Docusigner
This gem is meant to be a simple ActiveResource based interface to DocuSign's REST api. Where applicable, objects know about their association relationships.
You can read more about DocuSign's REST API:
SPECIAL NOTE: I do not yet have access to the production server, so please consider this a beta. It has only been tested against the demo server and against the expected responses provided by the above API guide.
Requirements
reactive_resource
multipart_post
This library will handle multipart post requests to DocuSign and provide the correct headers for the individual posts. The multipart_post
gem is required for its internals, but not used as it did not allow the headers DocuSign expects.
Setup
You can use either the X-DocuSign-Authentication header or an OAuth2 bearer token to access the API. Configuration for your app is simple.
X-DocuSign-Authentication
Docusigner::Base.authentication = {
:username => "your_username_here",
:password => "your_password_here",
:integrator_key => "your_integrator_key_here"
}
OAuth2
Docusigner::Base.token = "your_api_token"
Additionally, you can easily request (or revoke) a token through the API.
# request an OAuth2 token
token = Docusigner::Oauth2.token("username", "password", "integrator_key")
# revoke an OAuth2 token
Docusigner::Oauth2.revoke("token")
Domain
By default, the API points to the development platform at https://demo.docusign.net. Changing to the live site is simple:
Docusigner::Base.site = "https://www.docusign.net/restapi/v2"
Usage
Once you've configured the client, accessing resources is easy. This client is based off of reactive_resource which is built off of active_resource. Code should look similar to using ActiveRecord objects.
Examples:
Fetch basic account information
# find the account
account = Docusigner::Account.find(1234)
# access basic attributes
account.id
=> 1234
account.name
=> "My account name"
# list templates
account.templates
=> [#<Docusigner::Template>, #<Docusigner::Template>]
Create an envelope
envelope = Docusigner::Envelope.new({
:account_id => 1234,
:emailSubject => "Fee Agreement",
:emailBlurb => "Please sign the attached document"
:recipients => {
:signers => [
{
:email => "signer@gmail.com",
:name => "Bob Smith",
:recipientId => 1,
:clientUserId => 123, # if you want to do
:tabs => {
# can add tabs here
},
}
]
},
:documents => [
{
:name => "Fee Agreement",
:documentId => 333,
}
],
:status => Docusigner::Envelope::Status::SENT
})
envelope.add_document(File.open("/path/to/document.pdf"), 333)
envelope.save
For the most part, the complex data structures expected as parameters can be expressed with nested hashes when creating elements.
Contributing
If you would like to contribute, please fork my repository and send me a pull request. Please include tests.
I have not implemented every API endpoint, as I do not have enough time right now.