(Excel) DocuSign: Requesting a Signature via Email (Remote Signing)

See more DocuSign Examples

This code example demonstrates the simplest and quickest workflow for requesting a signature for a document via email. The email will contain a signing link the recipient can use to electronically sign a document from their mobile or desktop computer.

For more information, see https://developers.docusign.com/esign-rest-api/code-examples/quickstart-request-signature-email

Download Excel Class Modules Chilkat Excel Class Modules

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

Dim http As Chilkat.Http
Set http = Chilkat.NewHttp

' Implements the following CURL command:

' curl --request POST https://demo.docusign.net/restapi/v2.1/accounts/${accountId}/envelopes \
'      --header "Authorization: Bearer ${accessToken}" \
'      --header "Content-Type: application/json" \
'      --data '{
'     "emailSubject": "Please sign this document",
'     "documents": [
'         {
'             "documentBase64": "JVBERi0xLjMKMyAwIG9iag ... dGFydHhyZWYKNjk5CiUlRU9GCg==",
'             "name": "Lorem Ipsum",
'             "fileExtension": "pdf",
'             "documentId": "1"
'         }
'     ],
'     "recipients": {
'         "signers": [
'             {
'                 "email": "joe_sample@example.com",
'                 "name": "Joe Sample",
'                 "recipientId": "1",
'                 "routingOrder": "1",
'                 "tabs": {
'                     "signHereTabs": [
'                         {
'                             "documentId": "1", "pageNumber": "1",
'                             "recipientId": "1", "tabLabel": "SignHereTab",
'                             "xPosition": "195", "yPosition": "147"
'                         }
'                     ]
'                 }
'             }
'         ]
'     },
'     "status": "sent"
' }'

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

' The following JSON is sent in the request body.

' {
'   "emailSubject": "Please sign this document",
'   "documents": [
'     {
'       "documentBase64": "JVBERi0xLjMKMyAwIG9iag ... dGFydHhyZWYKNjk5CiUlRU9GCg==",
'       "name": "Lorem Ipsum",
'       "fileExtension": "pdf",
'       "documentId": "1"
'     }
'   ],
'   "recipients": {
'     "signers": [
'       {
'         "email": "joe_sample@example.com",
'         "name": "Joe Sample",
'         "recipientId": "1",
'         "routingOrder": "1",
'         "tabs": {
'           "signHereTabs": [
'             {
'               "documentId": "1",
'               "pageNumber": "1",
'               "recipientId": "1",
'               "tabLabel": "SignHereTab",
'               "xPosition": "195",
'               "yPosition": "147"
'             }
'           ]
'         }
'       }
'     ]
'   },
'   "status": "sent"
' }

' Load a PDF to be signed.
Dim pdfData As Chilkat.BinData
Set pdfData = Chilkat.NewBinData
success = pdfData.LoadFile("qa_data/pdf/helloWorld.pdf")
If (success = False) Then
    Debug.Print "Failed to load local PDF file."
    Exit Sub
End If

Dim json As Chilkat.JsonObject
Set json = Chilkat.NewJsonObject
Dim success As Boolean
success = json.UpdateString("emailSubject","Please sign this document")
success = json.UpdateString("documents[0].documentBase64",pdfData.GetEncoded("base64"))
success = json.UpdateString("documents[0].name","Lorem Ipsum")
success = json.UpdateString("documents[0].fileExtension","pdf")
success = json.UpdateString("documents[0].documentId","1")
success = json.UpdateString("recipients.signers[0].email","joe_sample@example.com")
success = json.UpdateString("recipients.signers[0].name","Joe Sample")
success = json.UpdateString("recipients.signers[0].recipientId","1")
success = json.UpdateString("recipients.signers[0].routingOrder","1")
success = json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].documentId","1")
success = json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].pageNumber","1")
success = json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].recipientId","1")
success = json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].tabLabel","SignHereTab")
success = json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].xPosition","195")
success = json.UpdateString("recipients.signers[0].tabs.signHereTabs[0].yPosition","147")
success = json.UpdateString("status","sent")

' Get our previously obtained OAuth2 access token, which should contain JSON like this:
' {
'   "access_token": "eyJ0eXA....YQyig",
'   "token_type": "Bearer",
'   "refresh_token": "eyJ0eXA....auE3eHKg",
'   "expires_in": 28800
' }

Dim jsonToken As Chilkat.JsonObject
Set jsonToken = Chilkat.NewJsonObject
success = jsonToken.LoadFile("qa_data/tokens/docusign.json")

Dim sbAuth As Chilkat.StringBuilder
Set sbAuth = Chilkat.NewStringBuilder
success = sbAuth.Append("Bearer ")
success = sbAuth.Append(jsonToken.StringOf("access_token"))

http.SetRequestHeader "Authorization",sbAuth.GetAsString()
http.SetRequestHeader "Content-Type","application/json"

' Don't forget to modify this line to use your account ID

Set resp = http.PostJson3("https://demo.docusign.net/restapi/v2.1/accounts/${accountId}/envelopes","application/json",json)
If (http.LastMethodSuccess = False) Then
    Debug.Print http.LastErrorText
    Exit Sub
End If

Dim sbResponseBody As Chilkat.StringBuilder
Set sbResponseBody = Chilkat.NewStringBuilder
success = resp.GetBodySb(sbResponseBody)
Dim jResp As Chilkat.JsonObject
Set jResp = Chilkat.NewJsonObject
success = jResp.LoadSb(sbResponseBody)
jResp.EmitCompact = False

Debug.Print "Response Body:"
Debug.Print jResp.Emit()


respStatusCode = resp.StatusCode
Debug.Print "Response Status Code = "; respStatusCode
If (respStatusCode >= 400) Then
    Debug.Print "Response Header:"
    Debug.Print resp.Header
    Debug.Print "Failed."

    Exit Sub
End If

' Sample JSON response:
' (Sample code for parsing the JSON response is shown below)

' {
'   "envelopeId": "d51cfdab-22ed-4832-bf68-446c44077ffc",
'   "uri": "/envelopes/d51cfdab-22ed-4832-bf68-446c44077ffc",
'   "statusDateTime": "2018-04-17T16:31:51.8830000Z",
'   "status": "sent"
' }

' Sample code for parsing the JSON response...
' Use the following online tool to generate parsing code from sample JSON:
' Generate Parsing Code from JSON

envelopeId = jResp.StringOf("envelopeId")
uri = jResp.StringOf("uri")
statusDateTime = jResp.StringOf("statusDateTime")
status = jResp.StringOf("status")