Egree

Ruby client for the Assently API.

Currently the only supported api calls is createcasecommand and getviewcaseurlquery.

Usage

Creating a case

egree = Egree.client username, password

signature_case = Egree::Case.new "Agreement", ["touch"]
signature_case.add_party Egree::Party.new_with_attributes({
  name: "First Last",
  email: "name@example.com",
  social_security_number: "1234567890"
})
signature_case.add_document Egree::Document.new "/some/path/file.pdf"

result = egree.create_case(signature_case, {
  # Egree sends a POST with the signed case as the JSON body when the signing process is finished.
  postback_url: "https://example.com/my-endpoint",
  continue: {
    # user ends up here after finishing the signing process
    url: "http://example.com/user-endpoint",
    auto: true
  },
  # User ends up here when cancelling, at the moment there is no cancel callback
  cancel_url: "http://example.com/user-canceled",
  # Procedure can be ”default” or ”form”, this changes some copy in the Egree interface.
  # defaults to ”default”
  procedure: "form"
})

if result.success?
  puts "#{signature_case.reference_id} was created."
else 
  puts "There was some issues with the case"
  result.errors.each do |error|
    puts error
  end
end

Getting the signature url for a case

egree = Egree.client username, password
result = egree.get_case_url "98d08cf5-d35d-403b-ac31-fa1ac85037a1"

if result.success?
  puts "The url is: #{result.response}"
else
  puts "Could not get signature url"
  result.errors.each do |error|
    puts error
  end
end

Contributing

Contributions is more than welcome!

Just create a fork and submit a pull request.

Please adhere to the coding standards used in the project and add tests.

Local development

Create a .env file in the root directory to run the integration tests against your Egree environment.

EGREE_USERNAME=your-username
EGREE_PASSWORD=your-password