role name in embedded sending docusign

Question

I am using the docusign rest api. I am trying to create a template and then use embedded sending.

Here is my code:

Create a template:

$header = "<DocuSignCredentials><Username>" . $email . "</Username><Password>" . $password . "</Password><IntegratorKey>" . $integratorKey . "</IntegratorKey></DocuSignCredentials>";    

$url = "https://demo.docusign.net/restapi/v2/login_information";
$curl = curl_init($url);
curl_setopt($curl, CURLOPT_HEADER, false);
curl_setopt($curl, CURLOPT_RETURNTRANSFER, true);
curl_setopt($curl, CURLOPT_HTTPHEADER, array("X-DocuSign-Authentication: $header"));

$json_response = curl_exec($curl); 
$status = curl_getinfo($curl, CURLINFO_HTTP_CODE);

if ( $status != 200 ) {
  $status = 'notok';
}

$response = json_decode($json_response, true); 

if( (isset($response['errorCode']))  && ($response['errorCode'] == 'USER_LACKS_PERMISSIONS')) {
  echo $msg = 'This user lacks sufficient permissions';
  $_SESSION['msg_frm_apd'] = $msg;

}



 $accountId = $response["loginAccounts"][0]["accountId"];
$baseUrl = $response["loginAccounts"][0]["baseUrl"];
curl_close($curl);

 $template_name = "template_" . time();

$data = "{
  \"emailBlurb\":\"String content\",
\"emailSubject\":\"String content\",
  \"documents\": [{
\"documentId\": \"1\",
\"name\": \"document.pdf\"
}],
\"recipients\": {
\"signers\": [{
\"recipientId\": \"1\",
\"roleName\": \"Signer 1\"
}]
},
\"envelopeTemplateDefinition\": {
\"description\": \"Description\",
\"name\": \"$template_name\"
}
}";  





$file_contents = file_get_contents("uploads/envelopes/" . $file_name);

$requestBody = "\r\n"
."\r\n"
."--myboundary\r\n"
."Content-Type: application/json\r\n"
."Content-Disposition: form-data\r\n"
."\r\n"
."$data\r\n"
."--myboundary\r\n"
."Content-Type:application/pdf\r\n"
."Content-Disposition: file; filename=\”document.pdf\"; documentid=1 \r\n"
."\r\n"
."$file_contents\r\n"
."--myboundary--\r\n"
."\r\n";


$url = "https://demo.docusign.net/restapi/v2/accounts/376082/templates";


$curl = curl_init($url);
curl_setopt($curl, CURLOPT_RETURNTRANSFER, true);
curl_setopt($curl, CURLOPT_POST, true);
curl_setopt($curl, CURLOPT_POSTFIELDS, $requestBody);                                                                  
curl_setopt($curl, CURLOPT_HTTPHEADER, array(                                                                          
  'Content-Type: multipart/form-data;boundary=myboundary',
  'Content-Length: ' . strlen($requestBody),
  "X-DocuSign-Authentication: $header" )                                                                       
);

$json_response = curl_exec($curl); 
$response = json_decode($json_response, true);


$status = curl_getinfo($curl, CURLINFO_HTTP_CODE);
if ( $status != 201 ) {
  echo "error calling webservice, status is:" . $status . "\nerror text is --> ";
  print_r($json_response); echo "\n";
  exit(-1);
}

$response = json_decode($json_response, true);

Embedded Sending:

$templateId = $response['templateId'];   // provide a valid templateId of a template in your account

  $clientUserId = "1234"; 
  $templateRoleName = "Signer 1";

$data = array("accountId" => $accountId, 
    "emailSubject" => "DocuSign API - Embedded Sending Example",
    "templateId" => $templateId, 
    "templateRoles" => array(
      array( "roleName" => $templateRoleName, "email" => $recipient_email, "name" => $recipient_name, "clientUserId" => $clientUserId )),
    "status" => "created");                                                                    



  $data_string = json_encode($data);  
  $curl = curl_init($baseUrl . "/envelopes" );
  curl_setopt($curl, CURLOPT_RETURNTRANSFER, true);
  curl_setopt($curl, CURLOPT_POST, true);
  curl_setopt($curl, CURLOPT_POSTFIELDS, $data_string);                                                                  
  curl_setopt($curl, CURLOPT_HTTPHEADER, array(                                                                          
    'Content-Type: application/json',                                                                                
    'Content-Length: ' . strlen($data_string),
    "X-DocuSign-Authentication: $header" )                                                                docusign       
  );

  $json_response = curl_exec($curl);
  $status = curl_getinfo($curl, CURLINFO_HTTP_CODE);
  if ( $status != 201 ) {
    echo "error calling webservice, status is:" . $status . "\nerror text is --> ";
    print_r($json_response); echo "\n";
    exit(-1);
  }

  $response = json_decode($json_response, true);
  $envelopeId = $response["envelopeId"];
  curl_close($curl);

  //--- display results
 // echo "Envelope created! Envelope ID: " . $envelopeId . "\n"; 

  /////////////////////////////////////////////////////////////////////////////////////////////////
  // STEP 3 - Get the Embedded Sending View (aka the "tag-and-send" view)
  /////////////////////////////////////////////////////////////////////////////////////////////////
  /*$data = array("returnUrl" => "http://www.docusign.com/devcenter");*/
  $returnUrl = $SITE_URL . "/docusign_return.php";
  $data = array("returnUrl" => $returnUrl);                                                                    
  $data_string = json_encode($data);                                                                                   
  $curl = curl_init($baseUrl . "/envelopes/$envelopeId/views/sender" );
  curl_setopt($curl, CURLOPT_RETURNTRANSFER, true);
  curl_setopt($curl, CURLOPT_POST, true);
  curl_setopt($curl, CURLOPT_POSTFIELDS, $data_string);                                                                  
  curl_setopt($curl, CURLOPT_HTTPHEADER, array(                                                                          
    'Content-Type: application/json',                                                                                
    'Content-Length: ' . strlen($data_string),
    "X-DocuSign-Authentication: $header" )                                                                       
  );

  $json_response = curl_exec($curl);
  $response = json_decode($json_response, true);
  $status = curl_getinfo($curl, CURLINFO_HTTP_CODE);
  if ( $status != 201 ) {
    echo "error calling webservice, status is:" . $status . "\nerror text is --> ";
    print_r($json_response); echo "\n";
    exit(-1);
  }

  $url = urlencode($response["url"]);

When i click on the above url, i am getting a page where i can tag and send the document. There is an email address field in this page which is automatically populated with the $recipient_email. But the problem is that the mail is not going to the recipient email address. Thanks.(also i am not getting any error messages).

Ergin Ergin · Accepted Answer · 2013-11-22T17:45:56

There is no problem with your code and it is working perfectly as expected. I can tell that you are using DocuSign's sample code from their API Walkthroughs.

If you're saying everything is working ok and no errors, but that after navigating to the embedded sending URL and sending the document for signature the recipient is not receiving the email I would check for things like security software, spam/junk mail filters, firewalls, etc on your side. The DocuSign service is so widely used that if the emails weren't going out in signature requests there would be a big stink about it pretty quickly, and on top of that I just did a test and my emails are going out just fine.

So as mentioned, if you're sure the email address is correct and you are hitting the SEND button through the UI, I'd check security software, spam/junk mail filters, firewalls, and anything else that might stop the email from arriving on your side.

role name in embedded sending docusign

2 Answers