docusign-esign

DocuSign Node Client

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NPM module that wraps the DocuSign API

Documentation about the DocuSign API

Documentation about this package

You can sign up for a free developer sandbox.

============ Requirements

Node 0.10 or later.

Installation

NPM Package Manager

Install the client locally: npm install docusign-esign --save --save-exact (note you may have to use sudo based on your permissions)

Alternatively you can just copy the source code directly into your project.

Dependencies

This client has the following external dependencies:

• superagent 1.7.1

Usage

To initialize the client, make the Login API Call and send a template for signature:

var docusign = require('docusign-esign');
var async = require('async');

var integratorKey = '***';                    // Integrator Key associated with your DocuSign Integration
var email = 'YOUR_EMAIL';                     // Email for your DocuSign Account
var password = 'YOUR_PASSWORD';               // Password for your DocuSign Account
var docusignEnv = 'demo';                     // DocuSign Environment generally demo for testing purposes
var fullName = 'Joan Jett';                   // Recipient's Full Name
var recipientEmail = '[e-mail]'; // Recipient's Email
var templateId = '***';                       // ID of the Template you want to create the Envelope with
var templateRoleName = '***';                 // Role Name of the Template

var baseUrl = 'https://' + docusignEnv + '.docusign.net/restapi';

// initialize the api client
var apiClient = new docusign.ApiClient();
apiClient.setBasePath(baseUrl);

// create JSON formatted auth header
var creds = JSON.stringify({
  Username: email,
  Password: password,
  IntegratorKey: integratorKey
});
apiClient.addDefaultHeader('X-DocuSign-Authentication', creds);

// assign api client to the Configuration object
docusign.Configuration.default.setDefaultApiClient(apiClient);

async.waterfall([
  function login (next) {
    // login call available off the AuthenticationApi
    var authApi = new docusign.AuthenticationApi();

    // login has some optional parameters we can set
    var loginOps = new authApi.LoginOptions();
    loginOps.setApiPassword('true');
    loginOps.setIncludeAccountIdGuid('true');
    authApi.login(loginOps, function (err, loginInfo, response) {
      if (err) {
        return next(err);
      }
      if (loginInfo) {
        // list of user account(s)
        // note that a given user may be a member of multiple accounts
        var loginAccounts = loginInfo.getLoginAccounts();
        console.log('LoginInformation: ' + JSON.stringify(loginAccounts));
        var loginAccount = loginAccounts[0];
        var accountId = loginAccount.accountId;
        var baseUrl = loginAccount.baseUrl;
        var accountDomain = baseUrl.split("/v2");

        // below code required for production, no effect in demo (same domain)
        apiClient.setBasePath(accountDomain[0]);
        docusign.Configuration.default.setDefaultApiClient(apiClient);
        next(null, loginAccount);
      }
    });
  },

  function sendTemplate (loginAccount, next) {
    // create a new envelope object that we will manage the signature request through
    var envDef = new docusign.EnvelopeDefinition();
    envDef.setEmailSubject('Please sign this document sent from Node SDK');
    envDef.setTemplateId(templateId);

    // create a template role with a valid templateId and roleName and assign signer info
    var tRole = new docusign.TemplateRole();
    tRole.setRoleName(templateRoleName);
    tRole.setName(fullName);
    tRole.setEmail(recipientEmail);

    // create a list of template roles and add our newly created role
    var templateRolesList = [];
    templateRolesList.push(tRole);

    // assign template role(s) to the envelope
    envDef.setTemplateRoles(templateRolesList);

    // send the envelope by setting |status| to 'sent'. To save as a draft set to 'created'
    envDef.setStatus('sent');

    // use the |accountId| we retrieved through the Login API to create the Envelope
    var accountId = loginAccount.accountId;

    // instantiate a new EnvelopesApi object
    var envelopesApi = new docusign.EnvelopesApi();

    // call the createEnvelope() API
    envelopesApi.createEnvelope(accountId, envDef, null, function (err, envelopeSummary, response) {
      if (err) {
        return next(err);
      }
      console.log('EnvelopeSummary: ' + JSON.stringify(envelopeSummary));
      next(null);
    });
  }

], function end (error) {
  if (error) {
    console.log('Error: ', error);
    process.exit(1);
  }
  process.exit();
});

See CoreRecipes.js for more examples.

Authentication

Service Integrations that use Legacy Header Authentication

(Legacy Header Authentication uses the X-DocuSign-Authentication header.)

1. Use the Authentication: login method to retrieve the account number and the baseUrl for the account. The url for the login method is www.docusign.net for production and demo.docusign.net for the developer sandbox. The baseUrl field is part of the loginAccount object. See the docs and the loginAccount object
2. The baseUrl for the selected account, in production, will start with na1, na2, na3, eu1, or something else. Use the baseUrl that is returned to create the basePath (see the next step.) Use the basePath for all of your subsequent API calls.
3. As returned by login method, the baseUrl includes the API version and account id. Split the string to obtain the basePath, just the server name and api name. Eg, you will receive https://na1.docusign.net/restapi/v2/accounts/123123123. You want just https://na1.docusign.net/restapi
4. Instantiate the SDK using the basePath. Eg ApiClient apiClient = new ApiClient(basePath);
5. Set the authentication header as shown in the examples by using Configuration.Default.AddDefaultHeader

User Applications that use OAuth Authentication

1. After obtaining a Bearer token, call the OAuth: Userinfo method. Obtain the selected account's base_uri (server name) field. The url for the Userinfo method is account-d.docusign.com for the demo/developer environment, and account.docusign.com for the production environment.
2. Combine the base_uri with "/restapi" to create the basePath. The base_uri will start with na1, na2, na3, eu1, or something else. Use the basePath for your subsequent API calls.
3. Instantiate the SDK using the basePath. Eg ApiClient apiClient = new ApiClient(basePath);
4. Create the authentication_value by combining the token_type and access_token fields you receive from either an Authorization Code Grant or Implicit Grant OAuth flow.
5. Set the authentication header by using Configuration.Default.AddDefaultHeader('Authorization', authentication_value)

Testing

Unit tests are available in the Test folder.

Support

Feel free to log issues against this client through GitHub. We also have an active developer community on Stack Overflow, search the DocuSignAPI tag.

License

The DocuSign Node Client is licensed under the following License.

Notes

This version of the client library does not implement all of the DocuSign REST API methods. The current client omits methods in the Accounts, Billing, Cloud Storage, Connect, Groups (Branding), and Templates (Bulk Recipients) categories. The client's methods support the core set of use cases that most integrations will encounter. For a complete list of omitted endpoints, see Omitted Endpoints.

Changelog

[2.1.0] - 2017-01-24

Added

• Documentation about several Authentication methods supported by DocuSign API.
• Changelog to keep track of release highlights.

Changed

• Support for DocuSign Core release 16.1.00.00.
• Code snippet to use base URL from the login call. Required for integrations when they go live.

Fixed

• Issue #47: Some DocuSign API calls don't like null as object property value.