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B4X

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.

Chilkat B4X Downloads

B4X
Dim success As Boolean = False

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

Dim http As ChilkatHttp
http.Initialize("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.
Dim pdfData As ChilkatBinData
pdfData.Initialize
success = pdfData.LoadFile("qa_data/pdf/helloWorld.pdf")
If success = False Then
    Log("Failed to load local PDF file.")
    Return
End If


Dim json As ChilkatJsonObject
json.Initialize
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
'  }

Dim jsonToken As ChilkatJsonObject
jsonToken.Initialize
success = jsonToken.LoadFile("qa_data/tokens/docusign.json")

Dim sbAuth As ChilkatStringBuilder
sbAuth.Initialize
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
Dim resp As ChilkatHttpResponse
resp.Initialize
success = http.HttpJson("POST", "https://demo.docusign.net/restapi/v2.1/accounts/${accountId}/envelopes", json, "application/json", resp)
If success = False Then
    Log(http.LastErrorText)
    Return
End If


Dim sbResponseBody As ChilkatStringBuilder
sbResponseBody.Initialize
resp.GetBodySb(sbResponseBody)
Dim jResp As ChilkatJsonObject
jResp.Initialize
jResp.LoadSb(sbResponseBody)
jResp.EmitCompact = False

Log("Response Body:")
Log(jResp.Emit)

Dim respStatusCode As Int = resp.StatusCode
Log("Response Status Code = " & respStatusCode)
If respStatusCode >= 400 Then
    Log("Response Header:")
    Log(resp.Header)
    Log("Failed.")
    Return
End If


'  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

Dim envelopeId As String
Dim uri As String
Dim statusDateTime As String
Dim status As String

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