protected void Page_Load(object sender, EventArgs e)
{
if (Request.RequestType == "POST")
{
// these assignments are just to keep the compiler happy. these vars will be reassigned
// in the Switch block below depending on which form we are processing.
Signing.DocuSignWeb.Recipient signer = new Signing.DocuSignWeb.Recipient();
Signing.LinkedDocument doc = new LinkedDocument();
Signing.LinkedTab[] tabs = new LinkedTab[0];
AccountCredentials creds = base.GetAPICredentials();
bool useEmbeddedSigning = Session["SigningLocation"].ToString() == "Embedded"?true:false;
switch (Request.Form["formid"])
{
case "form1":
// form1 is posted by index.aspx, and demonstrates a basic envelope send
base.RequireOrDie(new string[] { "FirstName", "LastName", "Address1", "City", "State", "Zip", "Phone", "Email" });
signer = ApiHelper.MakeRecipient(Request.Form["Email"], Request.Form["FirstName"], Request.Form["LastName"], useEmbeddedSigning, Session.SessionID);
tabs = new LinkedTab[]
{
LinkedTab.CreateTab(signer, "E-mail", Request.Form["Email"], 1, 190, 186, true, true),
LinkedTab.CreateTab(signer, "Phone", Request.Form["Phone"], 1, 190, 173, true, true),
LinkedTab.CreateTab(signer, "AddressLine1", Request.Form["address1"], 1, 190, 134, true, true),
LinkedTab.CreateTab(signer, "AddressLine2", String.IsNullOrEmpty(Request.Form["address2"]) ? " " : Request.Form["address2"], 1, 190, 147, false, true),
LinkedTab.CreateTab(signer, "City", Request.Form["City"], 1, 190, 160, true, true),
LinkedTab.CreateTab(signer, "State", Request.Form["State"], 1, 255, 160, true, true),
LinkedTab.CreateTab(signer, "Zip", Request.Form["Zip"], 1, 342, 160, true, true),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.FullName, signer, 1, 190, 118),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.SignHere, signer, 1, 373, 185),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.DateSigned, signer, 2, 190, 532),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.InitialHereOptional, signer, 2, 190, 465)
};
doc = ApiHelper.MakeDocument("Sample Doc", Server.MapPath("pdfs/SampleDoc.pdf"));
doc.Tabs = tabs;
break;
case "form2":
// form2 is posted by index-1, and it demonstrates using anchor tabs instead of fixed tabs.
base.RequireOrDie(new string[] { "FirstName", "LastName", "Phone", "Email" });
signer = ApiHelper.MakeRecipient(Request.Form["Email"], Request.Form["FirstName"], Request.Form["LastName"], useEmbeddedSigning, Session.SessionID);
// NOTE: for a complicated solution please pick hidden text that is not likely to
// appear anywhere in the text. We have picked E-mail: and Name: here because
// the solution is very small. In a complex form a simple anchor tag might result
// in unintentional tabs being placed.
tabs = new LinkedTab[]
{ LinkedTab.CreateTab(signer, "E-mail", Request.Form["Email"], "E-mail:", 200, -2),
LinkedTab.CreateTab(signer, "Phone", Request.Form["Phone"], "Phone:", 200, -2),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.FullName, signer, "Name:", 200, -2),
LinkedTab.CreateTab(signer, "Amount:", Request.Form["Amount"], "Amount:", 200, -2),
LinkedTab.CreateTab(Signing.DocuSignWeb.TabTypeCode.SignHere, signer, "X:", 30, 8) };
doc = ApiHelper.MakeDocument("Sample Doc", Server.MapPath("pdfs/Loan 1.pdf"));
doc.Tabs = tabs;
break;
default:
base.GoToErrorPage("Don't know how to handle that form");
break;
}
// Common to both forms
// add security checks per the session options
if (Session["Authentication"].ToString() == "IDLookup")
{
signer = ApiHelper.AddIDLookupToRecipient(signer,
Request["Address1"] == null ? "" : Request["Address1"],
Request["Address2"] == null ? "" : Request["Address2"],
Request["City"] == null ? "" : Request["City"],
Request["State"] == null ? "" : Request["State"],
Request["Zip"] == null ? "" : Request["Zip"]);
}
else if (Session["Authentication"].ToString() == "Phone")
{
signer = ApiHelper.AddPhoneAuthToRecipient(signer, Request["Phone"]);
}
if (Session["AccessCode"] != null && Session["AccessCode"].ToString().Length > 0)
{
signer.AccessCode = Session["AccessCode"].ToString();
}
// add our signer to an array
Signing.DocuSignWeb.Recipient[] signers = new Signing.DocuSignWeb.Recipient[] { signer };
// add our doc to an array
Signing.LinkedDocument[] docs = new LinkedDocument[] { doc };
// now send the envelope
Envelope envelope = null;
try
{
envelope = Envelope.CreateAndSendEnvelope(creds, signers, docs, "DocuSign LoanCo Sample Docs", "Hello! This was submitted from a sample application");
}
catch (Exception excp)
{
base.GoToErrorPage(excp.Message);
}
// Now that the envelope has been sent, we want to open it up so the applicant can sign it.
// We will get something called a RecipientToken, which is an URL that will open the envelope up for the specified recipient
// here we are using the Ticks from the clock as our assertion ID. Of course, you wouldn't do this in real code, you
// would use an identifier that made sense, like the applicants ID from their database record.
// This value is informational for you - it allows you to use your own id to refer to the recipient.
Signing.DocuSignWeb.RequestRecipientTokenAuthenticationAssertion assert = ApiHelper.MakeRecipientTokenAuthAssert(System.DateTime.Now.Ticks.ToString());
// Now we need to setup a page that will be loaded when the signing is concluded.
// when the signer is done signing (or cancels) DocuSign will redirect the browser to this URL.
// Since we are hosting the signing in an iframe, we will have docusign redirect the frame to a frame-pop html page
// which will then redirect to the final handler (SigningReturn.aspx)
// first, get the absolute URL of our frame-pop page
string retUrl = Request.Url.AbsoluteUri.Replace("FormHandler.aspx", "pop.html");
// then create a URI from the URL
Uri retUri = new Uri(retUrl, UriKind.Absolute);
// the build the set of redirect URLS. There is a set because you could specify a different redirect target for each
// status event - signing completed, cancelled, error, etc. We just use one page with different Querystring params to
// indicate the event.
Signing.DocuSignWeb.RequestRecipientTokenClientURLs clientURLs = Envelope.StandardUrls(retUri, signers[0].CaptiveInfo.ClientUserId);
// finally, pass all this into docusign and get the token back in return.
string token = null;
try {
token = envelope.RequestRecipientToken(signer, assert, clientURLs);
}
catch (Exception excp)
{
base.GoToErrorPage(excp.Message);
}
// now we store the envelope & token in session and redirect to the signing host page
Session["EmbeddedToken"] = token;
Session["Envelope"] = envelope;
Response.Redirect("EmbeddedHost.aspx", false);
}
}
public void SendEnvelope()
{
// ok, long method!
// we need to build a Template that will be sent to docusign to create an envelope. A template is like a generic form
// it has Roles (like Signer, Co-Signer, CC Recipient, etc) and form fields and documents predefined.
// when we use a template we provide real recipients who will take on the Roles in the template, and we may supply data to
// prefill any form fields, and we can even provide replacement documents (which we are not using here). A replacement document
// would be useful in a case where you have a standard contract in your template, and you want to use the template, but replace the
// contract with one that has some custom language specific to the deal. But, like I said, we're not doing that in this demo.
//
// if we selected the EmbeddedSending option then we will tell docusign to not send the envelope, but hold it
// in a draft state, so that we can open it up here and make some changes to it.
//
// if we selected EmbeddedSigning, then we will tell docusign to send the envelope, and we will launch the signing
// session here.
// first, get our recipients
List <Signing.DocuSignWeb.Recipient> recipients = makeRecipients();
// build a dictionary of form field values to pass in to the template
Dictionary <string, string> formfields = new Dictionary <string, string>();
formfields.Add("VIN", carVIN.Text);
formfields.Add("Make", carMake.Text);
formfields.Add("Model", carModel.Text);
// now build our template.
Signing.DocuSignWeb.TemplateReference templateRef = makeTemplate(recipients, formfields);
// we could potentially have multiple templates in an envelope, so the method call takes an array.
List <Signing.DocuSignWeb.TemplateReference> templateRefs = new List <Signing.DocuSignWeb.TemplateReference>();
templateRefs.Add(templateRef);
// envelope info - This holds additional customization info - some info is similar to a mailing label
// on a paper envelope, and other info controls how the envelope will be processed. See API docs for more info.
Signing.DocuSignWeb.EnvelopeInformation envelopeInfo = new Signing.DocuSignWeb.EnvelopeInformation();
envelopeInfo.EmailBlurb = "This envelope was sent from the Auto Insurance Sample of the DocuSign SDK.";
envelopeInfo.Subject = "InsuranceCo Auto Rider";
envelopeInfo.AccountId = (string)Session["AccountID"];
// ActivateEnvelope flag - this indicates whether we want to send the envelope immediately
// or leave it in the drafts folder.
// We are using the value of the embeddedSending checkbox to determine this
bool activateEnvelope = embeddedSigning.Checked;
//bundle all into params for call
Signing.Envelope env = null;
try
{
Session["Envelope"] = env = Signing.Envelope.CreateEnvelopeFromServerTemplates(base.GetAPICredentials(),
templateRefs.ToArray(), recipients.ToArray(), envelopeInfo, activateEnvelope);
}
catch (Exception excp)
{
base.GoToErrorPage(excp.Message);
}
// Now if we are using either embedded sending or embedded signing we need to get a token to launch the
// embedded host page. If not, then redirect to the status page
string nextPageURL = "";
// get the url of the page we want to go to when we're done with embedded session
Uri retUri = new Uri(Request.Url.AbsoluteUri.Replace("AutoAppApply.aspx", "pop.html"), UriKind.Absolute);
if (embeddedSigning.Checked)
{
// get embeddedsigning token for applicant to sign
Signing.DocuSignWeb.RequestRecipientTokenAuthenticationAssertion assert = ApiHelper.MakeRecipientTokenAuthAssert(DateTime.Now.Ticks.ToString());
Signing.DocuSignWeb.RequestRecipientTokenClientURLs clientURLs = Signing.Envelope.StandardUrls(retUri, recipients[0].UserName);
try
{
Session["EmbeddedToken"] = env.RequestRecipientToken(recipients[0], assert, clientURLs);
nextPageURL = "EmbeddedHost.aspx";
}
catch (Exception excp)
{
base.GoToErrorPage(excp.Message);
}
}
else if (embeddedSending.Checked)
{
// get sending token just to demo the function. You typically would not let someone send their own application
try
{
Session["EmbeddedToken"] = env.RequestSenderToken(retUri.ToString());
nextPageURL = "EmbeddedHost.aspx";
}
catch (Exception excp)
{
base.GoToErrorPage(excp.Message);
}
}
else
{
nextPageURL = "AutoAppStatus.aspx";
}
Response.Redirect(nextPageURL, true);
}
