README.md
In docuSignr: Connect to 'DocuSign' API

docuSignr

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.

# from CRAN
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 = "example@example.com",
    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 = "example@example.com",
  client_user_id = "1"
)

# sign document
browseURL(URL)