Email sending to multi signer using docusign php

[iyyappanpwilco]

Hi,

How can we send email to two signers using the template kindly let us know the changes to do

<?php

namespace Example\Controllers\Examples\eSignature;

use DocuSign\eSign\Client\ApiException; use DocuSign\eSign\Model\Document; use DocuSign\eSign\Model\EnvelopeDefinition; use DocuSign\eSign\Model\Recipients; use DocuSign\eSign\Model\Signer; use DocuSign\eSign\Model\SignHere; use DocuSign\eSign\Model\Tabs; use DocuSign\eSign\Model\Workflow; use DocuSign\eSign\Model\WorkflowStep; use Example\Controllers\eSignBaseController; use Example\Services\SignatureClientService; use Example\Services\RouterService;

class EG032PauseSignatureWorkflow extends eSignBaseController { /* signatureClientService / private $clientService;

/** RouterService */
private $routerService;

/** Specific template arguments */
private $args;

private $eg = "eg032"; # Reference (and URL) for this example

/**
 * Create a new controller instance.
 *
 * @return void
 */
public function __construct()
{
    $this->args = $this->getTemplateArgs();
    $this->clientService = new SignatureClientService($this->args);
    $this->routerService = new RouterService();
    parent::controller($this->eg, $this->routerService, basename(__FILE__));
}

/**
 * 1. Check the token
 * 2. Call the worker method
 *
 * @return void
 * @throws ApiException for API problems and perhaps file access \Exception, too
 */
public function createController(): void
{
    $minimum_buffer_min = 3;
    if ($this->routerService->ds_token_ok($minimum_buffer_min)) {
        # 1. Call the worker method
        # More data validation would be a good idea here
        # Strip anything other than characters listed
        $envelope_id = $this->worker($this->args);

        if ($envelope_id) {
            $_SESSION["pause_envelope_id"] = $envelope_id;
            $nextExampleUrl = "/public/index.php?page=eg033";
            $this->clientService->showDoneTemplate(
                "Envelope sent",
                "Envelope sent",
                "The envelope has been created and sent!
                         <br/>Envelope ID {$envelope_id}.<br/>
                         <p>To resume a workflow after the first recipient signs
                         the envelope use <a href={$nextExampleUrl}>example 33.</a><br/>"
            );
        }
    } else {
        $this->clientService->needToReAuth($this->eg);
    }
}

/**
 * Do the work of the example
 * 1. Create the envelope request object
 * 2. Send the envelope
 *
 * @param  $args array
 * @return string
 * @throws ApiException for API problems and perhaps file access \Exception, too
 */
public function worker($args): string
{
    # Step 3-1 Start
    $envelope_args = $args['envelope_args'];
    $envelope_api = $this->clientService->getEnvelopeApi();
    $envelope_definition = $this->make_envelope($envelope_args);
    # Step 3-1 End

    # Step 4 Start
    $envelope = $envelope_api->createEnvelope($args["account_id"], $envelope_definition);
    $envelope_id = $envelope["envelope_id"];
    # Step 4 End

    return  $envelope_id;
}

/**
 *  Creates envelope definition
 *  Parameters for the envelope: signer_email, signer_name, signer_client_id
 *
 * @param  $envelope_args array
 * @return EnvelopeDefinition -- returns an envelope definition
 */
# Step 3-2 start
private function make_envelope($envelope_args)
{
    # The envelope has two recipients
    # Recipient 1 - signer1
    # Recipient 2 - signer2
    # The envelope will be sent first to the signer1
    # After it is signed, a signature workflow will be paused
    # After resuming (unpause) the signature workflow will send to the second recipient

    # Create the top-level envelope definition
    $envelope_definition = new EnvelopeDefinition([
        'email_subject' => "EnvelopeWorkflowTest",
    ]);

    # Create the signer recipient models
    # routing_order (lower means earlier) determines the order of deliveries
    # to the recipients.
    $signer1 = new Signer([ # The signer1
        'email' => $envelope_args['signer1_email'],
        'name' => $envelope_args['signer1_name'],
        'recipient_id' => "1",
        'routing_order' => "1",
    ]);

    $signer2 = new Signer([ # The signer2
        'email' => $envelope_args['signer2_email'],
        'name' => $envelope_args['signer2_name'],
        'recipient_id' => "2",
        'routing_order' => "2",
    ]);

    # Create SignHere fields (also known as tabs) on the documents.
    $sign_here1 = new SignHere([
        'document_id' => "1",
        'page_number' => "1",
        'tab_label' => "Sign Here",
        'x_position' => "200",
        'y_position' => "200",
    ]);

    $sign_here2 = new SignHere([
        'document_id' => "1",
        'page_number' => "1",
        'tab_label' => "Sign Here",
        'x_position' => "300",
        'y_position' => "200",
    ]);

    # Add the tabs model (including the sign_here tabs) to the signer
    # The Tabs object takes arrays of the different field/tab types
    $signer1->setTabs(
        new Tabs([
            'sign_here_tabs' => [$sign_here1, ],
        ])
    );

    $signer2->setTabs(
        new Tabs([
            'sign_here_tabs' => [$sign_here2, ],
        ])
    );

    # Add the recipients to the envelope object
    $recipients = new Recipients([
        'signers' => [$signer1, $signer2, ],
    ]) ;
    $envelope_definition->setRecipients($recipients);

    # Create a workflow model
    # Signature workflow will be paused after it is signed by the first signer
    $workflow_step = new WorkflowStep([
        'action' => "pause_before",
        'trigger_on_item' => "routing_order",
        'item_id' => "2",
    ]);
    $workflow = new Workflow([
        'workflow_steps' => [$workflow_step, ],
    ]);
    # Add the workflow to the envelope object
    $envelope_definition->setWorkflow($workflow);

    # Request that the envelope be sent by setting |status| to "sent"
    # To request that the envelope be created as a draft, set to "created"
    $envelope_definition->setStatus($envelope_args['status']);
    return $envelope_definition;
}

# Step 3-2 End

/**
 * Get specific template arguments
 *
 * @return array
 */
public function getTemplateArgs(): array
{
    $signer1_name  = preg_replace('/([^\w \-\@\.\,])+/', '', $_POST['signer1_name']);
    $signer1_email = preg_replace('/([^\w +\-\@\.\,])+/', '', $_POST['signer1_email']);
    $signer2_name  = preg_replace('/([^\w \-\@\.\,])+/', '', $_POST['signer2_name']);
    $signer2_email = preg_replace('/([^\w +\-\@\.\,])+/', '', $_POST['signer2_email']);
    $envelope_args = [
        'signer1_email' => $signer1_email,
        'signer1_name' =>  $signer1_name,
        'signer2_email' => $signer2_email,
        'signer2_name' =>  $signer2_name,
        'status' => "Sent",
    ];
    $args = [
        'account_id' => $_SESSION['ds_account_id'],
        'base_path' => $_SESSION['ds_base_path'],
        'ds_access_token' => $_SESSION['ds_access_token'],
        'envelope_args' => $envelope_args
    ];

    return $args;
}

}

[InbarGazit]

Emails will be sent automatically to the next signer if they are set to be "remote signer". "Embedded Signers" do not get emails. You should check that your signer doesn't have a clientUserId associated with the object, as that indicates embedded signer.

[InbarGazit]

Closing this issue as there's nothing wrong with the code examples here.