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Docusign SOAP API Developer Guide

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Docusign SOAP API Developer Guide Information Guide 1 DocuSign SOAP API Developer Guide 221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc. DocuSign SOAP API Developer Guide 2 Copyright ©2003-2016 DocuSign, Inc. All rights reserved. For information about DocuSign trademarks, copyrights and patents refer to the DocuSign Intellectual Property page (https://www.docusign.com/IP) on the DocuSign website. All other trademarks and registered trademarks are the property of their respective holders. No part of this document may be reproduced or transmitted in any form or by any means, electronic or mechanical, for any purpose, without the express written permission of DocuSign, Inc. Under the law, reproducing includes translating into another language or format. Every effort has been made to ensure that the information in this manual is accurate. DocuSign, Inc. is not responsible for printing or clerical errors. Information in this document is subject to change without notice. DocuSign API Developer Guide June 3, 2016 If you have any comments or feedback on our documentation, please send them to us at: [email protected]. Summary of changes for this version: Added tabOrder property to the Tab element that allows senders to set the order in which tabs are shown to users on a page when signing. Note that this option is not available for all account plans. Update the note for the CorrectAndResendEnvelope method to say if automatic reminders are enabled for the envelope, then resending the envelope resets the automatic reminder date and the resend date is used for determining when to send reminder messages. 221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc. DocuSign SOAP API Developer Guide 3 Table of Contents DocuSign SOAP API Introduction ...................................................................................................... 18 DocuSign Security Requirements and API Call Limits ....................................................................... 18 Integrator Keys ............................................................................................................................ 18 Integrator Key Usage ............................................................................................................. 19 API Call Rate Limits ..................................................................................................................... 19 Authentication .................................................................................................................................... 20 HTTP Header Authentication ................................................................................................. 21 SOAP Header Authentication ................................................................................................. 22 Optional Authentication Mechanism: XML Signature .................................................................... 23 Send On Behalf Of Functionality .................................................................................................. 25 Functions Supported and Not Supported by Send On Behalf Of ............................................ 25 Send On Behalf Of SOAP Examples ...................................................................................... 26 Using Encrypted Passwords in SOAP .......................................................................................... 27 SOAP DSAPI.ASMX and API.ASMX Endpoints ................................................................................. 30 Using DocuSign WSDLs .................................................................................................................... 31 Using DocuSign WSDL’s in the .Net Environment ....................................................................... 31 Creating a Web Reference in Visual Studio 2010 for WSDL files: .......................................... 31 HTTP Header: ........................................................................................................................ 32 Using DocuSign WSDL’s in the Salesforce Environment ............................................................. 32 Providing the Authentication Header ...................................................................................... 32 DocuSign Time Track Header ............................................................................................................ 33 DocuSign Service API ....................................................................................................................... 34 Overview ........................................................................................................................................... 34 Commonly Used Terms ............................................................................................................... 34 Code Samples ............................................................................................................................. 35 Basic Process Flow...................................................................................................................... 37 Example Usage Diagram ............................................................................................................. 37 Placing DocuSign Tags ................................................................................................................ 38 File Limitations ............................................................................................................................. 38 Methods Exposed in the DocuSign Service API ........................................................................... 38 DocuSign Service API Function Groups ............................................................................................ 42 Sending Function Group .................................................................................................................... 44 CreateAndSendEnvelope and CreateEnvelope ........................................................................... 44 221 Main Street, Suite 1000, San Francisco, CA 94105 Ι Tel. 866.219.4318 Ι www.docusign.com Ι © DocuSign, Inc. DocuSign SOAP API Developer Guide 4 Schema .................................................................................................................................. 44 Request XML Data Structure Outline ..................................................................................... 50 Document .............................................................................................................................. 56 Recipient ................................................................................................................................ 58 IDCheckInformationInput........................................................................................................ 64 Rules and Restrictions for OpenTrust Envelopes ................................................................... 65 Tab ........................................................................................................................................ 66 Anchor Tab ............................................................................................................................ 72 Notification ............................................................................................................................. 73 EnvelopeNotification .............................................................................................................. 73 EnvelopeStatus ...................................................................................................................... 74 Rules for CreateAndSendEnvelope and CreateEnvelope....................................................... 74 Sample Code ......................................................................................................................... 77 CreateEnvelopeFromTemplates .................................................................................................. 79 Schema .................................................................................................................................. 80 TemplateReference ................................................................................................................ 81 Schema .................................................................................................................................. 81 EnvelopeInformation .............................................................................................................. 82 FieldData ............................................................................................................................... 84 Rules for CreateEnvelopeFromTemplates ............................................................................. 85 Template Execution Rules ..................................................................................................... 88 Rules for Mapping Data from PDF Forms .............................................................................. 88 Error Rules ............................................................................................................................. 89 Sample Code ......................................................................................................................... 89 CreateEnvelopeFromTemplatesAndForms .................................................................................
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