Simple wrapper around Zoho Sign, using OAuth 2.0 protocol for authentication.
Add this line to your application's Gemfile:
gem 'zoho_sign'And then execute:
$ bundle installOr install it yourself as:
$ gem install zoho_signCreate the following file (or equivalent for your app) and fill it with your credentails.
If you don't have them, follow this official guide: https://www.zoho.com/sign/api/#getting-started
config/initializers/zoho_sign.rb
require "zoho_sign"
ZohoSign.config.debug = true # Default is false. You can enable it to see the requests made by the Gem.
ZohoSign.config.update(
oauth: {
client_id: ENV["ZOHO_SIGN_CLIENT_ID"],
client_secret: ENV["ZOHO_SIGN_CLIENT_SECRET"],
access_token: ENV["ZOHO_SIGN_ACCESS_TOKEN"],
refresh_token: ENV["ZOHO_SIGN_REFRESH_TOKEN"]
}
)
params = ZohoSign::Auth.refresh_token(ENV["ZOHO_SIGN_REFRESH_TOKEN"])
ZohoSign.config.connection = paramsZohoSign.config.update(
api: {
auth_domain: "https://accounts.zoho.eu",
domain: "https://sign.zoho.eu"
}
)Find all templetes:
templates = ZohoSign::Template.allFind template by ID:
template = ZohoSign::Template.find("12345678950000000")Create document from template:
template = ZohoSign::Template.find("12345678950000000")
field_data = {
field_text_data: {
full_name: "Homer Simpson",
address: "742 Evergreen Terrace, Springfield, US"
}
}
recipient_data = [
{
role: "OldOwner",
action_id: "11111111111111111",
recipient: {
name: "Moammar Morris 'Moe' Szyslak",
email: "[email protected]",
verify: true
},
private_notes: "Please sign this agreement"
},
{
role: "NewOwner",
action_id: "22222222222222222",
recipient: {
name: "Homer Simpson",
email: "[email protected]",
verify: true
},
private_notes: "Please sign this agreement"
}
]
document = ZohoSign::Template.create_document(
template_id: template.attributes[:template_id],
field_data: field_data,
recipient_data: recipient_data,
document_name: "Agreement (v3)",
shared_notes: "Agreement to buy Moe's Tavern"
)Download document:
document = ZohoSign::Document.find("12345656000000")
document.download_pdf
# OR
ZohoSign::Document.download_pdf("12345656000000")After checking out the repo, run bin/setup to install dependencies. Then, run rake spec to run the tests. You can also run bin/console for an interactive prompt that will allow you to experiment.
To install this gem onto your local machine, run bundle exec rake install. To release a new version, update the version number in version.rb, and then run bundle exec rake release, which will create a git tag for the version, push git commits and the created tag, and push the .gem file to rubygems.org.
Bug reports and pull requests are welcome on GitHub at https://github.com/wecasa/zoho_sign. This project is intended to be a safe, welcoming space for collaboration, and contributors are expected to adhere to the code of conduct.
The gem is available as open source under the terms of the MIT License.
Everyone interacting in the ZohoSign project's codebases, issue trackers, chat rooms and mailing lists is expected to follow the code of conduct.