Docusign request signatures via email

docusign-email.py

# Python3 Quick start example: send an envelope to be signed. The signer is notified by email
# Copyright (c) 2018 by DocuSign, Inc.
# License: The MIT License -- https://opensource.org/licenses/MIT

import base64, os
from docusign_esign import (
    ApiClient, EnvelopesApi, EnvelopeDefinition,
    Signer, SignHere, Tabs, Recipients, Document,
    Checkbox, FirstName, Text, RecipientEvent, EventNotification)

# Settings
# Fill in these constants
#
# Obtain an OAuth access token from https://developers.docusign.com/oauth-token-generator
access_token = ''
# Obtain your accountId from demo.docusign.com -- the account id is shown in the drop down on the
# upper right corner of the screen by your picture or the default picture.
account_id = ''
# Recipient Information:

signers = (
    ('Aash Dhariya', 'aash.discover@gmail.com'),
)
documents = (
    'demo_documents/dealroom.pdf',
    'demo_documents/World_Wide_Corp_lorem.pdf'
) # give the proper locations of the documents over here.
# The document you wish to send. Path is relative to the root directory of this repo.
file_name_path = 'demo_documents/dealroom.pdf';
base_path = 'https://demo.docusign.net/restapi'

# Constants
APP_PATH = os.path.dirname(os.path.abspath(__file__))

def send_document_for_signing():
    """
    Sends the document <file_name> to be signed by <signer_name> via <signer_email>
    """

    # Create the component objects for the envelope definition...
    ddocuments = []
    for i, d in enumerate(documents):
        with open(os.path.join(APP_PATH, d), "rb") as file:
            content_bytes = file.read()
        base64_file_content = base64.b64encode(content_bytes).decode('ascii')

        document = Document( # create the DocuSign document object
            document_base64 = base64_file_content,
            name = 'RPCO_NDA', # can be different from actual file name
            file_extension = 'pdf', # many different document types are accepted
            document_id = i+1 # a label used to reference the doc
        )
        ddocuments.append(document)

    # Create a sign_here tab (field on the document)
    sign_here = SignHere(
        anchor_string='*s*', anchor_units='pixels', anchor_x_offset='0', anchor_y_offset='0'
    )
    checkbox_1 = Checkbox(
        anchor_string='*1*', anchor_units='pixels', anchor_x_offset='0', anchor_y_offset='0',
        required=True
    )
    checkbox_2 = Checkbox(
        anchor_string='*2*', anchor_units='pixels', anchor_x_offset='0', anchor_y_offset='0',
        required=True
    )
    text_value = Text(
        locked=True, anchor_string='*3*', anchor_x_offset='0', anchor_y_offset='0', value="Neeraj",
        font_size='Size12', bold=True
    )
    sign_here_1 = SignHere( # DocuSign SignHere field/tab
        document_id = '2', page_number = '1', tab_label = 'SignHereTab',
        x_position = '195', y_position = '147')

    # Add the tabs model (including the sign_here tab) to the signer
    dsigners = []
    i = 1
    for s in signers:
        name = s[0]
        email = s[1]
        signer = Signer(email=email, name=name, recipient_id=i+1, routing_order='1')
        signer.tabs = Tabs(
            sign_here_tabs = [sign_here, sign_here_1], checkbox_tabs=[checkbox_1, checkbox_2], text_tabs=[text_value])

        i+=1
        dsigners.append(signer)



    recipient_event = RecipientEvent(recipient_event_status_code='Completed')
    recipient_event_1 = RecipientEvent(recipient_event_status_code='Delivered')
    event_notification = EventNotification(
        url="https://eno8l2dkwu8lc.x.pipedream.net", recipient_events=[recipient_event, recipient_event_1])

    # Next, create the top level envelope definition and populate it.
    envelope_definition = EnvelopeDefinition(
        email_subject = "Please sign NDA (case of multiple documents)",
        email_blurb='This content can be changed later',
        # documents = [document],
        documents = ddocuments, # The order in the docs array determines the order in the envelope
        recipients = Recipients(signers = dsigners), # The Recipients object wants arrays for each recipient type
        status = "sent", # requests that the envelope be created and sent.
        event_notification=event_notification
    )

    # Ready to go: send the envelope request
    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=envelope_definition)
    return results

# Mainline
results = send_document_for_signing()
print("\nEnvelope status: " + results.status + ". Envelope ID: " + results.envelope_id + "\n")
print(results)