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. C#

bool success = false;

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

Chilkat.Http http = new 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.
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 = new Chilkat.HttpResponse();
success = http.HttpJson("POST","https://demo.docusign.net/restapi/v2.1/accounts/${accountId}/envelopes",json,"application/json",resp);
if (success == 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");