def send_template(self, name, email): webbrowser.open_new_tab(self._oauth_login_url) print(self._oauth_login_url) self._api_client.configure_jwt_authorization_flow( self._private_key_filename, self._oauth_base_url, self._integrator_key, self._user_id, 3600) docusign.configuration.api_client = self._api_client template_role_name = 'Needs to sign' # create an envelope to be signed envelope_definition = docusign.EnvelopeDefinition() envelope_definition.email_subject = 'Please Sign my Python SDK Envelope' envelope_definition.email_blurb = 'Hello, Please sign my Python SDK Envelope.' # assign template information including ID and role(s) envelope_definition.template_id = self._template_id # create a template role with a valid template_id and role_name and assign signer info t_role = docusign.TemplateRole() t_role.role_name = template_role_name t_role.name = name t_role.email = email # create a list of template roles and add our newly created role # assign template role(s) to the envelope envelope_definition.template_roles = [t_role] # send the envelope by setting |status| to "sent". To save as a draft set to "created" envelope_definition.status = 'sent' auth_api = AuthenticationApi() envelopes_api = EnvelopesApi() try: login_info = auth_api.login(api_password='******', include_account_id_guid='true') assert login_info is not None assert len(login_info.login_accounts) > 0 login_accounts = login_info.login_accounts assert login_accounts[0].account_id is not None self._base_url, _ = login_accounts[0].base_url.split('/v2') self._api_client.host = self._base_url docusign.configuration.api_client = api_client envelope_summary = envelopes_api.create_envelope(login_accounts[0].account_id, envelope_definition=envelope_definition) assert envelope_summary is not None assert envelope_summary.envelope_id is not None assert envelope_summary.status == 'sent' print("EnvelopeSummary: ", end="") pprint(envelope_summary) except ApiException as e: print("\nException when calling DocuSign API: %s" % e) assert e is None # make the test case fail in case of an API exception
def testRequestSignatureFromTemplate(self): template_role_name = 'Needs to sign' # create an envelope to be signed envelope_definition = docusign.EnvelopeDefinition() envelope_definition.email_subject = 'Please Sign my Python SDK Envelope' envelope_definition.email_blurb = 'Hello, Please sign my Python SDK Envelope.' # assign template information including ID and role(s) envelope_definition.template_id = template_id # create a template role with a valid templateId and roleName and assign signer info t_role = docusign.TemplateRole() t_role.role_name = template_role_name t_role.name = 'Pat Developer' t_role.email = username # create a list of template roles and add our newly created role # assign template role(s) to the envelope envelope_definition.template_roles = [t_role] # send the envelope by setting |status| to "sent". To save as a draft set to "created" envelope_definition.status = 'sent' auth_api = AuthenticationApi() envelopes_api = EnvelopesApi() try: login_info = auth_api.login(api_password='******', include_account_id_guid='true') assert login_info is not None assert len(login_info.login_accounts) > 0 login_accounts = login_info.login_accounts assert login_accounts[0].account_id is not None base_url, _ = login_accounts[0].base_url.split('/v2') self.api_client.host = base_url docusign.configuration.api_client = self.api_client envelope_summary = envelopes_api.create_envelope( login_accounts[0].account_id, envelope_definition=envelope_definition) assert envelope_summary is not None assert envelope_summary.envelope_id is not None assert envelope_summary.status == 'sent' print("EnvelopeSummary: ", end="") pprint(envelope_summary) except ApiException as e: print("\nException when calling DocuSign API: %s" % e) assert e is None # make the test case fail in case of an API exception
def setUp(self): self.api_client = docusign.ApiClient(base_path=BaseUrl, oauth_host_name=OauthHostName) self.api_client.rest_client.pool_manager.clear() docusign.configuration.api_client = self.api_client try: email_subject = 'Please Sign my Python SDK Envelope' email_blurb = 'Hello, Please sign my Python SDK Envelope.' template_id = TemplateId role_name = 'Needs to sign' name = 'Pat Developer' email = Username t_role = docusign.TemplateRole(role_name=role_name, name=name, email=email) # send the envelope by setting |status| to "sent". To save as a draft set to "created" status = 'sent' # create an envelope definition envelope_definition = docusign.EnvelopeDefinition( email_subject=email_subject, email_blurb=email_blurb, template_id=template_id, template_roles=[t_role], status=status) envelopes_api = EnvelopesApi() self.api_client.host = BaseUrl token = (self.api_client.request_jwt_user_token( client_id=IntegratorKey, user_id=UserId, oauth_host_name=OauthHostName, private_key_bytes=PrivateKeyBytes, expires_in=3600)) self.user_info = self.api_client.get_user_info(token.access_token) self.api_client.rest_client.pool_manager.clear() docusign.configuration.api_client = self.api_client envelope_summary = envelopes_api.create_envelope( self.user_info.accounts[0].account_id, envelope_definition=envelope_definition) self.api_client.rest_client.pool_manager.clear() self.envelope_id = envelope_summary.envelope_id except ApiException as e: print("\nException when calling DocuSign API: %s" % e) except Exception as e: print("\nException when calling DocuSign API: %s" % e) self.api_client.rest_client.pool_manager.clear()
def testRequestSignatureFromTemplate(self): template_role_name = 'Needs to sign' # Set properties and create an envelope later on email_subject = 'Please Sign my Python SDK Envelope' email_blurb = 'Hello, Please sign my Python SDK Envelope.' # assign template information including ID and role(s) template_id = TemplateId # create a template role with a valid templateId and roleName and assign signer info role_name = template_role_name name = 'Pat Developer' email = Username t_role = docusign.TemplateRole(role_name=role_name, name=name, email=email) # create a list of template roles and add our newly created role # assign template role(s) to the envelope template_roles = [t_role] # send the envelope by setting |status| to "sent". To save as a draft set to "created" status = 'sent' # create the envelope definition with the properties set envelope_definition = docusign.EnvelopeDefinition( email_subject=email_subject, email_blurb=email_blurb, template_id=template_id, template_roles=template_roles, status=status) envelopes_api = EnvelopesApi() try: envelope_summary = envelopes_api.create_envelope( self.user_info.accounts[0].account_id, envelope_definition=envelope_definition) assert envelope_summary is not None assert envelope_summary.envelope_id is not None assert envelope_summary.status == 'sent' print("EnvelopeSummary: ", end="") pprint(envelope_summary) except ApiException as e: print("\nException when calling DocuSign API: %s" % e) assert e is None # make the test case fail in case of an API exception
def setUp(self): self.api_client = docusign.ApiClient(base_path=BaseUrl, oauth_host_name=OauthHostName) self.api_client.rest_client.pool_manager.clear() docusign.configuration.api_client = self.api_client self.private_key_file_name = "{}/keys/private.pem".format( os.path.dirname(os.path.abspath(__file__))) try: envelope_definition = docusign.EnvelopeDefinition() envelope_definition.email_subject = 'Please Sign my Python SDK Envelope' envelope_definition.email_blurb = 'Hello, Please sign my Python SDK Envelope.' envelope_definition.template_id = TemplateId t_role = docusign.TemplateRole() t_role.role_name = 'Needs to sign' t_role.name = 'Pat Developer' t_role.email = Username envelope_definition.template_roles = [t_role] # send the envelope by setting |status| to "sent". To save as a draft set to "created" envelope_definition.status = 'sent' envelopes_api = EnvelopesApi() with open(self.private_key_file_name, 'r') as private_key: self.api_client.host = BaseUrl token = (self.api_client.request_jwt_user_token( client_id=IntegratorKey, user_id=UserId, oauth_host_name=OauthHostName, private_key_bytes=private_key.read(), expires_in=1)) self.user_info = self.api_client.get_user_info(token.access_token) self.api_client.rest_client.pool_manager.clear() docusign.configuration.api_client = self.api_client envelope_summary = envelopes_api.create_envelope( self.user_info.accounts[0].account_id, envelope_definition=envelope_definition) self.api_client.rest_client.pool_manager.clear() self.envelope_id = envelope_summary.envelope_id except ApiException as e: print("\nException when calling DocuSign API: %s" % e) self.api_client.rest_client.pool_manager.clear()
user_id, 3600) #TODO we cannot reach this docusign.configuration.api_client = api_client ##endregion authentication ##region prepare envelope # create an envelope to be signed envelope_definition = docusign.EnvelopeDefinition() envelope_definition.email_subject = 'Please Sign my Python SDK Envelope' envelope_definition.email_blurb = 'Hello, Please sign my Python SDK Envelope.' # assign template information including ID and role(s) envelope_definition.template_id = template_id # create a template role with a valid template_id and role_name and assign signer info t_role = docusign.TemplateRole() t_role.role_name = template_role_name t_role.name = 'Pat Developer' t_role.email = user_name # create a list of template roles and add our newly created role # assign template role(s) to the envelope envelope_definition.template_roles = [t_role] # send the envelope by setting |status| to "sent". To save as a draft set to "created" envelope_definition.status = 'sent' ##endregion prepare envelope auth_api = AuthenticationApi() envelopes_api = EnvelopesApi()
def createEnv(repReports=extractReport(), template_id="a07ff1a4-d135-459a-ac45-e5b1f3f5e021", api_client=dsAuth(), template_role_name='Rep', template_role_cc='Rep Manager'): docusign.configuration.api_client = api_client data_labels = { "CaseNum_Label": ["CNum_1", "CNum_2", "CNum_3", "CNum_4", "CNum_5", "CNum_6"], "DateEsc_Label": ["Date_1", "Date_2", "Date_3", "Date_4", "Date_5", "Date_6"], "Subject_Label": [ "Subject_1", "Subject_2", "Subject_3", "Subject_4", "Subject_5", "Subject_6" ], "CaseRes_Label": [ "Resolution_1", "Resolution_2", "Resolution_3", "Resolution_4", "Resolution_5", "Resolution_6" ], "T3": ["T3_1", "T3_2", "T3_3", "T3_4", "T3_5", "T3_6"], "Link": ["Link_1", "Link_2", "Link_3", "Link_4", "Link_5", "Link_6"] } # repEmails = get_emails() sentListOut = [] env_count = 0 # loop through each rep for key, val in repReports.items(): if key != "Bug Backlog" and val[ 'MgrEmail'] != 'n/a': # '*****@*****.**': # and val['Email'].lower() == '*****@*****.**': # create an envelope to be signed envelope_definition = docusign.EnvelopeDefinition() if val['MgrEmail'] == '*****@*****.**' or val['Email'].lower() \ in ("*****@*****.**","*****@*****.**","*****@*****.**"): envelope_definition.email_subject = 'Tier 3 case escalation feedback - ' \ 'here\'s what happened with your recent previously owned cases' envelope_definition.email_blurb = 'Hello ' + key.split(' ')[ 0] + ', \n\nI\'m sending these out to you tier 3 reps as well now so if another tier 3 or dev ' \ 'support takes on your cases we can close the loop on these as well. \n\nFeel free to message ' \ 'me for any suggestions on how to make this program even better. \n\nThanks for reading,' \ '\n\nKevin\'s Autofeedbacker bot' else: envelope_definition.email_subject = 'Tier 3 case escalation feedback - here\'s what happened with ' \ 'your recent escalated cases' envelope_definition.email_blurb = 'Hello ' + key.split(' ')[ 0] + ', \n\nWe\'re starting a new program intended to provide you with a followup on how the cases ' \ 'you escalated to tier 3 were resolved. The purpose of this is to learn from these cases, ' \ 'we know you\'re too busy to check up on all of those so we\'re making it easy with these ' \ 'weekly reports. If you\'re missing any cases we may still be working on them so stay tuned. ' \ 'Feel free to reach out to the tier 3 rep who closed these cases for more details on what ' \ 'they did. \n\nFeel free to message Kevin Alber for any suggestions on how to make this ' \ 'program even better. \n\nThanks for reading,\n\nKevin\'s Autofeedbacker bot' # assign template information including ID and role(s) envelope_definition.template_id = template_id # create manager email notification, need to test mgr_emailNotification = docusign.RecipientEmailNotification() mgr_emailNotification.email_subject = 'Tier 3 case escalation feedback - here\'s what happened with ' + \ key.split(' ')[0] + '\'s recent escalated cases' mgr_emailNotification.email_body = 'Hello ' + val['MgrEmail'].split('.')[ 0].title() + ', \n\n We\'re starting a new program intended to provide your reps with feedback on cases ' \ 'that they escalated to tier 3 so they can learn from them and you can better coach them. ' \ 'Please let me, Kevin Alber, know if you have any feedback about this process. \n\nThanks ' \ 'for reading,\n\nKevin\'s Autofeedbacker bot' # create a template role with a valid template_id and role_name and assign signer info t_role = docusign.TemplateRole() t_role.role_name = template_role_name t_role.name = key if test_mode == 1: t_role.email = '*****@*****.**' # for real send else: t_role.email = val['Email'] print("Envelope going to rep: " + val['Email']) # mgr role on template t_role_cc = docusign.TemplateRole() t_role_cc.role_name = template_role_cc t_role_cc.name = val['MgrEmail'].split('@')[0].replace( '.', ' ').title() # might want to just add this to spreadsheet if test_mode == 1 or val[ 'MgrEmail'] == '*****@*****.**': t_role_cc.email = '*****@*****.**' # else: t_role_cc.email = val['MgrEmail'] t_role_cc.email_notification = mgr_emailNotification # create a list of template roles and add our newly created role # assign template role(s) to the envelope envelope_definition.template_roles = [t_role, t_role_cc] # send the envelope by setting |status| to "sent". To save as a draft set to "created" envelope_definition.status = 'created' # notif = Notification() # notif.use_account_defaults = "True" # envelope_definition.notification = notif auth_api = AuthenticationApi() envelopes_api = EnvelopesApi() # create draft try: login_info = auth_api.login( api_password='******', include_account_id_guid='true') ### assert login_info is not None assert len(login_info.login_accounts) > 0 login_accounts = login_info.login_accounts assert login_accounts[0].account_id is not None base_url, _ = login_accounts[0].base_url.split('/v2') api_client.host = base_url docusign.configuration.api_client = api_client envelope_summary = envelopes_api.create_envelope( login_accounts[0].account_id, envelope_definition=envelope_definition) assert envelope_summary is not None assert envelope_summary.envelope_id is not None assert envelope_summary.status == 'created' env_count += 1 # print("Envelope Created Summary: ", end="") # pprint(envelope_summary) except ApiException as e: print("\nException when calling DocuSign API: %s" % e) assert e is None # make the test case fail in case of an API exception # get array of tab objects on the current envelope tab_array = envelopes_api.get_page_tabs( login_accounts[0].account_id, 1, envelope_summary.envelope_id, 1).text_tabs # iterate through each case as row in envelope row = 0 tab_list = [] for v in val['Cases']: if row < 6: label = 'CaseNum_Label' target_tab = next( (x for x in tab_array if x.tab_label == data_labels[label][row]), None) assert target_tab is not None t_col1 = docusign.Text() t_col1.tab_label = data_labels[label][row - 1] t_col1.value = str(v['CaseNumber']) t_col1.tab_id = target_tab.tab_id t_col1.documentId = "1" t_col1.recipientId = "1" t_col1.pageNumber = 1 tab_list.append(t_col1) # print(str(v['CaseNumber'])) sentListOut.append(v['CaseNumber']) label = 'DateEsc_Label' target_tab = next( (x for x in tab_array if x.tab_label == data_labels[label][row]), None) assert target_tab is not None t_col2 = docusign.Text() t_col2.tab_label = data_labels[label][row] t_col2.value = v['DateEscalated'] t_col2.tab_id = target_tab.tab_id t_col2.documentId = "1" t_col2.recipientId = "1" t_col2.pageNumber = 1 tab_list.append(t_col2) # subMaxChar = charLimit(19, 10, v['Subject']) if len(v['Subject']) > 160: extra = '...' else: extra = '' label = 'Subject_Label' target_tab = next( (x for x in tab_array if x.tab_label == data_labels[label][row]), None) assert target_tab is not None t_col3 = docusign.Text() t_col3.tab_label = data_labels[label][row] t_col3.disable_auto_size = 'True' t_col3.height = '200' t_col3.value = v['Subject'][:160] + extra t_col3.tab_id = target_tab.tab_id t_col3.documentId = "1" t_col3.recipientId = "1" t_col3.pageNumber = 1 tab_list.append(t_col3) if len(v['CaseResolution']) > 184: extra = '...' else: extra = '' label = 'CaseRes_Label' target_tab = next( (x for x in tab_array if x.tab_label == data_labels[label][row]), None) assert target_tab is not None t_col4 = docusign.Text() t_col4.tab_label = data_labels[label][row] t_col4.disable_auto_size = 'True' t_col4.height = '200' t_col4.value = v['CaseResolution'][:184] + extra t_col4.tab_id = target_tab.tab_id t_col4.documentId = "1" t_col4.recipientId = "1" t_col4.pageNumber = 1 tab_list.append(t_col4) label = 'T3' target_tab = next( (x for x in tab_array if x.tab_label == data_labels[label][row]), None) assert target_tab is not None t_col5 = docusign.Text() t_col5.tab_label = data_labels[label][row] t_col5.value = v['T3RepName'] t_col5.tab_id = target_tab.tab_id t_col5.documentId = "1" t_col5.recipientId = "1" t_col5.pageNumber = 1 tab_list.append(t_col5) label = 'Link' target_tab = next( (x for x in tab_array if x.tab_label == data_labels[label][row]), None) assert target_tab is not None t_col6 = docusign.Text() t_col6.tab_label = "#HREF_" + data_labels[label][row] t_col6.name = v['link'] t_col6.value = 'Go to Case' t_col6.tab_id = target_tab.tab_id t_col6.documentId = "1" t_col6.recipientId = "1" t_col6.pageNumber = 1 tab_list.append(t_col6) row += 1 else: print("We're over 6 cases for rep" + val['Email'] + ", dropped case " + str(v['CaseNumber'])) # now update those tabs using my list of tab definitions, then update status to sent tabs = docusign.Tabs() tabs.text_tabs = tab_list envelopes_api.update_tabs(login_accounts[0].account_id, envelope_summary.envelope_id, 1, tabs=tabs) envelope_definition.status = 'sent' envelope_summary2 = envelopes_api.update( login_accounts[0].account_id, envelope_summary.envelope_id, envelope=envelope_definition) if test_mode != 1: updateSentList(sentListOut) # print("Sent: " +str(key)+ " envId: " + ) # + "EnvelopeSummary: ", end="") # pprint(envelope_summary2) print("Count: " + str(env_count))
def testListTabs(self): # For this the template Role should be manager template_role_name = 'Manager' # Set properties and create an envelope later on email_subject = 'Please Sign my Python SDK Envelope' email_blurb = 'Hello, Please sign my Python SDK Envelope.' # assign template information including ID and role(s) template_id = TemplateId # create a template role with a valid templateId and roleName and assign signer info role_name = template_role_name name = 'Pat Developer' email = Username t_role = docusign.TemplateRole(role_name=role_name, name=name, email=email) # create a list of template roles and add our newly created role # assign template role(s) to the envelope template_roles = [t_role] # send the envelope by setting |status| to "sent". To save as a draft set to "created" status = 'sent' # create the envelope definition with the properties set envelope_definition = docusign.EnvelopeDefinition( email_subject=email_subject, email_blurb=email_blurb, template_id=template_id, template_roles=template_roles, status=status) try: envelopes_api = EnvelopesApi() # Create Envelope with the new role envelope_summary = envelopes_api.create_envelope( self.user_info.accounts[0].account_id, envelope_definition=envelope_definition) # Read the new Envelope created_envelope = envelopes_api.get_envelope( account_id=self.user_info.accounts[0].account_id, envelope_id=envelope_summary.envelope_id) recipients = envelopes_api.list_recipients( account_id=self.user_info.accounts[0].account_id, envelope_id=created_envelope.envelope_id) tabs = envelopes_api.list_tabs( account_id=self.user_info.accounts[0].account_id, envelope_id=created_envelope.envelope_id, recipient_id=recipients.signers[0].recipient_id) list_tabs = tabs.list_tabs assert list_tabs is not None except ApiException as e: print("\nException when calling DocuSign API: %s" % e) assert e is None # make the test case fail in case of an API exception except Exception as e: print("\nException when calling DocuSign API: %s" % e) assert e is None # make the test case fail in case of an API exception
def send_document_for_signatures(template_id, email, user_full_name): """ Creates a document for the user to sign :param template_id: (string) -> The docusign template to use for the documents :param email: (string) -> The user email to send the documents to :param user_full_name: (string) -> The full name of the user :return: (string|None) -> Returns either the envelope_id of the created documents or None if there was a failure """ # Create the role name template_role_name = 'Client' # create an envelope to be signed envelope_definition = docusign.EnvelopeDefinition() envelope_definition.email_subject = 'Please Sign the Cocoon Documents' envelope_definition.email_blurb = 'Hello, Please sign my Cocoon Documents.' # assign template information including ID and role(s) envelope_definition.template_id = template_id # create a template role with a valid template_id and role_name and assign signer info t_role = docusign.TemplateRole() t_role.role_name = template_role_name t_role.name = user_full_name t_role.email = email # create a list of template roles and add our newly created role # assign template role(s) to the envelope envelope_definition.template_roles = [t_role] # send the envelope by setting |status| to "sent". To save as a draft set to "created" envelope_definition.status = 'sent' # Initialize the auth and envelope api auth_api = AuthenticationApi() envelopes_api = EnvelopesApi() try: # Login into the api login_info = auth_api.login(api_password='******', include_account_id_guid='true') assert login_info is not None, "Login_info is None" assert len(login_info.login_accounts) > 0, "There are 0 accounts" login_accounts = login_info.login_accounts assert login_accounts[ 0].account_id is not None, "Account id is None" # Create and send the envelope to the user envelope_summary = envelopes_api.create_envelope( login_accounts[0].account_id, envelope_definition=envelope_definition) assert envelope_summary is not None, "Envelope_summary is None" assert envelope_summary.envelope_id is not None, "Envelope id is None" assert envelope_summary.status == 'sent', "Envelop status != sent" logger.debug(envelope_summary) # Returns the envelope_id so that it can be stored in the database return envelope_summary.envelope_id except ApiException as e: logger.error("\nException when calling DocuSign API: %s" % e) return None except AssertionError as e: logger.error("\nAssertionError in {0}: {1}".format( DocusignWrapper.send_document_for_signatures.__name__, e)) return None
def handle_message(message): # server has recieved a message from a client print(message) if (message['type'] == 'coordinates'): petitions = mongo.db.petitions.find_one( {'username': message['username']}) petition = { 'petition_name': message['petition_name'], 'petition_decr': message['petition_name'], 'lng': message['lng'], 'lat': message['lat'] } if petitions: p_list = list(petitions['petitions']) p_list.append(petition) mongo.db.users.update_one({"username": message["username"]}, {"$set": { "petitions": p_list }}) else: p_list = list() p_list.append(petition) print(p_list) mongo.db.petitions.insert_one({"username": message["username"]}, {"petitions": []}) mongo.db.petitions.update_one({"username": message["username"]}, {"$set": { "petitions": p_list }}) elif (message['type'] == 'getPetitions'): room = connectedUsers[message["username"]] all_p = mongo.db.petitions.find() p_list = list() for message in all_p: for petitions in list(message['petitions']): p_list.append(petitions) sendToRoom( socketio, { "type": "gotPetitions", "petitions": json.loads(json_util.dumps(p_list)), "room": room }) elif (message['type'] == 'sendDocument'): user_name = "60d34380-6d41-4fa8-9701-05490acea776" integrator_key = "fe7f0a39-3572-4979-9fa7-79f38d969132" base_url = "https://demo.docusign.net/restapi" oauth_base_url = "account-d.docusign.com" # use account.docusign.com for Live/Production redirect_uri = "https://www.docusign.com/api" private_key_filename = "keys/docusign_private_key.txt" user_id = "60d34380-6d41-4fa8-9701-05490acea776" template_id = "e82be205-2edb-46da-98e6-e9c20417b474" api_client = docusign.ApiClient(base_url) # IMPORTANT NOTE: # the first time you ask for a JWT access token, you should grant access by making the following call # get DocuSign OAuth authorization url: # oauth_login_url = api_client.get_jwt_uri(integrator_key, redirect_uri, oauth_base_url) # open DocuSign OAuth authorization url in the browser, login and grant access # webbrowser.open_new_tab(oauth_login_url) # END OF NOTE # configure the ApiClient to asynchronously get an access token and store it api_client.configure_jwt_authorization_flow(private_key_filename, oauth_base_url, integrator_key, user_id, 3600) docusign.configuration.api_client = api_client template_role_name = 'test' # create an envelope to be signed envelope_definition = docusign.EnvelopeDefinition() envelope_definition.email_subject = 'Please Sign my Python SDK Envelope' envelope_definition.email_blurb = 'Hello, Please sign my Python SDK Envelope.' # assign template information including ID and role(s) envelope_definition.template_id = 'e82be205-2edb-46da-98e6-e9c20417b474' # create a template role with a valid template_id and role_name and assign signer info t_role = docusign.TemplateRole() t_role.role_name = 'test' t_role.name = 'Signer' t_role.email = '*****@*****.**' # create a list of template roles and add our newly created role # assign template role(s) to the envelope envelope_definition.template_roles = [t_role] # send the envelope by setting |status| to "sent". To save as a draft set to "created" envelope_definition.status = 'sent' auth_api = AuthenticationApi() envelopes_api = EnvelopesApi() try: login_info = auth_api.login(api_password='******', include_account_id_guid='true') assert login_info is not None assert len(login_info.login_accounts) > 0 login_accounts = login_info.login_accounts assert login_accounts[0].account_id is not None base_url, _ = login_accounts[0].base_url.split('/v2') api_client.host = base_url docusign.configuration.api_client = api_client envelope_summary = envelopes_api.create_envelope( login_accounts[0].account_id, envelope_definition=envelope_definition) assert envelope_summary is not None assert envelope_summary.envelope_id is not None assert envelope_summary.status == 'sent' print("EnvelopeSummary: ", end="") pprint(envelope_summary) except ApiException as e: print("\nException when calling DocuSign API: %s" % e) assert e is None # make the test case fail in case of an API exception
def render(): if 'filename' in request.args: user_name = "30c0525d-e78d-4b50-8d1c-ecaaeb951a12" integrator_key = "23e1947d-fd87-4a62-95c4-3c2b0f419d53" base_url = "https://demo.docusign.net/restapi" oauth_base_url = "account-d.docusign.com" # use account.docusign.com for Live/Production redirect_uri = "https://www.docusign.com/api" private_key_filename = "keys/docusign_private_key.txt" user_id = "30c0525d-e78d-4b50-8d1c-ecaaeb951a12" template_id = "31edfa30-c5f8-4802-9beb-5978cac10c74" myfilename = request.args.get('filename') api_client = docusign.ApiClient(base_url) # IMPORTANT NOTE: # the first time you ask for a JWT access token, you should grant access by making the following call # get DocuSign OAuth authorization url: # print(api_client) # print(integrator_key, redirect_uri,oauth_base_url) oauth_login_url = api_client.get_jwt_uri(integrator_key, redirect_uri, oauth_base_url) # open DocuSign OAuth authorization url in the browser, login and grant access # webbrowser.open_new_tab(oauth_login_url) # print(oauth_login_url) # END OF NOTE # configure the ApiClient to asynchronously get an access token and store it # print(private_key_filename) api_client.configure_jwt_authorization_flow(private_key_filename, oauth_base_url, integrator_key, user_id, 3600) # print("test") docusign.configuration.api_client = api_client template_role_name = 'client' # create an envelope to be signed envelope_definition = docusign.EnvelopeDefinition() envelope_definition.email_subject = 'Please Sign my Python SDK Envelope' envelope_definition.email_blurb = 'Hello, Please sign my Python SDK Envelope.' print(envelope_definition) # assign template information including ID and role(s) envelope_definition.template_id = template_id # create a template role with a valid template_id and role_name and assign signer info t_role = docusign.TemplateRole() t_role.role_name = template_role_name t_role.name = 'Pat Developer' t_role.email = "%(filename)s" # # create a list of template roles and add our newly created role # # assign template role(s) to the envelope envelope_definition.template_roles = [t_role] # # send the envelope by setting |status| to "sent". To save as a draft set to "created" envelope_definition.status = 'sent' auth_api = AuthenticationApi() envelopes_api = EnvelopesApi() try: login_info = auth_api.login(api_password='******', include_account_id_guid='true') assert login_info is not None assert len(login_info.login_accounts) > 0 login_accounts = login_info.login_accounts assert login_accounts[0].account_id is not None base_url, _ = login_accounts[0].base_url.split('/v2') api_client.host = base_url docusign.configuration.api_client = api_client envelope_summary = envelopes_api.create_envelope( login_accounts[0].account_id, envelope_definition=envelope_definition) assert envelope_summary is not None assert envelope_summary.envelope_id is not None assert envelope_summary.status == 'sent' # print("EnvelopeSummary: ", end="") # pprint(envelope_summary) except ApiException as e: print("\nException when calling DocuSign API: %s" % e) assert e is None # make the test case fail in case of an API exception return app.send_static_file('index.html', envelope_summary) else: return app.send_static_file('index.html')