Chilkat Online Tools

DataFlex / DocuSign Click API / 15. Create an Account Template

Back to Collection Items

Use ChilkatAx-win32.pkg

Procedure Test
    Handle hoHttp
    Boolean iSuccess
    Variant vJson
    Handle hoJson
    Variant vResp
    Handle hoResp
    String sTemp1
    Integer iTemp1
    Boolean bTemp1

    // This example assumes the Chilkat API to have been previously unlocked.
    // See Global Unlock Sample for sample code.

    Get Create (RefClass(cComChilkatHttp)) To hoHttp
    If (Not(IsComObjectCreated(hoHttp))) Begin
        Send CreateComObject of hoHttp
    End

    // Use this online tool to generate code from sample JSON: Generate Code to Create JSON

    // The following JSON is sent in the request body.

    // {
    //   "documents": [
    //     {
    //       "name": "agreement",
    //       "documentBase64": "{{documentBase64}}",
    //       "documentId": 123,
    //       "fileExtension": "pdf"
    //     }
    //   ],
    //   "emailBlurb": "Email message",
    //   "emailSubject": "email subject",
    //   "recipients": {
    //     "signers": [
    //       {
    //         "recipientId": "1",
    //         "roleName": "seller",
    //         "email": "{{email}}",
    //         "name": "{{name}}",
    //         "tabs": {
    //           "signHereTabs": [
    //             {
    //               "documentId": "123",
    //               "pageNumber": 1,
    //               "xPosition": "4",
    //               "yPosition": "4"
    //             }
    //           ]
    //         }
    //       }
    //     ]
    //   }
    // }

    Get Create (RefClass(cComChilkatJsonObject)) To hoJson
    If (Not(IsComObjectCreated(hoJson))) Begin
        Send CreateComObject of hoJson
    End
    Get ComUpdateString Of hoJson "documents[0].name" "agreement" To iSuccess
    Get ComUpdateString Of hoJson "documents[0].documentBase64" "{{documentBase64}}" To iSuccess
    Get ComUpdateInt Of hoJson "documents[0].documentId" 123 To iSuccess
    Get ComUpdateString Of hoJson "documents[0].fileExtension" "pdf" To iSuccess
    Get ComUpdateString Of hoJson "emailBlurb" "Email message" To iSuccess
    Get ComUpdateString Of hoJson "emailSubject" "email subject" To iSuccess
    Get ComUpdateString Of hoJson "recipients.signers[0].recipientId" "1" To iSuccess
    Get ComUpdateString Of hoJson "recipients.signers[0].roleName" "seller" To iSuccess
    Get ComUpdateString Of hoJson "recipients.signers[0].email" "{{email}}" To iSuccess
    Get ComUpdateString Of hoJson "recipients.signers[0].name" "{{name}}" To iSuccess
    Get ComUpdateString Of hoJson "recipients.signers[0].tabs.signHereTabs[0].documentId" "123" To iSuccess
    Get ComUpdateInt Of hoJson "recipients.signers[0].tabs.signHereTabs[0].pageNumber" 1 To iSuccess
    Get ComUpdateString Of hoJson "recipients.signers[0].tabs.signHereTabs[0].xPosition" "4" To iSuccess
    Get ComUpdateString Of hoJson "recipients.signers[0].tabs.signHereTabs[0].yPosition" "4" To iSuccess

    // Adds the "Authorization: Bearer {{accessToken}}" header.
    Set ComAuthToken Of hoHttp To "{{accessToken}}"

    Get pvComObject of hoJson to vJson
    Get ComPostJson3 Of hoHttp "https://domain.com/{{apiVersion}}/accounts/{{accountId}}/templates" "application/json" vJson To vResp
    If (IsComObject(vResp)) Begin
        Get Create (RefClass(cComChilkatHttpResponse)) To hoResp
        Set pvComObject Of hoResp To vResp
    End
    Get ComLastMethodSuccess Of hoHttp To bTemp1
    If (bTemp1 = False) Begin
        Get ComLastErrorText Of hoHttp To sTemp1
        Showln sTemp1
        Procedure_Return
    End

    Get ComStatusCode Of hoResp To iTemp1
    Showln iTemp1
    Get ComBodyStr Of hoResp To sTemp1
    Showln sTemp1
    Send Destroy of hoResp


End_Procedure

Curl Command

curl -X POST
	-H "Authorization: Bearer {{accessToken}}"
	-d '{
  "documents": [
    {
      "name": "agreement",
      "documentBase64": {{document}},
      "documentId": {{documentId}},
      "fileExtension": "pdf"
    }
  ],
  "emailBlurb": "Email message",
  "emailSubject": "email subject",
  "recipients": {
    "signers": [
      {
        "recipientId": "1",
        "roleName": "seller",
        "email":{{user1}},
        "name": {{user1_name}},
        "tabs": {
          "signHereTabs": [
            {
              "documentId": "123",
              "pageNumber": 1,
              "xPosition": "4",
              "yPosition": "4"
            }
          ]
        }
      }
    ]
  }
}'
https://domain.com/{{apiVersion}}/accounts/{{accountId}}/templates

Postman Collection Item JSON

{
  "name": "15. Create an Account Template",
  "event": [
    {
      "listen": "test",
      "script": {
        "type": "text/javascript",
        "exec": [
          "var jsonData = JSON.parse(responseBody);",
          "postman.setEnvironmentVariable(\"templateId\", jsonData.templateId);"
        ]
      }
    }
  ],
  "request": {
    "method": "POST",
    "header": [
      {
        "key": "Authorization",
        "value": "Bearer {{accessToken}}"
      }
    ],
    "body": {
      "mode": "raw",
      "raw": "{\n  \"documents\": [\n    {\n      \"name\": \"agreement\",\n      \"documentBase64\": {{document}},\n      \"documentId\": {{documentId}},\n      \"fileExtension\": \"pdf\"\n    }\n  ],\n  \"emailBlurb\": \"Email message\",\n  \"emailSubject\": \"email subject\",\n  \"recipients\": {\n    \"signers\": [\n      {\n        \"recipientId\": \"1\",\n        \"roleName\": \"seller\",\n        \"email\":{{user1}},\n        \"name\": {{user1_name}},\n        \"tabs\": {\n          \"signHereTabs\": [\n            {\n              \"documentId\": \"123\",\n              \"pageNumber\": 1,\n              \"xPosition\": \"4\",\n              \"yPosition\": \"4\"\n            }\n          ]\n        }\n      }\n    ]\n  }\n}"
    },
    "url": {
      "raw": "{{baseUrl}}/{{apiVersion}}/accounts/{{accountId}}/templates",
      "host": [
        "{{baseUrl}}"
      ],
      "path": [
        "{{apiVersion}}",
        "accounts",
        "{{accountId}}",
        "templates"
      ]
    },
    "description": "In this example, we will create a template with document, tabs and its recipients specified. This is a great future if we know we will be sending the same envelope multiple times."
  },
  "response": [
  ]
}