How to properly create templates using Docusign via cURL and PHP - docusignapi

Question

I want to create templates for document signing using docusign in PHP. It seems their API is not fully detail.
Docusign for template creation
I have followed their instructions and have obtained my access token, base_url etc via cURL in PHP.
Here is the PHP code they provide without further details. No PHP SDK and how to use it. I couldn't find were to use my access_token, base_url etc as per documentation.
private function make_template_req(): EnvelopeTemplate
{
$doc_file = 'World_Wide_Corp_fields.pdf';
$content_bytes = file_get_contents(self::DEMO_DOCS_PATH . $doc_file);
$base64_file_content = base64_encode($content_bytes);
# Create the document model
$document = new Document([ # create the DocuSign document object
'document_base64' => $base64_file_content,
'name' => 'Lorem Ipsum', # can be different from actual file name
'file_extension' => 'pdf', # many different document types are accepted
'document_id' => '1' # a label used to reference the doc
]);
# Create the signer recipient model
# Since these are role definitions, no name/email:
$signer = new Signer([
'role_name' => 'signer', 'recipient_id' => "1", 'routing_order' => "1"]);
# create a cc recipient to receive a copy of the documents
$cc = new CarbonCopy([
'role_name' => 'cc', 'recipient_id' => "2", 'routing_order' => "2"]);
# Create fields using absolute positioning
# Create a sign_here tab (field on the document)
$sign_here = new SignHere(['document_id' => '1', 'page_number' => '1',
'x_position' => '191', 'y_position' => '148']);
$check1 = new Checkbox(['document_id' => '1', 'page_number' => '1',
'x_position' => '75', 'y_position' => '417', 'tab_label' => 'ckAuthorization']);
$check2 = new Checkbox(['document_id' => '1', 'page_number' => '1',
'x_position' => '75', 'y_position' => '447', 'tab_label' => 'ckAuthentication']);
$check3 = new Checkbox(['document_id' => '1', 'page_number' => '1',
'x_position' => '75', 'y_position' => '478', 'tab_label' => 'ckAgreement']);
$check4 = new Checkbox(['document_id' => '1', 'page_number' => '1',
'x_position' => '75', 'y_position' => '508', 'tab_label' => 'ckAcknowledgement']);
$list1 = new ModelList([
'font' => "helvetica",
'font_size' => "size11",
'anchor_string' => '/l1q/',
'anchor_y_offset' => '-10', 'anchor_units' => 'pixels',
'anchor_x_offset' => '0',
'list_items' => [
['text' => "Red" , 'value' => "red" ], ['text' => "Orange", 'value' => "orange"],
['text' => "Yellow", 'value' => "yellow"], ['text' => "Green" , 'value' => "green" ],
['text' => "Blue" , 'value' => "blue" ], ['text' => "Indigo", 'value' => "indigo"]
],
'required' => "true",
'tab_label' => "l1q"
]);
$number1 = new Number(['document_id' => "1", 'page_number' => "1",
'x_position' => "163", 'y_position' => "260",
'font' => "helvetica", 'font_size' => "size14", 'tab_label' => "numbersOnly",
'width' => "84", 'required' => "false"]);
$radio_group = new RadioGroup(['document_id' => "1", 'group_name' => "radio1",
'radios' => [
new Radio(['page_number' => "1", 'x_position' => "142", 'y_position' => "384",
'value' => "white", 'required' => "false"]),
new Radio(['page_number' => "1", 'x_position' => "74", 'y_position' => "384",
'value' => "red", 'required' => "false"]),
new Radio(['page_number' => "1", 'x_position' => "220", 'y_position' => "384",
'value' => "blue", 'required' => "false"])
]]);
$text = new Text(['document_id' => "1", 'page_number' => "1",
'x_position' => "153", 'y_position' => "230",
'font' => "helvetica", 'font_size' => "size14", 'tab_label' => "text",
'height' => "23", 'width' => "84", 'required' => "false"]);
# Add the tabs model to the signer
# The Tabs object wants arrays of the different field/tab types
$signer->setTabs(new Tabs(['sign_here_tabs' => [$sign_here],
'checkbox_tabs' => [$check1, $check2, $check3, $check4], 'list_tabs' => [$list1],
'number_tabs' => [$number1], 'radio_group_tabs' => [$radio_group], 'text_tabs' => [$text]
]));
# Template object:
$template_request = new EnvelopeTemplate([
'description' => "Example template created via the API",
'name' => $this->template_name,
'shared' => "false",
'documents' => [$document], 'email_subject' => "Please sign this document",
'recipients' => new Recipients([
'signers' => [$signer], 'carbon_copies' => [$cc]]),
'status' => "created"
]);
return $template_request;
}
$results = $templates_api->createTemplate($args['account_id'], $template_req_object);
I decided to use cURL but they provide Bash code in Step 2 (Create Template) and cURL code in Step 3 (Call the eSignature REST API) which is confusing.
I decide to combine Bash Code and Curl code in php to see if it will work but it throws error.
$access_token='access_token goes here';
$base_uri='my base url goes here';
$account_id ='my account id goes here';
$data_param=
'{
"description": "Example template created via the API",
"name": "Example Signer and CC template",
"shared": "false",
"documents": [
{
"documentBase64": "' > $request_data
cat $doc1_base64 >> $request_data
printf '",
"documentId": "1", "fileExtension": "pdf",
"name": "Lorem Ipsum"
}
],
"emailSubject": "Please sign this document",
"recipients": {
"carbonCopies": [
{"recipientId": "2", "roleName": "cc", "routingOrder": "2"}
],
"signers": [
{
"recipientId": "1", "roleName": "signer", "routingOrder": "1",
"tabs": {
"checkboxTabs": [
{
"documentId": "1", "pageNumber": "1",
"tabLabel": "ckAuthorization", "xPosition": "75",
"yPosition": "417"
},
{
"documentId": "1", "pageNumber": "1",
"tabLabel": "ckAuthentication", "xPosition": "75",
"yPosition": "447"
},
{
"documentId": "1", "pageNumber": "1",
"tabLabel": "ckAgreement", "xPosition": "75",
"yPosition": "478"
},
{
"documentId": "1", "pageNumber": "1",
"tabLabel": "ckAcknowledgement", "xPosition": "75",
"yPosition": "508"
}
],
"listTabs": [
{
"documentId": "1", "font": "helvetica",
"fontSize": "size14",
"listItems": [
{"text": "Red", "value": "red"},
{"text": "Orange", "value": "orange"},
{"text": "Yellow", "value": "yellow"},
{"text": "Green", "value": "green"},
{"text": "Blue", "value": "blue"},
{"text": "Indigo", "value": "indigo"},
{"text": "Violet", "value": "violet"}
],
"pageNumber": "1", "required": "false",
"tabLabel": "list", "xPosition": "142",
"yPosition": "291"
}
],
"radioGroupTabs": [
{
"documentId": "1", "groupName": "radio1",
"radios": [
{
"pageNumber": "1", "required": "false",
"value": "white", "xPosition": "142",
"yPosition": "384"
},
{
"pageNumber": "1", "required": "false",
"value": "red", "xPosition": "74",
"yPosition": "384"
},
{
"pageNumber": "1", "required": "false",
"value": "blue", "xPosition": "220",
"yPosition": "384"
}
]
}
],
"signHereTabs": [
{
"documentId": "1", "pageNumber": "1",
"xPosition": "191", "yPosition": "148"
}
],
"textTabs": [
{
"documentId": "1", "font": "helvetica",
"fontSize": "size14", "height": 23,
"pageNumber": "1", "required": "false",
"tabLabel": "text", "width": 84,
"xPosition": "153", "yPosition": "230"
},
{
"documentId": "1", "font": "helvetica",
"fontSize": "size14", "height": 23,
"pageNumber": "1", "required": "false",
"tabLabel": "numbersOnly", "width": 84,
"xPosition": "153", "yPosition": "260"
}
]
}
}
]
},
"status": "created"
}';
$url ="$base_uri/v2.1/accounts/$account_id/templates";
$ch = curl_init();
curl_setopt($ch, CURLOPT_URL, $url);
curl_setopt($ch, CURLOPT_POST, TRUE);
curl_setopt($ch, CURLOPT_HTTPHEADER, array('Content-Type: application/json', "Authorization: Bearer $access_token"));
curl_setopt($ch, CURLOPT_POSTFIELDS, $data_param);
//curl_setopt($ch, CURLOPT_CUSTOMREQUEST, "GET");
curl_setopt($ch, CURLOPT_CUSTOMREQUEST, "POST");
curl_setopt($ch, CURLOPT_RETURNTRANSFER, TRUE);
$output = curl_exec($ch);
echo $output;
Updated part of the code
After installing PHP SDK and run my sample code below, it throws error
<?php
require_once('vendor/autoload.php');
$access_token='my token goes here';
$base_path='https://demo.docusign.net';
$account_id ='my account id goes here';
// You will need to obtain an access token using your chosen authentication flow
$api_client = new \DocuSign\eSign\client\ApiClient($base_path);
$config = new \DocuSign\eSign\Model\Configuration($api_client);
$config->addDefaultHeader('Authorization', 'Bearer ' + $access_token);
$users_api = new \DocuSign\eSign\Api\UsersApi($api_client);
?>
Error:
Fatal error: Uncaught TypeError: DocuSign\eSign\Client\ApiClient::__construct(): Argument #1 ($config) must be of type ?DocuSign\eSign\Configuration, string given, called in C:\xampp\htdocs\docusign-esign\index.php on line 9 and defined in C:\xampp\htdocs\docusign-esign\vendor\docusign\esign-client\src\Client\ApiClient.php:91 Stack trace: #0 C:\xampp\htdocs\docusign-esign\index.php(9): DocuSign\eSign\Client\ApiClient->__construct('https://demo.do...') #1 {main} thrown in C:\xampp\htdocs\docusign-esign\vendor\docusign\esign-client\src\Client\ApiClient.php on line 91
When I run the entire code as per below, it throws error
<?php
require_once('vendor/autoload.php');
$access_token='my access token';
$base_path='https://demo.docusign.net';
$account_id ='my account id goes here';
private function make_template_req(): EnvelopeTemplate
{
// You will need to obtain an access token using your chosen authentication flow
$api_client = new \DocuSign\eSign\client\ApiClient($base_path);
$config = new \DocuSign\eSign\Model\Configuration($api_client);
$config->addDefaultHeader('Authorization', 'Bearer ' + $access_token);
$users_api = new \DocuSign\eSign\Api\UsersApi($api_client);
$doc_file = 'World_Wide_Corp_fields.pdf';
$content_bytes = file_get_contents(self::DEMO_DOCS_PATH . $doc_file);
$base64_file_content = base64_encode($content_bytes);
# Create the document model
$document = new Document([ # create the DocuSign document object
'document_base64' => $base64_file_content,
'name' => 'Lorem Ipsum', # can be different from actual file name
'file_extension' => 'pdf', # many different document types are accepted
'document_id' => '1' # a label used to reference the doc
]);
# Create the signer recipient model
# Since these are role definitions, no name/email:
$signer = new Signer([
'role_name' => 'signer', 'recipient_id' => "1", 'routing_order' => "1"]);
# create a cc recipient to receive a copy of the documents
$cc = new CarbonCopy([
'role_name' => 'cc', 'recipient_id' => "2", 'routing_order' => "2"]);
# Create fields using absolute positioning
# Create a sign_here tab (field on the document)
$sign_here = new SignHere(['document_id' => '1', 'page_number' => '1',
'x_position' => '191', 'y_position' => '148']);
$check1 = new Checkbox(['document_id' => '1', 'page_number' => '1',
'x_position' => '75', 'y_position' => '417', 'tab_label' => 'ckAuthorization']);
$check2 = new Checkbox(['document_id' => '1', 'page_number' => '1',
'x_position' => '75', 'y_position' => '447', 'tab_label' => 'ckAuthentication']);
$check3 = new Checkbox(['document_id' => '1', 'page_number' => '1',
'x_position' => '75', 'y_position' => '478', 'tab_label' => 'ckAgreement']);
$check4 = new Checkbox(['document_id' => '1', 'page_number' => '1',
'x_position' => '75', 'y_position' => '508', 'tab_label' => 'ckAcknowledgement']);
$list1 = new ModelList([
'font' => "helvetica",
'font_size' => "size11",
'anchor_string' => '/l1q/',
'anchor_y_offset' => '-10', 'anchor_units' => 'pixels',
'anchor_x_offset' => '0',
'list_items' => [
['text' => "Red" , 'value' => "red" ], ['text' => "Orange", 'value' => "orange"],
['text' => "Yellow", 'value' => "yellow"], ['text' => "Green" , 'value' => "green" ],
['text' => "Blue" , 'value' => "blue" ], ['text' => "Indigo", 'value' => "indigo"]
],
'required' => "true",
'tab_label' => "l1q"
]);
$number1 = new Number(['document_id' => "1", 'page_number' => "1",
'x_position' => "163", 'y_position' => "260",
'font' => "helvetica", 'font_size' => "size14", 'tab_label' => "numbersOnly",
'width' => "84", 'required' => "false"]);
$radio_group = new RadioGroup(['document_id' => "1", 'group_name' => "radio1",
'radios' => [
new Radio(['page_number' => "1", 'x_position' => "142", 'y_position' => "384",
'value' => "white", 'required' => "false"]),
new Radio(['page_number' => "1", 'x_position' => "74", 'y_position' => "384",
'value' => "red", 'required' => "false"]),
new Radio(['page_number' => "1", 'x_position' => "220", 'y_position' => "384",
'value' => "blue", 'required' => "false"])
]]);
$text = new Text(['document_id' => "1", 'page_number' => "1",
'x_position' => "153", 'y_position' => "230",
'font' => "helvetica", 'font_size' => "size14", 'tab_label' => "text",
'height' => "23", 'width' => "84", 'required' => "false"]);
# Add the tabs model to the signer
# The Tabs object wants arrays of the different field/tab types
$signer->setTabs(new Tabs(['sign_here_tabs' => [$sign_here],
'checkbox_tabs' => [$check1, $check2, $check3, $check4], 'list_tabs' => [$list1],
'number_tabs' => [$number1], 'radio_group_tabs' => [$radio_group], 'text_tabs' => [$text]
]));
# Template object:
$template_request = new EnvelopeTemplate([
'description' => "Example template created via the API",
'name' => $this->template_name,
'shared' => "false",
'documents' => [$document], 'email_subject' => "Please sign this document",
'recipients' => new Recipients([
'signers' => [$signer], 'carbon_copies' => [$cc]]),
'status' => "created"
]);
return $template_request;
}
$results = $templates_api->createTemplate($args['account_id'], $template_req_object);
?>
Error:
Parse error: syntax error, unexpected token "private", expecting end of file in C:\xampp\htdocs\docusign-esign\index.php on line 9

Answer 1

I couldn't find were to use my access_token, base_url etc as per
documentation
Here is how to use $access_token and $base_path, assuming you already obtained it using OAuth.
# You will need to obtain an access token using your chosen authentication flow
$api_client = new \DocuSign\eSign\client\ApiClient($base_path);
$config = new \DocuSign\eSign\Model\Configuration($api_client);
$config->addDefaultHeader('Authorization', 'Bearer ' + $access_token);
$users_api = new \DocuSign\eSign\Api\UsersApi($api_client);