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DataFlex

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.

Chilkat DataFlex Downloads

DataFlex
Use ChilkatAx-win32.pkg

Procedure Test
    Boolean iSuccess
    Handle hoHttp
    Handle hoPdfData
    Variant vJson
    Handle hoJson
    Variant vJson
Token    Handle hoJsonToken
    Handle hoSbAuth
    Variant vResp
    Handle hoResp
    Variant vSbResponseBody
    Handle hoSbResponseBody
    Handle hoJResp
    Integer iRespStatusCode
    String sEnvelopeId
    String sUri
    String sStatusDateTime
    String sStatus
    String sTemp1

    Move False To iSuccess

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

    Get Create (RefClass(cComChilkatHttp)) To hoHttp
    If (Not(IsComObjectCreated(hoHttp))) Begin
        Send CreateComObject of hoHttp
    End

    // 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.
    Get Create (RefClass(cComChilkatBinData)) To hoPdfData
    If (Not(IsComObjectCreated(hoPdfData))) Begin
        Send CreateComObject of hoPdfData
    End
    Get ComLoadFile Of hoPdfData "qa_data/pdf/helloWorld.pdf" To iSuccess
    If (iSuccess = False) Begin
        Showln "Failed to load local PDF file."
        Procedure_Return
    End

    Get Create (RefClass(cComChilkatJsonObject)) To hoJson
    If (Not(IsComObjectCreated(hoJson))) Begin
        Send CreateComObject of hoJson
    End
    Get ComUpdateString Of hoJson "emailSubject" "Please sign this document" To iSuccess
    Get ComGetEncoded Of hoPdfData "base64" To sTemp1
    Get ComUpdateString Of hoJson "documents[0].documentBase64" sTemp1 To iSuccess
    Get ComUpdateString Of hoJson "documents[0].name" "Lorem Ipsum" To iSuccess
    Get ComUpdateString Of hoJson "documents[0].fileExtension" "pdf" To iSuccess
    Get ComUpdateString Of hoJson "documents[0].documentId" "1" To iSuccess
    Get ComUpdateString Of hoJson "recipients.signers[0].email" "joe_sample@example.com" To iSuccess
    Get ComUpdateString Of hoJson "recipients.signers[0].name" "Joe Sample" To iSuccess
    Get ComUpdateString Of hoJson "recipients.signers[0].recipientId" "1" To iSuccess
    Get ComUpdateString Of hoJson "recipients.signers[0].routingOrder" "1" To iSuccess
    Get ComUpdateString Of hoJson "recipients.signers[0].tabs.signHereTabs[0].documentId" "1" To iSuccess
    Get ComUpdateString Of hoJson "recipients.signers[0].tabs.signHereTabs[0].pageNumber" "1" To iSuccess
    Get ComUpdateString Of hoJson "recipients.signers[0].tabs.signHereTabs[0].recipientId" "1" To iSuccess
    Get ComUpdateString Of hoJson "recipients.signers[0].tabs.signHereTabs[0].tabLabel" "SignHereTab" To iSuccess
    Get ComUpdateString Of hoJson "recipients.signers[0].tabs.signHereTabs[0].xPosition" "195" To iSuccess
    Get ComUpdateString Of hoJson "recipients.signers[0].tabs.signHereTabs[0].yPosition" "147" To iSuccess
    Get ComUpdateString Of hoJson "status" "sent" To iSuccess

    // 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
    // }

    Get Create (RefClass(cComChilkatJsonObject)) To hoJsonToken
    If (Not(IsComObjectCreated(hoJsonToken))) Begin
        Send CreateComObject of hoJsonToken
    End
    Get ComLoadFile Of hoJsonToken "qa_data/tokens/docusign.json" To iSuccess

    Get Create (RefClass(cComChilkatStringBuilder)) To hoSbAuth
    If (Not(IsComObjectCreated(hoSbAuth))) Begin
        Send CreateComObject of hoSbAuth
    End
    Get ComAppend Of hoSbAuth "Bearer " To iSuccess
    Get ComStringOf Of hoJsonToken "access_token" To sTemp1
    Get ComAppend Of hoSbAuth sTemp1 To iSuccess

    Get ComGetAsString Of hoSbAuth To sTemp1
    Send ComSetRequestHeader To hoHttp "Authorization" sTemp1
    Send ComSetRequestHeader To hoHttp "Content-Type" "application/json"

    // Don't forget to modify this line to use your account ID
    Get Create (RefClass(cComChilkatHttpResponse)) To hoResp
    If (Not(IsComObjectCreated(hoResp))) Begin
        Send CreateComObject of hoResp
    End
    Get pvComObject of hoJson to vJson
    Get pvComObject of hoResp to vResp
    Get ComHttpJson Of hoHttp "POST" "https://demo.docusign.net/restapi/v2.1/accounts/${accountId}/envelopes" vJson "application/json" vResp To iSuccess
    If (iSuccess = False) Begin
        Get ComLastErrorText Of hoHttp To sTemp1
        Showln sTemp1
        Procedure_Return
    End

    Get Create (RefClass(cComChilkatStringBuilder)) To hoSbResponseBody
    If (Not(IsComObjectCreated(hoSbResponseBody))) Begin
        Send CreateComObject of hoSbResponseBody
    End
    Get pvComObject of hoSbResponseBody to vSbResponseBody
    Get ComGetBodySb Of hoResp vSbResponseBody To iSuccess
    Get Create (RefClass(cComChilkatJsonObject)) To hoJResp
    If (Not(IsComObjectCreated(hoJResp))) Begin
        Send CreateComObject of hoJResp
    End
    Get pvComObject of hoSbResponseBody to vSbResponseBody
    Get ComLoadSb Of hoJResp vSbResponseBody To iSuccess
    Set ComEmitCompact Of hoJResp To False

    Showln "Response Body:"
    Get ComEmit Of hoJResp To sTemp1
    Showln sTemp1

    Get ComStatusCode Of hoResp To iRespStatusCode
    Showln "Response Status Code = " iRespStatusCode
    If (iRespStatusCode >= 400) Begin
        Showln "Response Header:"
        Get ComHeader Of hoResp To sTemp1
        Showln sTemp1
        Showln "Failed."
        Procedure_Return
    End

    // 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

    Get ComStringOf Of hoJResp "envelopeId" To sEnvelopeId
    Get ComStringOf Of hoJResp "uri" To sUri
    Get ComStringOf Of hoJResp "statusDateTime" To sStatusDateTime
    Get ComStringOf Of hoJResp "status" To sStatus


End_Procedure