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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 PowerBuilder Downloads

PowerBuilder
integer li_rc
integer li_Success
oleobject loo_Http
oleobject loo_PdfData
oleobject loo_Json
oleobject loo_JsonToken
oleobject loo_SbAuth
oleobject loo_Resp
oleobject loo_SbResponseBody
oleobject loo_JResp
integer li_RespStatusCode
string ls_EnvelopeId
string ls_Uri
string ls_StatusDateTime
string ls_Status

li_Success = 0

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

loo_Http = create oleobject
li_rc = loo_Http.ConnectToNewObject("Chilkat.Http")
if li_rc < 0 then
    destroy loo_Http
    MessageBox("Error","Connecting to COM object failed")
    return
end if

// 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.
loo_PdfData = create oleobject
li_rc = loo_PdfData.ConnectToNewObject("Chilkat.BinData")

li_Success = loo_PdfData.LoadFile("qa_data/pdf/helloWorld.pdf")
if li_Success = 0 then
    Write-Debug "Failed to load local PDF file."
    destroy loo_Http
    destroy loo_PdfData
    return
end if

loo_Json = create oleobject
li_rc = loo_Json.ConnectToNewObject("Chilkat.JsonObject")

loo_Json.UpdateString("emailSubject","Please sign this document")
loo_Json.UpdateString("documents[0].documentBase64",loo_PdfData.GetEncoded("base64"))
loo_Json.UpdateString("documents[0].name","Lorem Ipsum")
loo_Json.UpdateString("documents[0].fileExtension","pdf")
loo_Json.UpdateString("documents[0].documentId","1")
loo_Json.UpdateString("recipients.signers[0].email","joe_sample@example.com")
loo_Json.UpdateString("recipients.signers[0].name","Joe Sample")
loo_Json.UpdateString("recipients.signers[0].recipientId","1")
loo_Json.UpdateString("recipients.signers[0].routingOrder","1")
loo_Json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].documentId","1")
loo_Json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].pageNumber","1")
loo_Json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].recipientId","1")
loo_Json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].tabLabel","SignHereTab")
loo_Json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].xPosition","195")
loo_Json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].yPosition","147")
loo_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
// }

loo_JsonToken = create oleobject
li_rc = loo_JsonToken.ConnectToNewObject("Chilkat.JsonObject")

li_Success = loo_JsonToken.LoadFile("qa_data/tokens/docusign.json")

loo_SbAuth = create oleobject
li_rc = loo_SbAuth.ConnectToNewObject("Chilkat.StringBuilder")

loo_SbAuth.Append("Bearer ")
loo_SbAuth.Append(loo_JsonToken.StringOf("access_token"))

loo_Http.SetRequestHeader("Authorization",loo_SbAuth.GetAsString())
loo_Http.SetRequestHeader("Content-Type","application/json")

// Don't forget to modify this line to use your account ID
loo_Resp = create oleobject
li_rc = loo_Resp.ConnectToNewObject("Chilkat.HttpResponse")

li_Success = loo_Http.HttpJson("POST","https://demo.docusign.net/restapi/v2.1/accounts/${accountId}/envelopes",loo_Json,"application/json",loo_Resp)
if li_Success = 0 then
    Write-Debug loo_Http.LastErrorText
    destroy loo_Http
    destroy loo_PdfData
    destroy loo_Json
    destroy loo_JsonToken
    destroy loo_SbAuth
    destroy loo_Resp
    return
end if

loo_SbResponseBody = create oleobject
li_rc = loo_SbResponseBody.ConnectToNewObject("Chilkat.StringBuilder")

loo_Resp.GetBodySb(loo_SbResponseBody)
loo_JResp = create oleobject
li_rc = loo_JResp.ConnectToNewObject("Chilkat.JsonObject")

loo_JResp.LoadSb(loo_SbResponseBody)
loo_JResp.EmitCompact = 0

Write-Debug "Response Body:"
Write-Debug loo_JResp.Emit()

li_RespStatusCode = loo_Resp.StatusCode
Write-Debug "Response Status Code = " + string(li_RespStatusCode)
if li_RespStatusCode >= 400 then
    Write-Debug "Response Header:"
    Write-Debug loo_Resp.Header
    Write-Debug "Failed."
    destroy loo_Http
    destroy loo_PdfData
    destroy loo_Json
    destroy loo_JsonToken
    destroy loo_SbAuth
    destroy loo_Resp
    destroy loo_SbResponseBody
    destroy loo_JResp
    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

ls_EnvelopeId = loo_JResp.StringOf("envelopeId")
ls_Uri = loo_JResp.StringOf("uri")
ls_StatusDateTime = loo_JResp.StringOf("statusDateTime")
ls_Status = loo_JResp.StringOf("status")


destroy loo_Http
destroy loo_PdfData
destroy loo_Json
destroy loo_JsonToken
destroy loo_SbAuth
destroy loo_Resp
destroy loo_SbResponseBody
destroy loo_JResp