hellosign-api 1.0.0
Sign up to get free protection for your applications and to get access to all the features.
- checksums.yaml +7 -0
- data/.gitignore +19 -0
- data/.rspec +2 -0
- data/.travis.yml +15 -0
- data/CONTRIBUTING.md +42 -0
- data/Gemfile +13 -0
- data/Guardfile +14 -0
- data/LICENSE +21 -0
- data/README.md +112 -0
- data/Rakefile +16 -0
- data/hellosign-api.gemspec +54 -0
- data/lib/hello_sign/.error.rb.swp +0 -0
- data/lib/hello_sign/api/account.rb +78 -0
- data/lib/hello_sign/api/api_app.rb +121 -0
- data/lib/hello_sign/api/bulk_send_job.rb +62 -0
- data/lib/hello_sign/api/embedded.rb +68 -0
- data/lib/hello_sign/api/oauth.rb +95 -0
- data/lib/hello_sign/api/signature_request.rb +691 -0
- data/lib/hello_sign/api/team.rb +107 -0
- data/lib/hello_sign/api/template.rb +227 -0
- data/lib/hello_sign/api/unclaimed_draft.rb +328 -0
- data/lib/hello_sign/api.rb +31 -0
- data/lib/hello_sign/client.rb +372 -0
- data/lib/hello_sign/configuration.rb +78 -0
- data/lib/hello_sign/error.rb +99 -0
- data/lib/hello_sign/resource/account.rb +43 -0
- data/lib/hello_sign/resource/api_app.rb +43 -0
- data/lib/hello_sign/resource/base_resource.rb +73 -0
- data/lib/hello_sign/resource/bulk_send_job.rb +43 -0
- data/lib/hello_sign/resource/embedded.rb +43 -0
- data/lib/hello_sign/resource/resource_array.rb +56 -0
- data/lib/hello_sign/resource/signature_request.rb +43 -0
- data/lib/hello_sign/resource/team.rb +43 -0
- data/lib/hello_sign/resource/template.rb +43 -0
- data/lib/hello_sign/resource/template_draft.rb +44 -0
- data/lib/hello_sign/resource/unclaimed_draft.rb +44 -0
- data/lib/hello_sign/resource.rb +33 -0
- data/lib/hello_sign/version.rb +25 -0
- data/lib/hello_sign.rb +50 -0
- data/lib/hellosign-ruby-sdk.rb +4 -0
- data/spec/fixtures/account.json +15 -0
- data/spec/fixtures/api_app.json +16 -0
- data/spec/fixtures/api_apps.json +43 -0
- data/spec/fixtures/bulk_send_job.json +88 -0
- data/spec/fixtures/bulk_send_jobs.json +22 -0
- data/spec/fixtures/embedded.json +6 -0
- data/spec/fixtures/empty.pdf +0 -0
- data/spec/fixtures/error.json +6 -0
- data/spec/fixtures/file.json +0 -0
- data/spec/fixtures/headers.json +18 -0
- data/spec/fixtures/nda.pdf +0 -0
- data/spec/fixtures/signature_request.json +45 -0
- data/spec/fixtures/signature_requests.json +44 -0
- data/spec/fixtures/team.json +15 -0
- data/spec/fixtures/template.json +53 -0
- data/spec/fixtures/templates.json +59 -0
- data/spec/fixtures/token.json +14 -0
- data/spec/fixtures/unclaimed_draft.json +6 -0
- data/spec/hello_sign/.error_spec.rb.swp +0 -0
- data/spec/hello_sign/api/account_spec.rb +42 -0
- data/spec/hello_sign/api/api_app_spec.rb +104 -0
- data/spec/hello_sign/api/bulk_send_job_spec.rb +53 -0
- data/spec/hello_sign/api/embedded_spec.rb +23 -0
- data/spec/hello_sign/api/oauth_spec.rb +27 -0
- data/spec/hello_sign/api/signature_request_spec.rb +268 -0
- data/spec/hello_sign/api/team_spec.rb +101 -0
- data/spec/hello_sign/api/template_spec.rb +172 -0
- data/spec/hello_sign/api/unclaimed_draft_spec.rb +145 -0
- data/spec/hello_sign/client_spec.rb +191 -0
- data/spec/hello_sign/error_spec.rb +10 -0
- data/spec/hello_sign/resource/base_resource_spec.rb +53 -0
- data/spec/hello_sign_spec.rb +57 -0
- data/spec/scenarios/uploads_spec.rb +19 -0
- data/spec/spec_helper.rb +104 -0
- metadata +261 -0
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# The MIT License (MIT)
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#
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# Copyright (C) 2014 hellosign.com
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#
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# Permission is hereby granted, free of charge, to any person obtaining a copy
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# of this software and associated documentation files (the "Software"), to deal
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# in the Software without restriction, including without limitation the rights
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# to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
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# copies of the Software, and to permit persons to whom the Software is
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# furnished to do so, subject to the following conditions:
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#
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# The above copyright notice and this permission notice shall be included in all
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# copies or substantial portions of the Software.
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#
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# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
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# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
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# AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
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# LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
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# OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
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# SOFTWARE.
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module HelloSign
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module Api
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# Contains all the API calls for the Team resource.
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# Take a look at our API Documentation on the Team Resource (https://app.hellosign.com/api/reference#Team)
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# for more information about this.
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#
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# @author [hellosign]
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module Team
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# Returns member list and information about your Team.
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# If you do not belong to a Team, HelloSign::Error::NotFound will be raised
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#
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# @return [HelloSign::Resource::Team] Current Team
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#
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# @example
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# team = @client.get_team
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def get_team
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HelloSign::Resource::Team.new get('/team')
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end
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# Creates a new Team and adds you as a member. You must not currently belong to a Team.
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# @option opts [String] name The name of the Team.
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#
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# @return [HelloSign::Resource::Team] a Team
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#
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# @example
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# team = @client.create_team name: 'Team America World Police'
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def create_team(opts)
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HelloSign::Resource::Team.new post('/team/create', body: opts)
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end
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# Updates the name of your Team.
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# @option opts [String] name The name of your Team.
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#
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# @return [HelloSign::Resource::Team]
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#
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# @example
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# team = @client.update_team name: 'New Team Name'
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def update_team(opts)
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HelloSign::Resource::Team.new post('/team', body: opts)
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end
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# Deletes your Team. Can only be invoked with a Team with one member (yourself).
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#
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# @return [HTTP::Status] 200 OK
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#
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# @example
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# team = @client.destroy_team
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def destroy_team
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post('/team/destroy')
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end
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# Adds or invites a user to the Team.
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# If the user does not currently have a HelloSign Account, a new one will be created for them.
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# If the user currently has a paid subscription, they will be emailed an invitation to join the Team.
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# If a user is already a part of a Team, a "team_invite_failed" error will be returned.
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# @option opts [String] account_id The user's Account ID to invite to the Team.
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# @option opts [String] email_address The user's email address to invite to your Team.
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# Note: The account_id prevails if both email_address and acccount_id are provided.
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#
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# @return [HelloSign::Resource::Team] a Team
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#
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# @example
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# team = @client.add_member_to_team email_address: 'george@example.com'
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def add_member_to_team(opts)
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HelloSign::Resource::Team.new post('/team/add_member', body: opts)
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end
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# Removes a user from the Team. If the user had an outstanding invitation to your Team, the original invitation will expire.
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# @option opts [String] account_id The user's Account ID to remove from the Team.
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# @option opts [String] email_address The user's email address to remove from your Team.
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# @option opts [String] new_owner_email_address The Account's email address to receive all documents, API Apps (if applicable), and API key from removed account. (optional)
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# Note: The account_id prevails if both email_address and acccount_id are provided.
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#
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# @return [HelloSign::Resource::Team] updated Team
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#
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# @example
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# team = @client.remove_member_from_team email_address: 'george@example.com'
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def remove_member_from_team(opts)
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HelloSign::Resource::Team.new post('/team/remove_member', body: opts)
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end
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end
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end
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end
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# The MIT License (MIT)
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#
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# Copyright (C) 2014 hellosign.com
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#
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# Permission is hereby granted, free of charge, to any person obtaining a copy
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# of this software and associated documentation files (the "Software"), to deal
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# in the Software without restriction, including without limitation the rights
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# to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
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# copies of the Software, and to permit persons to whom the Software is
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# furnished to do so, subject to the following conditions:
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#
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# The above copyright notice and this permission notice shall be included in all
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# copies or substantial portions of the Software.
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#
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# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
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# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
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# AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
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# LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
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# OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
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# SOFTWARE.
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module HelloSign
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module Api
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# Contains all the API calls for the Template resource.
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# Take a look at our API Documentation for Templates (https://app.hellosign.com/api/reference#Template)
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# for more information about this.
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#
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# @author [hellosign]
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module Template
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# Retrieves the Template with the given ID.
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# @option opts [String] template_id The ID of the Template to retrieve.
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#
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# @return [HelloSign::Resource::Template] a Template
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#
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# @example
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# template = @client.get_template template_id: 'f57db65d3f933b5316d398057a36176831451a35'
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def get_template(opts)
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HelloSign::Resource::Template.new get("/template/#{opts[:template_id]}")
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end
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# Deletes the specified Template.
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# @option opts [String] template_id The ID of the Template to delete.
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#
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# @return [HTTP::Status] 200 OK
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#
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# @example
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# template = @client.delete_template template_id: 'f57db65d3f933b5316d398057a36176831451a35'
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def delete_template(opts)
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post("/template/delete/#{opts[:template_id]}")
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end
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# Retrieves the Templates for the accessible by the current user.
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# @option opts [String] account_id The Account ID to return Templates for. Use "all" for all team members. Defaults to current account. (optional)
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# @option opts [Integer] page Sets the page number of the list to return. Defaults to 1. (optional)
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# @option opts [Integer] page_size Determines the number of Templates returned per page. Defaults to 20. (optional)
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# @option opts [String] query Search terms and/or fields to filter the Templates. (optional)
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#
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# @return [HelloSign::Resource::ResourceArray] a ResourceArray
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#
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# @example
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# templates = @client.get_templates page: 1
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def get_templates(opts={})
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path = '/template/list'
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opts[:query] = create_search_string(opts[:query]) if opts[:query]
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query = create_query_string(opts, [:page, :page_size, :query])
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path += query
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HelloSign::Resource::ResourceArray.new get(path, opts), 'templates', HelloSign::Resource::Template
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end
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# Gives the specified Account access to a Template. The Account must be part of your Team.
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# @option opts [String] template_id The Template ID to give access to.
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# @option opts [String] account_id The Account ID to receive access to the Template.
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# @option opts [String] email_address The email address of the Account to receive access to the Template.
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# Note: The account_id prevails if both email_address and acccount_id are provided.
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#
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# @return [HelloSign::Resource::Template] a Template
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#
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# @example
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# templates = @client.add_user_to_template template_id: 'f57db65d3f933b5316d398057a36176831451a35', email_address: 'george@example.com'
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def add_user_to_template(opts)
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path = "/template/add_user/#{opts[:template_id]}"
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opts.delete(:template_id)
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HelloSign::Resource::Template.new post(path, body: opts)
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end
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# Removes the specified Account access to the specified Template.
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# @option opts [String] template_id The Template ID to remove access to.
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# @option opts [String] account_id The Account ID to remove access to the Template.
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# @option opts [String] email_address The email address of the Account to remove access to the Template.
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# Note: The account_id prevails if both email_address and acccount_id are provided.
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#
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# @return [HelloSign::Resource::Template] a Template
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#
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# @example
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# templates = @client.remove_user_from_template template_id: 'f57db65d3f933b5316d398057a36176831451a35', email_address: 'george@example.com'
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def remove_user_from_template(opts)
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path = "/template/remove_user/#{opts[:template_id]}"
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opts.delete(:template_id)
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HelloSign::Resource::Template.new post(path, body: opts)
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end
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# Creates a new Embedded Template draft object that can be launched in an iFrame using the claim_url.
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# @option opts [Boolean] test_mode Indicates if this is a test Template draft. SignatureRequests using this Template will not be legally binding if set to 1. Defaults to 0. (optional)
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# @option opts [String] client_id The API App Client ID associated with the Template draft. (optional)
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# @option opts [Array<String>] files Specified file path(s) to upload file(s) to send for signature. Currently we only support use of either the files parameter or file_urls parameter, not both.
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# @option opts [Array<String>] file_urls URL(s) for HelloSign to download the file(s) to send for signature. Currently we only support use of either the files parameter or file_urls parameter, not both.
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# @option opts [String] title The default Template title. (optional)
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# @option opts [String] subject The default Template title alias. (optional)
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# @option opts [String] message The default message in the email that will be sent to the signer(s). (optional)
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# @option opts [Array<Hash>] signers List of signers displayed when the Template is used to create a SignatureRequest
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# * name (String) Signer role name
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# * order (Integer) The order the signer role is required to sign in. (optional)
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# @option opts [Array<Hash>] attachments Sets a list of attachments signers can upload
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# * name (String) Attachment name
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# * instructions (String) Instructions for uploading the attachment. (optional)
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# * signer_index (Integer) The signer's unique number.
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# * required (Boolean) Determines if the signer is required to upload this attachment. Defaults to 0. (Optional)
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# @option opts [Array<Hash>] cc_roles The CC roles that must be assigned when using the Template to create a SignatureRequest. (optional)
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# @option opts [String<Array><Hash>] merge_fields List of fields that can be pre-populated by your application when using the Template to send a SignatureRequest. (optional)
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# * name (String) Merge field name
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# * type (String) Field type - either "text" or "checkbox"
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# @option opts [Boolean] skip_me_now Sets the "Me (Now)" option for the Template preparer. Defaults to 0. (optional)
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# @option opts [Boolean] use_preexisting_fields Sets the detection of predefined PDF fields. Defaults to 0. (optional)
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# @option opts [Hash] metadata Key-value data attached to the Template and all SignatureRequests created from the Template. (optional)
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# @option opts [Boolean] allow_reassign Sets the ability for signers to reassign the SignatureRequest to other signers. Defaults to 0. (optional)
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#
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# @return [HelloSign::Resource::Template] a Template
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#
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# @example
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# template_draft = @client.create_embedded_template_draft(
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# test_mode: 1,
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# subject: 'The NDA we talked about',
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# requester_email_address: 'requester@example.com',
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# message: 'Please sign this NDA and then we can discuss more. Let me know if you have any questions.',
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# signer_roles: [
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# {
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# name: 'Manager',
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# order: 0
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# },
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# {
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# name: 'Client',
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# order: 1
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# }
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# ],
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# attachments: [{
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# name: 'Passport',
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# instructions: 'Upload your US Passport',
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# signer_index: 0,
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# required: true
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# },
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# {
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# name: 'Driver's License',
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# instructions: 'Upload your CA Driver's License',
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# required: false
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# }
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# ],
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# merge_fields: '[
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# {
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# name: 'contract_id',
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# },
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# {
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# name: 'purchase_price',
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# order: 'text'
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# }
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# ]'
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# )
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def create_embedded_template_draft(opts)
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opts[:client_id] ||= self.client_id
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prepare_files opts
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prepare_signer_roles opts
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prepare_attachments opts
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HelloSign::Resource::TemplateDraft.new post("/template/create_embedded_draft", body: opts)
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end
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# @option opts [String] template_id The Template ID to retrieve.
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# @option opts [String] file_type Determines the format of the file - either 'pdf' or 'zip' depending on the file type desired. Defaults to pdf. (optional)
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# @option opts [Boolean] get_url Response contains a URL link to the file if set to true. Links are only available for PDFs and have a TTL of 3 days. Defaults to false. (optional)
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#
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# @return a PDF or Zip
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#
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# @example
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# file = @client.get_template_files template_id: 'f57db65d3f933b5316d398057a36176831451a35', file_type: 'zip'
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def get_template_files(opts)
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path = "/template/files/#{opts[:template_id]}"
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if opts[:file_type]
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path = path + "?file_type=#{opts[:file_type]}"
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end
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if opts[:get_url]
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separator = opts[:file_type].nil? ? '?' : '&'
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path = path + "#{separator}get_url=#{opts[:get_url]}"
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end
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get(path)
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end
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# Overlays a new file with the overlay of the specified Template.
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# @option opts [String] template_id The Template ID to update.
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# @option opts [Array<String>] files Specified file path(s) to upload file(s) to send for signature. Currently we only support use of either the files parameter or file_urls parameter, not both.
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# @option opts [Array<String>] file_urls URL(s) for HelloSign to download the file(s) to send for signature. Currently we only support use of either the files parameter or file_urls parameter, not both.
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# @option opts [String] subject The updated default Template title alias. (optional)
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# @option opts [String] message The updated default message in the email that will be sent to the signer(s). (optional)
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# @option opts [String] client_id The API App Client ID associated with the Template. (optional)
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# @option opts [Boolean] test_mode Indicates if this is a test Template. SignatureRequests using this Template will not be legally binding if set to 1. Defaults to 0. (optional)
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#
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# @return a Template ID
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#
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# @example
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# templates = @client.update_template_files template_id: 'f57db65d3f933b5316d398057a36176831451a35', file: '@NDA.pdf'
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#
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def update_template_files(opts)
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template_id = opts.delete(:template_id)
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path = "/template/update_files/#{template_id}"
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prepare_files opts
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HelloSign::Resource::Template.new post(path, body: opts)
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end
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end
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end
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end
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@@ -0,0 +1,328 @@
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# The MIT License (MIT)
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#
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# Copyright (C) 2014 hellosign.com
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#
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# Permission is hereby granted, free of charge, to any person obtaining a copy
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# of this software and associated documentation files (the "Software"), to deal
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# in the Software without restriction, including without limitation the rights
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# to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
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# copies of the Software, and to permit persons to whom the Software is
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# furnished to do so, subject to the following conditions:
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#
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# The above copyright notice and this permission notice shall be included in all
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# copies or substantial portions of the Software.
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#
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# THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
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# IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
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# FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
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# AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
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# LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
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# OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
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# SOFTWARE.
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module HelloSign
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module Api
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# Contains all the API calls for the UnclaimedDraft resource.
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# Take a look at our API documentation for creating UnclaimedDrafts (https://app.hellosign.com/api/reference#UnclaimedDraft)
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# for more information about this.
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#
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# @author [hellosign]
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module UnclaimedDraft
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# Creates a new UnclaimedDraft that can be claimed using the claim_url.
|
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# The first authenticated user to access the claim_url claims the Draft and will be shown either the "Sign and send" or the "Request signature" page with the Draft loaded.
|
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# Subsequent access to the claim_url will result in a 404 not found error.
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# @option opts [Boolean] test_mode Indicates if this is a test SignatureRequest, it will not be legally binding if set to 1. Defaults to 0. (optional)
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# @option opts [Array<String>] files Specifies the file path(s) to send for the SignatureRequest.
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# @option opts [Array<String>] file_urls Specifies the URL(s) for the file(s) to send for the SignatureRequest.
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# @option opts [String] type The type of UnclaimedDraft to create. Use "send_document" to create a claimable file, and "request_signature" for a claimable SignatureRequest.
|
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# * For "send_document," only the file parameter is required.
|
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# * For "request_signature," then signer name and email_address are required.
|
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# @option opts [String] subject The subject in the email that will be sent to the signer(s). (optional)
|
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# @option opts [String] message The custom message in the email that will be sent to the signer(s). (optional)
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# @option opts [Array<Hash>] signers Sets a list of signers, each item is a Hash with these keys:
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# * name (String) Signer's name
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# * email_address (String) Signer's email address
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# * order (Integer) The order the signers are required to sign in (optional)
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# @option opts [Array<Hash>] attachments Sets a list of attachments signers can upload
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# * name (String) Attachment name
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# * instructions (String) Instructions for uploading the attachment. (optional)
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# * signer_index (Integer) The signer's unique number.
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# * required (Boolean) Determines if the signer is required to upload this attachment. Defaults to 0. (Optional)
|
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# @option opts [Array<Hash>] custom_fields An array of custom merge fields, representing those present on the document with Text Tags or form_fields_per_document (optional)
|
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# * name (String) Custom field name or "Field Label"
|
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# * value (String) The value of the field. This data will appear on the SignatureRequest.
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# @option opts [Array<String>] cc_email_addresses The email addresses that should be CCed on the SignatureRequest. (optional)
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# @option opts [String] signing_redirect_url Redirects the signer(s) to this URL after completing the SignatureRequest. (optional)
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# @option opts [Boolean] use_text_tags Indicates whether the SignatureRequest should have Text Tags enabled. Defaults to 0. (optional)
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# @option opts [Boolean] hide_text_tags Indicates whether the Text Tags should be removed automatically. Note that this is not the preferred method. Defaults to 0. (optional)
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# @option opts [Boolean] use_preexisting_fields Sets the detection of predefined PDF fields. Defaults to 0. (optional)
|
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# @option opts [Hash] metadata Key-value data attached to the SignatureRequest. (optional)
|
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# @option opts [Boolean] allow_decline Allows signers to decline the SignatureRequest. Defaults to 0. (optional)
|
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|
+
# @option opts [Boolean] allow_reassign Allows signers to reassign the SignatureRequest to another signer. Defaults to 0. (optional)
|
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|
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# @option opts [Array<Hash>] form_fields_per_document The fields that should appear on the document. (optional)
|
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# @option opts [Hash] signing_options Specifies the types allowed for creating a signature. (optional)
|
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#
|
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# @return [HelloSign::Resource::UnclaimedDraft] an UnclaimedDraft
|
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#
|
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# @example type: send_document
|
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|
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# unclaimed_draft = @client.create_unclaimed_draft(
|
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|
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# test_mode: 1,
|
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|
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# files: ['NDA.pdf', 'AppendixA.pdf']
|
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|
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# )
|
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#
|
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|
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# @example type: request_signature
|
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|
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# unclaimed_draft = @client.create_unclaimed_draft(
|
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|
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# test_mode: 1,
|
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|
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# type: 'request_signature',
|
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|
+
# subject: 'The NDA we talked about',
|
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|
+
# message: 'Please sign this NDA and then we can discuss more. Let me know if you have any questions.',
|
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|
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# metadata: {
|
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|
+
# client_id: '1234',
|
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|
+
# custom_text: 'NDA #9'
|
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|
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# },
|
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|
+
# signers: [
|
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|
+
# {
|
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|
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# email_address: 'jack@example.com',
|
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|
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# name: 'Jack',
|
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|
+
# order: 0
|
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|
+
# },
|
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|
+
# {
|
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|
+
# email_address: 'jill@example.com',
|
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|
+
# name: 'Jill',
|
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|
+
# order: 1
|
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|
+
# }
|
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|
+
# ],
|
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|
+
# attachments: [{
|
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|
+
# name: 'Passport',
|
99
|
+
# instructions: 'Upload your US Passport',
|
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|
+
# signer_index: 0,
|
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|
+
# required: true
|
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|
+
# },
|
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|
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# {
|
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|
+
# name: 'Driver's License',
|
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|
+
# instructions: 'Upload your CA Driver's License',
|
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|
+
# signer_index: 1,
|
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|
+
# required: false
|
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|
+
# }
|
109
|
+
# ],
|
110
|
+
# cc_email_addresses: ['lawyer@example.com', 'lawyer@example2.com'],
|
111
|
+
# files: ['NDA.pdf', 'AppendixA.pdf'],
|
112
|
+
# signing_options: {
|
113
|
+
# draw: true,
|
114
|
+
# type: true,
|
115
|
+
# upload: false,
|
116
|
+
# phone: true,
|
117
|
+
# default: 'phone'
|
118
|
+
# }
|
119
|
+
# )
|
120
|
+
#
|
121
|
+
def create_unclaimed_draft opts
|
122
|
+
prepare_files opts
|
123
|
+
prepare_signers opts
|
124
|
+
prepare_form_fields opts
|
125
|
+
prepare_custom_fields opts
|
126
|
+
prepare_attachments opts
|
127
|
+
|
128
|
+
HelloSign::Resource::UnclaimedDraft.new post('/unclaimed_draft/create', body: opts)
|
129
|
+
end
|
130
|
+
|
131
|
+
# Creates a new Embedded UnclaimedDraft that can be opened in an embedded iFrame.
|
132
|
+
# @option opts [Boolean] test_mode Indicates if this is a test SignatureRequest, it will not be legally binding if set to 1. Defaults to 0. (optional)
|
133
|
+
# @option opts [String] client_id The API App Client ID associated with this Embedded UnclaimedDraft.
|
134
|
+
# @option opts [Array<String>] files Use files to indicate the uploaded file(s) to send for signature. Currently we only support use of either the files parameter or file_urls parameter, not both.
|
135
|
+
# @option opts [Array<String>] file_urls Use file_urls to have HelloSign download the file(s) to send for signature. Currently we only support use of either the files parameter or file_urls parameter, not both.
|
136
|
+
# @option opts [String] requester_email_address The email address of the requester, if "request_signature" type.
|
137
|
+
# @option opts [String] type The type of UnclaimedDraft to create. Use "send_document" to create a claimable file, and "request_signature" for a claimable signature request.
|
138
|
+
# * For "send_document," only the file parameter is required.
|
139
|
+
# * For "request_signature," then signer name and email_address are required.
|
140
|
+
# @option opts [String] subject Sets the subject in the email sent to the signer(s). (optional)
|
141
|
+
# @option opts [String] message Sets the message in the email sent to the signer(s). (optional)
|
142
|
+
# @option opts [Array<Hash>] signers Sets a list of signers, each item is a Hash with these keys:
|
143
|
+
# * name (String) Signer's name
|
144
|
+
# * email_address (String) Signer's email address
|
145
|
+
# * order (Integer) The order the signers are required to sign in (optional)
|
146
|
+
# @option opts [Array<Hash>] attachments Sets a list of attachments signers can upload
|
147
|
+
# * name (String) Attachment name
|
148
|
+
# * instructions (String) Instructions for uploading the attachment. (optional)
|
149
|
+
# * signer_index (Integer) The signer's unique number.
|
150
|
+
# * required (Boolean) Determines if the signer is required to upload this attachment. Defaults to 0. (Optional)
|
151
|
+
# @option opts [Array<String>] cc_email_addresses The email addresses that should be CCed on the SignatureRequest. (optional)
|
152
|
+
# @option opts [String] signing_redirect_url Redirects the signer(s) to this URL after completing the SignatureRequest. (optional)
|
153
|
+
# @option opts [Array<Hash>] custom_fields An array of custom merge fields, representing those present on the document with Text Tags or form_fields_per_document (optional)
|
154
|
+
# * name (String) Custom field name or "Field Label"
|
155
|
+
# * value (String) The value of the field. This data will appear on the SignatureRequest.
|
156
|
+
# @option opts [Boolean] use_text_tags Indicates whether the SignatureRequest should have Text Tags enabled. Defaults to 0. (optional)
|
157
|
+
# @option opts [Boolean] hide_text_tags Indicates whether the Text Tags should be removed automatically. Note that this is not the preferred method. Defaults to 0. (optional)
|
158
|
+
# @option opts [Boolean] use_preexisting_fields Sets the detection of predefined PDF fields. Defaults to 0. (optional)
|
159
|
+
# @option opts [Boolean] is_for_embedded_signing Enable the UnclaimedDraft to be used for an Embedded SignatureRequest. Defaults to 0. (optional)
|
160
|
+
# @option opts [Boolean] skip_me_now Disables the "Me (Now)" option for the preparer. Not available for type "send_document." Defaults to 0. (optional)
|
161
|
+
# @option opts [Hash] metadata Key-value data attached to the SignatureRequest. (optional)
|
162
|
+
# @option opts [Boolean] allow_decline Allows signers to decline the SignatureRequest. Defaults to 0. (optional)
|
163
|
+
# @option opts [Boolean] allow_reassign Allows signers to reassign the SignatureRequest to another signer. Defaults to 0. (optional)
|
164
|
+
# @option opts [Array<Hash>] form_fields_per_document The fields that should appear on the document. (optional)
|
165
|
+
# @option opts [Hash] signing_options Specifies the types allowed for creating a signature. (optional)
|
166
|
+
#
|
167
|
+
# @return [HelloSign::Resource::UnclaimedDraft] an UnclaimedDraft
|
168
|
+
#
|
169
|
+
# @example type: request_signature
|
170
|
+
# unclaimed_draft = @client.create_embedded_unclaimed_draft(
|
171
|
+
# test_mode: 1,
|
172
|
+
# type: 'request_signature',
|
173
|
+
# subject: 'The NDA we talked about',
|
174
|
+
# requester_email_address: 'requester@example.com',
|
175
|
+
# message: 'Please sign this NDA and then we can discuss more. Let me know if you have any questions.',
|
176
|
+
# metadata: {
|
177
|
+
# client_id: '1234',
|
178
|
+
# custom_text: 'NDA #9'
|
179
|
+
# },
|
180
|
+
# signers: [
|
181
|
+
# {
|
182
|
+
# email_address: 'jack@example.com',
|
183
|
+
# name: 'Jack',
|
184
|
+
# order: 0
|
185
|
+
# },
|
186
|
+
# {
|
187
|
+
# email_address: 'jill@example.com',
|
188
|
+
# name: 'Jill',
|
189
|
+
# order: 1
|
190
|
+
# }
|
191
|
+
# ],
|
192
|
+
# attachments: [{
|
193
|
+
# name: 'Passport',
|
194
|
+
# instructions: 'Upload your US Passport',
|
195
|
+
# signer_index: 0,
|
196
|
+
# required: true
|
197
|
+
# },
|
198
|
+
# {
|
199
|
+
# name: 'Driver's License',
|
200
|
+
# instructions: 'Upload your CA Driver's License',
|
201
|
+
# signer_index: 1,
|
202
|
+
# required: false
|
203
|
+
# }
|
204
|
+
# ],
|
205
|
+
# cc_email_addresses: ['lawyer@example.com', 'lawyer@example2.com'],
|
206
|
+
# files: ['NDA.pdf', 'AppendixA.pdf'],
|
207
|
+
# signing_options: {
|
208
|
+
# draw: true,
|
209
|
+
# type: true,
|
210
|
+
# upload: false,
|
211
|
+
# phone: true,
|
212
|
+
# default: 'phone'
|
213
|
+
# }
|
214
|
+
# )
|
215
|
+
def create_embedded_unclaimed_draft(opts)
|
216
|
+
opts[:client_id] ||= self.client_id
|
217
|
+
prepare_files opts
|
218
|
+
prepare_signers opts
|
219
|
+
prepare_form_fields opts
|
220
|
+
prepare_custom_fields opts
|
221
|
+
prepare_attachments opts
|
222
|
+
|
223
|
+
HelloSign::Resource::UnclaimedDraft.new post('/unclaimed_draft/create_embedded', body: opts)
|
224
|
+
end
|
225
|
+
|
226
|
+
# Creates a new Embedded UnclaimedDraft from a Template that can be opened in an embedded iFrame.
|
227
|
+
# @option opts [Boolean] test_mode Indicates if this is a test SignatureRequest, it will not be legally binding if set to 1. Defaults to 0. (optional)
|
228
|
+
# @option opts [String] client_id The API App Client ID associated with the UnclaimedDraft.
|
229
|
+
# @option opts [String] template_id The Template ID to use when creating the UnclaimedDraft.
|
230
|
+
# * Use template_ids[%i%] if using multiple templates, replacing %i% with an integer to indicate the order of the Templates
|
231
|
+
# @option opts [String] requester_email_address The email address of the requester, if "request_signature" type.
|
232
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# @option opts [String] title Assigns a title to the SignatureRequest. (optional)
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# @option opts [String] subject Sets the subject in the email sent to the signer(s). (optional)
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# @option opts [String] message Sets the message in the email sent to the signer(s). (optional)
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# @option opts [Array<Hash>] signers List of signers
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# * role (String) The signer role indicated on the Template.
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# * name (String) Signer's name
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# * email_address (String) Signer's email address
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# @option opts [Array<Hash>] ccs The individual(s) to be CC'd on the SignatureRequest. Required when a CC role exists for the Template.
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# * role (String) The CC role indicated on the Template. Note that the role name is case sensitive.
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# * email_address (String) CC Recipient's email address
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# @option opts [String] signing_redirect_url Redirects the signer(s) to this URL after completing the SignatureRequest. (optional)
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# @option opts [String] requesting_redirect_url Redirects the requester to this URL after sending a SignatureRequest. (optional)
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# @option opts [Hash] metadata Key-value data attached to the SignatureRequest. (optional)
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# @option opts [Array<Hash>] custom_fields An array of custom merge fields, representing those present in the Template. (optional)
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# * name (String) Custom field name or "Field Label"
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# * value (String) The value of the field. This data will appear on the SignatureRequest.
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# @option opts [Array<String>] files Specifies the file path(s) to append to the SignatureRequest. (optional)
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# @option opts [Array<String>] file_urls Specifies the URL(s) for the file(s) to append to the SignatureRequest. (optional)
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# @option opts [Boolean] skip_me_now Disables the "Me (Now)" option for the preparer. Not available for type "send_document." Defaults to 0. (optional)
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# @option opts [Boolean] allow_decline Allows signers to decline the SignatureRequest. Defaults to 0. (optional)
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# @option opts [Boolean] allow_reassign Allows signers to reassign the SignatureRequest to another signer. Defaults to 0. (optional)
|
253
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+
# @option opts [Hash] signing_options Specifies the types allowed for creating a signature. (optional)
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+
#
|
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+
# @return [HelloSign::Resource::UnclaimedDraft] an UnclaimedDraft
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+
#
|
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+
# @example type: request_signature
|
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|
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# unclaimed_draft = @client.create_embedded_unclaimed_draft_with_template(
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+
# test_mode: 1,
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|
+
# subject: 'The NDA we talked about',
|
261
|
+
# template_id: 'c26b8a16784a872da37ea946b9ddec7c1e11dff6',
|
262
|
+
# requester_email_address: 'requester@example.com',
|
263
|
+
# message: 'Please sign this NDA and then we can discuss more. Let me know if you have any questions.',
|
264
|
+
# files: ['NDA.pdf', 'AppendixA.pdf'],
|
265
|
+
# metadata: {
|
266
|
+
# client_id: '1234',
|
267
|
+
# custom_text: 'NDA #9'
|
268
|
+
# },
|
269
|
+
# signers: [
|
270
|
+
# {
|
271
|
+
# email_address: 'george@example.com',
|
272
|
+
# name: 'George',
|
273
|
+
# role: 'Client'
|
274
|
+
# }
|
275
|
+
# ],
|
276
|
+
# ccs: [
|
277
|
+
# {
|
278
|
+
# email_address:'accounting@example.com',
|
279
|
+
# role: 'Accounting'
|
280
|
+
# }
|
281
|
+
# ],
|
282
|
+
# custom_fields: {
|
283
|
+
# Cost: '$20,000'
|
284
|
+
# },
|
285
|
+
# signing_options: {
|
286
|
+
# draw: true,
|
287
|
+
# type: true,
|
288
|
+
# upload: false,
|
289
|
+
# phone: true,
|
290
|
+
# default: 'phone'
|
291
|
+
# }
|
292
|
+
# )
|
293
|
+
def create_embedded_unclaimed_draft_with_template(opts)
|
294
|
+
opts[:client_id] ||= self.client_id
|
295
|
+
prepare_signers opts
|
296
|
+
prepare_custom_fields opts
|
297
|
+
prepare_ccs opts
|
298
|
+
prepare_templates opts
|
299
|
+
prepare_files opts
|
300
|
+
|
301
|
+
HelloSign::Resource::UnclaimedDraft.new post('/unclaimed_draft/create_embedded_with_template', body: opts)
|
302
|
+
end
|
303
|
+
|
304
|
+
# Creates a new SignatureRequest from an Embedded UnclaimedDraft.
|
305
|
+
# @option opts [String] signature_request_id The SignatureRequest ID to edit and resend.
|
306
|
+
# @option opts [String] client_id The API App Client ID associated with the UnclaimedDraft.
|
307
|
+
# @option opts [Boolean] test_mode Indicates if this is a test SignatureRequest, it will not be legally binding if set to 1. Defaults to 0. (optional)
|
308
|
+
# @option opts [String] requesting_redirect_url Redirects the requester to this URL after sending a SignatureRequest. (optional)
|
309
|
+
# @option opts [String] signing_redirect_url Redirects the signer(s) to this URL after completing the SignatureRequest. (optional)
|
310
|
+
# @option opts [Boolean] is_for_embedded_signing Enable the UnclaimedDraft to be used for an Embedded SignatureRequest. Defaults to 0. (optional)
|
311
|
+
#
|
312
|
+
# @return [HelloSign::Resource::UnclaimedDraft] an UnclaimedDraft
|
313
|
+
#
|
314
|
+
# @example
|
315
|
+
# unclaimed_draft = @client.edit_and_resend_unclaimed_draft(
|
316
|
+
# signature_request_id: '75cdf7dc8b323d43b347e4a3614d1f822bd09491',
|
317
|
+
# test_mode: 1,
|
318
|
+
# client_id: 'b6b8e7deaf8f0b95c029dca049356d4a2cf9710a',
|
319
|
+
# )
|
320
|
+
def edit_and_resend_unclaimed_draft(opts)
|
321
|
+
signature_request_id = opts.delete(:signature_request_id)
|
322
|
+
path = "/unclaimed_draft/edit_and_resend/#{signature_request_id}"
|
323
|
+
|
324
|
+
HelloSign::Resource::UnclaimedDraft.new post(path, body: opts)
|
325
|
+
end
|
326
|
+
end
|
327
|
+
end
|
328
|
+
end
|