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Documents: managing and processing documents (certificates and envelops) in DocuSign.
- We can download PDF documents and envelops from DocuSign.
Each document should be wrapped to envelope. Envelope can contain one or several documents.
You need provide EnvelopeId and DocumentId for getting document:Code Block /api/v2/Documents/Document/{EnvelopeID}/{DocumentID}
Or you can download envelop with documents inside:
Code Block /api/v2/Documents/Envelop{EnvelopeID}
Example:
Code Block _httpClient.DefaultRequestHeaders.Authorization = new AuthenticationHeaderValue("Bearer", GetAuthHeader()); _httpClient.DefaultRequestHeaders.Add("EnvelopeId", envelopeId.ToString()); return _httpClient.GetStreamAsync(/api/v2/Documents/ + "Documents/Envelope?EnvelopeId=" + envelopeId.ToString());
You can also download all signed envelops:
Code Block /api/v2/Documents/Envelops
- Convert Html document to PDF
DocuSign sign only PDF documents. But you can send Html, Jpeg or MS Office document to DocuSign and DocuSign will convert it to pdf for you. Unfortunately, resulting PDF is not completely accessible.
But if you want to have more control you can convert Html to PDF yourself. We use for this Telerik document processing library.
You can use the following POST endpoint to convert Html to PDF:Code Block /api/v1/Documents/HTMLToPDF/
Example:
Code Block var json = JsonSerializer.Serialize(html); HttpContent content = new StringContent(json, System.Text.Encoding.UTF8, "application/json"); return await _httpClient.PostAsync(url, content);
EVE: generating QR code for links to EVE
/wiki/spaces/MAR/pages/2577891341 is a website designed for the purpose of allowing users to check the validity of digital documents issued by Transport Canada.
Using DS API, you can generate search result links to EVE or generate QR instead links.
To get link:Code Block /api/v2/EVE/URL/
Example:
Code Block var resultData = await _httpClient.GetStringAsync(url);
To get QR code:Code Block /api/v2/EVE/URL/QRCodeImageForURL/
Example:
Code Block var result = await _httpClient.GetStringAsync(url);
Signing: signing documents (Html. PDF, JPG and MS Office docs) in DocuSign
We can sign one or several documents by one request.
You can specify signature position two ways:
- absolution position (X, Y) or
- anchor, marking some text as place where signature should be
There are 3 ways to sign document:Embedded
In this case you provide required information and get back url for signing ceremony.
You need to provide the following information:
- sender and signer names and emails
- names of the documents
- html content or base64 content (only in version 2) for each document
- signature position (absolute or anchor) for each document
Signing Html (POST):Code Block /api/v2/Signing/HTMLCeremonyUrl/
Signing nonHtml (only in version 2) (POST):
Code Block /api/v2/Signing/Templates/CeremonyUrl/
Email Request
In this case you provide the same information, but get not url, but email to signer email address with request to signer certificate.
Signing Html (POST):Code Block /api/v2/Signing/Signing/HTMLEmailRequest/
Example:
Code Block var url = "/api/v2/Signing/Signing/HTMLEmailRequest/"; var json = JsonSerializer.Serialize(info); HttpContent content = new StringContent(json, System.Text.Encoding.UTF8, "application/json"); return await _httpClient.PostAsync(url, content);
Where info is information, required for singing.
Signing non-Html (only in version 2) (POST):Code Block /api/v2/Signing/Signing/EmailRequest/
Template
In this case we don’t send document to DocuSign, but use template, uploaded to DocuSign.
We can get templates using the following endpoint (GET):Code Block /api/v2/Signing/Templates/
Signing (POST):
Code Block /api/v2/Signing/TemplateCeremonyUrl/
Email request (POST):
Code Block /api/v2/Signing/TemplateEmailRequest/
Users: managing DocuSign users (require Admin scope)
- Get list of all signers (GET)Code Block /api/v2/Signing/Users/Signers/
- Create DocuSign user (POST)Code Block /api/v2/Signing/Users/Users/
- Update user information (PUT)Code Block /api/v2/Signing/Users/Users
- Delete user (DELETE)Code Block /api/v2/Signing/Users/Users/
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