def embedded_signing_ceremony():
"""
The document <file_name> will be signed by <signer_name> via an
embedded signing ceremony.
"""
#
# Step 1. The envelope definition is created.
# One signHere tab is added.
# The document path supplied is relative to the working directory
#
envDef = EnvelopeDefinition()
envDef.email_subject = 'PLEASE GOD HELP ME, I NEED THIS WORKING!!'
envDef.template_id = 'd5e617be-da0a-4431-9014-4575282f61d4'
tRole = TemplateRole()
tRole.role_name = 'Manager'
tRole.name = 'Manuel Galvez'
tRole.email = '*****@*****.**'
tRole.client_user_id = clientUserId
text_example = Text()
text_example.tab_label = 'example'
text_example.value = 'SIIII GRACIAS DIOS!! -- EXAMPLE'
text_name = Text()
text_name.tab_label = 'name'
text_name.value = 'SIIII GRACIAS DIOS!! -- NAME'
# text.document_id = '1'
# text.page_number = '1'
# text.recipient_id = '1'
# text.x_position = '100'
# text.y_position = '100'
# text.scale_value = '0.5'
tabs = Tabs()
tabs.text_tabs = [text_example, text_name]
tRole.tabs = tabs # Tabs(text_tabs=[Text(name='example', value='SIiiiiiii Gracias DIOS')])
envDef.template_roles = [tRole]
name = TextCustomField(field_id='name', name='name', value='Manuel')
last_name = TextCustomField(field_id='lastname',
name='lastname',
value='Galvez')
testing = TextCustomField(field_id='testing', name='testing', value='Elks')
manu = TextCustomField(field_id='manu', name='manu', value='manu')
example = TextCustomField(field_id='example',
name='example',
value='Siiiiiiii')
custom_fields = CustomFields(
text_custom_fields=[example, name, last_name, testing, manu])
envDef.custom_fields = custom_fields
'''recipients = Recipients()
# Create the signer recipient model
signer = Signer( # The signer
email='*****@*****.**', name='Andres Vasquez', recipient_id="1", routing_order="1",
client_user_id=clientUserId, # Setting the client_user_id marks the signer as embedded
)
text = Text()
text.document_id = '1'
text.page_number = '1'
text.recipient_id = '1'
text.x_position = '100'
text.y_position = '100'
text.scale_value = '0.5'
tabs = Tabs()
tabs.text_tabs = [text]
signer.tabs = tabs
recipients.signers = [signer]
envDef.recipients = recipients'''
envDef.status = 'sent'
api_client = ApiClient()
api_client.host = base_path
api_client.set_default_header("Authorization", "Bearer " + access_token)
envelope_api = EnvelopesApi(api_client)
envelopeSummary = envelope_api.create_envelope(account_id,
envelope_definition=envDef)
envelope_id = envelopeSummary.envelope_id
print("Envelope {} has been sent to {} : {}".format(
envelope_id, tRole.email, envelopeSummary))
'''recipient_view_request = RecipientViewRequest(
authentication_method='None', client_user_id=clientUserId,
recipient_id='1', return_url=base_url + '/dsreturn',
user_name='Andres Vasquez', email='*****@*****.**'
)
results = envelope_api.create_recipient_view(account_id, envelope_id, recipient_view_request=recipient_view_request)'''
return '' #results.url
def embedded_signing_ceremony():
"""
The document <file_name> will be signed by <signer_name> via an
embedded signing ceremony.
"""
#
# Step 1. The envelope definition is created.
# One signHere tab is added.
# The document path supplied is relative to the working directory
#
envDef = EnvelopeDefinition()
envDef.email_subject = 'PLEASE GOD HELP ME, I NEED THIS WORKING!!'
envDef.template_id = 'd5e617be-da0a-4431-9014-4575282f61d4'
tRole = TemplateRole()
tRole.role_name = 'Manager'
tRole.name = 'Lending Front'
tRole.email = '*****@*****.**'
tRole.client_user_id = client_user_id
text_example = Text()
text_example.tab_label = 'example'
text_example.value = 'SIIII GRACIAS DIOS!! -- EXAMPLE'
text_name = Text()
text_name.tab_label = 'name'
text_name.value = 'SIIII GRACIAS DIOS!! -- NAME'
text_name2 = Text()
text_name2.tab_label = 'name2'
text_name2.value = 'SIIII GRACIAS DIOS!! -- NAME2'
text = Text()
text.document_id = '1'
text.page_number = '1'
text.recipient_id = '1'
text.x_position = '100'
text.y_position = '100'
text.scale_value = '0.5'
text.value = 'THANKS GOD!!'
title_label = Title()
title_label.tab_label = 'lablel_example'
title_label.value = 'LendingFront'
tabs = Tabs()
tabs.text_tabs = [text_example, text_name, text_name2, text]
tabs.title_tabs = [title_label]
tRole.tabs = tabs
envDef.template_roles = [tRole]
envDef.status = 'sent'
name = TextCustomField(field_id='name', name='name', value='Manuel')
last_name = TextCustomField(field_id='lastname',
name='lastname',
value='Galvez')
testing = TextCustomField(field_id='testing', name='testing', value='Elks')
manu = TextCustomField(field_id='manu', name='manu', value='manu')
example = TextCustomField(field_id='example',
name='example',
value='Siiiiiiii')
'''item_name = ListItem(text='name', value='Allen')
item_lastname = ListItem(text='lastname', value='Galvez')
item_testing = ListItem(text='testing', value='testing')
item_manu = ListItem(text='manu', value='manu')
listcf = ListCustomField(list_items=[item_name, item_lastname, item_testing, item_manu])'''
custom_fields = CustomFields(
text_custom_fields=[example, name, last_name, testing, manu])
envDef.custom_fields = custom_fields
# envDef.recipients
#
print('*&**&*^&*&^%$#$%^&*(*&^%$#@!@#$%^&')
print('')
#
# Step 2. Create/send the envelope.
#
api_client = ApiClient()
api_client.host = base_path
api_client.set_default_header("Authorization", "Bearer " + access_token)
envelope_api = EnvelopesApi(api_client)
envelopeSummary = envelope_api.create_envelope(account_id,
envelope_definition=envDef)
envelope_id = envelopeSummary.envelope_id
print("Envelope {} has been sent to {}".format(envelope_id, tRole.email))
'''client_user_id = '2939'
return_url = 'http://www.docusign.com/developer-center'
recipient_view_request = docusign.RecipientViewRequest()
recipient_view_request.return_url = return_url
recipient_view_request.client_user_id = client_user_id
recipient_view_request.authentication_method = 'email'
recipient_view_request.user_name = 'Manuel Galvez'
recipient_view_request.email = '*****@*****.**'
view_url = envelope_api.create_recipient_view(account_id, envelope_id, recipient_view_request=recipient_view_request) '''
recipient_view_request = RecipientViewRequest(
authentication_method='None',
client_user_id=client_user_id,
recipient_id='1',
return_url=base_url + '/dsreturn',
user_name='Lending Front',
email='*****@*****.**')
results = envelope_api.create_recipient_view(
account_id, envelope_id, recipient_view_request=recipient_view_request)
return results.url
def embedded_signing_ceremony():
"""
The document <file_name> will be signed by <signer_name> via an
embedded signing ceremony.
"""
#
# Step 1. The envelope definition is created.
# One signHere tab is added.
# The document path supplied is relative to the working directory
#
'''with open(os.path.join(APP_PATH, file_name_path), "rb") as file:
content_bytes = file.read()'''
base64_file_content = '' #base64.b64encode(content_bytes).decode('ascii')
# Create the document model
'''document = Document( # create the DocuSign document object
document_base64 = base64_file_content,
name = 'Example document', # can be different from actual file name
file_extension = 'pdf', # many different document types are accepted
document_id = 1 # a label used to reference the doc
)'''
'''text_field = docusign.Text(
tab_label='name', # tab_label must exactly match the field you created in the Docusign GUI
value='Manuel' # value, as far as I can tell, must be a string.
)
docusign.Tabs(text_tabs=[text_field])'''
patient_first_name = TextCustomField(name='name',
value='Allen',
show='true',
required='false')
patient_last_name = TextCustomField(name='lastname',
value='Elks',
show='true',
required='false')
custom_fields = CustomFields(
text_custom_fields=[patient_first_name, patient_last_name])
# envelope_definition.custom_fields = custom_fields
# Custome fields
custom_fields_old = CustomFields(['name'], ['Manuel'])
# Create the signer recipient model
signer = Signer( # The signer
email=signer_email,
name=signer_name,
recipient_id="1",
routing_order="1",
client_user_id=
client_user_id, # Setting the client_user_id marks the signer as embedded
)
# Create a sign_here tab (field on the document)
sign_here = SignHere( # DocuSign SignHere field/tab
document_id='1',
page_number='3',
recipient_id='1',
tab_label='SignHereTab',
x_position='175',
y_position='320')
# Add the tabs model (including the sign_here tab) to the signer
signer.tabs = Tabs(sign_here_tabs=[
sign_here
]) # The Tabs object wants arrays of the different field/tab types
# Next, create the top level envelope definition and populate it.
'''envelope_definition = EnvelopeDefinition(
email_subject = "Please sign this document sent from the Python SDK",
documents = [document], # The order in the docs array determines the order in the envelope
recipients = Recipients(signers = [signer]), # The Recipients object wants arrays for each recipient type
status = "sent", # requests that the envelope be created and sent.
custom_fields = custom_fields
)'''
envDef = EnvelopeDefinition()
envDef.email_subject = 'PLEASE GOD HELP ME, I NEED THIS WORKING!!'
envDef.template_id = 'd5e617be-da0a-4431-9014-4575282f61d4'
tRole = TemplateRole()
tRole.role_name = 'Manager'
tRole.name = 'Manuel Alejandro Galvez'
tRole.email = '*****@*****.**'
envDef.template_roles = [tRole]
envDef.status = 'sent'
envDef.custom_fields = custom_fields
#
# Step 2. Create/send the envelope.
#
api_client = ApiClient()
api_client.host = base_path
api_client.set_default_header("Authorization", "Bearer " + access_token)
envelope_api = EnvelopesApi(api_client)
results = envelope_api.create_envelope(account_id,
envelope_definition=envDef)
#
# Step 3. The envelope has been created.
# Request a Recipient View URL (the Signing Ceremony URL)
#
envelope_id = results.envelope_id
recipient_view_request = RecipientViewRequest(
authentication_method=authentication_method,
client_user_id=client_user_id,
recipient_id='1',
return_url=base_url + '/dsreturn',
user_name=signer_name,
email=signer_email)
results = envelope_api.create_recipient_view(account_id, envelope_id)
#recipient_view_request = recipient_view_request)
#
# Step 4. The Recipient View URL (the Signing Ceremony URL) has been received.
# Redirect the user's browser to it.
#
return results.url
def send_envelope():
check_token()
# document 1 (html) has sign here anchor tag **signature_1**
# document 2 (docx) has sign here anchor tag /sn1/
# document 3 (pdf) has sign here anchor tag /sn1/
#
# The envelope has two recipients.
# recipient 1 - signer
# recipient 2 - cc
# The envelope will be sent first to the signer.
# After it is signed, a copy is sent to the cc person.
args = {
'signer_email': ds_config("DS_SIGNER_EMAIL"),
'signer_name': ds_config("DS_SIGNER_NAME"),
'cc_email': ds_config("DS_CC_EMAIL"),
'cc_name': ds_config("DS_CC_NAME"),
}
# create the envelope definition
env = EnvelopeDefinition(email_subject='Document sent from the Test Mode')
doc1_b64 = base64.b64encode(bytes(create_document1(args),
'utf-8')).decode('ascii')
# read files 2 and 3 from a local directory
# The reads could raise an exception if the file is not available!
with open(path.join(demo_docs_path, DOC_2_DOCX), "rb") as file:
doc2_docx_bytes = file.read()
doc2_b64 = base64.b64encode(doc2_docx_bytes).decode('ascii')
with open(path.join(demo_docs_path, DOC_3_PDF), "rb") as file:
doc3_pdf_bytes = file.read()
doc3_b64 = base64.b64encode(doc3_pdf_bytes).decode('ascii')
# Create the document models
document1 = Document( # create the DocuSign document object
document_base64=doc1_b64,
name='Order acknowledgement',
# can be different from actual file name
file_extension='html', # many different document types are accepted
document_id='1' # a label used to reference the doc
)
document2 = Document( # create the DocuSign document object
document_base64=doc2_b64,
name='Battle Plan', # can be different from actual file name
file_extension='docx', # many different document types are accepted
document_id='2' # a label used to reference the doc
)
document3 = Document( # create the DocuSign document object
document_base64=doc3_b64,
name='Lorem Ipsum', # can be different from actual file name
file_extension='pdf', # many different document types are accepted
document_id='3' # a label used to reference the doc
)
# The order in the docs array determines the order in the envelope
env.documents = [document1, document2, document3]
# Create the signer recipient model
signer1 = Signer(email=args['signer_email'],
name=args['signer_name'],
recipient_id="1",
routing_order="1")
# routingOrder (lower means earlier) determines the order of deliveries
# to the recipients. Parallel routing order is supported by using the
# same integer as the order for two or more recipients.
# create a cc recipient to receive a copy of the documents
cc1 = CarbonCopy(email=args['cc_email'],
name=args['cc_name'],
recipient_id="2",
routing_order="2")
# Create signHere fields (also known as tabs) on the documents,
# We're using anchor (autoPlace) positioning
#
# The DocuSign platform searches throughout your envelope's
# documents for matching anchor strings. So the
# signHere2 tab will be used in both document 2 and 3 since they
# use the same anchor string for their "signer 1" tabs.
sign_here1 = SignHere(anchor_string='**signature_1**',
anchor_units='pixels',
anchor_y_offset='10',
anchor_x_offset='20')
sign_here2 = SignHere(anchor_string='/sn1/',
anchor_units='pixels',
anchor_y_offset='10',
anchor_x_offset='20')
# Add the tabs model (including the sign_here tabs) to the signer
# The Tabs object wants arrays of the different field/tab types
signer1.tabs = Tabs(sign_here_tabs=[sign_here1, sign_here2])
# Add the recipients to the envelope object
recipients = Recipients(signers=[signer1], carbon_copies=[cc1])
env.recipients = recipients
# Request that the envelope be sent by setting |status| to "sent".
# To request that the envelope be created as a draft, set to "created"
env.status = "sent"
# Creates the Salse order Custom Field
text_custom_field = TextCustomField(name='Sales order',
value='Test_Mode',
show='true',
required='true')
custom_fields = CustomFields(text_custom_fields=[text_custom_field])
env.custom_fields = custom_fields
envelope_api = EnvelopesApi(api_client)
results = envelope_api.create_envelope(get_account_id(),
envelope_definition=env)
return results