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.


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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.

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.

News

docuSignr 0.0.3

  • Added demo parameter to docu_login, which indicates whether to use the DocuSign demo API.

  • Added docu_list_envelopes, which retreives envelopes since a specified date.

  • Added docu_envelope_status, which retreives an envelope's status.

  • Added example for docu_download.

docuSignr 0.0.2

  • Added a NEWS.md file to track changes to the package.

  • Added docu_templates, which retreives an accounts templates.

  • Added docu_download, which downloads signed documents.

Reference manual

It appears you don't have a PDF plugin for this browser. You can click here to download the reference manual.

install.packages("docuSignr")

0.0.3 by Carl Ganz, 2 years ago


https://github.com/CannaData/docuSignr


Report a bug at https://github.com/CannaData/docuSignr/issues


Browse source code at https://github.com/cran/docuSignr


Authors: Carl Ganz [aut, cre] , CannaData Solutions [cph]


Documentation:   PDF Manual  


Task views: Web Technologies and Services


GPL-3 license


Imports httr, jsonlite, magrittr

Suggests testthat, covr, drat


See at CRAN