Developers

docusign@obindo.com

Written by Chuck

Send a document to Obindo and it will save it as a DocuSign draft for you.

/**************************
Links:
API References: https://www.docusign.com/p/RESTAPIGuide/RESTAPIGuide.htm
Revoke access : https://demo.docusign.net/MEMBER/MemberConnectedApps.aspx
Manage app    : Preferences > Account Administration > API
**************************/

//#region PRIVATE set my oauth2 credentials

var accountsPath= '/restapi/v2/accounts/';
var tokenPath= '/restapi/v2/oauth2/token';
var loginUrl= "https://www.docusign.net/restapi/v2/login_information?include_account_id_guid=true";

var authError= 'Sorry, we could not authorize your account. Please try again.';

/**  LOGIN USER **/
authForm.init({ css: 'body { background: #1B49A0; }'
                     + ' summary { font-size: 18px; font-weight: bold; }'
                     + ' header { display: none; }',
               title: 'DocuSign Login', 
               formHeader: 'Please enter your DocuSign credentials and we\'ll post your file to your account.', 
               button: 'Authorize',
               fields: [ { name: 'emailAddress', title: 'Email Address' }, 
                         { name: 'password', title: 'Password', type: 'password' } ],
               onSubmit: onFormSubmit
             });

function validResponse(response) {
  return (response.status >= 200 && response.status < 300);
}

function getAccessToken(emailAddress, password, rootUrl) {  
  var args= { grant_type: 'password',
              client_id: integratorKey,
              username: emailAddress,
              password: password,
              scope: 'api'			
            };
  
  var response= post({ url: rootUrl + tokenPath, args: args });
  return (validResponse(response)) ? util.jsonify(response.text) : null;
}

function getLoginInfo(emailAddress, password) {
  var args= { Username: emailAddress,
              Password: password,
              IntegratorKey: integratorKey			
            };
  
  var header= { 'X-DocuSign-Authentication': util.stringify(args) };
  var response= get({ url: loginUrl, header: header });
  
  if (!validResponse(response))
     return null;
  
  var accounts= util.jsonify(response.text).loginAccounts;
  return accounts[0];  
}

function getRootUrl(baseUrl) { 
  if (!baseUrl) return null;  
  
  var i= baseUrl.indexOf('docusign');	
  
  if (i < 0) return null;		
  
  i= baseUrl.indexOf("/", i);
  
  if (i < 0) return null;		
  
  return baseUrl.substring(0, i);	
}

function onFormSubmit(f) {
  var email= f.emailAddress;
  var pass= f.password;
  var errors= [];
  
  if (!email || email.length < 0)
     errors.push({ field: 'emailAddress', text: 'Please enter an email address'});
  if (!pass || pass.length < 0)
     errors.push({ field: 'password', text: 'Please enter a password'});
  
  if (errors.length > 0)
     return { success: false, errors: errors };
  
  var loginInfo= getLoginInfo(email, pass);
  
  if (!loginInfo)
     return { success: false, text: authError };
  
  var rootUrl= getRootUrl(loginInfo.baseUrl);
  var token= getAccessToken(email, pass, rootUrl);  
  
  if (!token)
     return { success: false, text: authError };
  
  tokens.accessToken= { access_token: token.access_token,
                        token_type: token.token_type,
                        scope: token.scope,
                        rootUrl: rootUrl,
                        accountIdGuid: loginInfo.accountIdGuid
                      };
  
  if (f.redirect_uri)
     return { success: true, url: f.redirect_uri };
  
  var text= 'Congratulations! You\'re all set. Now just click here to access <a href="'+ rootUrl +'">DocuSign</a>.';  
  return { success: true, text: text };
}

/**  UPLOAD FILES **/
function isDocument(file) {
   var types= [ 'application/pdf',
				'application/msword',
				'application/rtf',
				'application/vnd.', //lotta Microsoft
				'text/plain',
				'text/html' ];
  
   var ct= file.contentType.toLowerCase();  
   
   for (var i=0; i < types.length; i++)
       if (ct.indexOf(types[i]) == 0)
          return true;
  
   return false;
}

function getDocuments(files) {
   if (!files || files.length == 0)
      return [];
  
   var docs= [];
  
   for (var i=0; i < files.length; i++) //filter out images
       if (isDocument(files[i]))
          docs.push(files[i]);

return docs;
}

function uploadFiles(files, subject) {
   var header= { 'Authorization': 'bearer ' + tokens.accessToken.access_token };
   var url= tokens.accessToken.rootUrl + accountsPath + tokens.accessToken.accountIdGuid + '/envelopes';
   
   var args= [{ contentType: 'application/json' }];
  
   //build json details
   var info= { status: 'created',
               emailSubject: subject, 
               documents: [] };
       
   for (var i=0; i < files.length; i++) {
       var name= files[i].name; //.replace(/[^\x00-\x7F]/g,'-'); //fix for international
       name= name.replace(/;/g,'-'); //fix for semicolon
     
       info.documents.push({ name: name, documentId: (i+1), order: (i+1) });
       args.push({ fileName: name, value: files[i] });
   } 
  
   args[0].value= util.stringify(info);  
   post({ url: url, header: header, multipartMode: 'RFC6532', args: args });
}

function sendConfirm(docs, subject) {
  var text= '';   
  var count= docs.length;
  
  if (count == 0) {
    var src= message.source;
    
    if (src && src.type && src.type == 'getstarted') //no empty message from other source
      return;
    
    text= 'Sorry we didn\'t see any documents, so we didn\'t know what you wanted to save.' +
           '\n\nPlease try again the next time you\'d like to send documents to DocuSign.' +
           '\n\nThanks for using Obindo!';
    
    sendEmail({ to: message.from.emailAddress, text: text,
                subject: 'Sorry, we didn\'t know what to do with that one',
                templateFields: { recipientName: message.from.name } });
    return;  
  }
  
  message.appUrl= tokens.accessToken.rootUrl + '/Member/ManageEnvelopes.aspx';
  
  text= 'We created an envelope for you'
  text+= (subject && subject.length > 0) ? ': ' + subject : '!';
  
  text+= '\n\nIt contains ' + count + ' document';
  text+= ((count > 1) ? 's' : '') + ':';
  
  for (var i = 0; i < count; i++)
     text+= '\n' + docs[i].name;
  
  text+= '\n\nYou can view it in the Draft folder.';
  text+= '\n\nThanks for using Obindo!';
  
  sendEmail({ to: message.from.emailAddress, text: text,
              subject: 'Obindo created a DocuSign envelope for you!',
              templateFields: { recipientName: message.from.name,
                                buttonText: 'View in DocuSign',
                                buttonLink: message.appUrl } });
}

$(function() {
  var docs= getDocuments(message.files);
  
  if (docs.length > 0) 
     uploadFiles(docs, message.subject);
  
  sendConfirm(docs, message.subject);
});