(Ruby) DocuSign: Requesting a Signature via Email (Remote Signing)

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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.

For more information, see https://developers.docusign.com/esign-rest-api/code-examples/quickstart-request-signature-email

Chilkat Ruby Downloads install from rubygems.org gem install chilkat or download... Ruby Library for Windows, MacOS, Linux, Alpine Linux

require 'chilkat'

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

http = Chilkat::CkHttp.new()

# 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 = Chilkat::CkBinData.new()
success = pdfData.LoadFile("qa_data/pdf/helloWorld.pdf")
if (success == false)
    print "Failed to load local PDF file." + "\n";
    exit
end

json = Chilkat::CkJsonObject.new()
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 = Chilkat::CkJsonObject.new()
success = jsonToken.LoadFile("qa_data/tokens/docusign.json")

sbAuth = Chilkat::CkStringBuilder.new()
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 is a CkHttpResponse
resp = http.PostJson3("https://demo.docusign.net/restapi/v2.1/accounts/${accountId}/envelopes","application/json",json)
if (http.get_LastMethodSuccess() == false)
    print http.lastErrorText() + "\n";
    exit
end

sbResponseBody = Chilkat::CkStringBuilder.new()
resp.GetBodySb(sbResponseBody)
jResp = Chilkat::CkJsonObject.new()
jResp.LoadSb(sbResponseBody)
jResp.put_EmitCompact(false)

print "Response Body:" + "\n";
print jResp.emit() + "\n";

respStatusCode = resp.get_StatusCode()
print "Response Status Code = " + respStatusCode.to_s() + "\n";
if (respStatusCode >= 400)
    print "Response Header:" + "\n";
    print resp.header() + "\n";
    print "Failed." + "\n";

    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")