(C#) DocuSign: Requesting a Signature via Email (Remote Signing)

See more DocuSign Examples

This code example demonstrates the simplest and quickest workflow for requesting a signature for a document via email. The email will contain a signing link the recipient can use to electronically sign a document from their mobile or desktop computer.

For more information, see https://developers.docusign.com/esign-rest-api/code-examples/quickstart-request-signature-email

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// This example assumes the Chilkat API to have been previously unlocked.
// See Global Unlock Sample for sample code.

Chilkat.Http http = new Chilkat.Http();
bool success;

// Implements the following CURL command:

// curl --request POST https://demo.docusign.net/restapi/v2.1/accounts/${accountId}/envelopes \
//      --header "Authorization: Bearer ${accessToken}" \
//      --header "Content-Type: application/json" \
//      --data '{
//     "emailSubject": "Please sign this document",
//     "documents": [
//         {
//             "documentBase64": "JVBERi0xLjMKMyAwIG9iag ... dGFydHhyZWYKNjk5CiUlRU9GCg==",
//             "name": "Lorem Ipsum",
//             "fileExtension": "pdf",
//             "documentId": "1"
//         }
//     ],
//     "recipients": {
//         "signers": [
//             {
//                 "email": "joe_sample@example.com",
//                 "name": "Joe Sample",
//                 "recipientId": "1",
//                 "routingOrder": "1",
//                 "tabs": {
//                     "signHereTabs": [
//                         {
//                             "documentId": "1", "pageNumber": "1",
//                             "recipientId": "1", "tabLabel": "SignHereTab",
//                             "xPosition": "195", "yPosition": "147"
//                         }
//                     ]
//                 }
//             }
//         ]
//     },
//     "status": "sent"
// }'

// Use this online tool to generate code from sample JSON:
// Generate Code to Create JSON

// The following JSON is sent in the request body.

// {
//   "emailSubject": "Please sign this document",
//   "documents": [
//     {
//       "documentBase64": "JVBERi0xLjMKMyAwIG9iag ... dGFydHhyZWYKNjk5CiUlRU9GCg==",
//       "name": "Lorem Ipsum",
//       "fileExtension": "pdf",
//       "documentId": "1"
//     }
//   ],
//   "recipients": {
//     "signers": [
//       {
//         "email": "joe_sample@example.com",
//         "name": "Joe Sample",
//         "recipientId": "1",
//         "routingOrder": "1",
//         "tabs": {
//           "signHereTabs": [
//             {
//               "documentId": "1",
//               "pageNumber": "1",
//               "recipientId": "1",
//               "tabLabel": "SignHereTab",
//               "xPosition": "195",
//               "yPosition": "147"
//             }
//           ]
//         }
//       }
//     ]
//   },
//   "status": "sent"
// }

// Load a PDF to be signed.
Chilkat.BinData pdfData = new Chilkat.BinData();
success = pdfData.LoadFile("qa_data/pdf/helloWorld.pdf");
if (success == false) {
    Debug.WriteLine("Failed to load local PDF file.");
    return;
}

Chilkat.JsonObject json = new Chilkat.JsonObject();
json.UpdateString("emailSubject","Please sign this document");
json.UpdateString("documents[0].documentBase64",pdfData.GetEncoded("base64"));
json.UpdateString("documents[0].name","Lorem Ipsum");
json.UpdateString("documents[0].fileExtension","pdf");
json.UpdateString("documents[0].documentId","1");
json.UpdateString("recipients.signers[0].email","joe_sample@example.com");
json.UpdateString("recipients.signers[0].name","Joe Sample");
json.UpdateString("recipients.signers[0].recipientId","1");
json.UpdateString("recipients.signers[0].routingOrder","1");
json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].documentId","1");
json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].pageNumber","1");
json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].recipientId","1");
json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].tabLabel","SignHereTab");
json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].xPosition","195");
json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].yPosition","147");
json.UpdateString("status","sent");

// Get our previously obtained OAuth2 access token, which should contain JSON like this:
// {
//   "access_token": "eyJ0eXA....YQyig",
//   "token_type": "Bearer",
//   "refresh_token": "eyJ0eXA....auE3eHKg",
//   "expires_in": 28800
// }

Chilkat.JsonObject jsonToken = new Chilkat.JsonObject();
success = jsonToken.LoadFile("qa_data/tokens/docusign.json");

Chilkat.StringBuilder sbAuth = new Chilkat.StringBuilder();
sbAuth.Append("Bearer ");
sbAuth.Append(jsonToken.StringOf("access_token"));

http.SetRequestHeader("Authorization",sbAuth.GetAsString());
http.SetRequestHeader("Content-Type","application/json");

// Don't forget to modify this line to use your account ID
Chilkat.HttpResponse resp = http.PostJson3("https://demo.docusign.net/restapi/v2.1/accounts/${accountId}/envelopes","application/json",json);
if (http.LastMethodSuccess == false) {
    Debug.WriteLine(http.LastErrorText);
    return;
}

Chilkat.StringBuilder sbResponseBody = new Chilkat.StringBuilder();
resp.GetBodySb(sbResponseBody);
Chilkat.JsonObject jResp = new Chilkat.JsonObject();
jResp.LoadSb(sbResponseBody);
jResp.EmitCompact = false;

Debug.WriteLine("Response Body:");
Debug.WriteLine(jResp.Emit());

int respStatusCode = resp.StatusCode;
Debug.WriteLine("Response Status Code = " + Convert.ToString(respStatusCode));
if (respStatusCode >= 400) {
    Debug.WriteLine("Response Header:");
    Debug.WriteLine(resp.Header);
    Debug.WriteLine("Failed.");

    return;
}

// Sample JSON response:
// (Sample code for parsing the JSON response is shown below)

// {
//   "envelopeId": "d51cfdab-22ed-4832-bf68-446c44077ffc",
//   "uri": "/envelopes/d51cfdab-22ed-4832-bf68-446c44077ffc",
//   "statusDateTime": "2018-04-17T16:31:51.8830000Z",
//   "status": "sent"
// }

// Sample code for parsing the JSON response...
// Use the following online tool to generate parsing code from sample JSON:
// Generate Parsing Code from JSON

string envelopeId;
string uri;
string statusDateTime;
string status;

envelopeId = jResp.StringOf("envelopeId");
uri = jResp.StringOf("uri");
statusDateTime = jResp.StringOf("statusDateTime");
status = jResp.StringOf("status");