CreateEnvelopeFromTemplate.cs

using System;
using System.Collections.Generic;
using System.Linq;
using System.Text;
using System.Threading.Tasks;
using DocuSign.eSign.Api;
using DocuSign.eSign.Client;
using DocuSign.eSign.Model;
using Newtonsoft.Json;

namespace DocusignApiTest
{
    public class TemplateTest : DocuSignApiBase
    {
    
        public void CreateEnvelopeUsingCompositeTemplate()
        {

            string accountId = Init();


            var envDef = new EnvelopeDefinition()
            {
                EmailSubject = "Envelope with multiple recipient roles",
                Status = "sent",
                CompositeTemplates = new List<CompositeTemplate>()
                {
                    new CompositeTemplate()
                    {
                        ServerTemplates = new List<ServerTemplate>()
                        {
                            new ServerTemplate()
                            {
                                TemplateId = "e844065f-e033-413f-816f-1dea5b956f44", //CreateTemplate()
                                Sequence = "1"
                            }
                        },
                        InlineTemplates = new List<InlineTemplate>()
                        {
                            new InlineTemplate()
                            {
                                Sequence = "1",
                                Recipients = new Recipients()
                                {
                                    Signers = new List<Signer>()
                                    {
                                        new Signer()
                                        {
                                            Email = "Janedoe@acme.com",
                                            Name = "Jane Doe",
                                            RecipientId = "1",
                                            RoleName = "Signer1",
                                        },
                                        new Signer()
                                        {
                                            Email = "Bobdoe@acme.com",
                                            Name = "Bob Doe",
                                            RecipientId = "2",
                                            RoleName = "Signer2",
                                        },
                                        new Signer()
                                        {
                                            Email = "DanDoe@acme.com",
                                            Name = "Dan Doe",
                                            RecipientId = "3",
                                            RoleName = "Signer3",
                                        }

                                    }
                                }
                            }
                        }
                    }
                }
            };


            EnvelopesApi envelopesApi = new EnvelopesApi();
            EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountId, envDef);
            Console.WriteLine(envelopeSummary);

        }    
        public string CreateTemplate()
        {
            byte[] fileBytes = System.IO.File.ReadAllBytes(@"C:\Users\praveen.reddy\Box Sync\AnchorTagsOutOfBounds.pdf");

            string accountId = Init();
            var templateDef = new EnvelopeTemplate()
            {
                EmailSubject = "Template " + DateTime.Now.ToString(),
                EnvelopeTemplateDefinition = new EnvelopeTemplateDefinition()
                {
                    Name = "Template Name " + DateTime.Now.ToString(),

                },
                Documents = new List<Document>()
                {
                    new Document()
                    {
                        DocumentBase64 = System.Convert.ToBase64String(fileBytes),
                        Name = "TestFile.pdf",
                        DocumentId = "1"
                    }
                },
                Recipients = new Recipients()
                {
                    Signers = new List<Signer>()
                    {
                         new Signer()
                         {
                             RoleName = "Signer1",
                             RecipientId = "1",
                             RoutingOrder = "1",
                             Tabs = new Tabs()
                             {
                                 SignHereTabs = new List<SignHere>()
                                 {
                                     new SignHere()
                                     {
                                         DocumentId = "1",
                                         PageNumber = "1",
                                         XPosition = "100",
                                         YPosition = "100"
                                     }
                                 }
                                 
                             }
                         },
                         new Signer()
                         {
                             RoleName = "Signer2",
                             RecipientId = "2",
                             RoutingOrder = "2",
                             Tabs = new Tabs()
                             {
                                 SignHereTabs = new List<SignHere>()
                                 {
                                     new SignHere()
                                     {
                                         DocumentId = "1",
                                         PageNumber = "1",
                                         XPosition = "200",
                                         YPosition = "100"
                                     }
                                 }
                                 
                             }
                         },
                         new Signer()
                         {
                             RoleName = "Signer3",
                             RecipientId = "3",
                             RoutingOrder = "2",
                             Tabs = new Tabs()
                             {
                                 SignHereTabs = new List<SignHere>()
                                 {
                                     new SignHere()
                                     {
                                         DocumentId = "1",
                                         PageNumber = "1",
                                         XPosition = "300",
                                         YPosition = "100"
                                     }
                                 }
                                 
                             }
                         }
                     }
                }
            };

            TemplatesApi templatesApi = new TemplatesApi();
            TemplateSummary templateSummary = templatesApi.CreateTemplate(accountId, templateDef);

            Console.WriteLine(templateSummary);

            return templateSummary.TemplateId;
        }
        
        public void CreateEnvelopeSeparateEmailNotificationForRecipients()
        {
            string accountID = Init();

            byte[] fileBytes = System.IO.File.ReadAllBytes(@"C:\temp\Test.pdf");
            var envDef = new EnvelopeDefinition()
            {
                EmailSubject = "My Envelope Subject",
                Status = "sent",
                Documents = new List<Document>()
                {
                    new Document()
                    {
                        DocumentBase64 = System.Convert.ToBase64String(fileBytes),
                        Name = "Contract",
                        DocumentId = "1"
                    }
                },
                Recipients = new Recipients()
                {
                    Signers = new List<Signer>() 
                    {
                        new Signer()
                        {
                            Email = "janedoe@acme.com",
                            Name = "Jane Doe",
                            RecipientId = "1",
                            RoutingOrder = "1",
                            EmailNotification = new RecipientEmailNotification()
                            {
                                EmailSubject = "This is subject for Jane Doe",
                                EmailBody = "This is email body for Jane Doe"
                            },
                            Tabs = new Tabs()
                            {
                                SignHereTabs =  new List<SignHere>()
                                {
                                    new SignHere()
                                    {
                                        DocumentId = "1",
                                        XPosition = "100",
                                        YPosition = "300",
                                        PageNumber = "1"
                                    }
                                }
                            }
                        },
                        new Signer()
                        {
                            Email = "johnsmith@acme.com",
                            Name = "john smith",
                            RecipientId = "2",
                            RoutingOrder = "2",
                            EmailNotification = new RecipientEmailNotification()
                            {
                                EmailSubject = "This is subject for john smith",
                                EmailBody = "This is email body for john smith"
                            },
                            Tabs = new Tabs()
                            {
                                SignHereTabs =  new List<SignHere>()
                                {
                                    new SignHere()
                                    {
                                        DocumentId = "1",
                                        XPosition = "100",
                                        YPosition = "200",
                                        PageNumber = "1"
                                    }
                                }
                            }
                        }
                    }
                }
            };

            EnvelopesApi envelopesApi = new EnvelopesApi();
            EnvelopeSummary envelopeSummary = envelopesApi.CreateEnvelope(accountID, envDef);
        }        
    }
    

    public class DocuSignApiBase
    {
        protected const string _username = "";
        protected const string _integratorKey = "";
        protected const string _password = "";
        protected const string _baseUri = "https://demo.docusign.net/restapi";

        protected string _authHeader;

        public DocuSignApiBase()
        {
            // configure 'X-DocuSign-Authentication' header
            _authHeader = "{\"Username\":\"" + _username + "\", \"Password\":\"" + _password + "\", \"IntegratorKey\":\"" + _integratorKey + "\"}";

        }

        public string Init()
        {
            // initialize client for desired environment (for production change to www)
            ApiClient apiClient = new ApiClient(_baseUri);
            Configuration.Default.ApiClient = apiClient;


            Configuration.Default.AddDefaultHeader("X-DocuSign-Authentication", _authHeader);

            // we will retrieve this from the login API call
            string accountId = null;

            /////////////////////////////////////////////////////////////////
            // STEP 1: LOGIN API        
            /////////////////////////////////////////////////////////////////

            // login call is available in the authentication api 
            AuthenticationApi authApi = new AuthenticationApi();
            LoginInformation loginInfo = authApi.Login();

            // parse the first account ID that is returned (user might belong to multiple accounts)
            accountId = loginInfo.LoginAccounts[0].AccountId;

            // Update ApiClient with the new base url from login call
            apiClient = new ApiClient(loginInfo.LoginAccounts[0].BaseUrl);

            return accountId;
        }
    }
}