def make_envelope(cls, args):
"""
Creates envelope
args -- parameters for the envelope:
signer_email, signer_name, signer_client_id
returns an envelope definition
"""
# create the envelope definition
envelope_definition = EnvelopeDefinition(
status="sent", # requests that the envelope be created and sent.
template_id=args["template_id"]
)
# Create template role elements to connect the signer and cc recipients
# to the template
signer = TemplateRole(
email=args["signer_email"],
name=args["signer_name"],
role_name="signer"
)
# Create a cc template role.
cc = TemplateRole(
email=args["cc_email"],
name=args["cc_name"],
role_name="cc"
)
# Add the TemplateRole objects to the envelope object
envelope_definition.template_roles = [signer, cc]
return envelope_definition
def make_envelope(cls, args):
"""
Creates the envelope definition object
"""
# Create the envelope definition
envelope_definition = EnvelopeDefinition(
status="sent",
template_id=args["template_id"],
brand_id=args["brand_id"]
)
signer = TemplateRole(
email=args["signer_email"],
name=args["signer_name"],
role_name="signer"
)
# In case, we have cc we add him to envelope definition
if args["cc_email"] and args["cc_name"]:
cc = TemplateRole(
email=args["cc_email"],
name=args["cc_name"],
role_name="cc"
)
envelope_definition.template_roles = [signer, cc]
else:
envelope_definition.template_roles = [signer]
return envelope_definition
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 make_envelope(cls, args):
"""
Creates envelope
args -- parameters for the envelope:
signer_email, signer_name, signer_client_id
returns an envelope definition
"""
# Set the values for the fields in the template
# List item
list1 = List(value="green",
document_id="1",
page_number="1",
tab_label="list")
# Checkboxes
check1 = Checkbox(tab_label="ckAuthorization", selected="true")
check3 = Checkbox(tab_label="ckAgreement", selected="true")
radio_group = RadioGroup(
group_name="radio1",
radios=[Radio(value="white", selected="true")])
text = Text(tab_label="text", value="Jabberywocky!")
# We can also add a new tab (field) to the ones already in the template:
text_extra = Text(document_id="1",
page_number="1",
x_position="280",
y_position="172",
font="helvetica",
font_size="size14",
tab_label="added text field",
height="23",
width="84",
required="false",
bold="true",
value=args["signer_name"],
locked="false",
tab_id="name")
# Add the tabs model (including the SignHere tab) to the signer.
# The Tabs object wants arrays of the different field/tab types
# Tabs are set per recipient / signer
tabs = Tabs(checkbox_tabs=[check1, check3],
radio_group_tabs=[radio_group],
text_tabs=[text, text_extra],
list_tabs=[list1])
# create a signer recipient to sign the document, identified by name and email
# We"re setting the parameters via the object creation
signer = TemplateRole( # The signer
email=args["signer_email"],
name=args["signer_name"],
# Setting the client_user_id marks the signer as embedded
client_user_id=args["signer_client_id"],
role_name="signer",
tabs=tabs)
cc = TemplateRole(email=args["cc_email"],
name=args["cc_name"],
role_name="cc")
# create an envelope custom field to save our application"s
# data about the envelope
custom_field = TextCustomField(
name="app metadata item",
required="false",
show="true", # Yes, include in the CoC
value="1234567")
cf = CustomFields(text_custom_fields=[custom_field])
# Next, create the top level envelope definition and populate it.
envelope_definition = EnvelopeDefinition(
email_subject="Please sign this document sent from the Python SDK",
# The Recipients object wants arrays for each recipient type
template_id=session["template_id"],
template_roles=[signer, cc],
custom_fields=cf,
status="sent" # requests that the envelope be created and sent.
)
return envelope_definition
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
#
env_def = EnvelopeDefinition()
env_def.email_subject = 'PLEASE GOD HELP ME, I NEED THIS WORKING!!'
env_def.template_id = template_id
t_role = TemplateRole()
t_role.role_name = role_name
t_role.name = user_name
t_role.email = user_email
t_role.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]
t_role.tabs = tabs
env_def.template_roles = [t_role]
env_def.status = environment_status
#
# 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)
envelope_summary = envelope_api.create_envelope(
account_id, envelope_definition=env_def)
envelope_id = envelope_summary.envelope_id
print("Envelope {} has been sent to {}".format(envelope_id, t_role.email))
return 'Works!'
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 embedded_signing_ceremony():
"""
The document <file_name> will be signed by <signer_name> via an
embedded signing ceremony.
"""
#
# Step 1. Create and define the API Client.
#
api_client = get_api_client_by_jwt_authorization_flow()
#
# Step 2. The envelope definition is created.
# One signHere tab is added.
# The document path supplied is relative to the working directory
#
env_def = EnvelopeDefinition()
env_def.email_subject = 'Sign the document needed to finish the loan process!!'
env_def.template_id = DS_CONFIG['template_id']
t_role = TemplateRole()
t_role.role_name = DS_CONFIG['signer_role']
t_role.name = DS_CONFIG['signer_name']
t_role.email = DS_CONFIG['signer_email']
t_role.client_user_id = DS_CONFIG['client_user_id']
text_name = Text()
text_name.tab_label = 'name'
text_name.value = 'Jonathan'
text_last_name = Text()
text_last_name.tab_label = 'last_name'
text_last_name.value = 'Vallejo'
tabs = Tabs()
tabs.text_tabs = [text_name, text_last_name]
t_role.tabs = tabs
env_def.template_roles = [t_role]
env_def.status = DS_CONFIG['environment_status']
#
# Step 3. Create/send the envelope.
#
envelope_api = EnvelopesApi(api_client)
envelope_summary = envelope_api.create_envelope(
DS_CONFIG['account_id'], envelope_definition=env_def)
envelope_id = envelope_summary.envelope_id
print("Envelope {} has been sent to {} and the summary id: {}".format(
envelope_id, t_role.email, envelope_summary))
#
# Step 4. Create/send the Recipient View Request in order to get a URL to sign the document.
#
recipient_view_request = RecipientViewRequest(
authentication_method=DS_CONFIG['authentication_method'],
client_user_id=DS_CONFIG['client_user_id'],
recipient_id='1',
return_url=DS_CONFIG['app_url'] +
'/ds_return?envelope_id={}'.format(envelope_id),
user_name=DS_CONFIG['signer_name'],
email=DS_CONFIG['signer_email'])
results = envelope_api.create_recipient_view(
DS_CONFIG['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
#
env_def = EnvelopeDefinition()
env_def.email_subject = 'PLEASE GOD HELP ME, I NEED THIS WORKING!!'
# env_def.template_id = 'd5e617be-da0a-4431-9014-4575282f61d4'
env_def.template_id = '57e2a00c-b8b5-415c-8c8b-db31d75e8253'
t_role = TemplateRole()
t_role.role_name = 'Cliente'
t_role.name = 'Alejandro Galvez'
t_role.email = '*****@*****.**'
t_role.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]
t_role.tabs = tabs
env_def.template_roles = [t_role]
env_def.status = 'sent'
#
# 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)
envelope_summary = envelope_api.create_envelope(
account_id, envelope_definition=env_def)
envelope_id = envelope_summary.envelope_id
print("Envelope {} has been sent to {}".format(envelope_id, t_role.email))
''''
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
'''
return ''
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
#
env_def = EnvelopeDefinition()
env_def.email_subject = 'PLEASE GOD HELP ME, I NEED THIS WORKING!!'
env_def.template_id = template_id
t_role = TemplateRole()
t_role.role_name = role_name
t_role.name = name
t_role.email = email
t_role.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]
t_role.tabs = tabs
# Create the signer recipient model
signer = Signer( # The signer
email=email,
name=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
recipients = Recipients()
recipients.signers = [signer]
env_def.recipients = recipients
env_def.template_roles = [t_role]
env_def.status = environment_status
#
# Step 2. Create/send the envelope.
#
api_client = ApiClient()
api_client.host = base_path
api_client.set_default_header("Authorization", "Bearer " + access_token)
# authentication_api = AuthenticationApi()
# authentication_api.api_client = api_client
# access_token = authentication_api.get_o_auth_token()
# accessToken = api_client. GetOAuthToken(client_id, client_secret, true, AccessCode);
# Console.WriteLine("Access_token: " + accessToken);
envelope_api = EnvelopesApi(api_client)
envelope_summary = envelope_api.create_envelope(
account_id, envelope_definition=env_def)
envelope_id = envelope_summary.envelope_id
print("Envelope {} has been sent to {}".format(envelope_id, t_role.email))
recipient_view_request = RecipientViewRequest(
authentication_method=authentication_method,
client_user_id=client_user_id,
recipient_id='1',
return_url=base_url + '/dsreturn',
user_name=name,
email=email)
results = envelope_api.create_recipient_view(
account_id, envelope_id, recipient_view_request=recipient_view_request)
return results.url