.AccountId,
_testConfig.EnvelopeId);
Assert.IsTrue(updatedListRecipients.Signers.Exists(
x =>
x.Name == newSigner.Name && x.Email == newSigner.Email));
}
public static ViewUrl createEmbeddedSigningViewTest()
{
DocuSignHelper.configureApiClient(Constants.DocuSignConstants.DemoPath);
string accountId = DocuSignHelper.loginApi(Config.AppSettings["USERNAME"], Config.AppSettings["PASSWORD"]);
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = "[DocuSign C# SDK Jacel] - Please sign this doc";
Document doc = new Document();
doc.DocumentBase64 = Constants.DocuSignConstants.base64pdf;
doc.Name = "SamplePDF.pdf";
doc.DocumentId = "1";
envDef.Documents = new List <Document>();
envDef.Documents.Add(doc);
Signer signer = new Signer();
signer.Email = "*****@*****.**";
signer.Name = "Steph Curry";
signer.RecipientId = "1";
signer.ClientUserId = "1234";
envDef.Recipients = new Recipients();
envDef.Recipients.Signers = new List <Signer>();
envDef.Recipients.Signers.Add(signer);
signer.Tabs = new Tabs();
SignHere signHere = new SignHere();
signHere.DocumentId = "1";
signHere.PageNumber = "1";
signHere.RecipientId = "1";
signHere.XPosition = "100";
signHere.YPosition = "100";
signer.Tabs.SignHereTabs.Add(signHere);
envDef.Status = "sent";
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountId, envDef);
RecipientViewRequest viewOptions = new RecipientViewRequest()
{
ReturnUrl = "https://www.docusign.com/devcenter",
ClientUserId = "1234", // must match clientUserId set in step #2!
AuthenticationMethod = "email",
UserName = envDef.Recipients.Signers[0].Name,
Email = envDef.Recipients.Signers[0].Email
};
ViewUrl recipientView = envelopesApi.CreateRecipientView(accountId, envelopeSummary.EnvelopeId, viewOptions);
Console.WriteLine("ViewUrl:\n{0}", JsonConvert.SerializeObject(recipientView));
return(new ViewUrl());
}
private void LegacyRequestSignatureOnDocumentTest(string status = "sent")
{
// the document (file) we want signed
const string SignTest1File = @"../../docs/SignTest1.pdf";
// Read a file from disk to use as a document.
byte[] fileBytes = File.ReadAllBytes(SignTest1File);
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = "[DocuSign C# SDK] - Please sign this doc";
// Add a document to the envelope
Document doc = new Document();
doc.DocumentBase64 = System.Convert.ToBase64String(fileBytes);
doc.Name = "TestFile.pdf";
doc.DocumentId = "1";
envDef.Documents = new List <Document>();
envDef.Documents.Add(doc);
// Add a recipient to sign the documeent
Signer signer = new Signer();
signer.Email = testConfig.RecipientEmail;
signer.Name = testConfig.RecipientName;
signer.RecipientId = "1";
signer.ClientUserId = "1234";
// Create a |SignHere| tab somewhere on the document for the recipient to sign
signer.Tabs = new Tabs();
signer.Tabs.SignHereTabs = new List <SignHere>();
SignHere signHere = new SignHere();
signHere.DocumentId = "1";
signHere.PageNumber = "1";
signHere.RecipientId = "1";
signHere.XPosition = "100";
signHere.YPosition = "100";
signHere.ScaleValue = ".5";
signer.Tabs.SignHereTabs.Add(signHere);
envDef.Recipients = new Recipients();
envDef.Recipients.Signers = new List <Signer>();
envDef.Recipients.Signers.Add(signer);
// set envelope status to "sent" to immediately send the signature request
envDef.Status = status;
// |EnvelopesApi| contains methods related to creating and sending Envelopes (aka signature requests)
EnvelopesApi envelopesApi = new EnvelopesApi(testConfig.ApiClient.Configuration);
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(testConfig.AccountId, envDef);
Assert.IsNotNull(envelopeSummary);
Assert.IsNotNull(envelopeSummary.EnvelopeId);
testConfig.EnvelopeId = envelopeSummary.EnvelopeId;
}
protected void Page_Load(object sender, EventArgs e)
{
DocusignAuth docusignObj = new DocusignAuth();
docusignObj.UserName = ConfigurationManager.AppSettings["Username"].ToString();
docusignObj.Password = ConfigurationManager.AppSettings["Password"].ToString();
docusignObj.IntegratorKey = ConfigurationManager.AppSettings["IntegratorKey"].ToString();
docusignObj.TemplateId = ConfigurationManager.AppSettings["TemplateId"].ToString();
docusignObj.Url = ConfigurationManager.AppSettings["Url"].ToString();
DocusignMethods docusignMethods = new DocusignMethods(docusignObj);
#region Document
Document document = new Document();
document.documentId = "1";
document.name = "test_document.pdf";
DocDetail docDetail = new DocDetail();
docDetail.document = document;
#endregion
#region RecipientCreation
SignHere objSignHere = new SignHere();
objSignHere.xPosition = "100";
objSignHere.yPosition = "100";
objSignHere.documentId = "1";
objSignHere.pageNumber = "1";
SignHereTab objSignHereTab = new SignHereTab();
objSignHereTab.signHere = objSignHere;
Tab objTab = new Tab();
objTab.signHereTabs = objSignHereTab;
signer objSigner = new signer();
objSigner.recipientId = "1";
objSigner.name = "jay";
objSigner.email = "*****@*****.**";
objSigner.tabs = objTab;
List <signer> signerList = new List <signer>();
signerList.Add(objSigner);
Recipients recip = new Recipients();
recip.signers = signerList;
#endregion
envelopeDefinition data = new envelopeDefinition();
data.emailSubject = "Hello";
data.emailBlurb = "Hello";
data.status = signatureStatus.sent;
data.documents = docDetail;
data.recipients = recip;
string response = docusignMethods.RequestSignatureFromDocument(@"C:\Users\jay\Desktop\test_document.pdf", data);
}
public EnvelopeSummary createEnvelopeWithEmbeddedRecipient(string accountId)
{
// Read a file from disk to use as a document.
byte[] fileBytes = File.ReadAllBytes("test.pdf");
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = "[DocuSign C# SDK] - Please sign this doc";
// Add a document to the envelope
Document doc = new Document();
doc.DocumentBase64 = System.Convert.ToBase64String(fileBytes);
doc.Name = "TestFile.pdf";
doc.DocumentId = "1";
envDef.Documents = new List <Document>();
envDef.Documents.Add(doc);
// Add a recipient to sign the documeent
Signer signer = new Signer();
signer.Email = "{USER_EMAIL}";
signer.Name = "{USER_NAME}";
signer.RecipientId = "1";
signer.ClientUserId = "1001";
// Create a |SignHere| tab somewhere on the document for the recipient to sign
signer.Tabs = new Tabs();
signer.Tabs.SignHereTabs = new List <SignHere>();
SignHere signHere = new SignHere();
signHere.DocumentId = "1";
signHere.PageNumber = "1";
signHere.RecipientId = "1";
signHere.XPosition = "100";
signHere.YPosition = "150";
signer.Tabs.SignHereTabs.Add(signHere);
envDef.Recipients = new Recipients();
envDef.Recipients.Signers = new List <Signer>();
envDef.Recipients.Signers.Add(signer);
// set envelope status to "sent" to immediately send the signature request
envDef.Status = "sent";
// |EnvelopesApi| contains methods related to creating and sending Envelopes (aka signature requests)
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountId, envDef);
// print the JSON response
Trace.WriteLine("EnvelopeSummary:\n" + JsonConvert.SerializeObject(envelopeSummary));
Trace.WriteLine("Envelope with embedded recipient created and sent.");
return(envelopeSummary);
}
internal static EnvelopeTemplate CreateDefaultTemplate(string templateName = null)
{
// Read a file from disk to use as a document.
EnvelopeTemplate templateDef = new EnvelopeTemplate();
byte[] fileBytes = File.ReadAllBytes(TestConfig.SignTest1File);
templateDef.EmailSubject = "Template " + DateTime.Now.ToString();
templateDef.EnvelopeTemplateDefinition = new EnvelopeTemplateDefinition();
string tempName = templateName;
if (tempName == null)
{
tempName = "Template Name " + DateTime.Now.ToString();
}
templateDef.EnvelopeTemplateDefinition.Name = tempName;
Document doc = new Document();
doc.DocumentBase64 = System.Convert.ToBase64String(fileBytes);
doc.Name = "TestFile.pdf";
doc.DocumentId = "1";
templateDef.Documents = new List <Document>();
templateDef.Documents.Add(doc);
// Add a recipient to sign the documeent
Signer signer = new Signer();
signer.RoleName = "Signer1";
signer.RecipientId = "1";
// Create a SignHere tab somewhere on the document for the signer to sign
signer.Tabs = new Tabs();
signer.Tabs.SignHereTabs = new List <SignHere>();
SignHere signHere = new SignHere();
signHere.DocumentId = "1";
signHere.PageNumber = "1";
signHere.RecipientId = "1";
signHere.XPosition = "200";
signHere.YPosition = "100";
signHere.ScaleValue = "0.5";
signer.Tabs.SignHereTabs.Add(signHere);
templateDef.Recipients = new Recipients();
templateDef.Recipients.Signers = new List <Signer>();
templateDef.Recipients.Signers.Add(signer);
return(templateDef);
}
internal static EnvelopeDefinition CreateDraftEnvelopeDefinition()
{
// Read a file from disk to use as a document.
byte[] fileBytes = File.ReadAllBytes(TestConfig.SignTest1File);
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = "Please Sign my C# SDK Envelope";
Document doc = new Document();
doc.DocumentBase64 = System.Convert.ToBase64String(fileBytes);
doc.Name = "TestFile.pdf";
doc.DocumentId = "1";
envDef.Documents = new List <Document>();
envDef.Documents.Add(doc);
// Add a recipient to sign the documeent
Signer signer = new Signer();
signer.Email = TestConfig.UserName; // use name is same as my email
signer.Name = "Pat Developer";
signer.RecipientId = "1";
// Create a SignHere tab somewhere on the document for the signer to sign
signer.Tabs = new Tabs();
signer.Tabs.SignHereTabs = new List <SignHere>();
SignHere signHere = new SignHere();
signHere.DocumentId = "1";
signHere.PageNumber = "1";
signHere.RecipientId = "1";
signHere.XPosition = "100";
signHere.YPosition = "100";
signHere.ScaleValue = "0.5";
signer.Tabs.SignHereTabs.Add(signHere);
envDef.Recipients = new Recipients();
envDef.Recipients.Signers = new List <Signer>();
envDef.Recipients.Signers.Add(signer);
return(envDef);
}
internal static EnvelopeTemplate CreateDefaultTemplate(string templateName = null)
{
// Read a file from disk to use as a document.
EnvelopeTemplate templateDef = new EnvelopeTemplate();
byte[] fileBytes = File.ReadAllBytes(TestConfig.SignTest1File);
templateDef.EmailSubject = "Template " + DateTime.Now.ToString();
templateDef.EnvelopeTemplateDefinition = new EnvelopeTemplateDefinition();
string tempName = templateName;
if (tempName == null) tempName = "Template Name " + DateTime.Now.ToString();
templateDef.EnvelopeTemplateDefinition.Name = tempName;
Document doc = new Document();
doc.DocumentBase64 = System.Convert.ToBase64String(fileBytes);
doc.Name = "TestFile.pdf";
doc.DocumentId = "1";
templateDef.Documents = new List<Document>();
templateDef.Documents.Add(doc);
// Add a recipient to sign the documeent
Signer signer = new Signer();
signer.RoleName = "Signer1";
signer.RecipientId = "1";
// Create a SignHere tab somewhere on the document for the signer to sign
signer.Tabs = new Tabs();
signer.Tabs.SignHereTabs = new List<SignHere>();
SignHere signHere = new SignHere();
signHere.DocumentId = "1";
signHere.PageNumber = "1";
signHere.RecipientId = "1";
signHere.XPosition = "200";
signHere.YPosition = "100";
signer.Tabs.SignHereTabs.Add(signHere);
templateDef.Recipients = new Recipients();
templateDef.Recipients.Signers = new List<Signer>();
templateDef.Recipients.Signers.Add(signer);
return templateDef;
}
public string SendforESign(SendDocumentInfo docDetails, List <FileDetail> fileDetails, string CUName, string CUEmail)
{
try
{
if (!_canExecuteRequest)
{
throw new Exception("Failed to retrieve Credentials from Credential store");
}
if (Utility.IsEventLogged)
{
Utility.LogAction("Request Send document");
}
string authHeader = "{\"Username\":\"" + _email + "\", \"Password\":\"" + _password + "\", \"IntegratorKey\":\"" + _integratorKey + "\"}";
DocuSign.eSign.Client.Configuration.Default.AddDefaultHeader("X-DocuSign-Authentication", authHeader);
string accountId = (!string.IsNullOrEmpty(Utility.DocuSignAccountID)) ? Utility.DocuSignAccountID : GetAccountID();
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = ConfigurationManager.AppSettings["DocuSignEmailSubject"];
envDef.EmailBlurb = ConfigurationManager.AppSettings["DocuSignEmailBody"];
if (Utility.IsEventLogged)
{
Utility.LogAction("Creating document object");
}
envDef.Documents = new List <Document>();
for (int i = 0; i < fileDetails.Count(); i++)
{
Document doc = new Document();
doc.DocumentBase64 = fileDetails.ElementAt(i).base64WordDoc;
doc.Name = fileDetails.ElementAt(i).name;
doc.DocumentId = fileDetails.ElementAt(i).id;
doc.FileExtension = "docx";
envDef.Documents.Add(doc);
}
envDef.Recipients = new Recipients();
envDef.Recipients.Signers = new List <Signer>();
envDef.Recipients.InPersonSigners = new List <InPersonSigner>();
if (Utility.IsEventLogged)
{
Utility.LogAction("Creating recipient and sign tabs");
}
foreach (var reci in docDetails.SignerDetails)
{
if (docDetails.SignerDetails.ElementAt(0).IsInPerson.ToLower() == "true")
{
InPersonSigner signer = new InPersonSigner();
signer.Tabs = new Tabs();
signer.Tabs.SignHereTabs = new List <SignHere>();
signer.Tabs.DateSignedTabs = new List <DateSigned>();
signer.Tabs.TextTabs = new List <Text>();
signer.Tabs.DateTabs = new List <Date>();
signer.Tabs.CheckboxTabs = new List <Checkbox>();
//signer.Name = reci.ReciName;
//signer.Email = reci.ReciEmail;
//signer.RecipientId = reci.ReciId;
//signer.RoutingOrder = reci.ReciId;
signer.RecipientId = reci.ReciId;
signer.RoutingOrder = reci.ReciId;
signer.InPersonSigningType = "inPersonSigner";
signer.SignerName = reci.ReciName;
signer.HostName = CUName;
signer.HostEmail = CUEmail;
//signer.AutoNavigation = "true";
//signer.DefaultRecipient = "true";
SignHere signHere = new SignHere();
signHere.DocumentId = "1";
signHere.RecipientId = reci.ReciId;
signHere.AnchorString = "member$ign";
signHere.AnchorXOffset = "0";
signHere.AnchorYOffset = "0";
signHere.AnchorUnits = "inches";
signHere.AnchorIgnoreIfNotPresent = "false";
signer.Tabs.SignHereTabs.Add(signHere);
DateSigned signed = new DateSigned();
signed.DocumentId = "1";
signed.RecipientId = reci.ReciId;
signed.AnchorString = "member$date";
signed.AnchorXOffset = "0";
signed.AnchorYOffset = "0";
signed.AnchorUnits = "inches";
signed.AnchorIgnoreIfNotPresent = "true";
signer.Tabs.DateSignedTabs.Add(signed);
for (int j = 1; j <= 16; j++)
{
Text textTab = new Text();
textTab.DocumentId = "1";
textTab.RecipientId = "1";
textTab.AnchorString = "member1$1nput" + j;
textTab.TabLabel = "OptionalBeneficiaryInfo" + j;
textTab.AnchorXOffset = "0";
textTab.AnchorYOffset = "-3";
textTab.AnchorUnits = "pixels";
textTab.AnchorIgnoreIfNotPresent = "true";
textTab.AnchorMatchWholeWord = "true";
textTab.Required = "false";
textTab.Width = "75";
textTab.Height = "15";
textTab.FontSize = "Size10";
textTab.Font = "TimesNewRoman";
signer.Tabs.TextTabs.Add(textTab);
}
for (int k = 1; k <= 8; k++)
{
Date dateTab = new Date();
dateTab.DocumentId = "1";
dateTab.RecipientId = "1";
dateTab.AnchorString = "OBI$D01B$" + k;
dateTab.TabLabel = "OBIDate" + k;
dateTab.AnchorXOffset = "0";
dateTab.AnchorYOffset = "-3";
dateTab.AnchorUnits = "pixels";
dateTab.AnchorIgnoreIfNotPresent = "true";
dateTab.AnchorMatchWholeWord = "true";
dateTab.Required = "false";
dateTab.Width = "50";
dateTab.Height = "15";
dateTab.FontSize = "Size9";
dateTab.Font = "Arial";
signer.Tabs.DateTabs.Add(dateTab);
}
for (int c = 1; c <= 5; c++)
{
Checkbox checkBox = new Checkbox();
checkBox.DocumentId = "1";
checkBox.RecipientId = "1";
checkBox.AnchorString = "cu0$chk" + c;
checkBox.TabLabel = "MSRCheckBox" + c;
checkBox.AnchorXOffset = "0";
checkBox.AnchorYOffset = "0";
checkBox.AnchorUnits = "inches";
checkBox.AnchorIgnoreIfNotPresent = "true";
signer.Tabs.CheckboxTabs.Add(checkBox);
}
envDef.Recipients.InPersonSigners.Add(signer);
}
else
{
Signer signer = new Signer();
signer.Tabs = new Tabs();
signer.Tabs.SignHereTabs = new List <SignHere>();
signer.Tabs.DateSignedTabs = new List <DateSigned>();
signer.Tabs.TextTabs = new List <Text>();
signer.Tabs.DateTabs = new List <Date>();
signer.Tabs.CheckboxTabs = new List <Checkbox>();
signer.Name = reci.ReciName;
signer.Email = reci.ReciEmail;
signer.RecipientId = reci.ReciId;
signer.RoutingOrder = reci.ReciId;
SignHere signHere = new SignHere();
signHere.DocumentId = "1";
signHere.RecipientId = reci.ReciId;
signHere.AnchorString = "member$ign";
signHere.AnchorXOffset = "0";
signHere.AnchorYOffset = "0";
signHere.AnchorUnits = "inches";
signHere.AnchorIgnoreIfNotPresent = "false";
signer.Tabs.SignHereTabs.Add(signHere);
DateSigned signed = new DateSigned();
signed.DocumentId = "1";
signed.RecipientId = reci.ReciId;
signed.AnchorString = "member$date";
signed.AnchorXOffset = "0";
signed.AnchorYOffset = "0";
signed.AnchorUnits = "inches";
signed.AnchorIgnoreIfNotPresent = "true";
signer.Tabs.DateSignedTabs.Add(signed);
for (int j = 1; j <= 16; j++)
{
Text textTab = new Text();
textTab.DocumentId = "1";
textTab.RecipientId = "1";
textTab.AnchorString = "member1$1nput" + j;
textTab.TabLabel = "OptionalBeneficiaryInfo" + j;
textTab.AnchorXOffset = "0";
textTab.AnchorYOffset = "-3";
textTab.AnchorUnits = "pixels";
textTab.AnchorIgnoreIfNotPresent = "true";
textTab.AnchorMatchWholeWord = "true";
textTab.Required = "false";
textTab.Width = "75";
textTab.Height = "15";
textTab.FontSize = "Size10";
textTab.Font = "TimesNewRoman";
signer.Tabs.TextTabs.Add(textTab);
}
for (int k = 1; k <= 8; k++)
{
Date dateTab = new Date();
dateTab.DocumentId = "1";
dateTab.RecipientId = "1";
dateTab.AnchorString = "OBI$D01B$" + k;
dateTab.TabLabel = "OBIDate" + k;
dateTab.AnchorXOffset = "0";
dateTab.AnchorYOffset = "-3";
dateTab.AnchorUnits = "pixels";
dateTab.AnchorIgnoreIfNotPresent = "true";
dateTab.AnchorMatchWholeWord = "true";
dateTab.Required = "false";
dateTab.Width = "50";
dateTab.Height = "15";
dateTab.FontSize = "Size9";
dateTab.Font = "Arial";
signer.Tabs.DateTabs.Add(dateTab);
}
for (int c = 1; c <= 5; c++)
{
Checkbox checkBox = new Checkbox();
checkBox.DocumentId = "1";
checkBox.RecipientId = "1";
checkBox.AnchorString = "cu0$chk" + c;
checkBox.TabLabel = "MSRCheckBox" + c;
checkBox.AnchorXOffset = "0";
checkBox.AnchorYOffset = "0";
checkBox.AnchorUnits = "inches";
checkBox.AnchorIgnoreIfNotPresent = "true";
signer.Tabs.CheckboxTabs.Add(checkBox);
}
envDef.Recipients.Signers.Add(signer);
}
}
if (docDetails.JointSignerDetails != null && docDetails.JointSignerDetails.Count > 0)
{
for (int i = 0; i < docDetails.JointSignerDetails.Count; i++)
{
if (docDetails.JointSignerDetails.ElementAt(i).IsInPerson.ToLower() == "true")
{
InPersonSigner jointSigner = new InPersonSigner();
jointSigner.Tabs = new Tabs();
jointSigner.Tabs.SignHereTabs = new List <SignHere>();
jointSigner.Tabs.DateSignedTabs = new List <DateSigned>();
jointSigner.Tabs.TextTabs = new List <Text>();
jointSigner.Tabs.DateTabs = new List <Date>();
jointSigner.Tabs.CheckboxTabs = new List <Checkbox>();
//jointSigner.Name = docDetails.JointSignerDetails[i].ReciName;
//jointSigner.Email = docDetails.JointSignerDetails[i].ReciEmail;
//jointSigner.RecipientId = docDetails.JointSignerDetails[i].ReciId;
//jointSigner.RoutingOrder = docDetails.JointSignerDetails[i].ReciId;
jointSigner.RecipientId = docDetails.JointSignerDetails[i].ReciId;
jointSigner.RoutingOrder = docDetails.JointSignerDetails[i].ReciId;
jointSigner.InPersonSigningType = "inPersonSigner";
jointSigner.SignerName = docDetails.JointSignerDetails[i].ReciName;
jointSigner.HostName = CUName;
jointSigner.HostEmail = CUEmail;
SignHere jointSignerTab = new SignHere();
jointSignerTab.DocumentId = "1";
jointSignerTab.RecipientId = docDetails.JointSignerDetails[i].ReciId;
jointSignerTab.AnchorString = "Joint0w$ign" + (i + 1);
jointSignerTab.AnchorXOffset = "0";
jointSignerTab.AnchorYOffset = "0";
jointSignerTab.AnchorUnits = "inches";
jointSignerTab.AnchorIgnoreIfNotPresent = "true";
jointSigner.Tabs.SignHereTabs.Add(jointSignerTab);
DateSigned jointSigned = new DateSigned();
jointSigned.DocumentId = "1";
jointSigned.RecipientId = docDetails.JointSignerDetails[i].ReciId;
jointSigned.AnchorString = "Joint0w$date" + (i + 1);
jointSigned.AnchorXOffset = "0";
jointSigned.AnchorYOffset = "0";
jointSigned.AnchorUnits = "inches";
jointSigned.AnchorIgnoreIfNotPresent = "true";
jointSigner.Tabs.DateSignedTabs.Add(jointSigned);
Text textTab = new Text();
textTab.DocumentId = "1";
textTab.RecipientId = docDetails.JointSignerDetails[i].ReciId;
textTab.AnchorString = "joint1$1nput";
textTab.AnchorXOffset = "0";
textTab.AnchorYOffset = "-3";
textTab.AnchorUnits = "pixels";
textTab.AnchorIgnoreIfNotPresent = "true";
textTab.AnchorMatchWholeWord = "true";
textTab.Required = "false";
textTab.Width = "75";
textTab.Height = "15";
textTab.FontSize = "Size10";
textTab.Font = "TimesNewRoman";
jointSigner.Tabs.TextTabs.Add(textTab);
Date dateTab = new Date();
dateTab.DocumentId = "1";
dateTab.RecipientId = docDetails.JointSignerDetails[i].ReciId;
dateTab.AnchorString = "joint$D01B$";
dateTab.TabLabel = "date1";
dateTab.AnchorXOffset = "0";
dateTab.AnchorYOffset = "-3";
dateTab.AnchorUnits = "pixels";
dateTab.AnchorIgnoreIfNotPresent = "true";
dateTab.AnchorMatchWholeWord = "true";
dateTab.Required = "false";
dateTab.Width = "50";
dateTab.Height = "15";
dateTab.FontSize = "Size9";
dateTab.Font = "Arial";
jointSigner.Tabs.DateTabs.Add(dateTab);
for (int c = 1; c <= 5; c++)
{
Checkbox checkBox = new Checkbox();
checkBox.DocumentId = "1";
checkBox.RecipientId = docDetails.JointSignerDetails[i].ReciId;
checkBox.AnchorString = "cu0$chk" + c;
checkBox.TabLabel = "MSRCheckBox" + c;
checkBox.AnchorXOffset = "0";
checkBox.AnchorYOffset = "0";
checkBox.AnchorUnits = "inches";
checkBox.AnchorIgnoreIfNotPresent = "true";
jointSigner.Tabs.CheckboxTabs.Add(checkBox);
}
envDef.Recipients.InPersonSigners.Add(jointSigner);
}
else
{
Signer jointSigner = new Signer();
jointSigner.Tabs = new Tabs();
jointSigner.Tabs.SignHereTabs = new List <SignHere>();
jointSigner.Tabs.DateSignedTabs = new List <DateSigned>();
jointSigner.Tabs.TextTabs = new List <Text>();
jointSigner.Tabs.DateTabs = new List <Date>();
jointSigner.Tabs.CheckboxTabs = new List <Checkbox>();
jointSigner.Name = docDetails.JointSignerDetails[i].ReciName;
jointSigner.Email = docDetails.JointSignerDetails[i].ReciEmail;
jointSigner.RecipientId = docDetails.JointSignerDetails[i].ReciId;
jointSigner.RoutingOrder = docDetails.JointSignerDetails[i].ReciId;
SignHere jointSignerTab = new SignHere();
jointSignerTab.DocumentId = "1";
jointSignerTab.RecipientId = docDetails.JointSignerDetails[i].ReciId;
jointSignerTab.AnchorString = "Joint0w$ign" + (i + 1);
jointSignerTab.AnchorXOffset = "0";
jointSignerTab.AnchorYOffset = "0";
jointSignerTab.AnchorUnits = "inches";
jointSignerTab.AnchorIgnoreIfNotPresent = "true";
jointSigner.Tabs.SignHereTabs.Add(jointSignerTab);
DateSigned jointSigned = new DateSigned();
jointSigned.DocumentId = "1";
jointSigned.RecipientId = docDetails.JointSignerDetails[i].ReciId;
jointSigned.AnchorString = "Joint0w$date" + (i + 1);
jointSigned.AnchorXOffset = "0";
jointSigned.AnchorYOffset = "0";
jointSigned.AnchorUnits = "inches";
jointSigned.AnchorIgnoreIfNotPresent = "true";
jointSigner.Tabs.DateSignedTabs.Add(jointSigned);
Text textTab = new Text();
textTab.DocumentId = "1";
textTab.RecipientId = docDetails.JointSignerDetails[i].ReciId;
textTab.AnchorString = "joint1$1nput";
textTab.AnchorXOffset = "0";
textTab.AnchorYOffset = "-3";
textTab.AnchorUnits = "pixels";
textTab.AnchorIgnoreIfNotPresent = "true";
textTab.AnchorMatchWholeWord = "true";
textTab.Required = "false";
textTab.Width = "75";
textTab.Height = "15";
textTab.FontSize = "Size10";
textTab.Font = "TimesNewRoman";
jointSigner.Tabs.TextTabs.Add(textTab);
Date dateTab = new Date();
dateTab.DocumentId = "1";
dateTab.RecipientId = docDetails.JointSignerDetails[i].ReciId;
dateTab.AnchorString = "joint$D01B$";
dateTab.TabLabel = "date1";
dateTab.AnchorXOffset = "0";
dateTab.AnchorYOffset = "-3";
dateTab.AnchorUnits = "pixels";
dateTab.AnchorIgnoreIfNotPresent = "true";
dateTab.AnchorMatchWholeWord = "true";
dateTab.Required = "false";
dateTab.Width = "50";
dateTab.Height = "15";
dateTab.FontSize = "Size9";
dateTab.Font = "Arial";
jointSigner.Tabs.DateTabs.Add(dateTab);
for (int c = 1; c <= 5; c++)
{
Checkbox checkBox = new Checkbox();
checkBox.DocumentId = "1";
checkBox.RecipientId = docDetails.JointSignerDetails[i].ReciId;
checkBox.AnchorString = "cu0$chk" + c;
checkBox.TabLabel = "MSRCheckBox" + c;
checkBox.AnchorXOffset = "0";
checkBox.AnchorYOffset = "0";
checkBox.AnchorUnits = "inches";
checkBox.AnchorIgnoreIfNotPresent = "true";
jointSigner.Tabs.CheckboxTabs.Add(checkBox);
}
envDef.Recipients.Signers.Add(jointSigner);
}
}
}
if (docDetails.CUSignerDetails != null && docDetails.CUSignerDetails.Count > 0)
{
for (int i = 0; i < docDetails.CUSignerDetails.Count; i++)
{
Signer cuSigner = new Signer();
cuSigner.Tabs = new Tabs();
cuSigner.Tabs.SignHereTabs = new List <SignHere>();
cuSigner.Tabs.DateSignedTabs = new List <DateSigned>();
cuSigner.Tabs.TextTabs = new List <Text>();
cuSigner.Tabs.DateTabs = new List <Date>();
cuSigner.Tabs.CheckboxTabs = new List <Checkbox>();
cuSigner.Name = docDetails.CUSignerDetails[i].ReciName;
cuSigner.Email = docDetails.CUSignerDetails[i].ReciEmail;
cuSigner.RecipientId = docDetails.CUSignerDetails[i].ReciId;
cuSigner.RoutingOrder = docDetails.CUSignerDetails[i].ReciId;
SignHere cuSignerTab = new SignHere();
cuSignerTab.DocumentId = "1";
cuSignerTab.RecipientId = docDetails.CUSignerDetails[i].ReciId;
cuSignerTab.AnchorString = "Cu0w$ign";
cuSignerTab.AnchorXOffset = "0";
cuSignerTab.AnchorYOffset = "0";
cuSignerTab.AnchorUnits = "inches";
cuSignerTab.AnchorIgnoreIfNotPresent = "true";
cuSigner.Tabs.SignHereTabs.Add(cuSignerTab);
DateSigned cuSigned = new DateSigned();
cuSigned.DocumentId = "1";
cuSigned.RecipientId = docDetails.CUSignerDetails[i].ReciId;
cuSigned.AnchorString = "Cu0w$date";
cuSigned.AnchorXOffset = "0";
cuSigned.AnchorYOffset = "0";
cuSigned.AnchorUnits = "inches";
cuSigned.AnchorIgnoreIfNotPresent = "true";
cuSigner.Tabs.DateSignedTabs.Add(cuSigned);
for (int j = 1; j <= 6; j++)
{
Text textTab = new Text();
textTab.DocumentId = "1";
textTab.RecipientId = docDetails.CUSignerDetails[i].ReciId;
textTab.AnchorString = "cu1$1nput" + j;
textTab.TabLabel = "cuOfficialSec" + j;
textTab.AnchorXOffset = "0";
textTab.AnchorYOffset = "-3";
textTab.AnchorUnits = "pixels";
textTab.AnchorIgnoreIfNotPresent = "true";
textTab.AnchorMatchWholeWord = "true";
textTab.Required = "false";
textTab.Width = "75";
textTab.Height = "15";
textTab.FontSize = "Size10";
textTab.Font = "TimesNewRoman";
cuSigner.Tabs.TextTabs.Add(textTab);
}
for (int k = 1; k <= 3; k++)
{
Date dateTab = new Date();
dateTab.DocumentId = "1";
dateTab.RecipientId = docDetails.CUSignerDetails[i].ReciId;
dateTab.AnchorString = "cu$D01B$" + k;
dateTab.TabLabel = "cuDate" + k;
dateTab.AnchorXOffset = "0";
dateTab.AnchorYOffset = "-3";
dateTab.AnchorUnits = "pixels";
dateTab.AnchorIgnoreIfNotPresent = "true";
dateTab.AnchorMatchWholeWord = "true";
dateTab.Required = "false";
dateTab.Width = "50";
dateTab.Height = "15";
dateTab.FontSize = "Size9";
dateTab.Font = "Arial";
cuSigner.Tabs.DateTabs.Add(dateTab);
}
Text textTab1 = new Text();
textTab1.DocumentId = "1";
textTab1.RecipientId = docDetails.CUSignerDetails[i].ReciId;
textTab1.AnchorString = "benComment$1nput";
textTab1.TabLabel = "BenComment";
textTab1.AnchorXOffset = "0";
textTab1.AnchorYOffset = "-3";
textTab1.AnchorUnits = "pixels";
textTab1.AnchorIgnoreIfNotPresent = "true";
textTab1.AnchorMatchWholeWord = "true";
textTab1.Required = "false";
textTab1.Width = "75";
textTab1.Height = "15";
textTab1.FontSize = "Size10";
textTab1.Font = "TimesNewRoman";
cuSigner.Tabs.TextTabs.Add(textTab1);
Text textTab2 = new Text();
textTab2.DocumentId = "1";
textTab2.RecipientId = docDetails.CUSignerDetails[i].ReciId;
textTab2.AnchorString = "RetailComment$1nput";
textTab2.TabLabel = "RetailComment";
textTab2.AnchorXOffset = "0";
textTab2.AnchorYOffset = "-3";
textTab2.AnchorUnits = "pixels";
textTab2.AnchorIgnoreIfNotPresent = "true";
textTab2.AnchorMatchWholeWord = "true";
textTab2.Required = "false";
textTab2.Width = "75";
textTab2.Height = "15";
textTab2.FontSize = "Size10";
textTab2.Font = "TimesNewRoman";
cuSigner.Tabs.TextTabs.Add(textTab2);
Text textTab3 = new Text();
textTab3.DocumentId = "1";
textTab3.RecipientId = docDetails.CUSignerDetails[i].ReciId;
textTab3.AnchorString = "Retailemployeeinfo$1nput";
textTab3.TabLabel = "Retailemployeeinfo";
textTab3.AnchorXOffset = "0";
textTab3.AnchorYOffset = "-3";
textTab3.AnchorUnits = "pixels";
textTab3.AnchorIgnoreIfNotPresent = "true";
textTab3.AnchorMatchWholeWord = "true";
textTab3.Required = "false";
textTab3.Width = "75";
textTab3.Height = "15";
textTab3.FontSize = "Size10";
textTab3.Font = "TimesNewRoman";
cuSigner.Tabs.TextTabs.Add(textTab3);
for (int c = 1; c <= 5; c++)
{
Checkbox checkBox = new Checkbox();
checkBox.DocumentId = "1";
checkBox.RecipientId = docDetails.CUSignerDetails[i].ReciId;
checkBox.AnchorString = "cu0$chk" + c;
checkBox.TabLabel = "MSRCheckBox" + c;
checkBox.AnchorXOffset = "0";
checkBox.AnchorYOffset = "0";
checkBox.AnchorUnits = "inches";
checkBox.AnchorIgnoreIfNotPresent = "true";
cuSigner.Tabs.CheckboxTabs.Add(checkBox);
}
envDef.Recipients.Signers.Add(cuSigner);
}
}
envDef.Status = "sent";
envDef.EnforceSignerVisibility = "true";
if (Utility.IsEventLogged)
{
Utility.LogAction("Sending Create and send envelope request");
}
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountId, envDef);
return(envelopeSummary.EnvelopeId);
}
catch (Exception ex)
{
Utility.LogAction("sending document to DocuSign failed with exception: " + ex.Message);
throw;
}
}
private DocumentModel SendDocumentAndGetUrl(DocumentSignModel model, Case caseModel, LoginAccount loginInfo, string serverPath)
{
var amountString = (caseModel.Transaction.Amount / 100d).ToString("C");
var email = Guid.NewGuid() + "@twilio.com";
string generatedPdfFilePath = pdfGenerator.GenerateDocument(caseModel.Customer.FirstName + " " + caseModel.Customer.LastName, caseModel.Transaction.Description, amountString, serverPath);
byte[] fileBytes = File.ReadAllBytes(generatedPdfFilePath);
EnvelopeDefinition envDef = new EnvelopeDefinition {
EmailSubject = "Owl Finance: Transaction"
};
var documentModel = new DocumentModel();
var documentId = model.CaseID.ToString();
documentModel.DocumentID = documentId;
var clientId = caseModel.Customer.ID.ToString();
// Add a document to the envelope
Document doc = new Document
{
DocumentBase64 = Convert.ToBase64String(fileBytes),
Name = "Case" + model.CaseID + ".pdf",
DocumentId = documentId
};
envDef.Documents = new List <Document> {
doc
};
// Add a recipient to sign the documeent
Signer signer = new Signer
{
Name = model.SendTo,
Email = email,
RecipientId = "1",
ClientUserId = clientId,
Tabs = new Tabs {
SignHereTabs = new List <SignHere>()
}
};
// Create a |SignHere| tab somewhere on the document for the recipient to sign
SignHere signHere = new SignHere
{
DocumentId = documentId,
PageNumber = "1",
RecipientId = "1",
XPosition = "40",
YPosition = "175"
};
signer.Tabs.SignHereTabs.Add(signHere);
envDef.Recipients = new Recipients {
Signers = new List <Signer> {
signer
}
};
// set envelope status to "sent" to immediately send the signature request
envDef.Status = "sent";
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(loginInfo.AccountId, envDef);
RecipientViewRequest viewOptions = new RecipientViewRequest()
{
ReturnUrl = "https://owlfinance.azurewebsites.net/#/docusign",
//ReturnUrl = "https://www.docusign.com/devcenter",
ClientUserId = clientId,
AuthenticationMethod = "email",
UserName = model.SendTo,
Email = email
};
// create the recipient view (aka signing URL)
ViewUrl recipientView = envelopesApi.CreateRecipientView(loginInfo.AccountId, envelopeSummary.EnvelopeId,
viewOptions);
documentModel.SignUrl = recipientView.Url;
documentModel.EnvelopeID = envelopeSummary.EnvelopeId;
documentModel.DocumentID = documentId;
return(documentModel);
}
static void Main(string[] args)
{
// Enter your DocuSign credentials
string Username = "******";
string Password = "******";
string IntegratorKey = "[INTEGRATOR_KEY]";
// specify the document (file) we want signed
string SignTest1File = @"[PATH/TO/DOCUMENT/TEST.PDF]";
// Enter recipient (signer) name and email address
string recipientName = "[SIGNER_NAME]";
string recipientEmail = "[SIGNER_EMAIL]";
// instantiate api client with appropriate environment (for production change to www.docusign.net/restapi)
string basePath = "https://demo.docusign.net/restapi";
// instantiate a new api client
ApiClient apiClient = new ApiClient(basePath);
// set client in global config so we don't need to pass it to each API object
Configuration.Default.ApiClient = apiClient;
string authHeader = "{\"Username\":\"" + Username + "\", \"Password\":\"" + Password + "\", \"IntegratorKey\":\"" + IntegratorKey + "\"}";
Configuration.Default.AddDefaultHeader("X-DocuSign-Authentication", authHeader);
// we will retrieve this from the login() results
string accountId = null;
// the authentication api uses the apiClient (and X-DocuSign-Authentication header) that are set in Configuration object
AuthenticationApi authApi = new AuthenticationApi();
LoginInformation loginInfo = authApi.Login();
// user might be a member of multiple accounts
accountId = loginInfo.LoginAccounts[0].AccountId;
Console.WriteLine("LoginInformation: {0}", loginInfo.ToJson());
// Read a file from disk to use as a document
byte[] fileBytes = File.ReadAllBytes(SignTest1File);
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = "[DocuSign C# SDK] - Please sign this doc";
// Add a document to the envelope
Document doc = new Document();
doc.DocumentBase64 = System.Convert.ToBase64String(fileBytes);
doc.Name = "TestFile.pdf";
doc.DocumentId = "1";
envDef.Documents = new List<Document>();
envDef.Documents.Add(doc);
// Add a recipient to sign the documeent
Signer signer = new Signer();
signer.Name = recipientName;
signer.Email = recipientEmail;
signer.RecipientId = "1";
// Create a |SignHere| tab somewhere on the document for the recipient to sign
signer.Tabs = new Tabs();
signer.Tabs.SignHereTabs = new List<SignHere>();
SignHere signHere = new SignHere();
signHere.DocumentId = "1";
signHere.PageNumber = "1";
signHere.RecipientId = "1";
signHere.XPosition = "100";
signHere.YPosition = "150";
signer.Tabs.SignHereTabs.Add(signHere);
envDef.Recipients = new Recipients();
envDef.Recipients.Signers = new List<Signer>();
envDef.Recipients.Signers.Add(signer);
// set envelope status to "sent" to immediately send the signature request
envDef.Status = "sent";
// Use the EnvelopesApi to send the signature request!
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountId, envDef);
// print the JSON response
Console.WriteLine("EnvelopeSummary:\n{0}", JsonConvert.SerializeObject(envelopeSummary));
Console.Read();
}
private static EnvelopeTemplate MakeTemplate(string resultsTemplateName)
{
// Data for this method
// resultsTemplateName
// document 1 (pdf) has tag /sn1/
//
// The template has two recipient roles.
// recipient 1 - signer
// recipient 2 - cc
// The template will be sent first to the signer.
// After it is signed, a copy is sent to the cc person.
// read file from a local directory
// The reads could raise an exception if the file is not available!
// add the documents
Document doc = new Document();
string docB64 = Convert.ToBase64String(System.IO.File.ReadAllBytes("World_Wide_Corp_fields.pdf"));
doc.DocumentBase64 = docB64;
doc.Name = "Lorem Ipsum"; // can be different from actual file name
doc.FileExtension = "pdf";
doc.DocumentId = "1";
// create a signer recipient to sign the document, identified by name and email
// We're setting the parameters via the object creation
Signer signer1 = new Signer();
signer1.RoleName = "signer";
signer1.RecipientId = "1";
signer1.RoutingOrder = "1";
// routingOrder (lower means earlier) determines the order of deliveries
// to the recipients. Parallel routing order is supported by using the
// same integer as the order for two or more recipients.
// create a cc recipient to receive a copy of the documents, identified by name and email
// We're setting the parameters via setters
CarbonCopy cc1 = new CarbonCopy();
cc1.RoleName = "cc";
cc1.RoutingOrder = "2";
cc1.RecipientId = "2";
// Create fields using absolute positioning:
SignHere signHere = new SignHere();
signHere.DocumentId = "1";
signHere.PageNumber = "1";
signHere.XPosition = "191";
signHere.YPosition = "148";
Checkbox check1 = new Checkbox();
check1.DocumentId = "1";
check1.PageNumber = "1";
check1.XPosition = "75";
check1.YPosition = "417";
check1.TabLabel = "ckAuthorization";
Checkbox check2 = new Checkbox();
check2.DocumentId = "1";
check2.PageNumber = "1";
check2.XPosition = "75";
check2.YPosition = "447";
check2.TabLabel = "ckAuthentication";
Checkbox check3 = new Checkbox();
check3.DocumentId = "1";
check3.PageNumber = "1";
check3.XPosition = "75";
check3.YPosition = "478";
check3.TabLabel = "ckAgreement";
Checkbox check4 = new Checkbox();
check4.DocumentId = "1";
check4.PageNumber = "1";
check4.XPosition = "75";
check4.YPosition = "508";
check4.TabLabel = "ckAcknowledgement";
List list1 = new List();
list1.DocumentId = "1";
list1.PageNumber = "1";
list1.XPosition = "142";
list1.YPosition = "291";
list1.Font = "helvetica";
list1.FontSize = "size14";
list1.TabLabel = "list";
list1.Required = "false";
list1.ListItems = new List <ListItem>
{
new ListItem {
Text = "Red", Value = "Red"
},
new ListItem {
Text = "Orange", Value = "Orange"
},
new ListItem {
Text = "Yellow", Value = "Yellow"
},
new ListItem {
Text = "Green", Value = "Green"
},
new ListItem {
Text = "Blue", Value = "Blue"
},
new ListItem {
Text = "Indigo", Value = "Indigo"
},
new ListItem {
Text = "Violet", Value = "Violet"
},
};
// The SDK can't create a number tab at this time. Bug DCM-2732
// Until it is fixed, use a text tab instead.
// , number = docusign.Number.constructFromObject({
// documentId: "1", pageNumber: "1", xPosition: "163", yPosition: "260",
// font: "helvetica", fontSize: "size14", tabLabel: "numbersOnly",
// height: "23", width: "84", required: "false"})
Text textInsteadOfNumber = new Text();
textInsteadOfNumber.DocumentId = "1";
textInsteadOfNumber.PageNumber = "1";
textInsteadOfNumber.XPosition = "153";
textInsteadOfNumber.YPosition = "260";
textInsteadOfNumber.Font = "helvetica";
textInsteadOfNumber.FontSize = "size14";
textInsteadOfNumber.TabLabel = "numbersOnly";
textInsteadOfNumber.Height = "23";
textInsteadOfNumber.Width = "84";
textInsteadOfNumber.Required = "false";
RadioGroup radioGroup = new RadioGroup();
radioGroup.DocumentId = "1";
radioGroup.GroupName = "radio1";
radioGroup.Radios = new List <Radio>
{
new Radio {
PageNumber = "1", Value = "white", XPosition = "142", YPosition = "384", Required = "false"
},
new Radio {
PageNumber = "1", Value = "red", XPosition = "74", YPosition = "384", Required = "false"
},
new Radio {
PageNumber = "1", Value = "blue", XPosition = "220", YPosition = "384", Required = "false"
}
};
Text text = new Text();
text.DocumentId = "1";
text.PageNumber = "1";
text.XPosition = "153";
text.YPosition = "230";
text.Font = "helvetica";
text.FontSize = "size14";
text.TabLabel = "text";
text.Height = "23";
text.Width = "84";
text.Required = "false";
// Tabs are set per recipient / signer
Tabs signer1Tabs = new Tabs();
signer1Tabs.CheckboxTabs = new List <Checkbox>
{
check1, check2, check3, check4
};
signer1Tabs.ListTabs = new List <List> {
list1
};
// numberTabs: [number],
signer1Tabs.RadioGroupTabs = new List <RadioGroup> {
radioGroup
};
signer1Tabs.SignHereTabs = new List <SignHere> {
signHere
};
signer1Tabs.TextTabs = new List <Text> {
text, textInsteadOfNumber
};
signer1.Tabs = signer1Tabs;
// Add the recipients to the env object
Recipients recipients = new Recipients();
recipients.Signers = new List <Signer> {
signer1
};
recipients.CarbonCopies = new List <CarbonCopy> {
cc1
};
// create the overall template definition
EnvelopeTemplate template = new EnvelopeTemplate();
// The order in the docs array determines the order in the env
template.Description = "Example template created via the API";
template.Name = resultsTemplateName;
template.Documents = new List <Document> {
doc
};
template.EmailSubject = "Please sign this document";
template.Recipients = recipients;
template.Status = "created";
return(template);
}
private EnvelopeDefinition MakeEnvelope(string signerEmail, string signerName, string ccEmail, string ccName)
{
// Data for this method
// signerEmail
// signerName
// ccEmail
// ccName
// Config.docDocx
// Config.docPdf
// RequestItemsService.Status -- the envelope status ('created' or 'sent')
// document 1 (html) has tag **signature_1**
// document 2 (docx) has tag /sn1/
// document 3 (pdf) has tag /sn1/
//
// The envelope has two recipients.
// recipient 1 - signer
// recipient 2 - cc
// 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!
string doc2DocxBytes = Convert.ToBase64String(System.IO.File.ReadAllBytes(Config.docDocx));
string doc3PdfBytes = Convert.ToBase64String(System.IO.File.ReadAllBytes(Config.docPdf));
// create the envelope definition
EnvelopeDefinition env = new EnvelopeDefinition();
env.EmailSubject = "Please sign this document set";
// Create document objects, one per document
Document doc1 = new Document();
string b64 = Convert.ToBase64String(document1(signerEmail, signerName, ccEmail, ccName));
doc1.DocumentBase64 = b64;
doc1.Name = "Order acknowledgement"; // can be different from actual file name
doc1.FileExtension = "html"; // Source data format. Signed docs are always pdf.
doc1.DocumentId = "1"; // a label used to reference the doc
Document doc2 = new Document {
DocumentBase64 = doc2DocxBytes,
Name = "Battle Plan", // can be different from actual file name
FileExtension = "docx",
DocumentId = "2"
};
Document doc3 = new Document
{
DocumentBase64 = doc3PdfBytes,
Name = "Lorem Ipsum", // can be different from actual file name
FileExtension = "pdf",
DocumentId = "3"
};
// The order in the docs array determines the order in the envelope
env.Documents = new List <Document> {
doc1, doc2, doc3
};
// create a signer recipient to sign the document, identified by name and email
// We're setting the parameters via the object creation
Signer signer1 = new Signer {
Email = signerEmail,
Name = signerName,
RecipientId = "1",
RoutingOrder = "1"
};
// routingOrder (lower means earlier) determines the order of deliveries
// to the recipients. Parallel routing order is supported by using the
// same integer as the order for two or more recipients.
// create a cc recipient to receive a copy of the documents, identified by name and email
// We're setting the parameters via setters
CarbonCopy cc1 = new CarbonCopy
{
Email = ccEmail,
Name = ccName,
RecipientId = "2",
RoutingOrder = "2"
};
// Create signHere fields (also known as tabs) on the documents,
// We're using anchor (autoPlace) positioning
//
// The DocuSign platform searches throughout your envelope's
// documents for matching anchor strings. So the
// signHere2 tab will be used in both document 2 and 3 since they
// use the same anchor string for their "signer 1" tabs.
SignHere signHere1 = new SignHere
{
AnchorString = "**signature_1**",
AnchorUnits = "pixels",
AnchorYOffset = "10",
AnchorXOffset = "20"
};
SignHere signHere2 = new SignHere
{
AnchorString = "/sn1/",
AnchorUnits = "pixels",
AnchorYOffset = "10",
AnchorXOffset = "20"
};
// Tabs are set per recipient / signer
Tabs signer1Tabs = new Tabs {
SignHereTabs = new List <SignHere> {
signHere1, signHere2
}
};
signer1.Tabs = signer1Tabs;
// Add the recipients to the envelope object
Recipients recipients = new Recipients
{
Signers = new List <Signer> {
signer1
},
CarbonCopies = new List <CarbonCopy> {
cc1
}
};
env.Recipients = recipients;
// Request that the envelope be sent by setting |status| to "sent".
// To request that the envelope be created as a draft, set to "created"
env.Status = RequestItemsService.Status;
return(env);
}
public async Task <IActionResult> OnPostAsync()
{
// Embedded Signing Ceremony
// 1. Create envelope request obj
// 2. Use the SDK to create and send the envelope
// 3. Create Envelope Recipient View request obj
// 4. Use the SDK to obtain a Recipient View URL
// 5. Redirect the user's browser to the URL
// 1. Create envelope request object
// Start with the different components of the request
// Create the document object
EmbeddedSigning pageInfo = new EmbeddedSigning
{
signerName = "Tanny Ng",
signerEmail = "*****@*****.**",
signerId = "1000",
signerRouting = "1",
accessToken = "eyJ0eXAiOiJNVCIsImFsZyI6IlJTMjU2Iiwia2lkIjoiNjgxODVmZjEtNGU1MS00Y2U5LWFmMWMtNjg5ODEyMjAzMzE3In0.AQoAAAABAAUABwCALdLYwezWSAgAgG315gTt1kgCAC5WseC6Pj1BpkJ7B9-e_VQVAAEAAAAYAAkAAAAFAAAAKwAAAC0AAAAvAAAAMQAAADIAAAA4AAAAMwAAADUAAAANACQAAABmMGYyN2YwZS04NTdkLTRhNzEtYTRkYS0zMmNlY2FlM2E5NzgSAAEAAAALAAAAaW50ZXJhY3RpdmUwAIAAodfB7NZINwDkybNa7LwrS5p6OhdY9kFz.LHHS7H4GTayO31-USuesGb--00NMcrOqO0KnzoKMhM55ClXR2vw2OzKShqI3yhIjHc0CyGoyOtNrEW0MN0o8rRZuctb5hNtR9RAtbuNZ-hITpjyL9LBFZWxV91dYAmlgrBAcM2LtrZTWHolkqGLUNQMpD_vI8BqqT3UEO9zBL5OUz4WwSZgBoCmdejMVq-zOq-ALPpD6YoX0HoHiZHVl4_DTwTiJ_lB6I3z72fh3-i6f7iD_kaJyc2nA5jAtRXVGvX_gNUPhA4aDIZ8tJ8TTZW9hbgQ2BkFlwm69xqvRjMUuQlg6xnfW7vlvtI6tQ7GAUlVhQS5KX9FveUDYogidQw"
};
Document document = new Document
{
DocumentBase64 = Convert.ToBase64String(ReadContent(docName)),
Name = "Petition Sample", FileExtension = "pdf", DocumentId = docId
};
Document[] documents = new Document[] { document };
// Create the signer recipient object
Signer signer = new Signer
{
Email = pageInfo.signerEmail,
Name = pageInfo.signerName,
ClientUserId = pageInfo.signerId,
RecipientId = pageInfo.signerId,
RoutingOrder = pageInfo.signerRouting
};
// Create the sign here tab (signing field on the document)
SignHere signHereTab = new SignHere
{
DocumentId = docId,
PageNumber = "1",
RecipientId = pageInfo.signerId,
TabLabel = "Sign Here Tab",
XPosition = "195",
YPosition = "147"
};
SignHere[] signHereTabs = new SignHere[] { signHereTab };
// Add the sign here tab array to the signer object.
signer.Tabs = new Tabs {
SignHereTabs = new List <SignHere>(signHereTabs)
};
// Create array of signer objects
Signer[] signers = new Signer[] { signer };
// Create recipients object
Recipients recipients = new Recipients {
Signers = new List <Signer>(signers)
};
// Bring the objects together in the EnvelopeDefinition
EnvelopeDefinition envelopeDefinition = new EnvelopeDefinition
{
EmailSubject = "Please sign the document",
Documents = new List <Document>(documents),
Recipients = recipients,
Status = "sent"
};
// 2. Use the SDK to create and send the envelope
ApiClient apiClient = new ApiClient(basePath);
apiClient.Configuration.AddDefaultHeader("Authorization", "Bearer " + pageInfo.accessToken);
EnvelopesApi envelopesApi = new EnvelopesApi(apiClient.Configuration);
EnvelopeSummary results = envelopesApi.CreateEnvelope(accountId, envelopeDefinition);
// 3. Create Envelope Recipient View request obj
string envelopeId = results.EnvelopeId;
RecipientViewRequest viewOptions = new RecipientViewRequest
{
ReturnUrl = returnUrl, ClientUserId = pageInfo.signerId,
AuthenticationMethod = "none",
UserName = pageInfo.signerName, Email = pageInfo.signerEmail
};
// 4. Use the SDK to obtain a Recipient View URL
ViewUrl viewUrl = envelopesApi.CreateRecipientView(accountId, envelopeId, viewOptions);
// 5. Redirect the user's browser to the URL
return(Redirect(viewUrl.Url));
}
private EnvelopeDefinition MakeEnvelope(string signerEmail, string signerName, string brandId)
{
// Data for this method
// signerEmail
// signerName
// ccEmail
// ccName
// Config.docDocx
// Config.docPdf
// RequestItemsService.Status -- the envelope status ('created' or 'sent')
// The envelope has two recipients.
// recipient 1 - signer
// 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!
string docPdfBytes = Convert.ToBase64String(System.IO.File.ReadAllBytes(Config.docPdf));
// create the envelope definition
EnvelopeDefinition env = new EnvelopeDefinition();
env.EmailSubject = "Please sign this document set";
// Create document objects, one per document
Document doc = new Document
{
DocumentBase64 = docPdfBytes,
Name = "Lorem Ipsum", // can be different from actual file name
FileExtension = "pdf",
DocumentId = "1"
};
// The order in the docs array determines the order in the envelope
env.Documents = new List <Document> {
doc
};
// create a signer recipient to sign the document, identified by name and email
// We're setting the parameters via the object creation
Signer signer1 = new Signer
{
Email = signerEmail,
Name = signerName,
RecipientId = "1",
RoutingOrder = "1"
};
// Create signHere fields (also known as tabs) on the documents,
// We're using anchor (autoPlace) positioning
//
// The DocuSign platform searches throughout your envelope's
// documents for matching anchor strings. So the
// signHere2 tab will be used in both document 2 and 3 since they
// use the same anchor string for their "signer 1" tabs.
SignHere signHere1 = new SignHere
{
AnchorString = "**signature_1**",
AnchorUnits = "pixels",
AnchorYOffset = "10",
AnchorXOffset = "20"
};
SignHere signHere2 = new SignHere
{
AnchorString = "/sn1/",
AnchorUnits = "pixels",
AnchorYOffset = "10",
AnchorXOffset = "20"
};
// Tabs are set per recipient / signer
Tabs signer1Tabs = new Tabs
{
SignHereTabs = new List <SignHere> {
signHere1, signHere2
}
};
signer1.Tabs = signer1Tabs;
// Add the recipients to the envelope object
Recipients recipients = new Recipients
{
Signers = new List <Signer> {
signer1
}
};
env.Recipients = recipients;
// Request that the envelope be sent by setting |status| to "sent".
// To request that the envelope be created as a draft, set to "created"
env.Status = RequestItemsService.Status;
//Set the brand id.
env.BrandId = brandId;
return(env);
}
public async Task <DocuSign.eSign.Model.ViewUrl> sendenvelope(string signerName, string signerEmail)
{
//public async Task<DocuSign.eSign.Model.ViewUrl> sendenvelope(string signerName, string signerEmail)
//var signerName =obj.name;
///var signerEmail = obj.email;
Document document = new Document
{
DocumentBase64 = Convert.ToBase64String(ReadContent(docName)),
Name = "Lorem Ipsum",
FileExtension = "pdf",
DocumentId = "1"
};
Document[] documents = new Document[] { document };
accessToken = GetAccessToken();
// Create the signer recipient object
Signer signer = new Signer
{
Email = signerEmail,
Name = signerName,
ClientUserId = signerClientId,
RecipientId = "1",
RoutingOrder = "1"
};
// Create the sign here tab (signing field on the document)
SignHere signHereTab = new SignHere
{
DocumentId = "1",
PageNumber = "1",
RecipientId = "1",
TabLabel = "Sign Here Tab",
XPosition = "195",
YPosition = "147"
};
SignHere[] signHereTabs = new SignHere[] { signHereTab };
// Add the sign here tab array to the signer object.
signer.Tabs = new Tabs {
SignHereTabs = new List <SignHere>(signHereTabs)
};
// Create array of signer objects
Signer[] signers = new Signer[] { signer };
// Create recipients object
Recipients recipients = new Recipients {
Signers = new List <Signer>(signers)
};
// Bring the objects together in the EnvelopeDefinition
EnvelopeDefinition envelopeDefinition = new EnvelopeDefinition
{
EmailSubject = "ITFC Memo Approval",
Documents = new List <Document>(documents),
Recipients = recipients,
Status = "sent"
};
// 2. Use the SDK to create and send the envelope
ApiClient apiClient = new ApiClient(basePath);
apiClient.Configuration.AddDefaultHeader("Authorization", "Bearer " + accessToken);
EnvelopesApi envelopesApi = new EnvelopesApi(apiClient);
EnvelopeSummary results = envelopesApi.CreateEnvelope(accountId, envelopeDefinition);
//ViewData["results"] = $"Envelope status: {results.Status}. Envelope ID: {results.EnvelopeId}";
string envelopeId = results.EnvelopeId;
RecipientViewRequest viewOptions = new RecipientViewRequest
{
ReturnUrl = returnUrl,
ClientUserId = signerClientId,
AuthenticationMethod = "none",
UserName = signerName,
Email = signerEmail
};
// Use the SDK to obtain a Recipient View URL
ViewUrl viewUrl = envelopesApi.CreateRecipientView(accountId, envelopeId, viewOptions);
return(viewUrl);
}
public static void CreateEnvelope_CorrectAccountIdAndEnvelopeDefinition_ReturnEnvelopeSummary(ref TestConfig testConfig, string status = "sent")
{
var signTest1File = @"../../docs/SignTest1.pdf";
byte[] fileBytes = File.ReadAllBytes(signTest1File);
var envDef = new EnvelopeDefinition
{
EmailSubject = "[DocuSign C# SDK] - Please sign this doc"
};
var doc = new Document
{
DocumentBase64 = Convert.ToBase64String(fileBytes),
Name = "TestFile.pdf",
DocumentId = "1"
};
envDef.Documents = new List <Document> {
doc
};
var signer = new Signer
{
Email = testConfig.RecipientEmail,
Name = testConfig.RecipientName,
RecipientId = "1",
ClientUserId = "1234",
Tabs = new Tabs
{
SignHereTabs = new List <SignHere>()
}
};
var signHere = new SignHere
{
DocumentId = "1",
PageNumber = "1",
RecipientId = "1",
XPosition = "100",
YPosition = "100",
ScaleValue = ".5"
};
signer.Tabs.SignHereTabs.Add(signHere);
envDef.Recipients = new Recipients
{
Signers = new List <Signer> {
signer
}
};
envDef.Status = status;
var envelopesApi = new EnvelopesApi(testConfig.ApiClient);
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(testConfig.AccountId, envDef);
Assert.IsNotNull(envelopeSummary?.EnvelopeId);
testConfig.EnvelopeId = envelopeSummary.EnvelopeId;
}
public async Task <ViewUrl> digiSign(IList <TimesheetVm> tempTimesheetVm, User user, User clientUser)
{
// Embedded Signing Ceremony
// 1. Create envelope request obj
// 2. Use the SDK to create and send the envelope
// 3. Create Envelope Recipient View request obj
// 4. Use the SDK to obtain a Recipient View URL
// 5. Redirect the user's browser to the URL
// 1. Create envelope request object
// Start with the different components of the request
// Create the document object
DocuSign.eSign.Model.Document document = new DocuSign.eSign.Model.Document
{
DocumentBase64 = Convert.ToBase64String(WriteBytes(tempTimesheetVm, user, clientUser)),
Name = user.FirstName + "_" + user.LastName + " Timesheet",
FileExtension = "pdf",
DocumentId = "1"
};
DocuSign.eSign.Model.Document[] documents = new DocuSign.eSign.Model.Document[] { document };
// Create the signer recipient object
Signer signer = new Signer
{
Email = signerEmail,
Name = signerName,
ClientUserId = DocuSignConstants.SIGNER_CLIENT_ID,
RecipientId = "1",
RoutingOrder = "1"
};
// Create the sign here tab (signing field on the document)
SignHere signHereTab = new SignHere
{
DocumentId = "1",
PageNumber = "1",
RecipientId = "1",
TabLabel = "Sign Here Tab",
XPosition = "195",
YPosition = "400"
};
SignHere[] signHereTabs = new SignHere[] { signHereTab };
// Add the sign here tab array to the signer object.
signer.Tabs = new Tabs {
SignHereTabs = new List <SignHere>(signHereTabs)
};
// Create array of signer objects
Signer[] signers = new Signer[] { signer };
// Create recipients object
Recipients recipients = new Recipients {
Signers = new List <Signer>(signers)
};
// Bring the objects together in the EnvelopeDefinition
EnvelopeDefinition envelopeDefinition = new EnvelopeDefinition
{
EmailSubject = "Please sign the document",
Documents = new List <DocuSign.eSign.Model.Document>(documents),
Recipients = recipients,
Status = "sent"
};
// 2. Use the SDK to create and send the envelope
ApiClient apiClient = new ApiClient(DocuSignConstants.BASE_PATH);
apiClient.Configuration.AddDefaultHeader("Authorization", "Bearer " + DocuSignConstants.ACCESS_TOKEN);
EnvelopesApi envelopesApi = new EnvelopesApi(apiClient.Configuration);
EnvelopeSummary results = await envelopesApi.CreateEnvelopeAsync(DocuSignConstants.ACCOUNT_ID, envelopeDefinition);
// 3. Create Envelope Recipient View request obj
string envelopeId = results.EnvelopeId;
RecipientViewRequest viewOptions = new RecipientViewRequest
{
ReturnUrl = DocuSignConstants.RETURN_URL,
ClientUserId = DocuSignConstants.SIGNER_CLIENT_ID,
AuthenticationMethod = "none",
UserName = signerName,
Email = signerEmail
};
// 4. Use the SDK to obtain a Recipient View URL
ViewUrl viewUrl = await envelopesApi.CreateRecipientViewAsync(DocuSignConstants.ACCOUNT_ID, envelopeId, viewOptions);
return(viewUrl);
//return Redirect(viewUrl.Url);
}
public async Task <IActionResult> OnPostAsync()
{
// Embedded Signing Ceremony
// 1. Create envelope request obj
// 2. Use the SDK to create and send the envelope
// 3. Create Envelope Recipient View request obj
// 4. Use the SDK to obtain a Recipient View URL
// 5. Redirect the user's browser to the URL
// 1. Create envelope request object
// Start with the different components of the request
// Create the document object
Document document = new Document
{
DocumentBase64 = Convert.ToBase64String(ReadContent(docName)),
Name = "Lorem Ipsum",
FileExtension = "pdf",
DocumentId = "1"
};
Document[] documents = new Document[] { document };
// Create the signer recipient object
Signer signer = new Signer
{
Email = signerEmail,
Name = signerName,
ClientUserId = signerClientId,
RecipientId = "1",
RoutingOrder = "1"
};
// Create the sign here tab (signing field on the document)
SignHere signHereTab = new SignHere
{
DocumentId = "1",
PageNumber = "1",
RecipientId = "1",
TabLabel = "Sign Here Tab",
XPosition = "195",
YPosition = "147"
};
SignHere[] signHereTabs = new SignHere[] { signHereTab };
// Add the sign here tab array to the signer object.
signer.Tabs = new Tabs {
SignHereTabs = new List <SignHere>(signHereTabs)
};
// Create array of signer objects
Signer[] signers = new Signer[] { signer };
// Create recipients object
Recipients recipients = new Recipients {
Signers = new List <Signer>(signers)
};
// Bring the objects together in the EnvelopeDefinition
EnvelopeDefinition envelopeDefinition = new EnvelopeDefinition
{
EmailSubject = "Please sign the document",
Documents = new List <Document>(documents),
Recipients = recipients,
Status = "sent"
};
// 2. Use the SDK to create and send the envelope
ApiClient apiClient = new ApiClient(basePath);
apiClient.Configuration.AddDefaultHeader("Authorization", "Bearer " + accessToken);
EnvelopesApi envelopesApi = new EnvelopesApi(apiClient.Configuration);
EnvelopeSummary results = await envelopesApi.CreateEnvelopeAsync(accountId, envelopeDefinition);
// 3. Create Envelope Recipient View request obj
string envelopeId = results.EnvelopeId;
RecipientViewRequest viewOptions = new RecipientViewRequest
{
ReturnUrl = returnUrl,
ClientUserId = signerClientId,
AuthenticationMethod = "none",
UserName = signerName,
Email = signerEmail
};
// 4. Use the SDK to obtain a Recipient View URL
ViewUrl viewUrl = await envelopesApi.CreateRecipientViewAsync(accountId, envelopeId, viewOptions);
// 5. Redirect the user's browser to the URL
return(Redirect(viewUrl.Url));
}
internal static EnvelopeDefinition CreateDraftEnvelopeDefinition()
{
// Read a file from disk to use as a document.
byte[] fileBytes = File.ReadAllBytes(TestConfig.SignTest1File);
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = "Please Sign my C# SDK Envelope";
Document doc = new Document();
doc.DocumentBase64 = System.Convert.ToBase64String(fileBytes);
doc.Name = "TestFile.pdf";
doc.DocumentId = "1";
envDef.Documents = new List<Document>();
envDef.Documents.Add(doc);
// Add a recipient to sign the documeent
Signer signer = new Signer();
signer.Email = TestConfig.UserName; // use name is same as my email
signer.Name = "Pat Developer";
signer.RecipientId = "1";
// Create a SignHere tab somewhere on the document for the signer to sign
signer.Tabs = new Tabs();
signer.Tabs.SignHereTabs = new List<SignHere>();
SignHere signHere = new SignHere();
signHere.DocumentId = "1";
signHere.PageNumber = "1";
signHere.RecipientId = "1";
signHere.XPosition = "100";
signHere.YPosition = "100";
signer.Tabs.SignHereTabs.Add(signHere);
envDef.Recipients = new Recipients();
envDef.Recipients.Signers = new List<Signer>();
envDef.Recipients.Signers.Add(signer);
return envDef;
}
public async Task <IActionResult> OnPostAsync()
{
if (!ModelState.IsValid)
{
ViewData["results"] = $"Informações não preenchidas";
return(new PageResult());
}
// Constants need to be set:
string accessToken = config.Value.AccessToken;
string accountId = config.Value.AccountId;
string signerName = EnvelopeInfo.Name;
string signerEmail = EnvelopeInfo.Email;
// Send envelope. Signer's request to sign is sent by email.
// 1. Create envelope request obj
// 2. Use the SDK to create and send the envelope
// 1. Create envelope request object
// Start with the different components of the request
// Create the document object
Document document = new Document
{
DocumentBase64 = Convert.ToBase64String(ReadContent(docName)),
Name = "Lorem Ipsum",
FileExtension = "pdf",
DocumentId = "1",
};
Document[] documents = new Document[] { document };
// Create the signer recipient object
Signer signer = new Signer
{
Email = signerEmail, Name = signerName,
RecipientId = "1", RoutingOrder = "1"
};
// Create the sign here tab (signing field on the document)
SignHere signHereTab = new SignHere
{
DocumentId = "1", PageNumber = "1", RecipientId = "1",
TabLabel = "Sign Here Tab", XPosition = "195", YPosition = "147"
};
SignHere[] signHereTabs = new SignHere[] { signHereTab };
// Add the sign here tab array to the signer object.
signer.Tabs = new Tabs {
SignHereTabs = new List <SignHere>(signHereTabs)
};
// Create array of signer objects
Signer[] signers = new Signer[] { signer };
// Create recipients object
Recipients recipients = new Recipients {
Signers = new List <Signer>(signers)
};
// Bring the objects together in the EnvelopeDefinition
EnvelopeDefinition envelopeDefinition = new EnvelopeDefinition
{
EmailSubject = EnvelopeInfo.AssuntoEmail,
Documents = new List <Document>(documents),
Recipients = recipients,
Status = "sent"
};
// 2. Use the SDK to create and send the envelope
ApiClient apiClient = new ApiClient(basePath);
apiClient.Configuration.AddDefaultHeader("Authorization", "Bearer " + accessToken);
EnvelopesApi envelopesApi = new EnvelopesApi(apiClient.Configuration);
EnvelopeSummary results = envelopesApi.CreateEnvelope(accountId, envelopeDefinition);
ViewData["results"] = $"Envelope status: {results.Status}. Envelope ID: {results.EnvelopeId}";
return(new PageResult());
}
public IActionResult Create(string signerEmail, string signerName)
{
// 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
SignHere signHere = new SignHere
{
AnchorString = "/sn1/",
AnchorUnits = "pixels",
AnchorYOffset = "10",
AnchorXOffset = "20"
};
Text textLegal = new Text
{
AnchorString = "/legal/",
AnchorUnits = "pixels",
AnchorYOffset = "-9",
AnchorXOffset = "5",
Font = "helvetica",
FontSize = "size11",
Bold = "true",
Value = signerName,
Locked = "false",
TabId = "legal_name",
TabLabel = "Legal name",
};
Text textFamiliar = new Text
{
AnchorString = "/familiar/",
AnchorUnits = "pixels",
AnchorYOffset = "-9",
AnchorXOffset = "5",
Font = "helvetica",
FontSize = "size11",
Bold = "true",
Value = signerName,
Locked = "false",
TabId = "familiar_name",
TabLabel = "Familiar name"
};
// The salary is set both as a readable number in the /salary/ text field,
// and as a pure number in a custom field ('salary') in the envelope
int salary = 123000;
Text textSalary = new Text
{
AnchorString = "/salary/",
AnchorUnits = "pixels",
AnchorYOffset = "-9",
AnchorXOffset = "5",
Font = "helvetica",
FontSize = "size11",
Bold = "true",
Locked = "true",
// Convert number to String: 'C2' sets the string
// to currency format with two decimal places
Value = salary.ToString("C2"),
TabId = "salary",
TabLabel = "Salary"
};
TextCustomField salaryCustomField = new TextCustomField
{
Name = "salary",
Required = "false",
Show = "true", // Yes, include in the CoC
Value = salary.ToString()
};
CustomFields cf = new CustomFields
{
TextCustomFields = new List <TextCustomField> {
salaryCustomField
}
};
// Create a signer recipient to sign the document, identified by name and email
// We're setting the parameters via the object creation
Signer signer1 = new Signer
{
Email = signerEmail,
Name = signerName,
RecipientId = "1",
RoutingOrder = "1",
ClientUserId = signerClientId
};
// 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 signer1Tabs = new Tabs
{
SignHereTabs = new List <SignHere> {
signHere
},
TextTabs = new List <Text> {
textLegal, textFamiliar, textSalary
}
};
signer1.Tabs = signer1Tabs;
Recipients recipients = new Recipients
{
Signers = new List <Signer> {
signer1
}
};
string doc1b64 = Convert.ToBase64String(System.IO.File.ReadAllBytes(Config.tabsDocx));
// Create document objects, one per document
Document doc1 = new Document
{
DocumentBase64 = doc1b64,
Name = "Lorem Ipsum", // Can be different from actual file name
FileExtension = "docx",
DocumentId = "1"
};
// Step 4: Create the envelope definition
EnvelopeDefinition envelopeAttributes = new EnvelopeDefinition()
{
EnvelopeIdStamping = "true",
EmailSubject = "Please Sign",
EmailBlurb = "Sample text for email body",
Status = "Sent",
Recipients = recipients,
CustomFields = cf,
Documents = new List <Document> {
doc1
}
};
// Step 5: Call the eSignature REST API
EnvelopesApi envelopesApi = new EnvelopesApi(config);
EnvelopeSummary results = envelopesApi.CreateEnvelope(accountId, envelopeAttributes);
RequestItemsService.EnvelopeId = results.EnvelopeId;
// Step 6: Create the View Request
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));
}
private EnvelopeDefinition MakeEnvelope(string signerEmail, string signerName, string ccEmail,
string ccName, string item, string quantity)
{
// Data for this method
// signerEmail
// signerName
// ccEmail
// ccName
// item
// quantity
// signerClientId -- class global
// The envelope request object uses Composite Template to
// include in the envelope:
// 1. A template stored on the DocuSign service
// 2. An additional document which is a custom HTML source document
// Create Recipients for server template. Note that Recipients object
// is used, not TemplateRole
//
// Create a signer recipient for the signer role of the server template
Signer signer1 = new Signer
{
Email = signerEmail,
Name = signerName,
RoleName = "signer",
RecipientId = "1",
// Adding clientUserId transforms the template recipient
// into an embedded recipient:
ClientUserId = signerClientId
};
// Create the cc recipient
CarbonCopy cc1 = new CarbonCopy
{
Email = ccEmail,
Name = ccName,
RoleName = "cc",
RecipientId = "2"
};
// Recipients object:
Recipients recipientsServerTemplate = new Recipients
{
CarbonCopies = new List <CarbonCopy> {
cc1
},
Signers = new List <Signer> {
signer1
}
};
// create a composite template for the Server Template
CompositeTemplate compTemplate1 = new CompositeTemplate
{
CompositeTemplateId = "1"
};
ServerTemplate serverTemplates = new ServerTemplate
{
Sequence = "1",
TemplateId = RequestItemsService.TemplateId
};
compTemplate1.ServerTemplates = new List <ServerTemplate> {
serverTemplates
};
// Add the roles via an inlineTemplate
InlineTemplate inlineTemplate = new InlineTemplate
{
Sequence = "1",
Recipients = recipientsServerTemplate
};
compTemplate1.InlineTemplates = new List <InlineTemplate> {
inlineTemplate
};
// The signer recipient for the added document with
// a tab definition:
SignHere signHere1 = new SignHere
{
AnchorString = "**signature_1**",
AnchorYOffset = "10",
AnchorUnits = "pixels",
AnchorXOffset = "20"
};
Tabs signer1Tabs = new Tabs
{
SignHereTabs = new List <SignHere> {
signHere1
}
};
// Signer definition for the added document
Signer signer1AddedDoc = new Signer
{
Email = signerEmail,
Name = signerName,
ClientUserId = signerClientId,
RoleName = "signer",
RecipientId = "1",
Tabs = signer1Tabs
};
// Recipients object for the added document:
Recipients recipientsAddedDoc = new Recipients
{
CarbonCopies = new List <CarbonCopy> {
cc1
},
Signers = new List <Signer> {
signer1AddedDoc
}
};
// create the HTML document
Document doc1 = new Document();
String doc1b64 = Convert.ToBase64String(document1(signerEmail, signerName, ccEmail, ccName, item, quantity));
doc1.DocumentBase64 = doc1b64;
doc1.Name = "Appendix 1--Sales order"; // can be different from actual file name
doc1.FileExtension = "html";
doc1.DocumentId = "1";
// create a composite template for the added document
CompositeTemplate compTemplate2 = new CompositeTemplate
{
CompositeTemplateId = "2"
};
// Add the recipients via an inlineTemplate
InlineTemplate inlineTemplate2 = new InlineTemplate
{
Sequence = "2",
Recipients = recipientsAddedDoc
};
compTemplate2.InlineTemplates = new List <InlineTemplate> {
inlineTemplate2
};
compTemplate2.Document = doc1;
EnvelopeDefinition env = new EnvelopeDefinition
{
Status = "sent",
CompositeTemplates = new List <CompositeTemplate> {
compTemplate1, compTemplate2
}
};
return(env);
}
static void Main(string[] args)
{
// Enter your DocuSign credentials
string Username = "******";
string Password = "******";
string IntegratorKey = "[INTEGRATOR_KEY]";
// specify the document (file) we want signed
string SignTest1File = @"[PATH/TO/DOCUMENT/TEST.PDF]";
// Enter recipient (signer) name and email address
string recipientName = "[SIGNER_NAME]";
string recipientEmail = "[SIGNER_EMAIL]";
// instantiate api client with appropriate environment (for production change to www.docusign.net/restapi)
string basePath = "https://demo.docusign.net/restapi";
// instantiate a new api client
ApiClient apiClient = new ApiClient(basePath);
// set client in global config so we don't need to pass it to each API object
Configuration.Default.ApiClient = apiClient;
string authHeader = "{\"Username\":\"" + Username + "\", \"Password\":\"" + Password + "\", \"IntegratorKey\":\"" + IntegratorKey + "\"}";
Configuration.Default.AddDefaultHeader("X-DocuSign-Authentication", authHeader);
// we will retrieve this from the login() results
string accountId = null;
// the authentication api uses the apiClient (and X-DocuSign-Authentication header) that are set in Configuration object
AuthenticationApi authApi = new AuthenticationApi();
LoginInformation loginInfo = authApi.Login();
// user might be a member of multiple accounts
accountId = loginInfo.LoginAccounts[0].AccountId;
Console.WriteLine("LoginInformation: {0}", loginInfo.ToJson());
// Read a file from disk to use as a document
byte[] fileBytes = File.ReadAllBytes(SignTest1File);
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = "[DocuSign C# SDK] - Please sign this doc";
// Add a document to the envelope
Document doc = new Document();
doc.DocumentBase64 = System.Convert.ToBase64String(fileBytes);
doc.Name = "TestFile.pdf";
doc.DocumentId = "1";
envDef.Documents = new List <Document>();
envDef.Documents.Add(doc);
// Add a recipient to sign the documeent
Signer signer = new Signer();
signer.Name = recipientName;
signer.Email = recipientEmail;
signer.RecipientId = "1";
// Create a |SignHere| tab somewhere on the document for the recipient to sign
signer.Tabs = new Tabs();
signer.Tabs.SignHereTabs = new List <SignHere>();
SignHere signHere = new SignHere();
signHere.DocumentId = "1";
signHere.PageNumber = "1";
signHere.RecipientId = "1";
signHere.XPosition = "100";
signHere.YPosition = "150";
signer.Tabs.SignHereTabs.Add(signHere);
envDef.Recipients = new Recipients();
envDef.Recipients.Signers = new List <Signer>();
envDef.Recipients.Signers.Add(signer);
// set envelope status to "sent" to immediately send the signature request
envDef.Status = "sent";
// Use the EnvelopesApi to send the signature request!
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountId, envDef);
// print the JSON response
Console.WriteLine("EnvelopeSummary:\n{0}", JsonConvert.SerializeObject(envelopeSummary));
Console.Read();
}
public static void Execute()
{
// Enter your DocuSign credentials
var credentials = new DocusignQuickStart.DocusignCredentials
{
Username = "******",
Password = "******",
IntegratorKey = "81f3bae3-f472-4a51-8d5f-e966f74cb0ab"
};
// specify the document (file) we want signed
string SignTest1File = @"C:\Users\callu_000\Documents\UD Group\Docusign\CNG\CNG Contract.pdf";
// Enter recipient (signer) name and email address
string recipientName = "Callum Rigby";
string recipientEmail = "*****@*****.**";
string recipientName2 = "John Smith";
string recipientEmail2 = "*****@*****.**";
// instantiate api client with appropriate environment (for production change to www.docusign.net/restapi)
string basePath = "https://demo.docusign.net/restapi";
// instantiate a new api client
var apiClient = new ApiClient(basePath);
// set client in global config so we don't need to pass it to each API object
Configuration.Default.ApiClient = apiClient;
string authHeader = JsonConvert.SerializeObject(credentials);
//DocusignCredentials cred = JsonConvert.DeserializeObject<DocusignCredentials>(authHeader);
Configuration.Default.AddDefaultHeader("X-DocuSign-Authentication", authHeader);
// we will retrieve this from the login() results
string accountId = null;
// the authentication api uses the apiClient (and X-DocuSign-Authentication header) that are set in Configuration object
var authApi = new AuthenticationApi();
LoginInformation loginInfo = authApi.Login();
// user might be a member of multiple accounts
accountId = loginInfo.LoginAccounts[0].AccountId;
Console.WriteLine("LoginInformation: {0}", loginInfo.ToJson());
// Read a file from disk to use as a document
byte[] fileBytes = File.ReadAllBytes(SignTest1File);
var envDef = new EnvelopeDefinition();
envDef.EmailSubject = "[DocuSign C# SDK] - Please sign this doc";
// Add a document to the envelope
var doc = new Document();
doc.DocumentBase64 = Convert.ToBase64String(fileBytes);
doc.Name = "TestFile.pdf";
doc.DocumentId = "1";
envDef.Documents = new List<Document>();
envDef.Documents.Add(doc);
// Add a recipient to sign the documeent
var signer = new Signer();
signer.Name = recipientName;
signer.Email = recipientEmail;
signer.RecipientId = "1";
signer.RoutingOrder = "1";
var signer2 = new Signer();
signer2.Name = recipientName2;
signer2.Email = recipientEmail2;
signer2.RecipientId = "2";
signer.RoutingOrder = "2";
// Create a |SignHere| tab somewhere on the document for the recipient to sign
signer.Tabs = new Tabs();
signer.Tabs.SignHereTabs = new List<SignHere>();
var signHere = new SignHere();
signHere.DocumentId = "1";
signHere.PageNumber = "1";
signHere.RecipientId = "1";
signHere.XPosition = "100";
signHere.YPosition = "150";
signer.Tabs.SignHereTabs.Add(signHere);
signer2.Tabs = new Tabs();
signer2.Tabs.SignHereTabs = new List<SignHere>();
var signHere2 = new SignHere();
signHere.DocumentId = "1";
signHere.PageNumber = "1";
signHere.RecipientId = "2";
signHere.XPosition = "100";
signHere.YPosition = "200";
signer2.Tabs.SignHereTabs.Add(signHere);
envDef.Recipients = new Recipients();
envDef.Recipients.Signers = new List<Signer>();
envDef.Recipients.Signers.Add(signer);
envDef.Recipients.Signers.Add(signer2);
// set envelope status to "sent" to immediately send the signature request
envDef.Status = "sent";
// Use the EnvelopesApi to send the signature request!
var envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountId, envDef);
// print the JSON response
Console.WriteLine("EnvelopeSummary:\n{0}", JsonConvert.SerializeObject(envelopeSummary));
Console.Read();
}
private static EnvelopeDefinition CreateEnvelope(string signerEmail, string signerName, string brandId, string status, string docPdf)
{
string docPdfBytes = Convert.ToBase64String(System.IO.File.ReadAllBytes(docPdf));
// create the envelope definition
EnvelopeDefinition env = new EnvelopeDefinition();
env.EmailSubject = "Please sign this document set";
// Create document objects, one per document
Document doc = new Document
{
DocumentBase64 = docPdfBytes,
Name = "Lorem Ipsum", // can be different from actual file name
FileExtension = "pdf",
DocumentId = "1"
};
// The order in the docs array determines the order in the envelope
env.Documents = new List <Document> {
doc
};
// create a signer recipient to sign the document, identified by name and email
// We're setting the parameters via the object creation
Signer signer1 = new Signer
{
Email = signerEmail,
Name = signerName,
RecipientId = "1",
RoutingOrder = "1"
};
// Create signHere fields (also known as tabs) on the documents,
// We're using anchor (autoPlace) positioning
//
// The DocuSign platform searches throughout your envelope's
// documents for matching anchor strings. So the
// signHere2 tab will be used in both document 2 and 3 since they
// use the same anchor string for their "signer 1" tabs.
SignHere signHere1 = new SignHere
{
AnchorString = "**signature_1**",
AnchorUnits = "pixels",
AnchorYOffset = "10",
AnchorXOffset = "20"
};
SignHere signHere2 = new SignHere
{
AnchorString = "/sn1/",
AnchorUnits = "pixels",
AnchorYOffset = "10",
AnchorXOffset = "20"
};
// Tabs are set per recipient / signer
Tabs signer1Tabs = new Tabs
{
SignHereTabs = new List <SignHere> {
signHere1, signHere2
}
};
signer1.Tabs = signer1Tabs;
// Add the recipients to the envelope object
Recipients recipients = new Recipients
{
Signers = new List <Signer> {
signer1
}
};
env.Recipients = recipients;
env.Status = status;
//Set the brand id.
env.BrandId = brandId;
return(env);
}
public ActionResult SendSignatureRequest()
{
string ds_signer1_name = WebhookLibrary.GetFakeName();
string ds_signer1_email = WebhookLibrary.GetFakeEmail(ds_signer1_name);
string ds_cc1_name = WebhookLibrary.GetFakeName();
string ds_cc1_email = WebhookLibrary.GetFakeEmail(ds_cc1_name);
string webhook_url = Request.Url.GetLeftPart(UriPartial.Authority) + "/api/Webhook";
if (WebhookLibrary.AccountId == null)
{
return(Content("[\"ok\" => false, \"html\" => \"<h3>Problem</h3><p>Couldn't login to DocuSign: \"]"));
}
// The envelope request includes a signer-recipient and their tabs object,
// and an eventNotification object which sets the parameters for
// webhook notifications to us from the DocuSign platform
List <EnvelopeEvent> envelope_events = new List <EnvelopeEvent>();
EnvelopeEvent envelope_event1 = new EnvelopeEvent();
envelope_event1.EnvelopeEventStatusCode = "sent";
envelope_events.Add(envelope_event1);
EnvelopeEvent envelope_event3 = new EnvelopeEvent();
envelope_event3.EnvelopeEventStatusCode = "completed";
envelope_events.Add(envelope_event3);
EnvelopeEvent envelope_event4 = new EnvelopeEvent();
envelope_event4.EnvelopeEventStatusCode = "declined";
envelope_events.Add(envelope_event4);
EnvelopeEvent envelope_event5 = new EnvelopeEvent();
envelope_event5.EnvelopeEventStatusCode = "voided";
envelope_events.Add(envelope_event5);
List <RecipientEvent> recipient_events = new List <RecipientEvent>();
RecipientEvent recipient_event2 = new RecipientEvent();
recipient_event2.RecipientEventStatusCode = "Delivered";
recipient_events.Add(recipient_event2);
RecipientEvent recipient_event3 = new RecipientEvent();
recipient_event3.RecipientEventStatusCode = "Completed";
recipient_events.Add(recipient_event3);
RecipientEvent recipient_event4 = new RecipientEvent();
recipient_event4.RecipientEventStatusCode = "Declined";
recipient_events.Add(recipient_event4);
EventNotification event_notification = new EventNotification();
event_notification.Url = webhook_url;
event_notification.LoggingEnabled = "true";
event_notification.RequireAcknowledgment = "true";
event_notification.UseSoapInterface = "false";
event_notification.IncludeCertificateWithSoap = "false";
event_notification.SignMessageWithX509Cert = "false";
event_notification.IncludeDocuments = "true";
event_notification.IncludeEnvelopeVoidReason = "true";
event_notification.IncludeTimeZone = "true";
event_notification.IncludeSenderAccountAsCustomField = "false";
event_notification.IncludeDocumentFields = "true";
event_notification.IncludeCertificateOfCompletion = "false";
event_notification.EnvelopeEvents = envelope_events;
event_notification.RecipientEvents = recipient_events;
Document document = new Document();
document.DocumentId = "1";
document.Name = "NDA.pdf";
//string path = Path.Combine(Path.GetDirectoryName(Assembly.GetExecutingAssembly().Location), @"Documents\NDA.pdf");
Byte[] bytes = System.IO.File.ReadAllBytes(Server.MapPath("~/Documents/NDA.pdf"));
document.DocumentBase64 = Convert.ToBase64String(bytes);
SignHere sign_here_tab = new SignHere();
sign_here_tab.AnchorString = "signer1sig";
sign_here_tab.AnchorXOffset = "0";
sign_here_tab.AnchorYOffset = "0";
sign_here_tab.AnchorUnits = "mms";
sign_here_tab.RecipientId = "1";
sign_here_tab.Name = "Please sign here";
sign_here_tab.Optional = "false";
sign_here_tab.ScaleValue = 1;
sign_here_tab.TabLabel = "signer1sig";
FullName full_name_tab = new FullName();
full_name_tab.AnchorString = "signer1name";
full_name_tab.AnchorYOffset = "-6";
full_name_tab.FontSize = "Size12";
full_name_tab.RecipientId = "1";
full_name_tab.TabLabel = "Full Name";
full_name_tab.Name = "Full Name";
DocuSign.eSign.Model.Text text_tab = new DocuSign.eSign.Model.Text();
text_tab.AnchorString = "signer1company";
text_tab.AnchorYOffset = "-8";
text_tab.FontSize = "Size12";
text_tab.RecipientId = "1";
text_tab.TabLabel = "Company";
text_tab.Name = "Company";
text_tab.Required = "false";
DateSigned date_signed_tab = new DateSigned();
date_signed_tab.AnchorString = "signer1date";
date_signed_tab.AnchorYOffset = "-6";
date_signed_tab.FontSize = "Size12";
date_signed_tab.RecipientId = "1";
date_signed_tab.Name = "Date Signed";
date_signed_tab.TabLabel = "Company";
DocuSign.eSign.Model.Tabs tabs = new DocuSign.eSign.Model.Tabs();
tabs.SignHereTabs = new List <SignHere>();
tabs.SignHereTabs.Add(sign_here_tab);
tabs.FullNameTabs = new List <FullName>();
tabs.FullNameTabs.Add(full_name_tab);
tabs.TextTabs = new List <Text>();
tabs.TextTabs.Add(text_tab);
tabs.DateSignedTabs = new List <DateSigned>();
tabs.DateSignedTabs.Add(date_signed_tab);
Signer signer = new Signer();
signer.Email = ds_signer1_email;
signer.Name = ds_signer1_name;
signer.RecipientId = "1";
signer.RoutingOrder = "1";
signer.Tabs = tabs;
Signer signer2 = new Signer();
signer2.Email = "*****@*****.**";
signer2.Name = "Mario Beko";
signer2.RecipientId = "3";
signer2.RoutingOrder = "1";
CarbonCopy carbon_copy = new CarbonCopy();
carbon_copy.Email = ds_cc1_email;
carbon_copy.Name = ds_cc1_name;
carbon_copy.RecipientId = "2";
carbon_copy.RoutingOrder = "2";
Recipients recipients = new Recipients();
recipients.Signers = new List <Signer>();
recipients.Signers.Add(signer);
recipients.Signers.Add(signer2);
recipients.CarbonCopies = new List <CarbonCopy>();
recipients.CarbonCopies.Add(carbon_copy);
EnvelopeDefinition envelope_definition = new EnvelopeDefinition();
envelope_definition.EmailSubject = "Please sign the " + "NDA.pdf" + " document.URL:" + webhook_url;
envelope_definition.Documents = new List <Document>();
envelope_definition.Documents.Add(document);
envelope_definition.Recipients = recipients;
envelope_definition.EventNotification = event_notification;
envelope_definition.Status = "sent";
EnvelopesApi envelopesApi = new EnvelopesApi(WebhookLibrary.Configuration);
EnvelopeSummary envelope_summary = envelopesApi.CreateEnvelope(WebhookLibrary.AccountId, envelope_definition, null);
if (envelope_summary == null || envelope_summary.EnvelopeId == null)
{
return(Content("[\"ok\" => false, html => \"<h3>Problem</h3>\" \"<p>Error calling DocuSign</p>\"]"));
}
string envelope_id = envelope_summary.EnvelopeId;
// Create instructions for reading the email
string html = "<h2>Signature request sent!</h2>" +
"<p>Envelope ID: " + envelope_id + "</p>" +
"<h2>Next steps</h2>" +
"<h3>1. Open the Webhook Event Viewer</h3>" +
"<p><a href='" + Request.Url.GetLeftPart(UriPartial.Authority) + "/Webhook010/status?envelope_id=" + envelope_id + "'" +
" class='btn btn-primary' role='button' target='_blank' style='margin-right:1.5em;'>" +
"View Events</a> (A new tab/window will be used.)</p>" +
"<h3>2. Respond to the Signature Request</h3>";
string email_access = WebhookLibrary.GetFakeEmailAccess(ds_signer1_email);
if (email_access != null)
{
// A temp account was used for the email
html += "<p>Respond to the request via your mobile phone by using the QR code: </p>" +
"<p>" + WebhookLibrary.GetFakeEmailAccessQRCode(email_access) + "</p>" +
"<p> or via <a target='_blank' href='" + email_access + "'>your web browser.</a></p>";
}
else
{
// A regular email account was used
html += "<p>Respond to the request via your mobile phone or other mail tool.</p>" +
"<p>The email was sent to " + ds_signer1_name + " <" + ds_signer1_email + "></p>";
}
//return Content("['ok' => true,'envelope_id' => "+envelope_id+",'html' => "+ html+",'js' => [['disable_button' => 'sendbtn']]]"); // js is an array of items
return(Content(html));
}
private EnvelopeDefinition MakeEnvelope(string signerEmail, string signerName)
{
// Data for this method
// signerEmail
// signerName
// signerClientId -- class global
// Config.docPdf
byte[] buffer = System.IO.File.ReadAllBytes(Config.docPdf);
EnvelopeDefinition envelopeDefinition = new EnvelopeDefinition();
envelopeDefinition.EmailSubject = "Please sign this document";
Document doc1 = new Document();
String doc1b64 = Convert.ToBase64String(buffer);
doc1.DocumentBase64 = doc1b64;
doc1.Name = "Lorem Ipsum"; // can be different from actual file name
doc1.FileExtension = "pdf";
doc1.DocumentId = "3";
// The order in the docs array determines the order in the envelope
envelopeDefinition.Documents = new List <Document> {
doc1
};
// Create a signer recipient to sign the document, identified by name and email
// We set the clientUserId to enable embedded signing for the recipient
// We're setting the parameters via the object creation
Signer signer1 = new Signer {
Email = signerEmail,
Name = signerName,
ClientUserId = signerClientId,
RecipientId = "1"
};
// Create signHere fields (also known as tabs) on the documents,
// We're using anchor (autoPlace) positioning
//
// The DocuSign platform seaches throughout your envelope's
// documents for matching anchor strings.
SignHere signHere1 = new SignHere
{
AnchorString = "/sn1/",
AnchorUnits = "pixels",
AnchorXOffset = "10",
AnchorYOffset = "20"
};
// Tabs are set per recipient / signer
Tabs signer1Tabs = new Tabs
{
SignHereTabs = new List <SignHere> {
signHere1
}
};
signer1.Tabs = signer1Tabs;
// Add the recipient to the envelope object
Recipients recipients = new Recipients
{
Signers = new List <Signer> {
signer1
}
};
envelopeDefinition.Recipients = recipients;
// Request that the envelope be sent by setting |status| to "sent".
// To request that the envelope be created as a draft, set to "created"
envelopeDefinition.Status = "sent";
return(envelopeDefinition);
}
private EnvelopeDefinition MakeEnvelope(string signerEmail, string signerName, string ccEmail, string ccName)
{
// Data for this method
// signerEmail
// signerName
// ccEmail
// ccName
// document 1 (html) has multiple tags:
// /l1q/ and /l2q/ -- quantities: drop down
// /l1e/ and /l2e/ -- extended: payment lines
// /l3t/ -- total -- formula
//
// The envelope has two recipients.
// recipient 1 - signer
// recipient 2 - cc
// The envelope will be sent first to the signer.
// After it is signed, a copy is sent to the cc person.
///////////////////////////////////////////////////////////////////
// //
// NOTA BENA: This method programmatically constructs the //
// order form. For many use cases, it would be //
// better to create the order form as a template //
// using the DocuSign web tool as a WYSIWYG //
// form designer. //
// //
///////////////////////////////////////////////////////////////////
// Order form constants
string l1Name = "Harmonica";
int l1Price = 5;
string l1Description = $"${l1Price} each"
, l2Name = "Xylophone";
int l2Price = 150;
string l2Description = $"${l2Price} each";
int currencyMultiplier = 100;
// read file from a local directory
// The read could raise an exception if the file is not available!
string doc1HTML1 = System.IO.File.ReadAllText("order_form.html");
// Substitute values into the HTML
// Substitute for: {signerName}, {signerEmail}, {ccName}, {ccEmail}
var doc1HTML2 = doc1HTML1.Replace("{signerName}", signerName)
.Replace("{signerEmail}", signerEmail)
.Replace("{ccName}", ccName)
.Replace("{ccEmail}", ccEmail);
// create the envelope definition
EnvelopeDefinition env = new EnvelopeDefinition
{
EmailSubject = "Please complete your order"
};
// add the documents
string doc1b64 = Convert.ToBase64String(Encoding.UTF8.GetBytes(doc1HTML2));
Document doc1 = new Document
{
DocumentBase64 = doc1b64,
Name = "Order form", // can be different from actual file name
FileExtension = "html", // Source data format. Signed docs are always pdf.
DocumentId = "1" // a label used to reference the doc
};
env.Documents = new List <Document> {
doc1
};
// create a signer recipient to sign the document, identified by name and email
// We're setting the parameters via the object creation
Signer signer1 = new Signer
{
Email = signerEmail,
Name = signerName,
RecipientId = "1",
RoutingOrder = "1"
};
// routingOrder (lower means earlier) determines the order of deliveries
// to the recipients. Parallel routing order is supported by using the
// same integer as the order for two or more recipients.
// create a cc recipient to receive a copy of the documents, identified by name and email
// We're setting the parameters via setters
CarbonCopy cc1 = new CarbonCopy
{
Email = ccEmail,
Name = ccName,
RoutingOrder = "2",
RecipientId = "2"
};
// Create signHere fields (also known as tabs) on the documents,
// We're using anchor (autoPlace) positioning
SignHere signHere1 = new SignHere
{
AnchorString = "/sn1/",
AnchorYOffset = "10",
AnchorUnits = "pixels",
AnchorXOffset = "20"
};
ListItem listItem0 = new ListItem {
Text = "none", Value = "0"
}
, listItem1 = new ListItem {
Text = "1", Value = "1"
}
, listItem2 = new ListItem {
Text = "2", Value = "2"
}
, listItem3 = new ListItem {
Text = "3", Value = "3"
}
, listItem4 = new ListItem {
Text = "4", Value = "4"
}
, listItem5 = new ListItem {
Text = "5", Value = "5"
}
, listItem6 = new ListItem {
Text = "6", Value = "6"
}
, listItem7 = new ListItem {
Text = "7", Value = "7"
}
, listItem8 = new ListItem {
Text = "8", Value = "8"
}
, listItem9 = new ListItem {
Text = "9", Value = "9"
}
, listItem10 = new ListItem {
Text = "10", Value = "10"
}
;
List listl1q = new List
{
Font = "helvetica",
FontSize = "size11",
AnchorString = "/l1q/",
AnchorYOffset = "-10",
AnchorUnits = "pixels",
AnchorXOffset = "0",
ListItems = new List <ListItem> {
listItem0, listItem1, listItem2,
listItem3, listItem4, listItem5, listItem6,
listItem7, listItem8, listItem9, listItem10
},
Required = "true",
TabLabel = "l1q"
},
listl2q = new List
{
Font = "helvetica",
FontSize = "size11",
AnchorString = "/l2q/",
AnchorYOffset = "-10",
AnchorUnits = "pixels",
AnchorXOffset = "0",
ListItems = new List <ListItem> {
listItem0, listItem1, listItem2,
listItem3, listItem4, listItem5, listItem6,
listItem7, listItem8, listItem9, listItem10
},
Required = "true",
TabLabel = "l2q"
};
// create two formula tabs for the extended price on the line items
FormulaTab formulal1e = new FormulaTab
{
Font = "helvetica",
FontSize = "size11",
AnchorString = "/l1e/",
AnchorYOffset = "-8",
AnchorUnits = "pixels",
AnchorXOffset = "105",
TabLabel = "l1e",
Formula = $"[l1q] * {l1Price}",
RoundDecimalPlaces = "0",
Required = "true",
Locked = "true",
DisableAutoSize = "false",
},
formulal2e = new FormulaTab
{
Font = "helvetica",
FontSize = "size11",
AnchorString = "/l2e/",
AnchorYOffset = "-8",
AnchorUnits = "pixels",
AnchorXOffset = "105",
TabLabel = "l2e",
Formula = $"[l2q] * {l2Price}",
RoundDecimalPlaces = "0",
Required = "true",
Locked = "true",
DisableAutoSize = "false",
},
// Formula for the total
formulal3t = new FormulaTab
{
Font = "helvetica",
Bold = "true",
FontSize = "size12",
AnchorString = "/l3t/",
AnchorYOffset = "-8",
AnchorUnits = "pixels",
AnchorXOffset = "50",
TabLabel = "l3t",
Formula = $"[l1e] + [l2e]",
RoundDecimalPlaces = "0",
Required = "true",
Locked = "true",
DisableAutoSize = "false",
};
// Payment line items
PaymentLineItem paymentLineIteml1 = new PaymentLineItem
{
Name = l1Name,
Description = l1Description,
AmountReference = "l1e"
},
paymentLineIteml2 = new PaymentLineItem
{
Name = l2Name,
Description = l2Description,
AmountReference = "l2e"
};
PaymentDetails paymentDetails = new PaymentDetails
{
GatewayAccountId = Config.GatewayAccountId,
CurrencyCode = "USD",
GatewayName = Config.GatewayName,
GatewayDisplayName = Config.GatewayDisplayName,
LineItems = new List <PaymentLineItem> {
paymentLineIteml1, paymentLineIteml2
}
};
// Hidden formula for the payment itself
FormulaTab formulaPayment = new FormulaTab
{
TabLabel = "payment",
Formula = $"([l1e] + [l2e]) * {currencyMultiplier}",
RoundDecimalPlaces = "0",
PaymentDetails = paymentDetails,
Hidden = "true",
Required = "true",
Locked = "true",
DocumentId = "1",
PageNumber = "1",
XPosition = "0",
YPosition = "0"
};
// Tabs are set per recipient / signer
Tabs signer1Tabs = new Tabs
{
SignHereTabs = new List <SignHere> {
signHere1
},
ListTabs = new List <List> {
listl1q, listl2q
},
FormulaTabs = new List <FormulaTab> {
formulal1e, formulal2e, formulal3t, formulaPayment
}
};
signer1.Tabs = signer1Tabs;
// Add the recipients to the envelope object
Recipients recipients = new Recipients
{
Signers = new List <Signer> {
signer1
},
CarbonCopies = new List <CarbonCopy> {
cc1
}
};
env.Recipients = recipients;
// Request that the envelope be sent by setting |status| to "sent".
// To request that the envelope be created as a draft, set to "created"
env.Status = RequestItemsService.Status;
return(env);
}
private EnvelopeDefinition MakeEnvelope(string signerEmail, string signerName, string documentBase64)
{
var envelopeDefinition = new EnvelopeDefinition()
{
EmailSubject = "Please sign this document"
};
var doc = new Document()
{
DocumentBase64 = documentBase64,
Name = $"Contract_{signerName}",
FileExtension = "pdf",
DocumentId = "3"
};
envelopeDefinition.Documents = new List <Document> {
doc
};
var signer = new Signer
{
Email = signerEmail,
Name = signerName,
ClientUserId = signerClientId,
RecipientId = "1",
};
var signHere = new SignHere
{
AnchorString = "/signature/",
AnchorUnits = "pixels"
};
var dateSigned = new DateSigned
{
AnchorString = "/datesigned/",
AnchorUnits = "pixels"
};
var placeSigned = new Text
{
AnchorString = "/placesigned/",
AnchorUnits = "pixels",
Width = "100"
};
var signerTabs = new Tabs
{
SignHereTabs = new List <SignHere> {
signHere
},
DateSignedTabs = new List <DateSigned> {
dateSigned
},
TextTabs = new List <Text> {
placeSigned
}
};
signer.Tabs = signerTabs;
var recipients = new Recipients
{
Signers = new List <Signer> {
signer
}
};
var envelope_events = new List <EnvelopeEvent>()
{
new EnvelopeEvent
{
EnvelopeEventStatusCode = "completed"
}
};
var event_notification = new EventNotification
{
Url = "https://auditqualification.azurewebsite.com/Docusign/connectwebhook",
LoggingEnabled = "true",
RequireAcknowledgment = "true",
UseSoapInterface = "false",
IncludeCertificateWithSoap = "false",
SignMessageWithX509Cert = "false",
IncludeDocuments = "true",
IncludeEnvelopeVoidReason = "true",
IncludeTimeZone = "true",
IncludeSenderAccountAsCustomField = "true",
IncludeDocumentFields = "true",
IncludeCertificateOfCompletion = "true",
EnvelopeEvents = envelope_events
};
envelopeDefinition.EventNotification = event_notification;
envelopeDefinition.Recipients = recipients;
envelopeDefinition.Status = "sent";
return(envelopeDefinition);
}
public async Task <Boolean> sendRequestSign(string signerName, string signerEmail, string accountId, string returnUrl, string authHeader, Dictionary <string, SymitarVars> symitarVars, string fileName)
{
List <EnvelopeEvent> envelope_events = new List <EnvelopeEvent>();
EnvelopeEvent envelope_event1 = new EnvelopeEvent();
envelope_event1.EnvelopeEventStatusCode = "sent";
envelope_events.Add(envelope_event1);
EnvelopeEvent envelope_event2 = new EnvelopeEvent();
envelope_event2.EnvelopeEventStatusCode = "delivered";
envelope_events.Add(envelope_event2);
EnvelopeEvent envelope_event3 = new EnvelopeEvent();
envelope_event3.EnvelopeEventStatusCode = "completed";
List <RecipientEvent> recipient_events = new List <RecipientEvent>();
RecipientEvent recipient_event1 = new RecipientEvent();
recipient_event1.RecipientEventStatusCode = "Sent";
recipient_events.Add(recipient_event1);
RecipientEvent recipient_event2 = new RecipientEvent();
recipient_event2.RecipientEventStatusCode = "Delivered";
recipient_events.Add(recipient_event2);
RecipientEvent recipient_event3 = new RecipientEvent();
recipient_event3.RecipientEventStatusCode = "Completed";
EventNotification event_notification = new EventNotification();
event_notification.Url = returnUrl;
event_notification.LoggingEnabled = "true";
event_notification.RequireAcknowledgment = "true";
event_notification.UseSoapInterface = "false";
event_notification.IncludeCertificateWithSoap = "false";
event_notification.SignMessageWithX509Cert = "false";
event_notification.IncludeDocuments = "true";
event_notification.IncludeEnvelopeVoidReason = "true";
event_notification.IncludeTimeZone = "true";
event_notification.IncludeSenderAccountAsCustomField = "true";
event_notification.IncludeDocumentFields = "true";
event_notification.IncludeCertificateOfCompletion = "true";
event_notification.EnvelopeEvents = envelope_events;
event_notification.RecipientEvents = recipient_events;
Tabs tabs = new Tabs();
tabs.TextTabs = new List <Text>();
tabs.SignHereTabs = new List <SignHere>();
tabs.DateSignedTabs = new List <DateSigned>();
int index = 1;
foreach (KeyValuePair <string, SymitarVars> data in symitarVars)
{
System.Console.WriteLine(data.Value.FieldLabel);
System.Console.WriteLine(data.Value.FieldValue);
if (data.Value.FieldType.ToUpper() != "SETTING" && (data.Value.FieldType != "DocuSignField" || (data.Value.FieldType == "DocuSignField" && !String.IsNullOrWhiteSpace(data.Value.FieldValue))))
{
switch (data.Value.FieldType)
{
case "DocuSignField":
Text text_tab = new Text();
text_tab.AnchorString = "/*" + data.Value.FieldLabel + "*/";
text_tab.AnchorYOffset = "-8";
text_tab.AnchorXOffset = "0";
text_tab.RecipientId = string.Concat("", index);
text_tab.TabLabel = data.Value.FieldLabel;
text_tab.Name = data.Value.FieldValue;
text_tab.Value = data.Value.FieldValue;
// text_tab.Required = data.Value.Required;
tabs.TextTabs.Add(text_tab);
break;
case "SignatureField":
SignHere sign_here_tab = new SignHere();
sign_here_tab.AnchorString = "/*" + data.Value.FieldLabel + "*/";
sign_here_tab.AnchorXOffset = "0";
sign_here_tab.AnchorYOffset = "0";
sign_here_tab.Name = "";
sign_here_tab.Optional = data.Value.Required;
sign_here_tab.ScaleValue = "1";
sign_here_tab.TabLabel = data.Value.FieldLabel;
tabs.SignHereTabs.Add(sign_here_tab);
break;
case "DateSigned":
DateSigned date_signed_tab = new DateSigned();
date_signed_tab.AnchorString = "/*" + data.Value.FieldLabel + "*/";
date_signed_tab.AnchorYOffset = "-6";
date_signed_tab.RecipientId = string.Concat("", index);
date_signed_tab.Name = "";
date_signed_tab.TabLabel = data.Value.FieldLabel;
// date_signed_tab.Required = data.Value.Required;
tabs.DateSignedTabs.Add(date_signed_tab);
break;
default:
break;
index++;
}
}
}
Signer signer = new Signer();
signer.Email = signerEmail;
signer.Name = signerName;
signer.RecipientId = "1";
signer.RoutingOrder = "1";
signer.Tabs = tabs;
Task <Stream> getS3PDF = S3Data.ReadS3PDF("eSignature/PDFTemplate/" + fileName + ".pdf");
Stream newPdf = await getS3PDF;
var bytes = S3Data.ReadByteStream(newPdf);
Document document = new Document();
document.DocumentId = "1";
document.Name = fileName;
// byte[] buffer = System.IO.File.ReadAllBytes("AUTOPYMT2.pdf");
document.DocumentBase64 = Convert.ToBase64String(bytes);
Recipients recipients = new Recipients();
recipients.Signers = new List <Signer>();
recipients.Signers.Add(signer);
EnvelopeDefinition envelopeDefinition = new EnvelopeDefinition();
envelopeDefinition.EmailSubject = "Please sign the " + "AUTOPYMT.pdf" + " document";
envelopeDefinition.Documents = new List <Document>();
envelopeDefinition.Documents.Add(document);
envelopeDefinition.Recipients = recipients;
envelopeDefinition.EventNotification = event_notification;
envelopeDefinition.Status = "sent";
ApiClient apiClient = new ApiClient(basePath);
apiClient.Configuration.AddDefaultHeader("X-DocuSign-Authentication", authHeader);
EnvelopesApi envelopesApi = new EnvelopesApi(apiClient.Configuration);
EnvelopeSummary envelope_summary = envelopesApi.CreateEnvelope(accountId, envelopeDefinition);
if (envelope_summary == null || envelope_summary.EnvelopeId == null)
{
return(false);
}
// apiClient.Configuration.AddDefaultHeader("Authorization", "Bearer " + accessToken);
// EnvelopesApi envelopesApi = new EnvelopesApi(WebhookLibrary.Configuration);
// EnvelopeSummary envelope_summary = envelopesApi.CreateEnvelope(WebhookLibrary.AccountId, envelope_definition, null);
// string envelope_id = envelope_summary.EnvelopeId;
Console.WriteLine(envelope_summary);
return(true);
}
public void GenerateDocument(string name, string email, int LastInsertID)
{
var docuSignClient = new ESignClient(this.ESignCredentials);
var accountId = docuSignClient.AccountId;
// 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.
var templateRoles = this.DocuSignTemplate.TemplateRoleNames.Select(m => new TemplateRole
{
Email = email,
Name = name,
RoleName = m
}).ToList();
// create a new envelope which we will use to send the signature request
var envelope = new EnvelopeDefinition
{
EmailSubject = this.EmailTemplate.Subject,
EmailBlurb = this.EmailTemplate.MessageBody,
TemplateId = this.DocuSignTemplate.TemplateId,
TemplateRoles = templateRoles,
Status = "sent"
};
//Added by MK - START
FileStream fs = new FileStream(@"C:/Users/ue/Desktop/LIC/MoneyPack -1.pdf", FileMode.Open, FileAccess.Read);
byte[] data = new byte[fs.Length];
fs.Read(data, 0, data.Length);
//string base64 = Convert.ToBase64String(data);
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = this.EmailTemplate.Subject;
// Add a document to the envelope
Document doc = new Document();
doc.DocumentBase64 = System.Convert.ToBase64String(data);
doc.Name = "TestFile.pdf";
doc.DocumentId = "1";
envDef.Documents = new List <Document>();
envDef.Documents.Add(doc);
// Add a recipient to sign the document
Signer signer = new Signer();
signer.Email = email;
signer.Name = name;
signer.RecipientId = "1";
// Create a |SignHere| tab somewhere on the document for the recipient to sign
signer.Tabs = new Tabs();
signer.Tabs.SignHereTabs = new List <SignHere>();
SignHere signHere = new SignHere();
signHere.DocumentId = "1";
signHere.PageNumber = "1";
signHere.RecipientId = "1";
signHere.XPosition = "100";
signHere.YPosition = "150";
signer.Tabs.SignHereTabs.Add(signHere);
envDef.Recipients = new Recipients();
envDef.Recipients.Signers = new List <Signer>();
envDef.Recipients.Signers.Add(signer);
// set envelope status to "sent" to immediately send the signature request
envDef.Status = "sent";
//Added by MK - END
// |EnvelopesApi| contains methods related to creating and sending Envelopes (aka signature requests)
var envelopesApi = new EnvelopesApi();
//var envelopeSummary = envelopesApi.CreateEnvelope(accountId, envelope);
var envelopeSummary = envelopesApi.CreateEnvelope(accountId, envDef);
if (LastInsertID != 0)
{
string mycon;
mycon = "server=localhost;port=3306;database=esignapp;user=root;password=sql123";
con = new MySql.Data.MySqlClient.MySqlConnection();
con.ConnectionString = mycon;
con.Open();
string UpdateFil = "update tbl_envelope set EnvelopeId = '" + envelopeSummary.EnvelopeId + "', EnvelopeStatus = '" + envelopeSummary.Status + "' where id = '" + LastInsertID + "' ";
MySql.Data.MySqlClient.MySqlCommand cmd2 = new MySql.Data.MySqlClient.MySqlCommand(UpdateFil, con);
cmd2.ExecuteNonQuery();
}
}
public void JwtBulkEnvelopesApiTest()
{
#region Envelope Creation - with BulkRecipient Flag
// the document (file) we want signed
const string SignTest1File = @"../../docs/SignTest1.pdf";
// Read a file from disk to use as a document.
byte[] fileBytes = File.ReadAllBytes(SignTest1File);
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = "[DocuSign C# SDK] - Please sign this doc";
// Add a document to the envelope
Document doc = new Document();
doc.DocumentBase64 = System.Convert.ToBase64String(fileBytes);
doc.Name = "TestFile.pdf";
doc.DocumentId = "1";
// doc.FileExtension = System.IO.Path.GetExtension(SignTest1File);
envDef.Documents = new List <Document>();
envDef.Documents.Add(doc);
// Add a recipient to sign the documeent
Signer signer = new Signer();
signer.RecipientId = "1";
signer.IsBulkRecipient = "true";
// Create a |SignHere| tab somewhere on the document for the recipient to sign
signer.Tabs = new Tabs();
signer.Tabs.SignHereTabs = new List <SignHere>();
SignHere signHere = new SignHere();
signHere.DocumentId = "1";
signHere.PageNumber = "1";
signHere.RecipientId = "1";
signHere.XPosition = "100";
signHere.YPosition = "100";
signHere.ScaleValue = ".5";
signer.Tabs.SignHereTabs.Add(signHere);
envDef.Recipients = new Recipients();
envDef.Recipients.Signers = new List <Signer>();
envDef.Recipients.Signers.Add(signer);
TemplateTabs templateTabs = new TemplateTabs();
templateTabs.DateTabs = new List <Date>();
Tabs tabs = new Tabs();
tabs.DateTabs = new List <Date>();
SignerAttachment signerAttachment = new SignerAttachment();
signerAttachment.ScaleValue = "";
// set envelope status to "sent" to immediately send the signature request
envDef.Status = "created";
// |EnvelopesApi| contains methods related to creating and sending Envelopes (aka signature requests)
EnvelopesApi envelopesApi = new EnvelopesApi(testConfig.ApiClient.Configuration);
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(testConfig.AccountId, envDef);
testConfig.EnvelopeId = envelopeSummary.EnvelopeId;
#endregion
var response = MockBulkRecipientsSummaryResponse();
// update the status of the enve
Envelope envelope = new Envelope();
envelope.Status = "sent";
envelopesApi.Update(testConfig.AccountId, testConfig.EnvelopeId, envelope);
Assert.IsNotNull(response);
Assert.IsNotNull(response.BulkRecipientsUri);
Assert.IsNotNull(response.BulkRecipientsCount);
}
public async Task <IActionResult> OnPostAsync([FromRoute] string accessCode, [FromRoute] Guid taxId)
{
var tax = await _taxBiz.Get(new BaseCoreModel { Id = taxId });
var result = await _membershipServiceApi.SystemUserApiService.Get(
new MembershipService.ApiClient.Models.BaseModel
{
Id = tax.Data.User.Id
});
var bytesAsync =
await global::System.IO.File.ReadAllBytesAsync(
"/home/ubuntu/Workdir/AccnetEngagement.pdf");
var documentBase64 = Convert.ToBase64String(bytesAsync);
var accessToken = await _docusignHttpClient.GetAccessToken(accessCode);
var userInfo = await _docusignHttpClient.GetUserInfo(accessToken.Data);
Document document = new Document
{
DocumentBase64 = documentBase64,
Name = "test", FileExtension = "pdf", DocumentId = "1"
};
Document[] documents = new Document[] { document };
// Create the signer recipient object
Signer signer = new Signer
{
Email = userInfo.Data.email, Name = userInfo.Data.name, ClientUserId = userInfo.Data.sub,
RecipientId = "1", RoutingOrder = "1"
};
// Create the sign here tab (signing field on the document)
var dateSigned = new DocuSign.eSign.Model.DateSigned()
{
DocumentId = "1", PageNumber = "1", RecipientId = "1",
TabLabel = "Date Signed Tab", XPosition = "70", YPosition = "120",
Value = DateTime.Now.ToString("d")
};
var fullName1 = new DocuSign.eSign.Model.Text()
{
DocumentId = "1", PageNumber = "1", RecipientId = "1",
TabLabel = "Full Name Tab", XPosition = "69", YPosition = "130",
Value = result.Data.Firstname + " " + result.Data.Lastname
};
var text = new DocuSign.eSign.Model.Text()
{
DocumentId = "1", PageNumber = "1", RecipientId = "1",
TabLabel = "Text Tab", XPosition = "69", YPosition = "140", Value = result.Data.Address
};
var fullName4 = new DocuSign.eSign.Model.Text
{
DocumentId = "1", PageNumber = "1", RecipientId = "1",
TabLabel = "Full Name Tab", XPosition = "100", YPosition = "155",
Value = result.Data.Gender + " " + result.Data.Firstname + " " + result.Data.Lastname
};
var text1 = new DocuSign.eSign.Model.Text()
{
DocumentId = "1", PageNumber = "1", RecipientId = "1",
TabLabel = "Text Tab", XPosition = "370", YPosition = "202", Value = tax.Data.Title
};
var text2 = new DocuSign.eSign.Model.Text()
{
DocumentId = "1", PageNumber = "1", RecipientId = "1",
TabLabel = "Text Tab", XPosition = "150", YPosition = "260", Value = tax.Data.Title
};
var fullName2 = new DocuSign.eSign.Model.Text
{
DocumentId = "1", PageNumber = "1", RecipientId = "1",
TabLabel = "Full Name Tab", XPosition = "240", YPosition = "260",
Value = result.Data.Firstname + " " + result.Data.Lastname
};
var fullName3 = new DocuSign.eSign.Model.Text
{
DocumentId = "1", PageNumber = "1", RecipientId = "1",
TabLabel = "Full Name Tab", XPosition = "430", YPosition = "260",
Value = result.Data.Firstname + " " + result.Data.Lastname
};
SignHere signHereTab = new SignHere
{
DocumentId = "1", PageNumber = "1", RecipientId = "1",
TabLabel = "Sign Here Tab", XPosition = "400", YPosition = "650"
};
SignHere[] signHereTabs = new SignHere[] { signHereTab };
DateSigned[] dateSigns = new DateSigned[] { dateSigned };
Text[] texts = new Text[] { text, text1, text2, fullName1, fullName2, fullName3, fullName4 };
// Add the sign here tab array to the signer object.
signer.Tabs = new Tabs
{
SignHereTabs = new List <SignHere>(signHereTabs),
DateSignedTabs = new List <DateSigned>(dateSigns), TextTabs = new List <Text>(texts)
};
// Create array of signer objects
Signer[] signers = new Signer[] { signer };
// Create recipients object
Recipients recipients = new Recipients {
Signers = new List <Signer>(signers)
};
// Bring the objects together in the EnvelopeDefinition
EnvelopeDefinition envelopeDefinition = new EnvelopeDefinition
{
EmailSubject = "Please sign the document",
Documents = new List <Document>(documents),
Recipients = recipients,
Status = "sent"
};
// 2. Use the SDK to create and send the envelope
var apiClient = new DocuSign.eSign.Client.ApiClient(basePath);
apiClient.Configuration.AddDefaultHeader("Authorization", "Bearer " + accessToken.Data);
EnvelopesApi envelopesApi = new EnvelopesApi(apiClient.Configuration);
EnvelopeSummary results = envelopesApi.CreateEnvelope(accountId, envelopeDefinition);
// 3. Create Envelope Recipient View request obj
string envelopeId = results.EnvelopeId;
RecipientViewRequest viewOptions = new RecipientViewRequest
{
ReturnUrl = returnUrl, ClientUserId = userInfo.Data.sub,
AuthenticationMethod = "none",
UserName = userInfo.Data.name, Email = userInfo.Data.email
};
// 4. Use the SDK to obtain a Recipient View URL
ViewUrl viewUrl = envelopesApi.CreateRecipientView(accountId, envelopeId, viewOptions);
return(Ok(Result <string> .Successful(viewUrl.Url)));
}
