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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")