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57 changes: 23 additions & 34 deletions README.md
Original file line number Diff line number Diff line change
Expand Up @@ -11,50 +11,50 @@ This repo is a PHP 7.2 application that demonstrates:

The [PHP OAuth 2.0 Client package](http://oauth2-client.thephpleague.com/) is used
for authentication. This example includes a DocuSign OAuth2
[provider](./src/DocuSign.php)
for the OAuth package, and a [resource owner](./src/DocuSignResourceOwner.php) used to process the OAuth::getUser results.
[provider](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/DocuSign.php)
for the OAuth package, and a [resource owner](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/DocuSignResourceOwner.php) used to process the OAuth::getUser results.

The OAuth library is used by the example in file
[index.php](./public/index.php).
[index.php](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/public/index.php).

1. **Embedded Signing Ceremony.**
[Source.](./src/EG001EmbeddedSigning.php)
[Source.](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/EG001EmbeddedSigning.php)
This example sends an envelope, and then uses an embedded signing ceremony for the first signer.
With embedded signing, the DocuSign signing ceremony is initiated from your website.
1. **Send an envelope with a remote (email) signer and cc recipient.**
[Source.](./src/EG002SigningViaEmail.php)
[Source.](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/EG002SigningViaEmail.php)
The envelope includes a pdf, Word, and HTML document.
Anchor text ([AutoPlace](https://support.docusign.com/en/guides/AutoPlace-New-DocuSign-Experience)) is used to position the signing fields in the documents.
1. **List envelopes in the user's account.**
[Source.](./src/EG003ListEnvelopes.php)
[Source.](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/EG003ListEnvelopes.php)
The envelopes' current status is included.
1. **Get an envelope's basic information.**
[Source.](./src/EG004EnvelopeInfo.php)
[Source.](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/EG004EnvelopeInfo.php)
The example lists the basic information about an envelope, including its overall status.
1. **List an envelope's recipients**
[Source.](./src/EG005EnvelopeRecipients.php)
[Source.](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/EG005EnvelopeRecipients.php)
Includes current recipient status.
1. **List an envelope's documents.**
[Source.](./src/EG006EnvelopeDocs.php)
[Source.](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/EG006EnvelopeDocs.php)
1. **Download an envelope's documents.**
[Source.](./src/EG007EnvelopeGetDoc.php)
[Source.](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/EG007EnvelopeGetDoc.php)
The example can download individual
documents, the documents concatenated together, or a zip file of the documents.
1. **Programmatically create a template.**
[Source.](./src/EG008CreateTemplate.php)
[Source.](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/EG008CreateTemplate.php)
1. **Send an envelope using a template.**
[Source.](./src/EG009UseTemplate.php)
[Source.](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/EG009UseTemplate.php)
1. **Send an envelope and upload its documents with multpart binary transfer.**
[Source.](./src/EG010SendBinaryDocs.php)
[Source.](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/EG010SendBinaryDocs.php)
Binary transfer is 33% more efficient than using Base64 encoding.
1. **Embedded sending.**
[Source.](./src/EG011EmbeddedSending.php)
[Source.](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/EG011EmbeddedSending.php)
Embeds the DocuSign web tool (NDSE) in your web app to finalize or update
the envelope and documents before they are sent.
1. **Embedded DocuSign web tool (NDSE).**
[Source.](./src/EG012EmbeddedConsole.php)
[Source.](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/EG012EmbeddedConsole.php)
1. **Embedded Signing Ceremony from a template with an added document.**
[Source.](./src/EG013AddDocToTemplate.php)
[Source.](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/EG013AddDocToTemplate.php)
This example sends an envelope based on a template.
In addition to the template's document(s), the example adds an
additional document to the envelope by using the
Expand All @@ -63,34 +63,23 @@ This repo is a PHP 7.2 application that demonstrates:
1. Future: Payments example: an order form, with online payment by credit card.

Note: for PHP, this example is still in production.
[Source.](./src/EG014CollectPayment.php)
[Source.](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/EG014CollectPayment.php)
1. **Get the envelope tab data.**
Retrieve the tab (field) values for all of the envelope's recipients.
[Source.](./src/EG015EnvelopeTabData.php)
[Source.](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/EG015EnvelopeTabData.php)
1. **Set envelope tab values.**
The example creates an envelope and sets the initial values for its tabs (fields). Some of the tabs
are set to be read-only, others can be updated by the recipient. The example also stores
metadata with the envelope.
[Source.](./src/EG016SetTabValues.php)
[Source.](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/EG016SetTabValues.php)
1. **Set template tab values.**
The example creates an envelope using a template and sets the initial values for its tabs (fields).
The example also stores metadata with the envelope.
[Source.](./src/EG017SetTemplateTabValues.php)
[Source.](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/EG017SetTemplateTabValues.php)
1. **Get the envelope custom field data (metadata).**
The example retrieves the custom metadata (custom data fields) stored with the envelope.
[Source.](./src/EG018EnvelopeCustomFieldData.php)
1. **Requiring an Access Code for a Recipient**
[Source.](./src/EG019AccessCodeAuthentication.php)
This example sends and envelope that requires an access-code for the purpose of multi-factor authentication.
1. **Requiring SMS authentication for a recipient**
[Source.](./src/EG020SmsAuthentication.php)
This example sends and envelope that requires entering in a six digit code from an text message for the purpose of multi-factor authentication.
1. **Requiring Phone authentication for a recipient**
[Source.](./src/EG021PhoneAuthentication.php)
This example sends and envelope that requires entering in a voice-based response code for the purpose of multi-factor authentication.
1. **Requiring Knowledge-Based Authentication (KBA) for a Recipient**
[Source.](./src/EG022KbAuthentication.php)
This example sends and envelope that requires passing a Public records check to validate identity for the purpose of multi-factor authentication.
[Source.](https://github.com/docusign/eg-03-php-auth-code-grant/blob/master/src/EG018EnvelopeCustomFieldData.php)


## Installation

Expand Down Expand Up @@ -149,7 +138,7 @@ To use the payments example, create a
test payments gateway for your developer sandbox account.

See the
[PAYMENTS_INSTALLATION.md](.ter/PAYMENTS_INSTALLATION.md)
[PAYMENTS_INSTALLATION.md](https://github.com/docusign/eg-03-python-auth-code-grant/blob/master/PAYMENTS_INSTALLATION.md)
file for instructions.

Then add the payment gateway account id to the **app/ds_config.php** file.
Expand Down
2 changes: 1 addition & 1 deletion composer.json
Original file line number Diff line number Diff line change
Expand Up @@ -5,7 +5,7 @@
}
},
"require": {
"docusign/esign-client": "^3.0",
"docusign/esign-client": "4.0.0",
"twig/twig": "^2.0",
"league/oauth2-client": "^2.4",
"ext-json": "*",
Expand Down
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