AutoFill DocuSign Text Fields with c# SDK - docusignapi

I am using the DocuSign c# SDK and am trying to auto-populate text fields in a DocuSign template with values from an HTML form. I can get the FullName and Email fields to populate as I believe that information is being passed via TemplateRole. However, I can't seem to find an example of how to pass information into a custom field I have created. Everything I can find is pure JSON requests. I assume there has to be methods within the SDK to handle this. Any ideas? Thanks!
public EnvelopeSummary CreateEnvelopeFromTemplate(LoanApplicationModel model)
{
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = "DocuSign Test - Please sign this document";
TemplateRole tRole = new TemplateRole();
tRole.Email = model.Email;
tRole.Name = model.FirstName + " " + model.LastName;
tRole.RoleName = "Client";
List<TemplateRole> rolesList = new List<TemplateRole>() {tRole};
envDef.TemplateRoles = rolesList;
envDef.TemplateId = "*******";
envDef.Status = "sent";
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountId, envDef);
Console.WriteLine("EnvelopeSummary:\n{0}", JsonConvert.SerializeObject(envelopeSummary));
Trace.WriteLine("Envelope has been sent to " + tRole.Email);
return envelopeSummary;
}

Inside TemplateRole, you need to use Tabs, and if you need to populate for instance TextTab, then you need to add textTab like below to your tRole and the TabLabel of the TextTab should match exactly whats present in your template.
tRole.Tabs = new Tabs();
tRole.Tabs.Text = new List<Text>();
Text text = new Text();
text.TabLabel = "<Template_DataLabel>";
text.Value = "<Value_which_you_want_to_prepoulate>";
tRole.Tabs.Text.Add(text);

Related

Is it possible to prefill values for the tabs from prefillTabs group in docusign?

I have problem with prefilling tabs from prefillTabs group while creating envelope using docusign api. It's impossible to assign values through templateRoles, since these tabs do not have any recipientId. Is it possible somehow to assign values to this kind of tabs?
Yes, you can do that, here is how to do that from the C# SDK:
EnvelopeSummary results = envelopesApi.CreateEnvelope(accountId, env);
string envelopeId = results.EnvelopeId;
PrefillTabs prefill = new PrefillTabs();
prefill.TextTabs = new List<Text>();
prefill.TextTabs.Add(new Text { PageNumber = "1", DocumentId = "1", Value = "!!!test-inbar!!!" });
Tabs tabs = new Tabs();
tabs.PrefillTabs = prefill;
envelopesApi.CreateDocumentTabs(accountId, envelopeId, "1", tabs);
Or you can use raw JSON API call this way:
Endpoint:
/restapi/v2.1/accounts/[AccountId]/envelopes/[EnvelopeId]/documents/[DocumentId]/tabs
JSON body:
{"prefillTabs":{"textTabs":[{"value":"!!!test-inbar!!!","pageNumber":1,"documentId":"1","xPosition":316,"yPosition":97}]}}

Adding Addition Tabs to TemplateRole

I have the DocuSign API working to pre-fill existing tabs on a template. I am trying to add some additional tabs dynamically for the templaterole signers, but the tabs are not showing up.
Here is my code that I am working with.
string SigningGroupID = "12345";
string RoleName = "Test Signing Group"';
string TemplateId = "XXX-XX-XXXX-XXX";
List<TemplateRole> templateRoles = new List<TemplateRole>();
DocuSign.eSign.Model.Tabs tabs = new DocuSign.eSign.Model.Tabs();
List<Text> TextTabs = new List<Text>();
Text text = new Text();
text.TabLabel = "test_label";
text.XPosition = "100";
text.YPosition = "150";
TextTabs.Add(text);
if (TextTabs.Count > 0) tabs.TextTabs = TextTabs;
TemplateRole doc_signer = new TemplateRole
{
SigningGroupId = SigningGroupID,
RoleName = RoleName,
RoutingOrder = "1",
Tabs = tabs
};
templateRoles.Add(doc_signer);
EnvelopeDefinition envelope = new EnvelopeDefinition();
envelope.EmailSubject = "This is a test";
envelope.Status = "created";
envelope.TemplateId = TemplateId;
envelope.TemplateRoles = templateRoles;
EnvelopesApi envelopeApi = new EnvelopesApi(_apiClient.Configuration);
EnvelopeSummary results = envelopeApi.CreateEnvelope(AccountID, envelope);
Console.WriteLine(results.ToJson());
Do I need some additional items populated on the new Text object (e.g. TabID)? I am not sure why this is not working.
Thanks
jlimited
Correct. You're missing a few properties for your Text object. When you define your Text tab, be sure to connect it to the appropriate recipient, document, and page by specifying the following:
text.documentId
text.pageNumber
text.recipientId
text.xPosition
text.yPosition
text.tabLabel
To determine the three missing values, you can make a request to GET /templates, which will return to you the IDs. SDK method is Templates:get
There are many more properties you can add, but you'll need these to get your tab to display properly.

DocuSign C# API (Create Tabs)

I am trying to update the tabs while using an embedded sending API.
SignHere signHere = new SignHere();
signHere.AnchorString = "Approved by :";
signHere.AnchorXOffset = "0";
signHere.AnchorYOffset = "-50";
signer.Tabs = new Tabs();
signer.Tabs.SignHereTabs = new List<SignHere>();
signer.Tabs.SignHereTabs.Add(signHere);
envelopesApi.CreateTabs(accountId, envelopeId, "1", signer.Tabs);
The code runs perfectly fine with no errors but the tabs does not appear in the embedded sending interface. How should I go about resolving it?
Perhaps the anchor string is not matching. I suggest a simple anchor string without spaces or special characters.
Eg, try with
signHere.AnchorString = "Approved";
A better solution if you have access to the source document is to add a tiny DSL to the doc such as approval_signer
Put that string where you want the Signer Tab to appear. Mark the text color of the string to be white so it won't be visible.
After further investigation, I found out that the problem with the above was not with the tagging.
In the same method as above, I did an update of the document:
Document doc = new Document();
doc.DocumentBase64 = System.Convert.ToBase64String(fileBytes);
doc.Name = docName;
doc.FileExtension = docExtension;
doc.DocumentId = "1";
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.Documents = new List<Document>();
envDef.Documents.Add(doc);
envelopesApi.UpdateDocuments(accountId, envelopeId, envDef);
I believe the tagging mentioned in the question was then tagged onto the original document instead of the updated document.
To fix this, delete the document before updating it as such:
Document doc = new Document();
doc.DocumentBase64 = System.Convert.ToBase64String(fileBytes);
doc.Name = docName;
doc.FileExtension = docExtension;
doc.DocumentId = "1";
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.Documents = new List<Document>();
envDef.Documents.Add(doc);
envelopesApi.DeleteDocuments(accountId, envelopeId, envDef);
envelopesApi.UpdateDocuments(accountId, envelopeId, envDef);

Docusign API - Self Signing

We have a requirement where we need to make a couple of PDF forms available using a HTML link to users for signing, but the signer should be a self-signer. In other words, once the signer completes signing using Docusign, they should be able to download the signed documents. However, we as the sender if the HTML link don't want to receive these saved documents as they have Personally Identifiable Information. The signer will upload these documents separately into our application at a later point.
I searched, but couldn't find a way to generate a HTML link for a self-signer. I was able to create a prototype that works for a regular signer, but not for a self-signer.
Any help would be much appreciated. Here's my code right snippet now:
// specify the document we want signed
string SignTest1File = #"C:\Users\skosuri.AA\Desktop\of0306.pdf";
string SignTest2File = #"C:\Users\skosuri.AA\Desktop\epa-credit-release-authorization.pdf";
// Enter recipient (signer) name and email address
string recipientName = "Chris";
string recipientEmail = "xxx.xxx#epa.gov";
// instantiate api client with appropriate environment (for production change to www.docusign.net/restapi)
string basePath = "https://demo.docusign.net/restapi";
// instantiate a new api client
ApiClient apiClient = new ApiClient(basePath);
// set client in global config so we don't need to pass it to each API object
Configuration.Default.ApiClient = apiClient;
string authHeader = "{\"Username\":\"" + Username + "\", \"Password\":\"" + Password + "\", \"IntegratorKey\":\"" + IntegratorKey + "\"}";
Configuration.Default.AddDefaultHeader("X-DocuSign-Authentication", authHeader);
// we will retrieve this from the login() results
string accountId = null;
// the authentication api uses the apiClient (and X-DocuSign-Authentication header) that are set in Configuration object
AuthenticationApi authApi = new AuthenticationApi();
LoginInformation loginInfo = authApi.Login();
// user might be a member of multiple accounts
accountId = loginInfo.LoginAccounts[0].AccountId;
Console.WriteLine("LoginInformation: {0}", loginInfo.ToJson());
// Read a file from disk to use as a document
byte[] fileBytes = File.ReadAllBytes(SignTest1File);
byte[] fileBytes2 = File.ReadAllBytes(SignTest2File);
EnvelopeDefinition envDef = new EnvelopeDefinition();
envDef.EmailSubject = "Please complete and sign these documents";
// Add a document to the envelope
Document doc = new Document();
doc.DocumentBase64 = System.Convert.ToBase64String(fileBytes);
doc.Name = "of0306.pdf";
doc.DocumentId = "1";
doc.TransformPdfFields = "true";
envDef.Documents = new List<Document>();
envDef.Documents.Add(doc);
// Add a second document to the envelope
Document doc2 = new Document();
doc2.DocumentBase64 = System.Convert.ToBase64String(fileBytes2);
doc2.Name = "epa-credit-release-authorization.pdf";
doc2.DocumentId = "2";
doc2.TransformPdfFields = "true";
envDef.Documents.Add(doc2);
// Add a recipient to sign the documeent
Signer signer = new Signer();
signer.Name = recipientName;
signer.Email = recipientEmail;
signer.RecipientId = "1";
signer.DefaultRecipient = "true";
// must set |clientUserId| to embed the recipient
signer.ClientUserId = "1234";
// Create a |SignHere| tab on the document for the recipient to sign
signer.Tabs = new Tabs();
signer.Tabs.SignHereTabs = new List<SignHere>();
signer.Tabs.DateSignedTabs = new List<DateSigned>();
signer.Tabs.FullNameTabs = new List<FullName>();
SignHere signHere = new SignHere();
signHere.AnchorString = "Applicant's Signature:";
signHere.AnchorXOffset = "1.5";
signHere.AnchorYOffset = "0";
signHere.AnchorIgnoreIfNotPresent = "false";
signHere.AnchorUnits = "inches";
signHere.DocumentId = "1";
signHere.RecipientId = "1";
signer.Tabs.SignHereTabs.Add(signHere);
DateSigned ds = new DateSigned();
ds.PageNumber = "3";
ds.XPosition = "380";
ds.YPosition = "550";
ds.DocumentId = "1";
ds.RecipientId = "1";
ds.TabLabel = "Date Signed";
signer.Tabs.DateSignedTabs.Add(ds);
// Create a |SignHere| tab on the second document for the recipient to sign
SignHere signHere2 = new SignHere();
signHere2.PageNumber = "1";
signHere2.XPosition = "80";
signHere2.YPosition = "375";
signHere2.DocumentId = "2";
signHere2.RecipientId = "1";
signer.Tabs.SignHereTabs.Add(signHere2);
FullName fn = new FullName();
fn.PageNumber = "1";
fn.XPosition = "80";
fn.YPosition = "300";
fn.DocumentId = "2";
fn.RecipientId = "1";
signer.Tabs.FullNameTabs.Add(fn);
DateSigned ds2 = new DateSigned();
ds2.PageNumber = "1";
ds2.XPosition = "80";
ds2.YPosition = "475";
ds2.DocumentId = "2";
ds2.RecipientId = "1";
signer.Tabs.DateSignedTabs.Add(ds2);
envDef.Recipients = new Recipients();
envDef.Recipients.Signers = new List<Signer>();
envDef.Recipients.Signers.Add(signer);
// set envelope status to "sent" to immediately send the signature request
envDef.Status = "sent";
// Use the EnvelopesApi to create and send the signature request
EnvelopesApi envelopesApi = new EnvelopesApi();
EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountId, envDef);
Console.WriteLine("EnvelopeSummary:\n{0}", JsonConvert.SerializeObject(envelopeSummary));
RecipientViewRequest viewOptions = new RecipientViewRequest()
{
ReturnUrl = "https://www.epa.gov",
ClientUserId = "1234", // must match clientUserId set in step #2!
AuthenticationMethod = "email",
UserName = recipientName,
Email = recipientEmail
};
// create the recipient view (aka signing URL)
ViewUrl recipientView = envelopesApi.CreateRecipientView(accountId, envelopeSummary.EnvelopeId, viewOptions);
// print the JSON response
Console.WriteLine("ViewUrl:\n{0}", JsonConvert.SerializeObject(recipientView));
// Start the embedded signing session!
System.Diagnostics.Process.Start(recipientView.Url);
I don't quite understand your question.
Your app can use a "system user" (an email account such as "noreply#company.com") as the sender and present an embedded signing request to the "self-signer."
That way the "self-signer" can fill in the information and sign.
The signed document will only be visible (via DocuSign) to the system user. You can also set up a purge policy.
But it is not a friendly user experience to ask that the
signer will upload these documents separately into our application at a later point.
Instead, I suggest that you check out the concealValueOnDocument parameter of the text (data) tab.
Docs:
When set to true, the field appears normally while the recipient is adding or modifying the information in the field, but the data is not visible (the characters are hidden by asterisks) to any other signer or the sender.
When an envelope is completed the information is available to the sender through the Form Data link in the DocuSign Console.
This setting applies only to text boxes and does not affect list boxes, radio buttons, or check boxes.
Using this setting enables the signer to see the PII when they sign, but the information is not visible to subsequent signers or viewers of the information.
The PII data is still available via the API so your integration can process it as necessary.

Envelope Tabs removed when using CreateEnvelopeFromTemplates()

Im using the DocuSign API and im having some issues with the recipient not getting the tabs I save on the website ui. I create a template using DocuSign.com and set the recipient to Role=[testRole] Email=[] Name=[] Type=[Sign] under Recipients and routing. Because I have no recipients yet. Then using the api before i send it out i set the recipient to :
//Recipient Info
Recipient recipient = new Recipient();
recipient.Email = recipientEmail;
recipient.UserName = recipientName;
recipient.SignerName = recipientName;
recipient.Type = RecipientTypeCode.Signer;
recipient.RoleName = recipientRoleName;
recipient.ID = "1";
recipient.SignInEachLocationSpecified = true;
recipient.RoutingOrder = 1;
Recipient[] recipients = new Recipient[] { recipient };
//Template reference from server ID
TemplateReference templateReference = new TemplateReference();
templateReference.Template = templateID;
templateReference.TemplateLocation = TemplateLocationCode.Server;
//Envelope Info
EnvelopeInformation envelopeInfo = new EnvelopeInformation();
envelopeInfo.AccountId = AccountID;
envelopeInfo.Subject = subject;
envelopeInfo.EmailBlurb = message;
I set recipient.RoleName to the same thing as i set on the website UI and still the recipient doesn't get the signature tabs. am i missing something here? Or how do i relate the empty recipient i created using the DocuSign UI to the recipient im sending it to so that it has the tabs present?
Figured it out after shooting in the dark for a while. I was so sure the issue was in Recipient but when I took a look at TemplateReference I found RoleAssignments which apparently setting up in Recipient.Role does nothing. You have to set it up in TemplateReference using something like:
//Recipient Role
var recipientRole = new TemplateReferenceRoleAssignment();
recipientRole.RecipientID = "101";
recipientRole.RoleName = recipientRoleName;
//Template reference from server ID
TemplateReference templateReference = new TemplateReference();
templateReference.Template = templateID;
templateReference.TemplateLocation = TemplateLocationCode.Server;
templateReference.RoleAssignments = new TemplateReferenceRoleAssignment[] { recipientRole };

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