Pasar al contenido principal
No se encontró ningún elemento.
logo de dropboxsign
¿Por qué Dropbox Sign?
Expandir o contraer acordeón

Lo que puedes hacer

Firmar documentos onlines
Crear firmas electrónicas
Selecciona o crea plantillas
Rellena y firma PDF
Completa contratos online
Administración de documentos
Explora las características
ícono de flecha que apunta hacia la derecha

Casos de uso

Ventas y desarrollo de negocios
Recursos Humanos
Empresas emergentes
Tecnología financiera
Inmobiliario
Servicios a la carta
Productos
Expandir o contraer acordeón
ícono de dropbox
Sign
Facilita el envío y la firma
ícono de dropbox
Sign API
Integra eSign en tus flujos de trabajo
ícono de dropbox fax
Fax
Envía faxes sin usar una máquina de fax
ícono de integraciones de dropbox
Integraciones
Nos reunimos contigo donde trabajas.
Recursos
Expandir o contraer acordeón
Blog
Novedades sobre productos y experiencia en flujos de trabajo
Historias de clientes
Historias del mundo real con resultados reales
Centro de ayuda
Orientación en profundidad para nuestros productos
Biblioteca de recursos
Informes, videos y hojas informativas
Desarrolladores
Precios
Expandir o contraer acordeón
Precios de Dropbox Sign
Buscar el plan apropiado para ti
Precios de la API de Dropbox Sign
Historias del mundo real con resultados reales
Comunícate con ventas
Registrarse
Comunícate con ventas
Inicia sesión
Expandir o contraer acordeón
Dropbox Sign
Dropbox Forms
Dropbox Fax
Pruébalo gratis
Blog
/
Desarrolladores

Getting Started with Dropbox Sign Embedded Signing with Ruby on Rails

by 
Freddy Rangel
July 9, 2015
4
minuto de lectura
icono tooltip

Nuevo aspecto, ¡el mismo gran producto! HelloSign ahora es Dropbox Sign.

icono cerrar


Dropbox Sign provides the most robust and developer friendly API for signing legally binding documents in the browser. One of the most useful features is the ability to easily embed documents directly in your web app. Instead of asking your users to leave your website to sign a document, you can have them do it easily right in your app. It's pretty easy to get started with just a few lines of code.

‍

Let's walk through a simple example of embedding a document for signing on your application.

‍

This example is assuming your app is a Rails app, but if you're using another framework like Sinatra it works roughly the same way. First, if you haven't already done so, create a free Dropbox Sign account. Once you finish signing up, retrieve your API key from the Settings page under the API tab. You'll need this in a bit.

‍

Next, you'll need to create a Dropbox Sign test app. In order to create a test app, your app will need to expose an endpoint to receive Dropbox Sign callbacks. You can find the Callback Documentation here, but to get things moving along we just need a few lines of code.

‍

Let’s first set up a route to our new callback endpoint:

‍

# config/routes.rb Rails.application.routes.draw do  post '/signatures/callbacks',    to: 'signatures#callbacks' end

‍

Now let's add the endpoint controller action itself. Dropbox Sign requires the endpoint to always respond with status 200 and with 'Hello API Event Received' in the response body, regardless of whether the callback has been handled correctly.

‍

# app/controllers/signatures_controller.rb class SignaturesController < ApplicationController  skip_before_action :verify_authenticity_token, only: [:callbacks]  def callbacks    render json: 'Hello API Event Received', status: 200  end end

‍

We’ll want to test this endpoint to make sure it's set up correctly. Sadly, since our endpoint is only accessible from our local machine, we need some help exposing this endpoint to the world.

‍

Enter ngrok. It's a free and easy to use tunneling service that works great for exposing your local server to the internet. If you're on a Mac it's really easy to install with Homebrew: brew install ngrok

‍

Now let's expose the server.

‍

Let's fire up the server first: rails s

‍

And in a separate tab, let's fire up ngrok: ngrok 3000

‍

Here we're telling ngrok to watch port and tunnel port 3000, which is where our rails server is listening on. Notice that when you run ngrok it will give you a forwarding url which is where the outside world can reach your local server. ngrok might change this url randomly in the future so I recommend setting up a custom subdomain. In order to do that you'll need an ngrok account but you can easily sign up with your github account here: ngrok signup. Once you sign up, you'll get an auth token. You only need it once.

‍

Then you can run the following:

‍

ngrok -authtoken=coolAuthTokenDude -subdomain=mycoolapp 3000

‍

Now let's take our cool new ngrok url and use that for our callback url that our Dropbox Sign API app can use. Make sure to click the “TEST” button to make sure everything is set up correctly. Once you create the application, make sure to retrieve the app's client id. We're going to use it shortly. Now that we’ve created our Dropbox Sign app, we can get ready to make an embedded signature request. Unless doing raw HTTP calls to an API happens to be your thing (or whatever kids are doing these days), I suggest reaching for the handy Dropbox Sign Ruby SDK.

‍

Let's add it to the Gemfile:

‍

gem 'hellosign-ruby-sdk'

‍

And let's not forget to run: bundle install

‍

Alright, now we need to do some configuration using your API key and test app client id. If you're working on a Rails app, you can easily do this with an initializer.

‍

# config/initializers/hello_sign.rb require 'hello_sign' HelloSign.configure do |config|  #

‍

You might want to put all these keys in environment variables or you can YOLO it.

‍

config.api_key = 'api_key'  config.client_id = 'client_id' end

‍

Now let's create our first embedded signature request. The implementation details are going to be different from app to app, but here we're going to go with something simple and set up a form where we submit a signer's name and email.

‍

Then, we're going to immediately open up that document inside the app.

‍

Let's start with updating our routes:

‍

# config/routes.rb Rails.application.routes.draw do  resources :signatures, only: [:new, :create] do    collection do      post 'callbacks'    end  end end

‍

Next we're going to create the form. Let's add the new embedded request form controller action: # app/controllers/signatures_controller.rb def new end

‍

Now we need the view:

‍

# app/views/signatures/new.html.erb <%= form_tag signatures_path, method: :post do %>  <%= label_tag 'Name' %>  <%= text_field_tag :name %>  <%= label_tag 'Email' %>  <%= text_field_tag :email %>  <%= submit_tag 'Create Embedded Signature Request' %> <% end %>

‍

Now let's add the create action:

‍

# app/controllers/signatures_controller.rb def create  embedded_request = create_embedded_request(name: params[:name], email: params[:email])  @sign_url = get_sign_url(embedded_request)  render :embedded_signature end private def create_embedded_request(opts = {})  HelloSign.create_embedded_signature_request(    test_mode: 1, #Set this to 1 for 'true'. 'false' is 0    client_id: 'your_client_id',    subject: 'My first embedded signature request',    message: 'Awesome, right?',    signers: [      {        email_address: opts[:email],        name: opts[:name]      }    ],    files: ['offer_letter.pdf']  ) end def get_sign_url(embedded_request)  sign_id = get_first_signature_id(embedded_request)  HelloSign.get_embedded_sign_url(signature_id: sign_id).sign_url end def get_first_signature_id(embedded_request)  embedded_request.signatures[0].signature_id end

‍

Here we're doing two things:

‍

  1. We are sending an embedded signature request to Dropbox Sign.
  2. Once we have created a request, we are grabbing the “signature_id” for the first signer and using that to retrieve the sign_url, which we're going to use in the view.

‍

Speaking of which, here it is: In the view, we’re pulling a script from a CDN that will help us embed our document in our app. This gives us a Dropbox Sign object in the browser which we will initialize and open our document with the sign_url we passed in from the controller.

‍

That's it! The entire setup for embedded signing in Rails took me about 20 minutes to set up – let me know if you can do it faster! For more information be sure to check out the documentation here: Dropbox Sign API Documentation.

Mantente actualizado

¡Listo! Consulta tu bandeja de entrada.

Thank you!
Thank you for subscribing!

Lorem ipsum

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Suspendisse varius enim in eros elementum tristique. Duis cursus, mi quis viverra ornare, eros dolor interdum nulla, ut commodo diam libero vitae erat. Aenean faucibus nibh et justo cursus id rutrum lorem imperdiet. Nunc ut sem vitae risus tristique posuere.

Lorem ipsum
ícono de flecha que apunta hacia la derecha
icono cerrar

Up next:

Ilustración en primer plano de una firma manuscrita, que representa soluciones modernas para la firma digital.
Desarrolladores
15
minuto de lectura

Integración de Dropbox Sign con Ruby on Rails: un tutorial paso a paso

Ilustración en primer plano de una firma manuscrita, que representa soluciones modernas para la firma digital.
Desarrolladores
15
minuto de lectura

Dropbox Sign vs. SignNow for developers

Infografía

Cuatro formas en las que Dropbox Sign puede ayudar a los equipos de RR. HH. a acelerar la incorporación

Productos
Dropbox SignAPI de Dropbox SignDropbox FaxIntegraciones
¿Por qué Dropbox Sign?
Firmas electrónicasFirmar documentosFirma y rellena PDFContratos en líneaCrear firmas electrónicasEditor de firmasFirma documentos de Word
Soporte
Centro de ayudaComunícate con ventasComunícate con soporteAdministrar cookiesPrimeros pasos: Dropbox SignPrimeros pasos: API de Dropbox Sign
Recursos
BlogHistorias de clientesCentro de RecursosGuía de legalidadCentro de confianza
Socios
Socios EstratégicosLocalizador de socios
Empresa
Carrera profesionalCondiciones del servicioPrivacidad
ícono de facebookícono de youtube

Formas de pago aceptadas

logo de Mastercardlogo de Visalogo de American Expresslogo de Discover
Insignia de cumplimiento con la CPAInsignia de cumplimiento con la HIPAAInsignia Sky High Enterprise ReadyInsignia de certificación ISO 9001

Las firmas electrónicas de Dropbox Sign son legalmente vinculantes en los Estados Unidos, la Unión Europea, el Reino Unido y en muchos países del mundo.
Para obtener más información, consulta nuestros Términos y Condiciones y Política de Privacidad