pactsafe-node

A Node.js client for the Ironclad Clickwrap Activity API. Integrate into any application for secure legal record-keeping.

Installation

npm install --save https://github.com/pactsafe/pactsafe-node.git

Initialization

Require the pactsafe-activity-node module and initialize the Activity client, passing your PactSafe Site's access_id as the first argument.

const Activity = require('pactsafe-activity-node');
const activity = new Activity('YOUR_ACCESS_ID');

Configuration

The second argument to the Activity constructor is an optional object of properties and parameters for the Activity client.

const activity = new Activity('YOUR_ACCESS_ID', {
  test_mode: true
});

The third argument is an optional object of configuration settings.

const activity = new Activity('YOUR_ACCESS_ID', {
  test_mode: true
},
{
  host: 'http://localhost:3000',
  debug: true
});

Parameters

Every Action sent to the PactSafe Activity API is built from the parameters stored on the Activity client. These parameter values can be set or retrieved at any point using the following functions.

activity.set('page_title', 'Registration Page');

const title = activity.get('page_title');

Load

The load method lets you load the properties and content of a clickwrap Group by key.

Optionally, you can pass a custom render_data object as the second argument -- allowing you to alter the content each time the Group is loaded. For this reason, every response from the load request provides a unique render_id to use for activity tracking.

The callback is passed two arguments: an error and the Group object.

activity.load('GROUP_KEY', {
  order_id: '123abc',
  company_name: 'Example LLC'
},
function(err, group) {
  if (err) console.error(err);
});

Retrieve

The retrieve method lets you load a Signer's acceptance history for a given set of Contract IDs.

Providing a signer_id and an array of contracts, the response will contain a dictionary of each Contract ID and its most recently accepted Version ID, true if a Revision has been accepted, or false if the Contract has never been accepted by this Signer.

The callback is passed two arguments: an error and the JSON response.

activity.retrieve('SIGNER_ID', [ 3, 10, 15 ], function(err, data) {
  if (err) console.error(err);
});

Latest

The latest method tells you if a Signer has accepted the latest Version for a given set of Contract IDs.

This method is similar to the retrieve method, but instead of providing the actual Version ID that was last accepted, the response contains a boolean true or false for each contract ID.

The callback is passed two arguments: an error and the JSON response.

activity.latest('SIGNER_ID', [ 3, 10, 15 ], function(err, data) {
  if (err) console.error(err);
});

Send

The send method lets you track a Signer Action by sending data to the PactSafe Activity API.

Provide an event_type, as well as any parameters to save on the Action. The signer_id parameter is required for most event types.

The callback is passed an error if the send request was unsuccessful.

activity.send('updated', {
  signer_id: '[email protected]',
  custom_data: {
    first_name: 'John',
    last_name: 'Smith',
    title: 'Developer'
  }
},
function(err) {
  if (err) console.error(err);
});

Agreed

The agreed method sends a Signer Action to the PactSafe Activity API with the event type agreed.

Provide a signer_id, as well as any parameters to save on the Action. If the content being accepted was assigned a render_id, be sure to include that same render_id in the Action parameters.

The callback is passed an error if the agreed request was unsuccessful.

activity.agreed('[email protected]', {
  render_id: '57d17a38dce301647dd86e12',
  page_title: 'Order Checkout',
  custom_data: {
    order_id: '123abc',
    sku: '7771984a'
  }
},
function(err) {
  if (err) console.error(err);
});

Disagreed

The disagreed method sends a Signer Action to the PactSafe Activity API with the event type disagreed.

Provide a signer_id, as well as any parameters to save on the Action. If the content being denied was assigned a render_id, be sure to include that same render_id in the Action parameters.

The callback is passed an error if the disagreed request was unsuccessful.

activity.disagreed('[email protected]', {
  render_id: '57d17a38dce301647dd86e12',
  page_title: 'Order Checkout',
  custom_data: {
    order_id: '345def',
    sku: '7771984a'
  }
},
function(err) {
  if (err) console.error(err);
});

Development

For development, you can enable the test_mode parameter when the client is initialized. Any Signers or Actions created within test mode can be easily cleared from your account.

const activity = new Activity('YOUR_ACCESS_ID', {
  test_mode: true
});