How to send a DocuSign envelope using a template with Salesforce merge fields ?

[lnxph-dev-kgeverola]

Can't find any example or document on this using SDK.

Is this possible ? If possible, How ? Can you give an example ?

[IslamHassanein-Docusign]

Here is an example of how to send a Docusign envelope using a template with Salesforce merge fields. This example assumes you have already set up the Docusign for Salesforce integration.

1. Create a Template in Docusign: Ensure your template has the necessary merge fields that correspond to Salesforce fields.

2. Create a Custom Button in Salesforce: This button will trigger the Docusign envelope creation.

3. Add the Button to the Salesforce Page Layout: Place the button on the relevant Salesforce object page layout.

4. Use Apex Code to Send the Envelope: Below is an example of Apex code that sends an envelope using a Docusign template with Salesforce merge fields.

public class DocusignController {
    public void sendEnvelope() {
        // Replace with your template ID
        String templateId = 'YOUR_TEMPLATE_ID';
        
        // Replace with your Salesforce object ID
        String objectId = 'YOUR_SALESFORCE_OBJECT_ID';
        
        // Create the envelope definition
        DocuSignAPI.EnvelopeDefinition envDef = new DocuSignAPI.EnvelopeDefinition();
        envDef.templateId = templateId;
        
        // Add recipients and merge fields
        DocuSignAPI.TemplateRole signer = new DocuSignAPI.TemplateRole();
        signer.email = 'recipient@example.com';
        signer.name = 'Recipient Name';
        signer.roleName = 'Signer';
        
        // Add merge fields
        Map<String, String> mergeFields = new Map<String, String>();
        mergeFields.put('MergeField1', 'Value1');
        mergeFields.put('MergeField2', 'Value2');
        signer.tabs = new DocuSignAPI.Tabs();
        signer.tabs.textTabs = new List<DocuSignAPI.Text>();
        
        for (String key : mergeFields.keySet()) {
            DocuSignAPI.Text textTab = new DocuSignAPI.Text();
            textTab.tabLabel = key;
            textTab.value = mergeFields.get(key);
            signer.tabs.textTabs.add(textTab);
        }
        
        envDef.templateRoles = new List<DocuSignAPI.TemplateRole> { signer };
        envDef.status = 'sent';
        
        // Send the envelope
        DocuSignAPI.EnvelopesApi envelopesApi = new DocuSignAPI.EnvelopesApi();
        DocuSignAPI.EnvelopeSummary envelopeSummary = envelopesApi.createEnvelope('YOUR_ACCOUNT_ID', envDef);
        
        System.debug('Envelope has been sent. Envelope ID: ' + envelopeSummary.envelopeId);
    }
}

You can also take advantage of the Docusign VSCode Co-Pilot to assist you with your development (https://developers.docusign.com/tools/visual-studio-code-extension/)

[lnxph-dev-kgeverola]

@IslamHassanein-Docusign Thank you for the example, however what I need is a C# example using the Nuget package below.

<PackageReference Include="DocuSign.eSign.dll" Version="8.0.2" />

Already have the code below, however its throwing an error Invalid URI: The format of the URI could not be determined..

var client = new DocuSignClient(_env.DOCUSIGN_AUTH_SERVER);
byte[] privateKeyBytes = Encoding.UTF8.GetBytes(_env.DOCUSIGN_PRIVATE_KEY);

var tokenInfo = await client.RequestJWTUserTokenAsync(
    _env.DOCUSIGN_INTEGRATION_KEY,
    _env.DOCUSIGN_USER_ID,
    _env.DOCUSIGN_AUTH_SERVER,
    privateKeyBytes,
    3600,
    new List<string> { "signature", "impersonation" });

client.Configuration.AccessToken = tokenInfo.access_token;

var signer = new TemplateRole()
{
    Name = "John Doe",
    Email = "johndoe@example.com",
    RoleName = "Signer"
};

var customFields = new CustomFields()
{
    TextCustomFields = new List<TextCustomField>()
    {
        new TextCustomField()
        {
            Name = "Lead",
            Value = "a01AD00000gv9ODYAY",
            ConfigurationType = "salesforce"
        }
    }
};

var envelopeDefinition = new EnvelopeDefinition
{
    TemplateId = _env.DOCUSIGN_TEMPLATE_ONE_ID,
    TemplateRoles = new List<TemplateRole> { signer },
    CustomFields = customFields,
    Status = "sent",
};

var envelopesApi = new EnvelopesApi(client);
EnvelopeSummary envelopeSummary = await envelopesApi.CreateEnvelopeAsync(_env.DOCUSIGN_USER_ID, envelopeDefinition);