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README.md

eversign node.js SDK

eversign Node.js SDK is the official Node Wrapper around the eversign API.

Quick Links:

Installation

Install from npm:

cd your_project
npm install eversign

Install from code:

git clone https://github.com/eversign/eversign-node-sdk.git
cd eversign-node-sdk
# install dependencies
npm install

Usage

All eversign API requests are made using the Client class, which contains all methods for creating, retrieving and saving documents. This class must be initialized with your API access key string. Where is my API access key?

Please also specify the ID of the eversign business you would like this API request to affect. Where is my Business ID?

In your Node application, require eversign (or the path to the sdk folder if not using npm) and pass authentication information to initialize it:

// Initialize using api key
const { Client } = require('eversign');
const client = new Client('YOUR_API_KEY', 'YOUR_BUSINESS_ID');

Any object (i.e. entity) used in the below examples is to be required prior to its use, for instance:

const { Document, Template, Signer, Recipient, File } = require('eversign');

Fetch businesses

Using the getBusinesses() function all businesses on the eversign account will be fetched and listed along with their Business IDs. You can also set the selected business with a call to client.setSelectedBusiness(Business)

client.fetchBusinesses().then(function(businesses) {
    console.log(businesses[0].getBusinessId());

    client.setSelectedBusiness(businesses[0]);
});

If you know the businessId beforehand you can also set it with setSelectedBusinessById(businessId)

client.setSelectedBusinessById(1337);

Create document from template [Method: Use Template]

To create a document based on an already created template you can use the class Template. In order to identify which template should be used, please pass the template's ID into the setTemplateId("MY_TEMPLATE_ID") function.

const template = new Template();
template.setTemplateId('MY_TEMPLATE_ID');
template.setTitle('Tile goes here');
template.setMessage('Test Message');

Fill signing roles [Method: Use Template]

A template's signing and CC roles are filled just using the functions below. Each role is identified using the setRole() function, must carry a name and email address and is appended to the document using the appendSigner() function.

const signer = new Signer();
signer.setRole('Testrole');
signer.setName('John Doe');
signer.setEmail('john.doe@eversign.com');
template.appendSigner(signer);

Saving the document object [Method: Use Template]

Your document object can now be saved using the createDocumentFromTemplate() function. Once this function has been called successfully, your document is created and the signing process is started.

client.createDocumentFromTemplate(documentTemplate).then(function(document) {
    const newlyCreatedDocument = document;
});

Creating a document [Method: Create Document]

A document is created by instantiating the Document object and setting your preferred document properties. There is a series of set methods available used to specify options for your document. All available methods can be found inside our extensive Create Document Example.

const document = new Document();
document.setTitle('Tile goes here');
document.setMessage('My Message');

Adding signers to a document [Method: Create Document]

Signers are added to an existing document object by instantiating the Signer object and appending each signer to the document object. Each signer object needs to come with a Signer ID, which is later used to assign fields to the respective signer. If no Signer ID is specified, the appendSigner() method will set a default incremented Signer ID. Each signer object also must contain a name and email address and is appended to the document using the appendSigner() method.

const signer = new Signer();
signer.setName('Tester Test');
signer.setEmail('tester@gmail.com');
document.appendSigner(signer);

Adding recipients (CCs) to a document [Method: Create Document]

Recipients (CCs) are added by instantiating the Recipient object and appending each recipient to the document object. Just like signers, recipients must carry a name and email address.

const recipient = new Recipient();
recipient.setName('Tester Test');
recipient.setEmail('tester@gmail.com');
document.appendRecipient(recipient);

Adding files to the Document [Method: Create Document]

Files are added to a document by instantiating an File object. The standard way of choosing a file to upload is appending the file's path using the setFilePath() method and then appending your file using the appendFile() method.

const file = new File({
    name: 'My File',
    filePath: './placeholder.pdf'
});
document.appendFile(file);

Adding fields [Method: Create Document]

There is a number of fields that can be added to a document, each coming with different options and parameters. (Viel Full list of fields »)

A field is appended to the document using the appendFormField(signatureField) method. Please note that you can set the file that the Field should be added to with the setFileIndex method of the FormField.

Signature and Initials fields are required to be assigned to a specific signer. Fields are assigned to a signer by passing the Signer ID into the setSigner() function.

const signatureField = new SignatureField();
signatureField.setFileIndex(0);
signatureField.setPage(1);
signatureField.setX(30);
signatureField.setY(150);
signatureField.setRequired(true);
signatureField.setSigner('1');
document.appendFormField(signatureField);

Saving a document [Method: Create Document]

A document is saved and sent out by passing the final document object into the createDocument method. The API will return the entire document object array in response.

client.createDocument(document).then(function(savedDocument) {
    const newlyCreatedDocument = savedDocument;
});

Loading a document

A document is loaded by passing its document hash into the getDocumentByHash() method.

client.getDocumentByHash('MY_HASH').then(function(document) {
    console.log(document.getTitle());
});

Downloading the raw or final document

A document can be downloaded either in its raw or in its final (completed) state. In both cases, the respective method must contain the document object and a path to save the PDF document to. When downloading a final document, you can choose to attach the document's Audit Trail by setting the third parameter to true.

client.downloadRawDocumentToPath(document, './raw.pdf').then(function(res) {
    console.log(res);
});
client
    .downloadFinalDocumentToPath(document, './final.pdf', true)
    .then(function(res) {
        console.log(res);
    });

Get a list of documents or templates

The Client class is also capable fo listing all available documents templates based on their status. Each method below returns an array of document objects.

client.getAllDocuments().then(function(documents) {
    console.log(documents);
});

/*Other Methods for getting documents are:
client.getCompletedDocuments();
client.getDraftDocuments();
client.getCanceledDocuments();
client.getActionRequiredDocuments();
client.getWaitingForOthersDocuments();

client.getTemplates();
client.getArchivedTemplates();
client.getDraftTemplates();
*/

Delete or cancel a document

A document is cancelled or deleted using the methods below.

client.deleteDocument(document);
client.cancelDocument(document);

Contact us

Any feedback? Please feel free to contact our support team.

Development

docker run -ti --rm -p 8080:8080 -v $(pwd):/opt/sdk -w /opt/sdk node bash
npm install
node examples/create_document.js
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