Uploading & Deleting Documents

To download the full code sample see our Code Share site.

This topic includes the following:

• How to upload a document

• How to replace an existing document

• How to update the metadata in a document

• How to delete a document after you have created a package

Uploading Documents

To add a document to an existing package, you must first create the Document object. The following code will create a Document object:

Document document = DocumentBuilder.NewDocumentNamed("Example Document")
				.FromFile("DOC_FILE_PATH")
				//.fromStream( documentStream, DocumentType.PDF );
				.WithId("document1")
				.WithDescription("Sample Document Description")
			.Build();

Once the Document object has been created, find the PackageId you wish to add the document to and then use the OneSpan Sign client to upload that document. The following code will do this:

eslClient.UploadDocument(document, packageId);

You can also upload multiple documents within one call. To do this, build multiple Document objects locally and pass them as variable arguments or as a list into the following code:

				eslClient.UploadDocuments(packageId, doc1, doc2, doc3);
				eslClient.UploadDocuments(packageId, new List<Document>(){doc1,doc2,doc3});
			

Replacing an Existing Document

Replacing an existing document in a transaction can also be done using the Upload function. This is useful, for example, if you would like to replace the document, but still keep the layout of the fields and signatures.

To do this, build a Document object that carries the same Document ID as the document you want to replace, and then use the OneSpan Sign client to upload it. The following code will do this:

Document document = DocumentBuilder.NewDocumentWithName("Document1")
				.FromFile("path_to_your_file")
				.WithId("keep_the_same_document_id")
				.Build();
				eslClient.UploadDocument(document, new PackageId("the_package_id"));
			

Similarly, you can replace multiple documents within a call.

Document document = DocumentBuilder.NewDocumentWithName("Updated Document1")
				.FromFile("path_to_your_file ")
				.WithId("1dda69f88b10f2e0e6bd846aae9fca0a961aba793bf655b0")
				.Build();
				Document document2 = DocumentBuilder.NewDocumentWithName("Updated Document2")
				.FromFile("path_to_your_file ")
				.WithId("c4a6128b646f50c650779d652e5951097663a1de16c4ce72")
				.Build();
				eslClient.UploadDocuments(new PackageId("package_id"), new List<Document>(){document,document2});
			

Updating Document Metadata

To update the metadata for a document, simply create a Document object with the updates you want to make. For example:

Document document = DocumentBuilder.NewDocumentNamed("Example Document")
				.WithName("Updated document name")
				.WithDescription("Updated document description")
			.Build();

Then, grab the DocumentPackage you wish to change this document in and then use the OneSpan Sign client to update the document metadata. The following code will do this:

eslClient.PackageService.UpdateDocumentMetadata(documentPackage, document);

Deleting a Document

To delete a document, call the deleteDocument function with the packageId and documentId string:

eslClient.PackageService.DeleteDocument(packageId, document.Id.ToString());

Results

After running your code, if you login to OneSpan Sign and navigate to your transaction, you will be able to log into your OneSpan Sign account and view the documents you just added.

To download the full code sample see our Code Share site.

This topic includes the following:

• How to upload a document

• How to replace an existing document

• How to update the metadata in a document

• How to delete a document after you have created a package

Uploading Documents

Uploading a Single Document

To upload a document after creating a package, you will need to make a multipart-form POST request.

HTTP Request

POST /api/packages/{packageId}/documents

HTTP Headers

Accept: text/html
Content-Type: multipart/form-data
Authorization: Basic api_key

Request Payload

------WebKitFormBoundary1bNO60n7FqP5WO4t
				Content-Disposition: form-data; name="file"; filename="testDocumentExtraction.pdf"
				Content-Type: application/pdf
				%PDF-1.5
				%µµµµ
				1 0 obj
				<>>>
				endobj.... 
				------WebKitFormBoundary1bNO60n7FqP5WO4t
				Content-Disposition: form-data; name="payload"
				{
				"name": "Example Document",
				"description": "Example Description",
				"id": "Document1"
				}
			------WebKitFormBoundary1bNO60n7FqP5WO4t--

For a complete description of each field, seethe Request Payload section below.

Response Payload

{
				"status": "",
				"description": "Example Description",
				"id": "Document1",
				"data": {
				"ese_document_texttag_extract_needed": "false"
				},
				"approvals": [
				{
				"id": "k1r2qMRtCsI5",
				"role": "48d0c024-0609-4255-9087-941a66f80738",
				"data": null,
				"signed": null,
				"accepted": null,
				"fields": [],
				"name": ""
				}
				],
				"pages": [
				{
				"id": "",
				"top": 0,
				"height": 1030,
				"width": 796,
				"left": 0,
				"index": 0,
				"version": 0
				}
				],
				"external": null,
				"extract": false,
				"signedHash": null,
				"signerVerificationToken": null,
				"index": 1,
				"fields": [],
				"name": "Example Document",
				"size": 185808
			}

Uploading Multiple Documents

To upload multiple documents in one call, you would use the same API url but modify the request body in the following way:

HTTP Request

POST /api/packages/{packageId}/documents

HTTP Headers

Accept: text/html
Content-Type: multipart/form-data
Authorization: Basic api_key

Request Payload

------WebKitFormBoundary1bNO60n7FqP5WO4t
				Content-Disposition: form-data; name="file"; filename="doc1.pdf"
				Content-Type: application/pdf
				%PDF-1.5
				%µµµµ
				1 0 obj
				<>>>
				endobj.... 
				------WebKitFormBoundary1bNO60n7FqP5WO4t
				Content-Disposition: form-data; name="file"; filename="doc2.pdf"
				Content-Type: application/pdf
				%PDF-1.5
				%µµµµ
				1 0 obj
				<>>>
				endobj.... 
				------WebKitFormBoundary1bNO60n7FqP5WO4t
				Content-Disposition: form-data; name="payload"
				[
				{
				"name": "Document1",
				"description": "Example Description",
				"id": "Document1"
				},
				{
				"name": "Document2",
				"description": "Example Description",
				"id": "Document2"
				}
				]
			------WebKitFormBoundary1bNO60n7FqP5WO4t--

Replacing an Existing Document

Replacing an existing document in a transaction can also be done using the upload document API. This is useful, for example, if you would like to replace the document, but still keep the layout of the fields and signatures.

To do so, make a multipart-form POST request where the document JSON payload carries the same document ID as the original document:

HTTP Request

POST /api/packages/{packageId}/documents

HTTP Headers

Accept: text/html 
Content-Type: multipart/form-data 
Authorization: Basic api_key


			

Request Payload

------WebKitFormBoundary1bNO60n7FqP5WO4t
				Content-Disposition: form-data; name="file"; filename="doc1.pdf"
				Content-Type: application/pdf
				%PDF-1.5
				%µµµµ
				1 0 obj
				<>>>
				endobj.... 
				------WebKitFormBoundary1bNO60n7FqP5WO4t
				Content-Disposition: form-data; name="payload"
				{
				"name": "Replaced Document",
				"id": "keep_the_document_id_same"
				}
				------WebKitFormBoundary1bNO60n7FqP5WO4t--
			

Similarly, you can replace multiple documents, using the following request:

Request Payload

------WebKitFormBoundary1bNO60n7FqP5WO4t
				Content-Disposition: form-data; name="file"; filename="doc1.pdf"
				Content-Type: application/pdf

				%PDF-1.5
				%µµµµ
				1 0 obj
				<>>>
				endobj.... 
				------WebKitFormBoundary1bNO60n7FqP5WO4t
				Content-Disposition: form-data; name="file"; filename="doc2.pdf"
				Content-Type: application/pdf

				%PDF-1.5
				%µµµµ
				1 0 obj
				<>>>
				endobj.... 
				------WebKitFormBoundary1bNO60n7FqP5WO4t

				Content-Disposition: form-data; name="payload"
				[
				{
				"name": "Replaced Document1",
				"id": "keep_the_document1_id_same"
				},
				{
				"name": "Replaced Document2",
				"id": "keep_the_document2_id_same"
				}
				]------WebKitFormBoundary1bNO60n7FqP5WO4t--
			

Updating Document Metadata

To update the metadata for a document, you will need to create your JSON using the updated document metadata:

{
				"name": "Example Document",
				"description": "Example Description"
			}

Then use the following command:

PUT https://sandbox.esignlive.com/api/packages/{packageId}/documents/{documentId}

The call above will only update the document level attributes you defined in your new JSON payload and not any other embedded attributes that can be updated.

Deleting a Document

To delete a document, make a DELETE request to the following URI:

https://sandbox.esignlive.com/api/packages/{packageId}/documents/{documentId}

Results

After running your code, if you login to OneSpan Sign and navigate to your transaction, you will be able to log into your OneSpan Sign account and view the documents you just added.

Request Payload Table

To download the full code sample see our Code Share site.

This topic includes the following:

• How to upload a document

• How to replace an existing document

• How to update the metadata in a document

• How to delete a document after you have created a package

Uploading Documents

To add a document to an existing package, you must first create the Document object. The following code will create a Document object:

        StaticResource sr = [SELECT Id, Body FROM StaticResource WHERE Name = 'testdoc1' LIMIT 1];
				Map<String,Blob> doc = new Map<String,Blob>();
				doc.put('Sample Document', sr.Body);
         
				ESignLiveAPIObjects.Document document = new ESignLiveAPIObjects.Document();
				document.name = 'Sample Contract';
			document.id = 'document1';

Once the Document object has been created, find the PackageId you wish to add the document to and then use the OneSpan Sign client to upload that document. The following code will do this:

        String documentResponse = sdk.createDocuments(packageId, document, doc);
			document = (ESignLiveAPIObjects.Document)JSON.deserialize(documentResponse, ESignLiveAPIObjects.Document.class);

Replacing an Existing Document

Replacing an existing document in a transaction can also be done using the Upload function. This is useful, for example, if you would like to replace the document, but still keep the layout of the fields and signatures.

To do this, build a Document object that carries the same Document ID as the document you want to replace, and then use the OneSpan Sign client to upload it. The following code will do this:

StaticResource sr = [SELECT Id, Body FROM StaticResource WHERE Name = 'testdoc1' LIMIT 1];
				Map<String,Blob> doc = new Map<String,Blob>();
				doc.put('Sample Document', sr.Body);
         
				ESignLiveAPIObjects.Document document = new ESignLiveAPIObjects.Document();
				document.name = 'Updated Document';
				document.id = ‘keep_the_document_id_same’;
				String documentResponse = sdk.createDocuments(packageId, document, doc);
			

Updating Document Metadata

To update the metadata for a document, simply create a Document object with the updates you want to make. For example:

    	ESignLiveAPIObjects.Document document_updated = new ESignLiveAPIObjects.Document();
				document_updated.name = 'updated document name';
			document_updated.description = 'updated document description';

Then, use below function to update the document metadata by passing in the package ID, document ID and updated Document object.

    	sdk.updateDocument(packageId, document.id, document_updated);

Deleting a Document

To delete a document, call the deleteDocument function with the packageId and documentId string:

    	sdk.deleteDocument(packageId, document.id);

Results

After running your code, if you login to OneSpan Sign and navigate to your transaction, you will be able to log into your OneSpan Sign account and view the documents you just added.