Send Document To Other Users For Signature In DocuSign

We saw how to convert a PDF file into a JSON file from DocuSign for signature and fill out the other form’s contents in the previous article. Click here to learn more about this.

Introduction:

In this tutorial, we’ll go over how to transmit documents to DocuSign for signature step by step. So let’s begin.

Step 1:

Set the necessary key into your appsetting.json file. If you want to know how to get keys from DocuSign then you can read my previous blog by clicking here. 

"DocuSign": {
    "IntegrationKey": "fc81131e-XXXX-XXXX-XXXX-0dbfc94e3af7",
    "UserId": "29c410f7-XXXX-XXXX-XXXX-1a4fc813defd",
    "AuthServer": "account-d.docusign.com",
    "RSAPrivateKeyFile": "private.key",
    "JWTLifeTime": "1",
    "BaseURI": "https://demo.docusign.net",
    "AccountId": "e2f2e355-XXXX-XXXX-XXXX-764d6994f8c2",
}

Step 2:

Put the downloaded JSON file in the Properties folder. Click here if you want to know how to create a JSON file for signature in DocuSign.

Step 3:

Add this code to your controller.

[HttpGet("SendDocumentForSignature/{accessToken}")]
public async Task<IActionResult> SendDocumentForSignature(string accessToken)
{
    var apiResponse = await _docuSignService.SendDocumentForSignature(accessToken);
    return new JsonResult(apiResponse);
}

Step 4:

Add Document response class and declare your method in your interface class.

public class SendDocumentResponse
    {
        public SendDocumentResponse(string redirectUrl, string envelopeId)
        {
            RedirectUrl = redirectUrl;
            EnvelopeId = envelopeId;
        }

        public string RedirectUrl { get; }
        public string EnvelopeId { get; }
    }

Task<SendDocumentResponse> SendDocumentForSignature(string accessToken);

Step 5:

Add BuildTemplate(), BuildEnvelope(), GetApiClient(), and BuildRecipientViewRequest() in your method defination class.

public async Task<EnvelopeTemplate> BuildTemplate(string rootDir)
{
     using var reader = new StreamReader(rootDir + "Properties/Sample_Document.json");
     return await Task.FromResult(JsonConvert.DeserializeObject<EnvelopeTemplate>(reader.ReadToEnd()));
}

public async Task<EnvelopeDefinition> BuildEnvelope(string userFullName, string userEmail)
{
    var role = new TemplateRole
    {
        Email = userEmail,
        Name = userFullName,
        RoleName = "User",
        ClientUserId = "1000"
    };

    var env = new EnvelopeDefinition { TemplateRoles = new List<TemplateRole> { role }, Status = "Sent" };

    return await Task.FromResult(env);
}

private async Task<ApiClient> GetApiClient(string token)
{
    var docuSignConfig = new Configuration(_configuration["DocuSign:BaseURI"] + "/restapi");
    docuSignConfig.AddDefaultHeader("Authorization", "Bearer " + token);
    docuSignConfig.AccessToken = token;
    var apiClient = new ApiClient(docuSignConfig);
    apiClient.SetBasePath(docuSignConfig.BasePath);
    return await Task.FromResult(apiClient);
}

private async Task<RecipientViewRequest> BuildRecipientViewRequest(string signerEmail, string signerName, string returnUrl, string pingUrl)
{
    RecipientViewRequest viewRequest = new RecipientViewRequest
    {
        ReturnUrl = returnUrl,
        AuthenticationMethod = "none",
        Email = signerEmail,
        UserName = signerName,
        ClientUserId = "1000"
    };

    if (pingUrl != null)
    {
        viewRequest.PingFrequency = "600";
        viewRequest.PingUrl = pingUrl;
    }

    return await Task.FromResult(viewRequest);
}

Step 6:

Finally, add SendDocumentForSignature() method.

public async Task<SendDocumentResponse> SendDocumentForSignature(string accessToken)
{
    SendDocumentResponse sendDocumentResponse = null;
    try
    {
        if (!string.IsNullOrEmpty(accessToken))
        {
            var userFullName = "Shaikh Shahjaha";
            string rootDir = _configuration.GetValue<string>(WebHostDefaults.ContentRootKey);
            EnvelopeTemplate envelopeTemplate = await BuildTemplate(rootDir);
            EnvelopeDefinition envelope = await BuildEnvelope(userFullName, "example@gmail.com");
            var client = await GetApiClient(accessToken);
            if (client != null)
            {
                var templatesApi = new TemplatesApi(client);
                var listTemplates = templatesApi.ListTemplates(_configuration["DocuSign:AccountId"]);
                EnvelopeTemplate template = listTemplates?.EnvelopeTemplates?.FirstOrDefault(x => x.Name == "Sample Document");
                if (template != null)
                {
                    envelope.TemplateId = template.TemplateId;
                }
                else
                {
                    TemplateSummary templateSummary = templatesApi.CreateTemplate(_configuration["DocuSign:AccountId"], envelopeTemplate);
                    envelope.TemplateId = templateSummary.TemplateId;
                }
                var envelopesApi = new EnvelopesApi(client);
                EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(_configuration["DocuSign:AccountId"], envelope);
                ViewUrl recipientView = envelopesApi.CreateRecipientView(
                   _configuration["DocuSign:AccountId"],
                   envelopeSummary.EnvelopeId,
                   await BuildRecipientViewRequest(
                       "example@gmail.com",
                       userFullName,
                       "localhost:44321",
                       "localhost:44321")
                   );
                sendDocumentResponse = new SendDocumentResponse(recipientView.Url, envelopeSummary.EnvelopeId);
            }                   
        }
    }
    catch (Exception ex)
    {
        sendDocumentResponse = null;
    }
    return await Task.FromResult(sendDocumentResponse);
}

Conclusion:

Following the addition of this code to your project, you will receive a DocuSign redirect URL in the response. Simply copy it and paste it into a new tab. You’ll also require an access token, which we obtained in the previous blog. Click here for instructions on how to obtain an access token from DocuSign.

Related Articles:

Getting Started With The DocuSign

Get Authentication Token From The DocuSign (Part-1)

Get Authentication Token From The DocuSign (Part-2)

How To Create JSON Document File For Signature In DocuSign

Get Document Data From DocuSign

Download Document From DocuSign

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