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docusign-soap-sdk's Introduction

DocuSign SOAP SDK

The DocuSign Web Services API provides methods for integrating the DocuSign API into an application to gather electronic signatures and data.

To get started, go to our DevCenter (http://www.docusign.com/devcenter/) and set up a Free Demo Account and credentials for your project.

Get help on the Community Forums at http://community.docusign.com

Wiki on GitHub at https://github.com/docusign/DocuSign-eSignature-SDK/wiki

Important Terms

Integrator Key: Identifies a single integration. Every API request includes the Integrator Key and a username/password combination

Envelope: Just like a normal Postal Envelope.It contains things like Documents, Recipients, and Tabs

Document: The PDF, Doc, Image, or other file you want signed. If it is not a PDF, you must include the File Extension in the API call

Tab: Tied to a position on a Document and defines what happens there. For example, you have a SignHere Tab wherever you want a Recipient to sign

Recipient: The person you want to send the Envelope to. Requires a UserName and Email

Captive (or Embedded) Recipient: Recipient signs in an iframe on your website instead of receving an email

PowerForm: A pre-created Envelope that you can launch instead of writing server-side code

System Requirements

System requirements for Microsoft .NET samples:

System requirements for Java samples:

  • Java Development Kit 1.6
  • Apache Ant 1.6

System requirements for PHP samples:

  • PHP Version 5.3+
  • libcurl/7.19.4 OpenSSL/0.9.8k zlib/1.2.3

System requirements for Ruby samples:

  • Ruby 2.3.7

Documentation

Full Documentation can be downloaded or viewed online by going here: http://www.docusign.com/developer-center/documentation

In order to help developers get started with the Web Services API, we have developed sample code and documentation for .NET, PHP, Ruby and Java environments.

This SDK includes samples in Java, .NET, Ruby, PHP, and Apex (Salesforce).
You will need to apply here http://www.docusign.com/devcenter in order to get a development account which is required to run the samples.

WSDL files can be downloaded directly from our webservice end point.

https://demo.docusign.net/api/3.0/api.asmx?WSDL - main web service description

https://demo.docusign.net/api/3.0/credential.asmx?WSDL - credential web service that has a subset of functions and doesn't require WS-Security SOAP headers

Rate Limits

Please note: Applications are not allowed to poll for envelope status more than once every 15 minutes and we discourage integrators from continuously retrieving status on envelopes that are in a terminal state (Completed, Declined, and Voided). Excessive polling will result in your API access being revoked.
If you need immediate notification of envelope events we encourage you to review envelope events or use our Connect Publisher technology, DocuSign Connect as an alternative.

More Information

Professional Services is also available to help define and implement your project fast. We also encourage you to use the DocuSignApi tag on Stack Overflow to search for answered questions or ask new ones:
DocuSignAPI

API Possibilities

The DocuSign API helps developers build solutions that can:

 - Send documents for signature one at a time or in bulk
 - Require authentication before signing
 - Define signature locations using static or relative signature location descriptions on any document page
 - Define optional/required data field locations, masks, and pre-population
 - Assign individuals specific form fields
 - Include embedded signing where the developer hosts an iframe that renders the DocuSign experience
 - Support remote signing where the Recipient receives an email with a link and completes signing from a branded page
 - Route signing to multiple recipients in parallel, serial, or a combination of the two
 - Submit partially specified envelopes for later completion by the customer.
 - Void an envelope that has been submitted but not yet completed.
 - Retrieve the status of an envelope including sent, signed, voided, forwarded, etc.
 - Retrieve the digitally signed completed PDF of every document in an envelope.
 - Retrieve the completed PDF for each separate document in an envelope.
 - Retrieve the e-sign status of a recipient.
 - Retrieve the certificate and audit log of the transaction
 - Transfer an envelope to another DocuSign user or account.
 - Correct recipient information for an existing envelope.
 - Resend a notification email to an existing recipient.
 - Correct the workflow for envelopes have already been submitted
 - Retrieve the Member level permissions for the optional features.
 - Turn on or off the envelope ID stamp
 - Retrieve data entered by signers filling in the data fields. 
 - Submit documents for signature without any signing tabs at all, which invokes a freeform signing process that the recipient will follow to place signatures
 - Specify electronic vaulting for Envelopes.
 - Extract and remove original copies of documents from the DocuSign systems.

License

The DocuSign SOAP SDK is licensed under the following License.

docusign-soap-sdk's People

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docusign-soap-sdk's Issues

Request: EmbedDocuSign, 2 Signers - Add transition page

Once signer 1 finishes, have a transition page to explain what happened/what will happen before going into signer 2's signing experience.

Feedback from Christopher Taylor is that it's a little unclear what's going on.

signing a templare

i created a template online where two parties have to sign.
the document has some other fields such as name and date of signature
how do i,
set the emails to send to (two emails),
set the values of the other fields, e.g (amount)
initiate the sign process through api and send it to the first person.

thanks

How to use with oAuth token

I understand that the this API will be deprecated, so how can I use SDK with new API and particularly with oAuth tokens?

CustomFields with template sending request does not work

I tried following code for sending a template request along with the custom fields but no luck and getting following error

ERROR:

string(11) "soap:Client" string(209) "Validation error: The element 'CustomField' in namespace 'http://www.docusign.net/API/3.0' has incomplete content.
List of possible elements expected: 'Required' in namespace 'http://www.docusign.net/API/3.0'."

CODE 1 that I tried:

$envinfo = new EnvelopeInformation();
$envinfo->Subject = $frm["subject"];
$envinfo->EmailBlurb = $frm["emailblurb"];
$envinfo->AccountId = $this->getAccountID();

$customField = new CustomField();
$customField->Name = "TestName";
$customField->Value = "TestValue";
$customField->Show = "true";
$customField->Requried = "false";
$customField->CustomFieldType = CustomFieldType::Text;

$customFieldsArr[] = $customField;
$envinfo->CustomFields = $customFieldsArr;

CODE 2 that I tried:

$envinfo = new EnvelopeInformation();
$envinfo->Subject = $frm["subject"];
$envinfo->EmailBlurb = $frm["emailblurb"];
$envinfo->AccountId = $this->getAccountID();

$customField[] = new CustomField();

$cf1 = new CustomField();

$cf1->Name = "TestName";
$cf1->Value = "TestValue";
$cf1->Show = "true";
$cf1->Requried = "false";
$cf1->CustomFieldType = CustomFieldType::Text;

array_push($customField, $cf1);

// eliminate 0th element
array_shift($customField);

$envinfo->CustomFields = $customField;

I also tried assigning customfield array in the following way but did work:
$envinfo->CustomFields->CustomField[] = $customField;

I've been mashing my head in searching the solution all the day without luck!

default page for PHP files

It's not clear that the login.php is the default page. There is now HTACCESS file so when I brought the files up it looked like I had just the directory listing

Readme file for PHP

PHP sample doesn't really have a readme file. It does have some files that seem to belong to Eclipse. A lot of people don't use Eclipse so I'd consider yanking those.

Code Snippets Project - NUnit Reference Missing

The nunit package is missing from the project. Adding the latest version of nunit via NuGet causes the project to break. I had to download an older version of nunit, 2.4, for the project to run.

Tabs are not showing in embed view

I have created a template with tabs like Name, date and signature. Now I am using code to show the template in iframe but it is not showing the tabs for name, date and signature instead it is showing the left panel with all fields for user to drag and drop on document. When I am sending the same template to user in email, it is showing the tabs.
How can I show the tabs in embed view also?

Java: Readme File(s) Issues

  1.   /README file is empty
    
  2.   /Java/DocuSign2011Q1Sample/readme.txt
    
    a. In step 1, it would be nice to show an example path for a Windows platform.
    b. In step 4, I think a lot of users will not know how to access the “tomcat manager”.
    c. In step 5,
    i. I get the following error:

INFO: validateJarFile(C:\Users\christopher.taylor\bin\apache-tomcat-7.0.8\webapps\DocuSignSample\WEB-INF\lib\geronimo-servlet_3.0_spec-1.0.jar) - jar not loaded. See Servlet Spec 2.3, section 9.7.2. Offending class: javax/servlet/Servlet.class

    ii.      If the version of the servlet JAR file does not match between the build and the container, you will get this error. The proper way to handle this is to build with the JAR you have, but do not include it in the WAR file. The user can fix this by opening up the WAR file, deleting the offending JAR (e.g. “WEB-INF\lib\geronimo-servlet_3.0_spec-1.0.jar”), then repackaging the WAR. That is not obvious to many developers.

Signed Document not Downloading

I have downloaded DocuSign-eSignature MS.Net sample from https://github.com/docusign/DocuSign-eSignature-SDK

The code runs correctly and gets the documents signed from the recipients.However when we try to download the signed document by clicking Download button available under GetStatusAndDocs section then code mentioned below throws error,

This demo has encountered an error: Timeouts are not supported on this stream.
Please correct the issue and try again.

DocuSignAPI.EnvelopePDF pdf = client.RequestPDF(id) ;

This error is encountered only when the document is a pdf file.Works fine in case of text files.

Readme for Common Files

  • We need something that describes what Common is and why it's there. Is it used in all of the samples or just some?

signing a template

i created a template online where two parties have to sign.
the document has some other fields such as name and date of signature
how do i reference the document through api and send it to the first person.
And then after the first person signs, the signed document gets send to the next party

Sending to one signer in .net sample shows message for two signers

Using the Embed DocuSign tab and clicking the "Create an Envelope with 1 Signer" button results in an embedded signing experience but descriptive text above the iframe shows "Have the first signer fill out the Envelope" as though a second signer is expected as well.

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