ZohoSign

Simple wrapper around Zoho Sign, using OAuth 2.0 protocol for authentication.

Installation

Add this line to your application's Gemfile:

gem 'zoho_sign'

And then execute:

$ bundle install

Or install it yourself as:

$ gem install zoho_sign

Usage

Initialization

Create the following file (or equivalent for your app) and fill it with your credentails.

If you don't have them, follow this official guide: https://www.zoho.com/sign/api/#getting-started

config/initializers/zoho_sign.rb

require "zoho_sign"

ZohoSign.config.debug = true # Default is false. You can enable it to see the requests made by the Gem.

ZohoSign.config.update(
  oauth: {
    client_id: ENV["ZOHO_SIGN_CLIENT_ID"],
    client_secret: ENV["ZOHO_SIGN_CLIENT_SECRET"],
    access_token: ENV["ZOHO_SIGN_ACCESS_TOKEN"],
    refresh_token: ENV["ZOHO_SIGN_REFRESH_TOKEN"]
  }
)

params = ZohoSign::Auth.refresh_token(ENV["ZOHO_SIGN_REFRESH_TOKEN"])
ZohoSign.config.connection = params

Configure regional domain (if applicable)

ZohoSign.config.update(
  api: {
    auth_domain: "https://accounts.zoho.eu",
    domain: "https://sign.zoho.eu"
  }
)

How to use ZohoSign::Template

Find all templetes:

templates = ZohoSign::Template.all

Find template by ID:

template = ZohoSign::Template.find("12345678900000000")

Create document from template:

template = ZohoSign::Template.find("12345678900000000")

field_data = {
  field_text_data: {
    full_name: "Homer Simpson",
    address: "742 Evergreen Terrace, Springfield, US"
  }
}

recipient_data = [
  {
    role: "OldOwner",
    action_id: "11111111111111111",
    recipient: {
      name: "Moammar Morris 'Moe' Szyslak",
      email: "moe@springfield.com",
      verify: true
    },
    private_notes: "Please sign this agreement"
  },
  {
    role: "NewOwner",
    action_id: "22222222222222222",
    recipient: {
      name: "Homer Simpson",
      email: "homer.simpson@springfield.com",
      verify: true
    },
    private_notes: "Please sign this agreement"
  }
]

document = ZohoSign::Template.create_document(
  template_id: template.attributes[:template_id],
  field_data: field_data,
  recipient_data: recipient_data,
  document_name: "Agreement (v3)",
  shared_notes: "Agreement to buy Moe's Tavern"
)

Download document:

document = ZohoSign::Document.find("12345656000000")
document.download_pdf

# OR

ZohoSign::Document.download_pdf("12345656000000")

Development

After checking out the repo, run bin/setup to install dependencies. Then, run rake spec to run the tests. You can also run bin/console for an interactive prompt that will allow you to experiment.

To install this gem onto your local machine, run bundle exec rake install. To release a new version, update the version number in version.rb, and then run bundle exec rake release, which will create a git tag for the version, push git commits and the created tag, and push the .gem file to rubygems.org.

Contributing

Bug reports and pull requests are welcome on GitHub at https://github.com/wecasa/zoho_sign. This project is intended to be a safe, welcoming space for collaboration, and contributors are expected to adhere to the code of conduct.

License

The gem is available as open source under the terms of the MIT License.

Code of Conduct

Everyone interacting in the ZohoSign project's codebases, issue trackers, chat rooms and mailing lists is expected to follow the code of conduct.