Delphi ActiveX

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. Delphi ActiveX

uses
    Winapi.Windows, Winapi.Messages, System.SysUtils, System.Variants, System.Classes, Vcl.Graphics,
    Vcl.Controls, Vcl.Forms, Vcl.Dialogs, Vcl.StdCtrls, Chilkat_TLB;

...

procedure TForm1.Button1Click(Sender: TObject);
var
success: Integer;
http: TChilkatHttp;
pdfData: TChilkatBinData;
json: TChilkatJsonObject;
jsonToken: TChilkatJsonObject;
sbAuth: TChilkatStringBuilder;
resp: TChilkatHttpResponse;
sbResponseBody: TChilkatStringBuilder;
jResp: TChilkatJsonObject;
respStatusCode: Integer;
envelopeId: WideString;
uri: WideString;
statusDateTime: WideString;
status: WideString;

begin
success := 0;

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

http := TChilkatHttp.Create(Self);

// 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.
pdfData := TChilkatBinData.Create(Self);
success := pdfData.LoadFile('qa_data/pdf/helloWorld.pdf');
if (success = 0) then
  begin
    Memo1.Lines.Add('Failed to load local PDF file.');
    Exit;
  end;

json := TChilkatJsonObject.Create(Self);
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
// }

jsonToken := TChilkatJsonObject.Create(Self);
success := jsonToken.LoadFile('qa_data/tokens/docusign.json');

sbAuth := TChilkatStringBuilder.Create(Self);
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
resp := TChilkatHttpResponse.Create(Self);
success := http.HttpJson('POST','https://demo.docusign.net/restapi/v2.1/accounts/${accountId}/envelopes',json.ControlInterface,'application/json',resp.ControlInterface);
if (success = 0) then
  begin
    Memo1.Lines.Add(http.LastErrorText);
    Exit;
  end;

sbResponseBody := TChilkatStringBuilder.Create(Self);
resp.GetBodySb(sbResponseBody.ControlInterface);
jResp := TChilkatJsonObject.Create(Self);
jResp.LoadSb(sbResponseBody.ControlInterface);
jResp.EmitCompact := 0;

Memo1.Lines.Add('Response Body:');
Memo1.Lines.Add(jResp.Emit());

respStatusCode := resp.StatusCode;
Memo1.Lines.Add('Response Status Code = ' + IntToStr(respStatusCode));
if (respStatusCode >= 400) then
  begin
    Memo1.Lines.Add('Response Header:');
    Memo1.Lines.Add(resp.Header);
    Memo1.Lines.Add('Failed.');
    Exit;
  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

envelopeId := jResp.StringOf('envelopeId');
uri := jResp.StringOf('uri');
statusDateTime := jResp.StringOf('statusDateTime');
status := jResp.StringOf('status');
end;