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PureBasic

DocuSign Add Recipients to a Draft Envelope

See more DocuSign Examples

Demonstrates how to add one or more recipients to a DocuSign draft envelope.

Chilkat PureBasic Downloads

PureBasic
IncludeFile "CkHttpResponse.pb"
IncludeFile "CkHttp.pb"
IncludeFile "CkStringBuilder.pb"
IncludeFile "CkJsonObject.pb"

Procedure ChilkatExample()

    success.i = 0

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

    http.i = CkHttp::ckCreate()
    If http.i = 0
        Debug "Failed to create object."
        ProcedureReturn
    EndIf

    ; Load a previously obtained OAuth2 access token.
    jsonToken.i = CkJsonObject::ckCreate()
    If jsonToken.i = 0
        Debug "Failed to create object."
        ProcedureReturn
    EndIf

    success = CkJsonObject::ckLoadFile(jsonToken,"qa_data/tokens/docusign.json")
    If success = 0
        Debug CkJsonObject::ckLastErrorText(jsonToken)
        CkHttp::ckDispose(http)
        CkJsonObject::ckDispose(jsonToken)
        ProcedureReturn
    EndIf

    ; Adds the "Authorization: Bearer eyJ0eXAi.....UE8Kl_V8KroQ" header.
    CkHttp::setCkAuthToken(http, CkJsonObject::ckStringOf(jsonToken,"access_token"))

    ; Send the following request.
    ; Make sure to use your own account ID (obtained from Get Docusign User Account Information)

    ; POST https://demo.docusign.net/restapi/v2.1/accounts/<account ID>/envelopes/<envelope ID>/recipients HTTP/1.1
    ; Accept: application/json
    ; Cache-Control: no-cache
    ; Authorization: Bearer eyJ0eX...
    ; Content-Length: ...
    ; Content-Type: application/json
    ; 
    ; {
    ;   "carbonCopies": [
    ;     {
    ;       "email": "support@chilkatsoft.com",
    ;       "name": "Chilkat Support",
    ;       "recipientId": "101",
    ;       "tabs": {}
    ;     }
    ;   ],
    ;   "signers": [
    ;     {
    ;       "email": "admin@chilkatsoft.com",
    ;       "name": "Chilkat Admin",
    ;       "recipientId": "1",
    ; 	 "tabs": {
    ; 	    "signHereTabs": [{
    ; 	        "anchorString": "Please Sign Here",
    ; 	        "anchorXOffset": "1",
    ; 	        "anchorYOffset": "0",
    ; 	        "anchorIgnoreIfNotPresent": "false",
    ; 	        "anchorUnits": "inches"
    ; 	    }]
    ; 	}
    ;     },
    ;     {
    ;       "email": "matt@chilkat.io",
    ;       "name": "Matt",
    ;       "recipientId": "2",
    ; 	 "tabs": {
    ; 	    "signHereTabs": [{
    ; 	        "anchorString": "Please Also Sign Here",
    ; 	        "anchorXOffset": "1",
    ; 	        "anchorYOffset": "0",
    ; 	        "anchorIgnoreIfNotPresent": "false",
    ; 	        "anchorUnits": "inches"
    ; 	    }]
    ; 	}
    ;     }
    ;   ]
    ; }

    json.i = CkJsonObject::ckCreate()
    If json.i = 0
        Debug "Failed to create object."
        ProcedureReturn
    EndIf

    i.i = 0
    CkJsonObject::setCkI(json, i)
    CkJsonObject::ckUpdateString(json,"carbonCopies[i].email","support@chilkatsoft.com")
    CkJsonObject::ckUpdateString(json,"carbonCopies[i].name","Chilkat Support")
    CkJsonObject::ckUpdateString(json,"carbonCopies[i].recipientId","101")
    CkJsonObject::ckUpdateNewObject(json,"carbonCopies[i].tabs")
    i = 0
    CkJsonObject::setCkI(json, i)
    CkJsonObject::ckUpdateString(json,"signers[i].email","admin@chilkatsoft.com")
    CkJsonObject::ckUpdateString(json,"signers[i].name","Chilkat Admin")
    CkJsonObject::ckUpdateString(json,"signers[i].recipientId","1")
    CkJsonObject::ckUpdateString(json,"signers[i].tabs.signHereTabs[0].anchorString","Please Sign Here")
    CkJsonObject::ckUpdateString(json,"signers[i].tabs.signHereTabs[0].anchorXOffset","1")
    CkJsonObject::ckUpdateString(json,"signers[i].tabs.signHereTabs[0].anchorYOffset","0")
    CkJsonObject::ckUpdateString(json,"signers[i].tabs.signHereTabs[0].anchorIgnoreIfNotPresent","false")
    CkJsonObject::ckUpdateString(json,"signers[i].tabs.signHereTabs[0].anchorUnits","inches")
    i = i + 1
    CkJsonObject::setCkI(json, i)
    CkJsonObject::ckUpdateString(json,"signers[i].email","matt@chilkat.io")
    CkJsonObject::ckUpdateString(json,"signers[i].name","Matt")
    CkJsonObject::ckUpdateString(json,"signers[i].recipientId","2")
    CkJsonObject::ckUpdateString(json,"signers[i].tabs.signHereTabs[0].anchorString","Please Also Sign Here")
    CkJsonObject::ckUpdateString(json,"signers[i].tabs.signHereTabs[0].anchorXOffset","1")
    CkJsonObject::ckUpdateString(json,"signers[i].tabs.signHereTabs[0].anchorYOffset","0")
    CkJsonObject::ckUpdateString(json,"signers[i].tabs.signHereTabs[0].anchorIgnoreIfNotPresent","false")
    CkJsonObject::ckUpdateString(json,"signers[i].tabs.signHereTabs[0].anchorUnits","inches")

    sbJson.i = CkStringBuilder::ckCreate()
    If sbJson.i = 0
        Debug "Failed to create object."
        ProcedureReturn
    EndIf

    CkJsonObject::setCkEmitCompact(json, 0)
    CkJsonObject::ckEmitSb(json,sbJson)

    CkHttp::ckSetRequestHeader(http,"Cache-Control","no-cache")
    CkHttp::ckSetRequestHeader(http,"Accept","application/json")

    ; Use your own account ID here.
    CkHttp::ckSetUrlVar(http,"accountId","7f3f65ed-5e87-418d-94c1-92499ddc8252")
    ; Use the envelope ID returned by DocuSign when creating the draft envelope).
    CkHttp::ckSetUrlVar(http,"envelopeId","cee4191c-f94e-4089-9d7c-8033685cbc1a")

    url.s = "https://demo.docusign.net/restapi/v2.1/accounts/{$accountId}/envelopes/{$envelopeId}/recipients"
    resp.i = CkHttpResponse::ckCreate()
    If resp.i = 0
        Debug "Failed to create object."
        ProcedureReturn
    EndIf

    success = CkHttp::ckHttpSb(http,"POST",url,sbJson,"utf-8","application/json",resp)
    If success = 0
        Debug CkHttp::ckLastErrorText(http)
        CkHttp::ckDispose(http)
        CkJsonObject::ckDispose(jsonToken)
        CkJsonObject::ckDispose(json)
        CkStringBuilder::ckDispose(sbJson)
        CkHttpResponse::ckDispose(resp)
        ProcedureReturn
    EndIf

    jResp.i = CkJsonObject::ckCreate()
    If jResp.i = 0
        Debug "Failed to create object."
        ProcedureReturn
    EndIf

    CkJsonObject::ckLoad(jResp,CkHttpResponse::ckBodyStr(resp))
    CkJsonObject::setCkEmitCompact(jResp, 0)

    Debug "Response Body:"
    Debug CkJsonObject::ckEmit(jResp)

    ; If you get a 401 response status code, it's likely you need to refresh the DocuSign OAuth2 token).
    respStatusCode.i = CkHttpResponse::ckStatusCode(resp)
    Debug "Response Status Code = " + Str(respStatusCode)
    If respStatusCode >= 400
        Debug "Response Header:"
        Debug CkHttpResponse::ckHeader(resp)
        Debug "Failed."
        CkHttp::ckDispose(http)
        CkJsonObject::ckDispose(jsonToken)
        CkJsonObject::ckDispose(json)
        CkStringBuilder::ckDispose(sbJson)
        CkHttpResponse::ckDispose(resp)
        CkJsonObject::ckDispose(jResp)
        ProcedureReturn
    EndIf

    ; Sample JSON response:
    ; (Sample code for parsing the JSON response is shown below)

    ; {
    ;     "signers": [
    ;         {
    ;             "creationReason": "sender",
    ;             "requireUploadSignature": "false",
    ;             "email": "admin@chilkatsoft.com",
    ;             "recipientId": "1",
    ;             "requireIdLookup": "false",
    ;             "routingOrder": "1",
    ;             "status": "created",
    ;             "completedCount": "0",
    ;             "deliveryMethod": "email",
    ;             "recipientType": "signer"
    ;         },
    ;         {
    ;             "creationReason": "sender",
    ;             "requireUploadSignature": "false",
    ;             "email": "matt@chilkat.io",
    ;             "recipientId": "2",
    ;             "requireIdLookup": "false",
    ;             "routingOrder": "1",
    ;             "status": "created",
    ;             "completedCount": "0",
    ;             "deliveryMethod": "email",
    ;             "recipientType": "signer"
    ;         }
    ;     ],
    ;     "agents": [],
    ;     "editors": [],
    ;     "intermediaries": [],
    ;     "carbonCopies": [
    ;         {
    ;             "email": "support@chilkatsoft.com",
    ;             "recipientId": "101",
    ;             "requireIdLookup": "false",
    ;             "routingOrder": "1",
    ;             "status": "created",
    ;             "completedCount": "0",
    ;             "deliveryMethod": "email",
    ;             "recipientType": "carboncopy"
    ;         }
    ;     ],
    ;     "certifiedDeliveries": [],
    ;     "inPersonSigners": [],
    ;     "seals": [],
    ;     "witnesses": [],
    ;     "recipientCount": "3"
    ; }

    ; Sample code for parsing the JSON response...
    ; Use the following online tool to generate parsing code from sample JSON:
    ; Generate Parsing Code from JSON

    creationReason.s
    requireUploadSignature.s
    email.s
    recipientId.s
    requireIdLookup.s
    routingOrder.s
    status.s
    completedCount.s
    deliveryMethod.s
    recipientType.s

    recipientCount.s = CkJsonObject::ckStringOf(json,"recipientCount")
    i = 0
    count_i.i = CkJsonObject::ckSizeOfArray(json,"signers")
    While i < count_i
        CkJsonObject::setCkI(json, i)
        creationReason = CkJsonObject::ckStringOf(json,"signers[i].creationReason")
        requireUploadSignature = CkJsonObject::ckStringOf(json,"signers[i].requireUploadSignature")
        email = CkJsonObject::ckStringOf(json,"signers[i].email")
        recipientId = CkJsonObject::ckStringOf(json,"signers[i].recipientId")
        requireIdLookup = CkJsonObject::ckStringOf(json,"signers[i].requireIdLookup")
        routingOrder = CkJsonObject::ckStringOf(json,"signers[i].routingOrder")
        status = CkJsonObject::ckStringOf(json,"signers[i].status")
        completedCount = CkJsonObject::ckStringOf(json,"signers[i].completedCount")
        deliveryMethod = CkJsonObject::ckStringOf(json,"signers[i].deliveryMethod")
        recipientType = CkJsonObject::ckStringOf(json,"signers[i].recipientType")
        i = i + 1
    Wend
    i = 0
    count_i = CkJsonObject::ckSizeOfArray(json,"agents")
    While i < count_i
        CkJsonObject::setCkI(json, i)
        ;    ...
        i = i + 1
    Wend
    i = 0
    count_i = CkJsonObject::ckSizeOfArray(json,"editors")
    While i < count_i
        CkJsonObject::setCkI(json, i)
        ;    ...
        i = i + 1
    Wend
    i = 0
    count_i = CkJsonObject::ckSizeOfArray(json,"intermediaries")
    While i < count_i
        CkJsonObject::setCkI(json, i)
        ;    ...
        i = i + 1
    Wend
    i = 0
    count_i = CkJsonObject::ckSizeOfArray(json,"carbonCopies")
    While i < count_i
        CkJsonObject::setCkI(json, i)
        email = CkJsonObject::ckStringOf(json,"carbonCopies[i].email")
        recipientId = CkJsonObject::ckStringOf(json,"carbonCopies[i].recipientId")
        requireIdLookup = CkJsonObject::ckStringOf(json,"carbonCopies[i].requireIdLookup")
        routingOrder = CkJsonObject::ckStringOf(json,"carbonCopies[i].routingOrder")
        status = CkJsonObject::ckStringOf(json,"carbonCopies[i].status")
        completedCount = CkJsonObject::ckStringOf(json,"carbonCopies[i].completedCount")
        deliveryMethod = CkJsonObject::ckStringOf(json,"carbonCopies[i].deliveryMethod")
        recipientType = CkJsonObject::ckStringOf(json,"carbonCopies[i].recipientType")
        i = i + 1
    Wend
    i = 0
    count_i = CkJsonObject::ckSizeOfArray(json,"certifiedDeliveries")
    While i < count_i
        CkJsonObject::setCkI(json, i)
        ;    ...
        i = i + 1
    Wend
    i = 0
    count_i = CkJsonObject::ckSizeOfArray(json,"inPersonSigners")
    While i < count_i
        CkJsonObject::setCkI(json, i)
        ;    ...
        i = i + 1
    Wend
    i = 0
    count_i = CkJsonObject::ckSizeOfArray(json,"seals")
    While i < count_i
        CkJsonObject::setCkI(json, i)
        ;    ...
        i = i + 1
    Wend
    i = 0
    count_i = CkJsonObject::ckSizeOfArray(json,"witnesses")
    While i < count_i
        CkJsonObject::setCkI(json, i)
        ;    ...
        i = i + 1
    Wend

    ; If the recipient already exists within the envelope, we would get
    ; a success (201) response status code, but errors within the JSON response, such as this:

    ; {
    ;   "signers": [
    ;     {
    ;       "creationReason": "sender",
    ;       "requireUploadSignature": "false",
    ;       "email": "admin@chilkatsoft.com",
    ;       "recipientId": "1",
    ;       "requireIdLookup": "false",
    ;       "routingOrder": "1",
    ;       "status": "error",
    ;       "completedCount": "0",
    ;       "deliveryMethod": "email",
    ;       "errorDetails": {
    ;         "errorCode": "RECIPIENT_ALREADY_EXISTS_IN_ENVELOPE",
    ;         "message": "This recipientId already exists."
    ;       },
    ;       "recipientType": "signer"
    ;     },
    ;     {
    ;       "creationReason": "sender",
    ;       "requireUploadSignature": "false",
    ;       "email": "matt@chilkat.io",
    ;       "recipientId": "2",
    ;       "requireIdLookup": "false",
    ;       "routingOrder": "1",
    ;       "status": "error",
    ;       "completedCount": "0",
    ;       "deliveryMethod": "email",
    ;       "errorDetails": {
    ;         "errorCode": "RECIPIENT_ALREADY_EXISTS_IN_ENVELOPE",
    ;         "message": "This recipientId already exists."
    ;       },
    ;       "recipientType": "signer"
    ;     }
    ;   ],
    ;   "agents": [
    ;   ],
    ;   "editors": [
    ;   ],
    ;   "intermediaries": [
    ;   ],
    ;   "carbonCopies": [
    ;     {
    ;       "email": "support@chilkatsoft.com",
    ;       "recipientId": "101",
    ;       "requireIdLookup": "false",
    ;       "routingOrder": "1",
    ;       "status": "error",
    ;       "completedCount": "0",
    ;       "deliveryMethod": "email",
    ;       "errorDetails": {
    ;         "errorCode": "RECIPIENT_ALREADY_EXISTS_IN_ENVELOPE",
    ;         "message": "This recipientId already exists."
    ;       },
    ;       "recipientType": "carboncopy"
    ;     }
    ;   ],
    ;   "certifiedDeliveries": [
    ;   ],
    ;   "inPersonSigners": [
    ;   ],
    ;   "seals": [
    ;   ],
    ;   "witnesses": [
    ;   ],
    ;   "recipientCount": "3"
    ; }
    ; 


    CkHttp::ckDispose(http)
    CkJsonObject::ckDispose(jsonToken)
    CkJsonObject::ckDispose(json)
    CkStringBuilder::ckDispose(sbJson)
    CkHttpResponse::ckDispose(resp)
    CkJsonObject::ckDispose(jResp)


    ProcedureReturn
EndProcedure