E-signature using Docusign

Docusign provides e-signature to documents. We can send document to as many recipients and get their signs using Docusign. This functionality can be accessible through its Member console. If you want to integrate Docusign with your application, you can use its API.

Here in the blog I had used its demo service. You can get API from:
https://demo.docusign.net/api/3.0/api.asmx

When we send a document to Docusign for sign, it creates an envelope. This Envelope contains document, recipients who will review or sign the document, Tabs with where to put signature, or Custom tab.

Now let’s start the process of sending documents and sign them through API.
Add the above link to service reference of the project. (Here, service reference name is “DocuSignWeb”)

How to send document:
CreateAndSendEnvelope  function of API Service is used to send the document to Docusign. To use this function follow steps.

Step 1:  Create Recipients
Docusign creates two types of Users: Embedded and Remote
Embedded user requires authentication while retrieving document, where remote user is not allowed to get the document. Whole process is handled through email in remote user.

DocuSignWeb.Recipient r = new DocuSignWeb.Recipient();
r.Email = email;
r.UserName = firstName + " " + lastName;
r.Type = DocuSignWeb.RecipientTypeCode.Signer;
r.RequireIDLookup = false;
r.ID=1.ToString(System.Globalization.CultureInfo.InvariantCulture);

If you are creating embedded user then it will require CaptiveInfo:

r.CaptiveInfo = new DocuSignWeb.RecipientCaptiveInfo();
r.CaptiveInfo.ClientUserId = clientUserId;
r.SignatureInfo = new DocuSignWeb.RecipientSignatureInfo();
r.SignatureInfo.SignatureInitials = (firstName.Length > 0 ? firstName.Substring(0, 1) : "") + (lastName.Length > 0 ? lastName.Substring(0, 1) : "");
r.SignatureInfo.FontStyle = DocuSignWeb.FontStyleCode.BradleyHandITC;
r.SignatureInfo.SignatureName = firstName + " " + lastName;

CaptiveInfo.ClientUserId is unique for each envelope. (E.g. SessionId). It is used for authentication when we retrieve this document.

Step 2: Add Document
DocuSignWeb.Document doc= new Document();

doc.ID = 1.ToString(CultureInfo.InvariantCulture);
doc.Name = documentName;
using (System.IO.FileStream streamReader = new System.IO.FileStream(fullFileName, System.IO.FileMode.Open, System.IO.FileAccess.Read))
{
byte[] pdfBytes = new byte[streamReader.Length];
streamReader.Read(pdfBytes, 0, (int)streamReader.Length);
doc.PDFBytes = pdfBytes;
}

Step 3: Create Tabs

DocuSignWeb.Tab tab=new DocuSignWeb.Tab();
tab.DocumentID= doc.ID;
tab. RecipientID = recipient.ID;
tab.Name = name;
tab.TabLabel = name;
tab.PageNumber = pageNumber;
tab.XPosition = XPosition;
tab.YPosition = YPosition;
tab.Type = DocuSignWeb.TabTypeCode.SignHere

If Tab is Custom Type then,

tab.Type = DocuSignWeb.TabTypeCode.Custom;
tab.SharedTab = true;
tab.Value = value;

If SharedTab property is true, that means all recipients can change the value of that tab.

Step 4: Create Credential

DocuSignWeb.APIServiceSoapClient apiService = new DocuSignWeb.APIServiceSoapClient("APIServiceSoap", "https://demo.docusign.net/api/3.0/api.asmx");
apiService.ClientCredentials.UserName.UserName = "[" + IntegratorsKey + "]";
apiService.ClientCredentials.UserName.UserName += APIUserEmail;
apiService.ClientCredentials.UserName.Password = Password;

This credentials you can get from your Member console of Docusign site.
Step 5:  Create Envelope

DocuSignWeb.Envelope envelope = new DocuSignWeb.Envelope();
envelope.Subject = "DocuSign Test Document.";
envelope.EmailBlurb = "Hello!  This was submitted from a sample application";
envelope.Recipients = lstofRecipients;
envelope.AccountId = AccountId;
envelope.AllowMarkup = true;
// assign the document array
envelope.Documents = new DocuSignWeb.Document[lstofdoc.Length];
for (int i = 0; i < documents.Length; ++i)
{
envelope.Documents[i] = lstofdoc[i].Document;
}

// assign the tabs to the envelope
envelope.Tabs = lstoftabs.ToArray();

envelope.CustomFields = fields;
envelope.EnvelopeAttachment = attachments;

DocuSignWeb.EnvelopeStatus envStatus = apiService.CreateAndSendEnvelope(envelope);

With this document is sent to Docusign.
How to sign document:
RequestRecipientToken function is used to retrieve URL of the document stored in Docusign. We can pass this URL to iframe in our aspx page. To use this function follow steps.

Step 6: Create RequestRecipientTokenAuthenticationAssertion
public DocuSignWeb.RequestRecipientTokenAuthenticationAssertion MakeRecipientTokenAuthAssert(string assertionId)

{
DocuSignWeb.RequestRecipientTokenAuthenticationAssertion assert = new DocuSignWeb.RequestRecipientTokenAuthenticationAssertion();
assert.AssertionID = assertionId;
assert.AuthenticationInstant = DateTime.Now;
assert.AuthenticationMethod = DocuSignWeb.RequestRecipientTokenAuthenticationAssertionAuthenticationMethod.Password;
assert.SecurityDomain = "Loan Demo";

return assert;
}

AssertionId value is informational for you to refer to the recipient. It can be ApplicaionId.

Step 7: Create RequestRecipientTokenClientURLs
public DocuSignWeb.RequestRecipientTokenClientURLs StandardUrls(System.Uri urlBase, string userName)

{
DocuSignWeb.RequestRecipientTokenClientURLs urls = new DocuSignWeb.RequestRecipientTokenClientURLs();
urls.OnSigningComplete = urlBase + "?event=SignComplete&uname=" + userName;
urls.OnViewingComplete = urlBase + "?event=ViewComplete&uname=" + userName;
urls.OnCancel = urlBase + "?event=Cancel&uname=" + userName;
urls.OnDecline = urlBase + "?event=Decline&uname=" + userName;
urls.OnSessionTimeout = urlBase + "?event=Timeout&uname=" + userName;
urls.OnTTLExpired = urlBase + "?event=TTLExpired&uname=" + userName;
urls.OnIdCheckFailed = urlBase + "?event=IDCheck&uname=" + userName;
urls.OnAccessCodeFailed = urlBase + "?event=AccessCode&uname=" + userName;
urls.OnException = urlBase + "?event=Exception&uname=" + userName;
return urls;
}

From here you could specify a different redirect target for each status event – signing completed, cancelled, error, etc. We just use one page with different Querystring params to indicate the event.

Step 8: Get Recipient object who is requesting for document

Follow Step 1

Step 9:  Request for document
Get DocuSignWeb.APIServiceSoap as Step 4.
And call:

apiService.RequestRecipientToken(_envelopeId, recipient.CaptiveInfo.ClientUserId,  recipient.UserName, recipient.Email, assert, clientURLs);

This function will return URL for the document to be signed. From here recipient can sign document, decline to sign, sign later.

 

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1 COMMENTS

  1. Anonymous
    February 19, 2013 12:53 Reply

    Superb blog you have here but I was wanting to know if you knew of any forums that cover the same topics talked about in this article? I’d really like to be a part of group where I can get opinions from other knowledgeable individuals that share the same interest. If you have any suggestions, please let me know. Thank you!

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