DocuSign using Chilkat dll, how do I pass templateRoles in json?

Question

I am creating demo application which Docusing pass file and signer dynamically, for that i need to use docusign templateid and pass details, i can pass file using templateid which signer already defined in template itself, now i want to pass multiple signer as dynamically.For that need to use templateRoles.

 Dim json As New Chilkat.JsonObject
    json.UpdateString("documents[0].name", "Testing.pdf")
    json.UpdateString("documents[0].documentBase64", base64String)
    json.UpdateString("documents[0].documentId", "2")
    json.UpdateString("emailSubject", "DocuSign REST API Testing Sample")
    json.UpdateString("emailBlurb", "Create and send an envelope from a document.")
    json.UpdateString("templateId", "xxxxx-xxxxx-xxxxx-xxxx-xxxx")
    json.UpdateString("templateRoles", "{roleName: Signer 1, name: Aravind, email: aravind@gmail.com, recipientId: 1}") ' Here i pass template role for signer 1, and also need to pass multiple signer.
    json.UpdateString("status", "sent")

    rest.AddHeader("X-DocuSign-Authentication", "{ ""Username"":    ""DocuSign@example.com"",  ""Password"":""DocuSign_password"",  ""IntegratorKey"":""DocuSign_Integrator_Key"" }")
     

    rest.AddHeader("Content-Type", "application/json")
    rest.AddHeader("Accept", "application/json")

    Dim sbRequestBody As New Chilkat.StringBuilder
    json.EmitSb(sbRequestBody)


    Dim sbResponseBody As New Chilkat.StringBuilder

    success = rest.FullRequestSb("POST", "/restapi/v2.1/accounts/xxxxxx/envelopes", sbRequestBody, sbResponseBody)
    Dim respStatusCode As Integer = rest.ResponseStatusCode

Here i paste code for ur reference, in that email,password,key everything i chanage,bcz it releted to security purpose. When i pass templateroles with values i get error.For above code i get following error return from api.

"errorCode":"INVALID_REQUEST_PARAMETER","message":"The request contained at least one invalid parameter. 'recipientId' not set for recipient."

Pls help me to solve this error.

Regards, Aravind

Answer 1

Here is code using the SDK:

Imports System
Imports System.Collections.Generic
Imports DocuSign.eSign.Api
Imports DocuSign.eSign.Client
Imports DocuSign.eSign.Model
Imports Microsoft.AspNetCore.Mvc


    Private Function DoWork(ByVal signerEmail As String, ByVal signerName As String, ByVal ccEmail As String, ByVal ccName As String, ByVal accessToken As String, ByVal basePath As String, ByVal accountId As String, ByVal templateId As String) As String
        Dim config = New Configuration(New ApiClient(basePath))
        config.AddDefaultHeader("Authorization", "Bearer " & accessToken)
        Dim envelopesApi As EnvelopesApi = New EnvelopesApi(config)
        Dim envelope As EnvelopeDefinition = MakeEnvelope(signerEmail, signerName, ccEmail, ccName, templateId)
        Dim result As EnvelopeSummary = envelopesApi.CreateEnvelope(accountId, envelope)
        Return result.EnvelopeId
    End Function

Private Function MakeEnvelope(ByVal signerEmail As String, ByVal signerName As String) As EnvelopeDefinition
    Dim buffer As Byte() = System.IO.File.ReadAllBytes(Config.docPdf)
    Dim envelopeDefinition As EnvelopeDefinition = New EnvelopeDefinition()
    envelopeDefinition.EmailSubject = "Please sign this document"
    Dim doc1 As Document = New Document()
    Dim doc1b64 As String = Convert.ToBase64String(buffer)
    doc1.DocumentBase64 = doc1b64
    doc1.Name = "Lorem Ipsum"
    doc1.FileExtension = "pdf"
    doc1.DocumentId = "3"
    envelopeDefinition.Documents = New List(Of Document) From {
        doc1
    }
    Dim signer1 As Signer = New Signer With {
        .Email = signerEmail,
        .Name = signerName,
        .ClientUserId = signerClientId,
        .RecipientId = "1"
    }
    Dim signHere1 As SignHere = New SignHere With {
        .AnchorString = "/sn1/",
        .AnchorUnits = "pixels",
        .AnchorXOffset = "10",
        .AnchorYOffset = "20"
    }
    Dim signer1Tabs As Tabs = New Tabs With {
        .SignHereTabs = New List(Of SignHere) From {
            signHere1
        }
    }
    signer1.Tabs = signer1Tabs
    Dim recipients As Recipients = New Recipients With {
        .Signers = New List(Of Signer) From {
            signer1
        }
    }
    envelopeDefinition.Recipients = recipients
    envelopeDefinition.Status = "sent"
    Return envelopeDefinition
End Function

Answer 2

Try to remove recipientId: 1 from the JSON in line 8.

But I strongly suggest you reconsider your architecture choices. You are using legacy authentication which is not very secure.

You could use the C# SDK, which is a Nuget package and works just as well with VB.NET and that would help you make these calls without using JSON and also using modern OAuth that is much more secure.