docusign_esign_send_pdf_signature_request_via_email.py

1import base64
2import os
3from docusign_esign import ApiClient, EnvelopesApi, EnvelopeDefinition, Document, Signer, SignHere, Tabs, Recipients
4
5# Configuration constants
6ACCESS_TOKEN = "YOUR_ACCESS_TOKEN"
7ACCOUNT_ID = "YOUR_ACCOUNT_ID"
8BASE_PATH = "https://demo.docusign.net/restapi"
9RECIPIENT_EMAIL = "recipient@example.com"
10RECIPIENT_NAME = "Recipient Name"
11DOCUMENT_FILE_PATH = "demo_document.pdf" # Ensure this file exists in your directory
12
13def create_envelope_and_send():
14    # 1. Initialize the API Client
15    api_client = ApiClient()
16    api_client.host = BASE_PATH
17    api_client.set_default_header("Authorization", f"Bearer {ACCESS_TOKEN}")
18
19    # 2. Create the envelope definition
20    envelope_definition = EnvelopeDefinition(
21        email_subject="Please sign this document",
22        status="sent" # 'sent' will send the envelope immediately
23    )
24
25    # 3. Create the document object
26    with open(DOCUMENT_FILE_PATH, "rb") as file:
27        content_bytes = file.read()
28    base64_file_content = base64.b64encode(content_bytes).decode("ascii")
29
30    doc = Document(
31        document_base64=base64_file_content,
32        name="Example Document",
33        file_extension="pdf",
34        document_id="1"
35    )
36    envelope_definition.documents = [doc]
37
38    # 4. Create the signer and sign here tab
39    signer = Signer(
40        email=RECIPIENT_EMAIL,
41        name=RECIPIENT_NAME,
42        recipient_id="1",
43        routing_order="1"
44    )
45
46    sign_here = SignHere(
47        anchor_string="/sn1/", # Position signature where "/sn1/" is found in doc
48        anchor_units="pixels",
49        anchor_y_offset="10",
50        anchor_x_offset="20"
51    )
52
53    # Add tabs to the signer
54    signer.tabs = Tabs(sign_here_tabs=[sign_here])
55
56    # 5. Add recipient to the envelope
57    envelope_definition.recipients = Recipients(signers=[signer])
58
59    # 6. Call the API to create and send the envelope
60    envelopes_api = EnvelopesApi(api_client)
61    results = envelopes_api.create_envelope(account_id=ACCOUNT_ID, envelope_definition=envelope_definition)
62    
63    print(f"Envelope status: {results.status}. Envelope ID: {results.envelope_id}")
64    return results
65
66if __name__ == "__main__":
67    try:
68        create_envelope_and_send()
69    except Exception as e:
70        print(f"Error: {e}")