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README.md

HelloSign .NET SDK

Build status

An official library for using the HelloSign API written in C#.NET and powered by RestSharp.

Getting Help

Installation

The HelloSign .NET SDK can be installed using the NuGet package manager, under the package name HelloSign (package details).

If you prefer not to use NuGet, you can download a ZIP archive containing the built .dll files from the Releases page, or clone this repository and build the project yourself (see "Build from Source" below).

Usage

First, use our namespace:

using HelloSign;

Create a client object:

// Using your account's API Key
var client = new Client("ACCOUNT API KEY HERE");

// Or, using an OAuth 2.0 Access Token:
var client = new Client();
client.UseOAuth2Authentication("OAUTH ACCESS TOKEN HERE");

Error Handling

Most methods will throw a relevant exception if something goes wrong. This includes when our server returns an error message documented here.

You should always be prepared to catch these exceptions and handle them appropriately. Refer to HelloSign/Exceptions.cs in this repository for information about the custom exception classes this library defines.

Warnings

Some API responses include one or more warnings if there was a non-fatal problem with your request. At any time, you may inspect the contents of client.Warnings (a List of HelloSign.Warning objects) and output them as you see fit.

Callback Event Parsing

If you're implementing a server that will receive callbacks from HelloSign, this library can parse the received JSON into a native object and perform the hash-based integrity check for you.

String eventJson = ...; // Get this string from the 'json' POST parameter in the HTTP request
Event myEvent = client.ParseEvent(eventJson);

// The Event object contains accessors for all related data.
Console.WriteLine("Received event with type: " + event.EventType);
SignatureRequest request = myEvent.SignatureRequest;

Injecting Custom Request Parameters

In cases where this SDK might not directly support specifying a particular API request parameter that needs to be passed, there is now a way to inject your own custom parameters into the request before the SDK performs it.

Client.AdditionalParameters is a Dictionary object you can add these extra keys and values to. These parameters will be injected into all following API calls made by the SDK until you remove them. Here's an example:

client.AdditionalParameters.Add("white_labeling_options", "{'primary_button_color':'#00b3e6'}");
var app = new ApiApp { Name = "Foo", Domain = "example.com" };
app = client.CreateApiApp(app)
client.AdditionalParameters.Remove("white_labeling_options");

Account Methods

Get your Account details

var account = client.GetAccount();
Console.WriteLine("My Account ID is: " + account.AccountId);

Update your Account Callback URL

var account = client.UpdateAccount(new Uri("https://example.com/hellosign.asp"));
Console.WriteLine("Now my Callback URL is: " + account.CallbackUrl);

Create a new Account

// Throws exception if account already exists
var account = client.CreateAccount("new.account@example.com");
Console.WriteLine("The new Account's ID is: " + account.AccountId);

Signature Request Methods

Send Signature Request using files (non-Embedded)

var request = new SignatureRequest();
request.Title = "NDA with Acme Co.";
request.Subject = "The NDA we talked about";
request.Message = "Please sign this NDA and then we can discuss more. Let me know if you have any questions.";
request.AddSigner("jack@example.com", "Jack");
request.AddSigner("jill@example.com", "Jill");
request.AddCc("lawyer@example.com");
request.AddFile("c:\users\me\My Documents\nda.txt");
request.AddFile("c:\users\me\My Documents\AppendixA.txt");
request.Metadata.Add("custom_id", "1234");
request.Metadata.Add("custom_text", "NDA #9");
request.TestMode = true;
var response = client.SendSignatureRequest(request);
Console.WriteLine("New Signature Request ID: " + response.SignatureRequestId);

Note: You can optionally pass an API App client ID as a second parameter to SendSignatureRequest.

Send Signature Request using files and text tags with custom fields (non-Embedded)

This example uses custom fields and text tags, using the AdditionalParamaters.add method:

var request = new SignatureRequest();
request.Title = "Sokovia Accords as discussed";
request.Subject = "Sokovia Accords - Please Sign";
request.Message = "Please sign ASAP";
request.AddSigner("tony@starkindustries.com", "Anthony Stark");
request.AddSigner("steverogers_1918@aol.com", "Steven Rogers");
request.AddCc("shield@shield.org");
request.AddFile("sokovia_accords.PDF");
client.AdditionalParameters.Add("custom_fields", "[{\"name\": \"Address\", \"value\": \"123 Main Street\"}, {\"name\": \"Phone\", \"value\": \"555-5555\"}]");
request.UseTextTags = true;
request.HideTextTags = true;
request.TestMode = true;
var response = client.SendSignatureRequest(request);
Console.WriteLine("New Signature Request ID: " + response.SignatureRequestId);

Send Signature Request using files and form fields (non-Embedded)

var request = new SignatureRequest();
request.Title = "NDA with Acme Co.";
request.Subject = "The NDA we talked about";
request.Message = "Please sign this NDA and then we can discuss more. Let me know if you have any questions.";
request.AddSigner("jack@example.com", "Jack");
request.AddFile("c:\users\me\My Documents\nda.pdf").WithFields(
    //            id      type                     page    x    y    w   h   req signer
    new FormField("chk1", FormField.TypeCheckbox,     1, 140,  72,  36, 36, true,     0),
    new FormField("txt1", FormField.TypeText,         1, 140, 144, 225, 20, true,     0),
    new FormField("dat1", FormField.TypeDateSigned,   1, 140, 216, 225, 52, true,     0),
    new FormField("sig1", FormField.TypeSignature,    1, 140, 288, 225, 52, true,     0),
);
request.TestMode = true;
var response = client.SendSignatureRequest(request);
Console.WriteLine("New Signature Request ID: " + response.SignatureRequestId);

Send Signature Request using a template (non-Embedded)

var request = new TemplateSignatureRequest();
request.AddTemplate("TEMPLATE ID HERE");
request.Subject = "Purchase Order";
request.Message = "Glad we could come to an agreement.";
request.AddSigner("Client", "george@example.com", "George");
request.AddCc("Accounting", "accounting@hellosign.com");
request.AddCustomField("Cost", "$20,000");
request.TestMode = true;
var response = client.SendSignatureRequest(request);
Console.WriteLine("New Template Signature Request ID: " + response.SignatureRequestId);

Note: You can optionally pass an API App client ID as a second parameter to SendSignatureRequest.

Create Embedded Signature Request using files

var request = new SignatureRequest();
request.Title = "NDA with Acme Co.";
request.Subject = "The NDA we talked about";
request.Message = "Please sign this NDA and then we can discuss more. Let me know if you have any questions.";
request.AddSigner("jack@example.com", "Jack");
request.AddSigner("jill@example.com", "Jill");
request.AddCc("lawyer@example.com");
request.AddFile("c:\users\me\My Documents\nda.txt");
request.AddFile("c:\users\me\My Documents\AppendixA.txt");
request.Metadata.Add("custom_id", "1234");
request.Metadata.Add("custom_text", "NDA #9");
request.TestMode = true;
var response = client.CreateEmbeddedSignatureRequest(request, "CLIENT ID HERE");
Console.WriteLine("New Embedded Signature Request ID: " + response.SignatureRequestId);

Create Embedded Signature Request using a template

var request = new TemplateSignatureRequest();
request.AddTemplate("TEMPLATE ID HERE");
request.Subject = "Purchase Order";
request.Message = "Glad we could come to an agreement.";
request.AddSigner("Client", "george@example.com", "George");
request.AddCc("Accounting", "accounting@hellosign.com");
request.AddCustomField("Cost", "$20,000");
request.TestMode = true;
var response = client.CreateEmbeddedSignatureRequest(request, "CLIENT ID HERE");
Console.WriteLine("New Template-based Embedded Signature Request ID: " + response.SignatureRequestId);

Get info about an existing Signature Request

var request = client.GetSignatureRequest("SIGNATURE REQUEST ID HERE");
Console.WriteLine("Signature Request title: " + request.Title);

List Signature Requests

var allRequests = client.ListSignatureRequests();
Console.WriteLine("Found this many signature requests: " + allRequests.NumResults);
foreach (var result in allRequests)
{
    Console.WriteLine("Signature request: " + result.SignatureRequestId);

    if (result.IsComplete) == true)
    {
        Console.WriteLine("Signature request is complete.");
    }
    else
    {
        Console.WriteLine("Signature request is not complete");
    }
}

If you want to add an additional filter for account_id, you can add this line:

client.AdditionalParameters.Add("account_id", "ACCOUNT_ID_HERE");

Cancel a Signature Request

client.CancelSignatureRequest("SIGNATURE REQUEST ID HERE");

Remind a Signer to Sign

client.RemindSignatureRequest("SIGNATURE REQUEST ID HERE", "EMAIL ADDRESS HERE");

Update a Signature Request

client.UpdateSignatureRequest("SIGNATURE REQUEST ID HERE", "SIGNATURE ID HERE", "NEW EMAIL ADDRESS HERE");

Download a Signature Request (in its current state) and save to disk

// Download a merged PDF
client.DownloadSignatureRequestFiles("SIGNATURE REQUEST ID HERE", "/path/to/output.pdf");
// Or download a ZIP containing individual unmerged PDFs
client.DownloadSignatureRequestFiles("SIGNATURE REQUEST ID HERE", "/path/to/output.pdf", SignatureRequest.FileType.ZIP);

Download a Signature Request (in its current state) as bytes

// Download a merged PDF
var bytes = client.DownloadSignatureRequestFiles("SIGNATURE REQUEST ID HERE");
// Or download a ZIP containing individual unmerged PDFs
var bytes = client.DownloadSignatureRequestFiles("SIGNATURE REQUEST ID HERE", SignatureRequest.FileType.ZIP);

Get a temporary URL to download a Signature Request

var url = client.GetSignatureRequestDownloadUrl("SIGNATURE REQUEST ID HERE");
Console.WriteLine("The download URL is: " + url.FileUrl);
Console.WriteLine("The URL expires at: " + url.ExpiresAt);

Release an On-Hold Signature Request

client.ReleaseSignatureRequest("SIGNATURE REQUEST ID HERE");

Embedded Methods

Retrieve Embedded Signing URL for a particular signer

var response = client.GetSignUrl("SIGNATURE ID HERE");
Console.WriteLine("Signature URL for HelloSign.open(): " + response.SignUrl);

Retrieve Embedded Templates Editing URL

var response = client.GetEditUrl("EMBEDDED TEMPLATE ID HERE");
Console.WriteLine("Editing URL for HelloSign.open(): " + response.EditUrl);

Unclaimed Draft Methods (for Embedded Requesting)

Create Unclaimed Draft with a file (non-Embedded)

var draft = new SignatureRequest();
draft.AddFile("DOCUMENT 1.pdf");
draft.AddFile("LEASE.pdf");
draft.TestMode = true;
draft.AllowDecline = true;
var response = client.CreateUnclaimedDraft(draft, UnclaimedDraft.Type.SendDocument);
Console.WriteLine("Unclaimed Draft Signature Request ID: " + response.SignatureRequestId);
Console.WriteLine("Claim URL: " + response.ClaimUrl);

Create Embedded Unclaimed Draft with a file

var draft = new SignatureRequest();
draft.AddFile("DOCUMENT A.pdf");
draft.RequesterEmailAddress = "EMAIL HERE";
draft.TestMode = true;
var response = client.CreateUnclaimedDraft(draft, myClientId);
Console.WriteLine("Embedded Unclaimed Draft Signature Request ID: " + response.SignatureRequestId);
Console.WriteLine("Claim URL: " + response.ClaimUrl);

Create Embedded Unclaimed Draft with a template

var request = new TemplateSignatureRequest();
request.AddTemplate("TEMPLATE ID HERE");
request.RequesterEmailAddress = "REQUESTER EMAIL HERE";
request.TestMode = true;
request.AddSigner("Client", "CLIENT EMAIL", "CLIENT NAME");
request.AddSigner("Witness", "WITNESS EMAIL", "WITNESS NAME");
var response = client.CreateUnclaimedDraft(request, myClientId);
Console.WriteLine("Embedded Unclaimed Draft w/ Template, Signature Request ID: " + response.SignatureRequestId);
Console.WriteLine("Claim URL: " + response.ClaimUrl);

Edit & resend Unclaimed Draft

Not implemented

Template Methods

Get Template details

var template = client.GetTemplate("TEMPLATE ID HERE");

Add an Account to a Template

var template = client.AddAccountToTemplate("TEMPLATE ID HERE", "ACCOUNT ID HERE");
// Or...
var template = client.AddAccountToTemplate("TEMPLATE ID HERE", null, "EMAIL ADDRESS HERE");

Remove an Account from a Template

var template = client.RemoveAccountFromTemplate("TEMPLATE ID HERE", "ACCOUNT ID HERE");
// Or...
var template = client.RemoveAccountFromTemplate("TEMPLATE ID HERE", null, "EMAIL ADDRESS HERE");

Download a Template as a PDF and save to disk

client.DownloadTemplateFiles("TEMPLATE ID HERE", "/path/to/output.pdf");

Download a Template as a PDF, as bytes

var bytes = client.DownloadTemplateFiles("TEMPLATE ID HERE");

Get a temporary URL to download a Template's files

var url = client.GetTemplateFilesDownloadUrl("TEMPLATE ID HERE");
Console.WriteLine("The download URL is: " + url.FileUrl);
Console.WriteLine("The URL expires at: " + url.ExpiresAt);

Delete a Template

client.DeleteTemplate("TEMPLATE ID HERE");

Create a new Embedded Template Draft

var draft = new EmbeddedTemplateDraft();
draft.TestMode = true;
draft.AddFile(file1, "NDA.txt");
draft.Title = "Test Template";
draft.Subject = "Please sign this document";
draft.Message = "For your approval.";
draft.AddSignerRole("Client", 0);
draft.AddSignerRole("Witness", 1);
draft.AddCcRole("Manager");
draft.AddMergeField("Full Name", MergeField.FieldType.Text);
draft.AddMergeField("Is Registered?", MergeField.FieldType.Checkbox);
var response = client.CreateEmbeddedTemplateDraft(draft, "CLIENT ID HERE");

Reports Methods

var reportRequest = new Report();
reportRequest.StartDate = DateTime.Now.AddYears(-1);
reportRequest.EndDate = DateTime.Now;
reportRequest.ReportType = "user_activity, document_status";
var reportResponse = client.CreateReport(reportRequest);
Console.WriteLine($"Status for Report ({reportResponse.ReportType}) between {reportResponse.StartDate} - {reportResponse.EndDate}: {reportResponse.Success}");

Team Methods

Get your Team details

var team = client.GetTeam();

Create a new Team

var team = client.CreateTeam("NAME HERE");

Update your Team name

var team = client.UpdateTeamName("NAME HERE");

Delete your Team

var team = client.DeleteTeam();

Add a member to your Team

var team = client.AddMemberToTeam("ACCOUNT ID HERE");
// Or...
var team = client.AddMemberToTeam(null, "EMAIL ADDRESS HERE");

Remove a member from your Team

var team = client.RemoveMemberFromTeam("ACCOUNT ID HERE");
// Or...
var team = client.RemoveMemberFromTeam(null, "EMAIL ADDRESS HERE");

App Methods

Get information about an API app

var app = client.GetApiApp(client_id);
Console.WriteLine("API APP: " + app.ClientId);
Console.WriteLine("This app is approved: " + app.IsApproved);
Console.WriteLine("This app has callback URL: " + app.CallbackUrl);

List all API apps

var apiApps = client.ListApiApps();
Console.WriteLine("Found this many API apps: " + apiApps.NumResults);
foreach (var result in apiApps)
    {
        Console.WriteLine("API app: " + result.Name + " (" + result.ClientId + ")");
    }

Create a new API app

var capp = new ApiApp();
capp.Name = "App for Production";
capp.Domain = "yourwebsite.com";
var cresponse = client.CreateApiApp(capp);
Console.WriteLine("This API app was just created: " + cresponse.ClientId);
Console.WriteLine("App name: " + cresponse.Name);

Delete an API app

client.DeleteApiApp("CLIENT_ID_HERE");
Console.WriteLine("API app was just deleted!");

Build from Source

Windows

Use Visual Studio (Express) 2017 or newer.

Linux (and OSX?) using DotNet SDK + Mono

To create Debug builds for both the library (HelloSign.dll) and the test application (HelloSignTestApp.dll), run:

dotnet build

Or, to create Release builds:

dotnet build -c Release

Note: The .NET Framework build target will not be used when running this on a non-Windows system. Only .NET Standard 2.0 artifacts will be created.

Packaging for NuGet

  1. cd HelloSign
  2. nuget pack HelloSign.csproj -Prop Configuration=Release

License

The MIT License (MIT)

Copyright (C) 2015 hellosign.com

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.