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@codingdawg
Created March 8, 2017 09:05
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Docusign Soap CreateEnvelopeFromTemplate
//Step #1) Buiding Template, Recipient and Envelope information
// 1.1) Put the created template from DocuSign
DocuSignAPI.TemplateReference templetRef = new DocuSignAPI.TemplateReference();
templetRef.Template = aa3d9632-1595-4fef-87dd-1795334edf9d;
templetRef.TemplateLocation = 'Server';
DocuSignAPI.ArrayOfTemplateReference templetRefs = new DocuSignAPI.ArrayOfTemplateReference();
templetRefs.TemplateReference = new DocuSignAPI.TemplateReference[]{templetRef};
system.debug('templetRefs: '+templetRefs);
// 1.2) Create a Recipient
DocuSignAPI.Recipient recipient = new DocuSignAPI.Recipient();
recipient.Email = docuSign_email;
recipient.UserName = docuSign_fName+' '+docuSign_lName;
recipient.Type_x = 'Signer';
recipient.ID = 1;
recipient.RoutingOrder = 1;
recipient.RequireIDLookup = false;
recipient.RoleName = 'Signer 1';
DocuSignAPI.ArrayOfRecipient1 recipients = new DocuSignAPI.ArrayOfRecipient1();
recipients.Recipient = new DocuSignAPI.Recipient[]{recipient};
ArrayOfTemplateReferenceRoleAssignment tras = new ArrayOfTemplateReferenceRoleAssignment();
TemplateReferenceRoleAssignment assign = new TemplateReferenceRoleAssignment();
assign.setRoleName(recipient.getRoleName());
assign.setRecipientID(recipient.getID());
tras.getRoleAssignment().add(assign);
templetRef.setRoleAssignments(tras);
system.debug('recipients: '+recipients);
// 1.3) Construct the envelope information
DocuSignAPI.EnvelopeInformation envelopeInfo = new DocuSignAPI.EnvelopeInformation();
envelopeInfo.Subject = 'Terms of Agreement for your Signature';
envelopeInfo.EmailBlurb = 'We are sending you this request for your electronic signature, please review and electronically sign by following the link above. ';
envelopeInfo.AccountId = accountId;
//Populate Application as a Custom Field in Envelope
DocuSignAPI.CustomField custFiled = new DocuSignAPI.CustomField();
custFiled.Name = 'DSFSSourceObjectId';
custFiled.Value = docuSign_appID;
custFiled.show = 'False';
custFiled.Required = 'True';
custFiled.CustomFieldType = 'Text';
DocuSignAPI.ArrayOfCustomField CustFields = new DocuSignAPI.ArrayOfCustomField();
//CustFields.CustomField = new DocuSignAPI.CustomField[]{custFiled,accFiled};
CustFields.CustomField = new DocuSignAPI.CustomField[]{custFiled};
envelopeInfo.CustomFields = CustFields;
system.debug('envelopeInfo: '+envelopeInfo);
// Step #2) Create a Envelope with informtion created from step #1 and SendEnvelope
System.debug('Calling the API');
//DocuSignAPI.EnvelopeStatus es = dsApiSend.CreateAndSendEnvelope(envelope);
DocuSignAPI.EnvelopeStatus envelopStatus = dsApiSend.CreateEnvelopeFromTemplates(templetRefs, recipients,envelopeInfo,true);
envelopeId = envelopStatus.EnvelopeID;
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