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Description

Connect to 'DocuSign' API.

Connect to the 'DocuSign' Rest API <https://www.docusign.com/p/RESTAPIGuide/RESTAPIGuide.htm>, which supports embedded signing, and sending of documents.

Build Status AppVeyor Build Status

docuSignr

DocuSign is the leader in online document signing. They provide a REST API which allows for embedded document signing in several server-side languages, not currently including R.

The docuSignr package uses httr to embed DocuSign into Shiny applications.

Installation

docuSignr is available on CRAN and Github.

# from CRAN
install.packages("docuSignr")
# from Github
devtools::install_github("CannaData/docuSignr")

Requirements

For docuSignr to function you will need several things:

  • DocuSign account
  • DocuSign integrator key
  • DocuSign templates
  • DocuSign envelopes

Set-Up

It is recommended that you set the DocuSign username, password, and integrator key as environmental variables idealy in your .Rprofile.

Sys.setenv("docuSign_username" = "username")
Sys.setenv("docuSign_password" = "password")
Sys.setenv("docuSign_integrator_key" = "integrator_key")

Example

library(docuSignr)
# login to get baseURL and accountID
login <- docu_login()
# load templates
templates <- docu_templates(base_url = login[1, "baseUrl"])
# create envelope
envelope <- docu_envelope(
  account_id = login[1, "accountId"],
  base_url = login[1, "baseUrl"],
  template_id = templates[1, "templateId"],
  template_roles = list(
    email = "[email protected]",
    name = "R-Test",
    roleName = "Patient",
    clientUserId = "1"
  ),
  email_subject = "R-Test",
  email_blurb = "R-Test"
)

# get URL
URL <- docu_embed(
  base_url = login[1, "baseUrl"],
  return_url = "https://www.google.com",
  envelope_id = envelope$envelopeId,
  # info here must be consistent with info in template_roles above
  signer_name = "R-Test",
  signer_email = "[email protected]",
  client_user_id = "1"
)

# sign document
browseURL(URL)

Code of Conduct

Please note that this project is released with a Contributor Code of Conduct. By participating in this project you agree to abide by its terms.

Also see contributing.

Metadata

Version

0.0.3

License

Unknown

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