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DocuSign: Requesting a Signature via Email (Remote Signing)

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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.

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Local $bSuccess = False

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

$oHttp = ObjCreate("Chilkat.Http")

;  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.
$oPdfData = ObjCreate("Chilkat.BinData")
$bSuccess = $oPdfData.LoadFile("qa_data/pdf/helloWorld.pdf")
If ($bSuccess = False) Then
    ConsoleWrite("Failed to load local PDF file." & @CRLF)
    Exit
EndIf

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

$oJsonToken = ObjCreate("Chilkat.JsonObject")
$bSuccess = $oJsonToken.LoadFile("qa_data/tokens/docusign.json")

$oSbAuth = ObjCreate("Chilkat.StringBuilder")
$oSbAuth.Append("Bearer ")
$oSbAuth.Append($oJsonToken.StringOf("access_token"))

$oHttp.SetRequestHeader "Authorization",$oSbAuth.GetAsString()
$oHttp.SetRequestHeader "Content-Type","application/json"

;  Don't forget to modify this line to use your account ID
$oResp = ObjCreate("Chilkat.HttpResponse")
$bSuccess = $oHttp.HttpJson("POST","https://demo.docusign.net/restapi/v2.1/accounts/${accountId}/envelopes",$oJson,"application/json",$oResp)
If ($bSuccess = False) Then
    ConsoleWrite($oHttp.LastErrorText & @CRLF)
    Exit
EndIf

$oSbResponseBody = ObjCreate("Chilkat.StringBuilder")
$oResp.GetBodySb($oSbResponseBody)
$oJResp = ObjCreate("Chilkat.JsonObject")
$oJResp.LoadSb($oSbResponseBody)
$oJResp.EmitCompact = False

ConsoleWrite("Response Body:" & @CRLF)
ConsoleWrite($oJResp.Emit() & @CRLF)

Local $iRespStatusCode = $oResp.StatusCode
ConsoleWrite("Response Status Code = " & $iRespStatusCode & @CRLF)
If ($iRespStatusCode >= 400) Then
    ConsoleWrite("Response Header:" & @CRLF)
    ConsoleWrite($oResp.Header & @CRLF)
    ConsoleWrite("Failed." & @CRLF)
    Exit
EndIf

;  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

Local $sEnvelopeId
Local $sUri
Local $statusDateTime
Local $status

$sEnvelopeId = $oJResp.StringOf("envelopeId")
$sUri = $oJResp.StringOf("uri")
$statusDateTime = $oJResp.StringOf("statusDateTime")
$status = $oJResp.StringOf("status")