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SQL Server

DocuSign Add Recipients to a Draft Envelope

See more DocuSign Examples

Demonstrates how to add one or more recipients to a DocuSign draft envelope.

Chilkat SQL Server Downloads

SQL Server
-- Important: See this note about string length limitations for strings returned by sp_OAMethod calls.
--
CREATE PROCEDURE ChilkatSample
AS
BEGIN
    DECLARE @hr int
    DECLARE @sTmp0 nvarchar(4000)
    DECLARE @success int
    SELECT @success = 0

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

    DECLARE @http int
    EXEC @hr = sp_OACreate 'Chilkat.Http', @http OUT
    IF @hr <> 0
    BEGIN
        PRINT 'Failed to create ActiveX component'
        RETURN
    END

    --  Load a previously obtained OAuth2 access token.
    DECLARE @jsonToken int
    EXEC @hr = sp_OACreate 'Chilkat.JsonObject', @jsonToken OUT

    EXEC sp_OAMethod @jsonToken, 'LoadFile', @success OUT, 'qa_data/tokens/docusign.json'
    IF @success = 0
      BEGIN
        EXEC sp_OAGetProperty @jsonToken, 'LastErrorText', @sTmp0 OUT
        PRINT @sTmp0
        EXEC @hr = sp_OADestroy @http
        EXEC @hr = sp_OADestroy @jsonToken
        RETURN
      END

    --  Adds the "Authorization: Bearer eyJ0eXAi.....UE8Kl_V8KroQ" header.
    EXEC sp_OAMethod @jsonToken, 'StringOf', @sTmp0 OUT, 'access_token'
    EXEC sp_OASetProperty @http, 'AuthToken', @sTmp0

    --  Send the following request.
    --  Make sure to use your own account ID (obtained from Get Docusign User Account Information)

    --  POST https://demo.docusign.net/restapi/v2.1/accounts/<account ID>/envelopes/<envelope ID>/recipients HTTP/1.1
    --  Accept: application/json
    --  Cache-Control: no-cache
    --  Authorization: Bearer eyJ0eX...
    --  Content-Length: ...
    --  Content-Type: application/json
    --  
    --  {
    --    "carbonCopies": [
    --      {
    --        "email": "support@chilkatsoft.com",
    --        "name": "Chilkat Support",
    --        "recipientId": "101",
    --        "tabs": {}
    --      }
    --    ],
    --    "signers": [
    --      {
    --        "email": "admin@chilkatsoft.com",
    --        "name": "Chilkat Admin",
    --        "recipientId": "1",
    --  	 "tabs": {
    --  	    "signHereTabs": [{
    --  	        "anchorString": "Please Sign Here",
    --  	        "anchorXOffset": "1",
    --  	        "anchorYOffset": "0",
    --  	        "anchorIgnoreIfNotPresent": "false",
    --  	        "anchorUnits": "inches"
    --  	    }]
    --  	}
    --      },
    --      {
    --        "email": "matt@chilkat.io",
    --        "name": "Matt",
    --        "recipientId": "2",
    --  	 "tabs": {
    --  	    "signHereTabs": [{
    --  	        "anchorString": "Please Also Sign Here",
    --  	        "anchorXOffset": "1",
    --  	        "anchorYOffset": "0",
    --  	        "anchorIgnoreIfNotPresent": "false",
    --  	        "anchorUnits": "inches"
    --  	    }]
    --  	}
    --      }
    --    ]
    --  }

    DECLARE @json int
    EXEC @hr = sp_OACreate 'Chilkat.JsonObject', @json OUT

    DECLARE @i int
    SELECT @i = 0
    EXEC sp_OASetProperty @json, 'I', @i
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'carbonCopies[i].email', 'support@chilkatsoft.com'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'carbonCopies[i].name', 'Chilkat Support'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'carbonCopies[i].recipientId', '101'
    EXEC sp_OAMethod @json, 'UpdateNewObject', @success OUT, 'carbonCopies[i].tabs'
    SELECT @i = 0
    EXEC sp_OASetProperty @json, 'I', @i
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'signers[i].email', 'admin@chilkatsoft.com'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'signers[i].name', 'Chilkat Admin'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'signers[i].recipientId', '1'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'signers[i].tabs.signHereTabs[0].anchorString', 'Please Sign Here'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'signers[i].tabs.signHereTabs[0].anchorXOffset', '1'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'signers[i].tabs.signHereTabs[0].anchorYOffset', '0'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'signers[i].tabs.signHereTabs[0].anchorIgnoreIfNotPresent', 'false'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'signers[i].tabs.signHereTabs[0].anchorUnits', 'inches'
    SELECT @i = @i + 1
    EXEC sp_OASetProperty @json, 'I', @i
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'signers[i].email', 'matt@chilkat.io'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'signers[i].name', 'Matt'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'signers[i].recipientId', '2'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'signers[i].tabs.signHereTabs[0].anchorString', 'Please Also Sign Here'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'signers[i].tabs.signHereTabs[0].anchorXOffset', '1'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'signers[i].tabs.signHereTabs[0].anchorYOffset', '0'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'signers[i].tabs.signHereTabs[0].anchorIgnoreIfNotPresent', 'false'
    EXEC sp_OAMethod @json, 'UpdateString', @success OUT, 'signers[i].tabs.signHereTabs[0].anchorUnits', 'inches'

    DECLARE @sbJson int
    EXEC @hr = sp_OACreate 'Chilkat.StringBuilder', @sbJson OUT

    EXEC sp_OASetProperty @json, 'EmitCompact', 0
    EXEC sp_OAMethod @json, 'EmitSb', @success OUT, @sbJson

    EXEC sp_OAMethod @http, 'SetRequestHeader', NULL, 'Cache-Control', 'no-cache'
    EXEC sp_OAMethod @http, 'SetRequestHeader', NULL, 'Accept', 'application/json'

    --  Use your own account ID here.
    EXEC sp_OAMethod @http, 'SetUrlVar', @success OUT, 'accountId', '7f3f65ed-5e87-418d-94c1-92499ddc8252'
    --  Use the envelope ID returned by DocuSign when creating the draft envelope).
    EXEC sp_OAMethod @http, 'SetUrlVar', @success OUT, 'envelopeId', 'cee4191c-f94e-4089-9d7c-8033685cbc1a'

    DECLARE @url nvarchar(4000)
    SELECT @url = 'https://demo.docusign.net/restapi/v2.1/accounts/{$accountId}/envelopes/{$envelopeId}/recipients'
    DECLARE @resp int
    EXEC @hr = sp_OACreate 'Chilkat.HttpResponse', @resp OUT

    EXEC sp_OAMethod @http, 'HttpSb', @success OUT, 'POST', @url, @sbJson, 'utf-8', 'application/json', @resp
    IF @success = 0
      BEGIN
        EXEC sp_OAGetProperty @http, 'LastErrorText', @sTmp0 OUT
        PRINT @sTmp0
        EXEC @hr = sp_OADestroy @http
        EXEC @hr = sp_OADestroy @jsonToken
        EXEC @hr = sp_OADestroy @json
        EXEC @hr = sp_OADestroy @sbJson
        EXEC @hr = sp_OADestroy @resp
        RETURN
      END

    DECLARE @jResp int
    EXEC @hr = sp_OACreate 'Chilkat.JsonObject', @jResp OUT

    EXEC sp_OAGetProperty @resp, 'BodyStr', @sTmp0 OUT
    EXEC sp_OAMethod @jResp, 'Load', @success OUT, @sTmp0
    EXEC sp_OASetProperty @jResp, 'EmitCompact', 0


    PRINT 'Response Body:'
    EXEC sp_OAMethod @jResp, 'Emit', @sTmp0 OUT
    PRINT @sTmp0

    --  If you get a 401 response status code, it's likely you need to refresh the DocuSign OAuth2 token).
    DECLARE @respStatusCode int
    EXEC sp_OAGetProperty @resp, 'StatusCode', @respStatusCode OUT

    PRINT 'Response Status Code = ' + @respStatusCode
    IF @respStatusCode >= 400
      BEGIN

        PRINT 'Response Header:'
        EXEC sp_OAGetProperty @resp, 'Header', @sTmp0 OUT
        PRINT @sTmp0

        PRINT 'Failed.'
        EXEC @hr = sp_OADestroy @http
        EXEC @hr = sp_OADestroy @jsonToken
        EXEC @hr = sp_OADestroy @json
        EXEC @hr = sp_OADestroy @sbJson
        EXEC @hr = sp_OADestroy @resp
        EXEC @hr = sp_OADestroy @jResp
        RETURN
      END

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

    --  {
    --      "signers": [
    --          {
    --              "creationReason": "sender",
    --              "requireUploadSignature": "false",
    --              "email": "admin@chilkatsoft.com",
    --              "recipientId": "1",
    --              "requireIdLookup": "false",
    --              "routingOrder": "1",
    --              "status": "created",
    --              "completedCount": "0",
    --              "deliveryMethod": "email",
    --              "recipientType": "signer"
    --          },
    --          {
    --              "creationReason": "sender",
    --              "requireUploadSignature": "false",
    --              "email": "matt@chilkat.io",
    --              "recipientId": "2",
    --              "requireIdLookup": "false",
    --              "routingOrder": "1",
    --              "status": "created",
    --              "completedCount": "0",
    --              "deliveryMethod": "email",
    --              "recipientType": "signer"
    --          }
    --      ],
    --      "agents": [],
    --      "editors": [],
    --      "intermediaries": [],
    --      "carbonCopies": [
    --          {
    --              "email": "support@chilkatsoft.com",
    --              "recipientId": "101",
    --              "requireIdLookup": "false",
    --              "routingOrder": "1",
    --              "status": "created",
    --              "completedCount": "0",
    --              "deliveryMethod": "email",
    --              "recipientType": "carboncopy"
    --          }
    --      ],
    --      "certifiedDeliveries": [],
    --      "inPersonSigners": [],
    --      "seals": [],
    --      "witnesses": [],
    --      "recipientCount": "3"
    --  }

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

    DECLARE @creationReason nvarchar(4000)

    DECLARE @requireUploadSignature nvarchar(4000)

    DECLARE @email nvarchar(4000)

    DECLARE @recipientId nvarchar(4000)

    DECLARE @requireIdLookup nvarchar(4000)

    DECLARE @routingOrder nvarchar(4000)

    DECLARE @status nvarchar(4000)

    DECLARE @completedCount nvarchar(4000)

    DECLARE @deliveryMethod nvarchar(4000)

    DECLARE @recipientType nvarchar(4000)

    DECLARE @recipientCount nvarchar(4000)
    EXEC sp_OAMethod @json, 'StringOf', @recipientCount OUT, 'recipientCount'
    SELECT @i = 0
    DECLARE @count_i int
    EXEC sp_OAMethod @json, 'SizeOfArray', @count_i OUT, 'signers'
    WHILE @i < @count_i
      BEGIN
        EXEC sp_OASetProperty @json, 'I', @i
        EXEC sp_OAMethod @json, 'StringOf', @creationReason OUT, 'signers[i].creationReason'
        EXEC sp_OAMethod @json, 'StringOf', @requireUploadSignature OUT, 'signers[i].requireUploadSignature'
        EXEC sp_OAMethod @json, 'StringOf', @email OUT, 'signers[i].email'
        EXEC sp_OAMethod @json, 'StringOf', @recipientId OUT, 'signers[i].recipientId'
        EXEC sp_OAMethod @json, 'StringOf', @requireIdLookup OUT, 'signers[i].requireIdLookup'
        EXEC sp_OAMethod @json, 'StringOf', @routingOrder OUT, 'signers[i].routingOrder'
        EXEC sp_OAMethod @json, 'StringOf', @status OUT, 'signers[i].status'
        EXEC sp_OAMethod @json, 'StringOf', @completedCount OUT, 'signers[i].completedCount'
        EXEC sp_OAMethod @json, 'StringOf', @deliveryMethod OUT, 'signers[i].deliveryMethod'
        EXEC sp_OAMethod @json, 'StringOf', @recipientType OUT, 'signers[i].recipientType'
        SELECT @i = @i + 1
      END
    SELECT @i = 0
    EXEC sp_OAMethod @json, 'SizeOfArray', @count_i OUT, 'agents'
    WHILE @i < @count_i
      BEGIN
        EXEC sp_OASetProperty @json, 'I', @i
        --     ...
        SELECT @i = @i + 1
      END
    SELECT @i = 0
    EXEC sp_OAMethod @json, 'SizeOfArray', @count_i OUT, 'editors'
    WHILE @i < @count_i
      BEGIN
        EXEC sp_OASetProperty @json, 'I', @i
        --     ...
        SELECT @i = @i + 1
      END
    SELECT @i = 0
    EXEC sp_OAMethod @json, 'SizeOfArray', @count_i OUT, 'intermediaries'
    WHILE @i < @count_i
      BEGIN
        EXEC sp_OASetProperty @json, 'I', @i
        --     ...
        SELECT @i = @i + 1
      END
    SELECT @i = 0
    EXEC sp_OAMethod @json, 'SizeOfArray', @count_i OUT, 'carbonCopies'
    WHILE @i < @count_i
      BEGIN
        EXEC sp_OASetProperty @json, 'I', @i
        EXEC sp_OAMethod @json, 'StringOf', @email OUT, 'carbonCopies[i].email'
        EXEC sp_OAMethod @json, 'StringOf', @recipientId OUT, 'carbonCopies[i].recipientId'
        EXEC sp_OAMethod @json, 'StringOf', @requireIdLookup OUT, 'carbonCopies[i].requireIdLookup'
        EXEC sp_OAMethod @json, 'StringOf', @routingOrder OUT, 'carbonCopies[i].routingOrder'
        EXEC sp_OAMethod @json, 'StringOf', @status OUT, 'carbonCopies[i].status'
        EXEC sp_OAMethod @json, 'StringOf', @completedCount OUT, 'carbonCopies[i].completedCount'
        EXEC sp_OAMethod @json, 'StringOf', @deliveryMethod OUT, 'carbonCopies[i].deliveryMethod'
        EXEC sp_OAMethod @json, 'StringOf', @recipientType OUT, 'carbonCopies[i].recipientType'
        SELECT @i = @i + 1
      END
    SELECT @i = 0
    EXEC sp_OAMethod @json, 'SizeOfArray', @count_i OUT, 'certifiedDeliveries'
    WHILE @i < @count_i
      BEGIN
        EXEC sp_OASetProperty @json, 'I', @i
        --     ...
        SELECT @i = @i + 1
      END
    SELECT @i = 0
    EXEC sp_OAMethod @json, 'SizeOfArray', @count_i OUT, 'inPersonSigners'
    WHILE @i < @count_i
      BEGIN
        EXEC sp_OASetProperty @json, 'I', @i
        --     ...
        SELECT @i = @i + 1
      END
    SELECT @i = 0
    EXEC sp_OAMethod @json, 'SizeOfArray', @count_i OUT, 'seals'
    WHILE @i < @count_i
      BEGIN
        EXEC sp_OASetProperty @json, 'I', @i
        --     ...
        SELECT @i = @i + 1
      END
    SELECT @i = 0
    EXEC sp_OAMethod @json, 'SizeOfArray', @count_i OUT, 'witnesses'
    WHILE @i < @count_i
      BEGIN
        EXEC sp_OASetProperty @json, 'I', @i
        --     ...
        SELECT @i = @i + 1
      END

    --  If the recipient already exists within the envelope, we would get
    --  a success (201) response status code, but errors within the JSON response, such as this:

    --  {
    --    "signers": [
    --      {
    --        "creationReason": "sender",
    --        "requireUploadSignature": "false",
    --        "email": "admin@chilkatsoft.com",
    --        "recipientId": "1",
    --        "requireIdLookup": "false",
    --        "routingOrder": "1",
    --        "status": "error",
    --        "completedCount": "0",
    --        "deliveryMethod": "email",
    --        "errorDetails": {
    --          "errorCode": "RECIPIENT_ALREADY_EXISTS_IN_ENVELOPE",
    --          "message": "This recipientId already exists."
    --        },
    --        "recipientType": "signer"
    --      },
    --      {
    --        "creationReason": "sender",
    --        "requireUploadSignature": "false",
    --        "email": "matt@chilkat.io",
    --        "recipientId": "2",
    --        "requireIdLookup": "false",
    --        "routingOrder": "1",
    --        "status": "error",
    --        "completedCount": "0",
    --        "deliveryMethod": "email",
    --        "errorDetails": {
    --          "errorCode": "RECIPIENT_ALREADY_EXISTS_IN_ENVELOPE",
    --          "message": "This recipientId already exists."
    --        },
    --        "recipientType": "signer"
    --      }
    --    ],
    --    "agents": [
    --    ],
    --    "editors": [
    --    ],
    --    "intermediaries": [
    --    ],
    --    "carbonCopies": [
    --      {
    --        "email": "support@chilkatsoft.com",
    --        "recipientId": "101",
    --        "requireIdLookup": "false",
    --        "routingOrder": "1",
    --        "status": "error",
    --        "completedCount": "0",
    --        "deliveryMethod": "email",
    --        "errorDetails": {
    --          "errorCode": "RECIPIENT_ALREADY_EXISTS_IN_ENVELOPE",
    --          "message": "This recipientId already exists."
    --        },
    --        "recipientType": "carboncopy"
    --      }
    --    ],
    --    "certifiedDeliveries": [
    --    ],
    --    "inPersonSigners": [
    --    ],
    --    "seals": [
    --    ],
    --    "witnesses": [
    --    ],
    --    "recipientCount": "3"
    --  }
    --  

    EXEC @hr = sp_OADestroy @http
    EXEC @hr = sp_OADestroy @jsonToken
    EXEC @hr = sp_OADestroy @json
    EXEC @hr = sp_OADestroy @sbJson
    EXEC @hr = sp_OADestroy @resp
    EXEC @hr = sp_OADestroy @jResp


END
GO