DocuSign LoanCo Sample App

https://loancosample.docusign.com/

LoanCo is a sample loan app that shows some common ways an application might interact with the DocuSign eSignature API. Various switches (authentication, embedded signing, templates) can be changed to show additional platform and API features and how easy they are to add to your own solution. LoanCo offers three (3) different loan workflows that demonstrate various features and workflows available through the platform.

Requirements

• Free Developer Sandbox
• Node.js

Installation

git clone <repo> 
cd <repo directory>
npm install
npm start

Running

npm start

Configuration

DocuSign has multiple ways of authenticating your app. This example (storing username/password/integrator-key locally and sending in a custom X-DocuSign-Authentication header) is known as legacy auth. You can also authenticate using the OAuth2 Authorization Code Grant and Implicit Grant methods.

We use environment variables to setup our configuration. You can store these variables in a .env file at the root (dotenv package is used)

DOCUSIGN_ENVIRONMENT=demo  // use "www" for production  
DOCUSIGN_USERNAME=         // account email address  
DOCUSIGN_PASSWORD=         // account password
DOCUSIGN_IK=               // Integrator Key 
EMPLOYEE_EMAIL=            // used for final recipient of Personal Loan
EMPLOYEE_NAME=             // used for final recipient of Personal Loan
LOCAL_RETURN_URL=http://localhost/   // change to the correct return url, with a trailing slash
BRAND_ID=                  // not required, use to show a different Brand for the Sailboat example 
GOOGLE_MAPS_API_KEY=       // required for Sailboat example to work
GOOGLE_ANALYTICS=          // UA-XYZ-1
DEFAULT_EMAIL=             // for autofilling email input fields
FORCE_HTTPS=               // force https by setting to true

Templates

When initially run, the app will attempt to create a Template for the Auto Loan Application. This template is defined at pdfs/template-auto-loan.json.

Deploy to Heroku

A few requirements:

• Make sure you have the heroku toolbelt/CLI installed locally
• Fill out the fields in the .env file after cloning
• Install heroku-config to send your local env variables in .env to heroku (heroku plugins:install heroku-config)

Code:

git clone <repo>
cd <repo directory>

# <fill out fields in .env file>

# create heroku app
heroku create    

# test locally
heroku local

# push up .env file to heroku config (heroku plugins:install heroku-config)
heroku config:push

# push repo up to heroku 
git push heroku master

# view online
heroku open

Errors you may encounter

{ 
    errorCode: 'ACCOUNT_LACKS_PERMISSIONS',
    message: 'This Account lacks sufficient permissions. Document Visibility has been specified.  This account does not have document visibility turned on.' 
}

Change this setting: http://imgur.com/j4VD6nd

API Tools and Links

Developer Center
https://www.docusign.com/devcenter

API Recipes (code walkthroughs)
https://www.docusign.com/developer-center/recipes

API Documentation
https://docs.docusign.com/

API Explorer
https://apiexplorer.docusign.com/

License

The DocuSign LoanCo Sample App is licensed under the MIT License.