SignWell

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This gem has been battle tested at Low, the best place in Ireland to go for life insurance. We use Signwell to process large 25 page templates. This gem helps creates 1000's of documents a month.

Installation

Add this line to your application's Gemfile:

bundle add sign_well

And then execute:

$ bundle install

Or install it yourself as:

$ gem install sign_well

Usage

Every request returns a SignWell::Response object. You can call body or to_object on this to get either the json body or a Ruby object.

Setup

You will Ruby 2.7 or greater.

You will need an x_api_key from SignWell to start. After that, you simply initialize the client.

client = SignWell::Client.new(x_api_key: ENV['X_API_KEY'])

Get Document

response = client.document('docment_id')
response.body => Hash of the JSON.body
response.to_object =>  OpenStruct 

Create Document

response = client.create_document(test_mode: true, files: [{name: 'test', file_url: 'exmpaledoc.com'}], recipients: [{id: 1, email: 'william@test.com'}])
response.body => Hash of the JSON.body
response.to_object =>  OpenStruct 

Create Document from Template

response = client.create_document_from_template(test_mode: true, template_id: 'template_id',  recipients: [{id: 1, email: 'test@test.com', placeholder_name: 'Customer', name: 'Customer'}, {id: 2, email: 'sender@sent.com',name: 'William',  placeholder_name: 'Document Sender'}], template_fields: [{api_id: 'TextField_1', value: 'hello'}, {api_id: 'CheckBox_1', value: true}
])
response.body => Hash of the JSON.body
response.to_object =>  OpenStruct 

Update and Send Document

response = client.update_and_send_document(document_id, test_mode: true, embedded_signing: true)
response.body => Hash of the JSON.body
response.to_object =>  OpenStruct 

Delete Document

response = client.delete_document(document_id)

Completed PDF

response = client.completed_pdf(document_id, test_mode: true, url_only: true)
response.body => Hash of the JSON.body
response.to_object =>  OpenStruct 

Get Template

response = client.template(tempate_id)
response.body => Hash of the JSON.body
response.to_object =>  OpenStruct 

Create Template

body = {test_mode: true, "files"=>[{"name"=>"string.pdf", "file_url"=>"https://file-examples-com.github.io/uploads/2017/10/file-sample_150kB.pdf"}],
  "placeholders"=>[{"id"=>"string", "name"=>"string"}],
  "draft"=>false,
  "reminders"=>true,
  "apply_signing_order"=>false,
  "text_tags"=>false,
  "allow_decline"=>true,
  "fields"=>[[{"required"=>true, "fixed_width"=>false, "lock_sign_date"=>false, "date_format"=>"MM/DD/YYYY", "x"=>0, "y"=>0, "page"=>0, "placeholder_id"=>"string", "type"=>"date", "api_id"=>"string"}]],
  "attachment_requests"=>[{"required"=>true, "name"=>"string", "placeholder_id"=>"string"}],
  "name"=>"string",
  "subject"=>"string",
  "message"=>"string",
  "expires_in"=>0}

response = client.create_template(body)
response.body => Hash of the JSON.body
response.to_object =>  OpenStruct 

Delete Template

client.delete_template(id)

Get API Application

response = client.api_application(id)
response.body => Hash of the JSON.body
response.to_object =>  OpenStruct 

Delete API Application

client.delete_api_application(id)

List Webhooks

response = client.list_web_hooks
response.body => Hash of the JSON.body
response.to_object =>  OpenStruct 

Create Webhooks

response = client.create_web_hook(test_mode: true, callback_url: 'https://test.com')
response.body => Hash of the JSON.body
response.to_object =>  OpenStruct 

Delete Webhook

client.delete_web_hook(id)

Get Credentials

client.me

Other requests

If you can't find the method you're looking, you can call HTTP methods on the client.connection which is a Faraday object

client.connection.get(path)

Development

After checking out the repo, run bin/setup to install dependencies. Then, run rake test 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/williamkennedy/sign_well. 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 SignWell project's codebases, issue trackers, chat rooms and mailing lists is expected to follow the code of conduct.