docusign_esign_create_and_send_envelope_with_signer_tabs.py

1import base64
2import os
3from docusign_esign import ApiClient, EnvelopesApi, EnvelopeDefinition, Document, Signer, SignHere, Tabs, Recipients
4
5# Settings: You must provide your credentials and integration details
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'
11
12def create_envelop_and_send():
13    # 1. Initialize the API Client
14    api_client = ApiClient()
15    api_client.host = BASE_PATH
16    api_client.set_default_header("Authorization", f"Bearer {ACCESS_TOKEN}")
17
18    # 2. Create the envelope definition
19    envelope_definition = EnvelopeDefinition(
20        email_subject="Please sign this document set"
21    )
22
23    # 3. Create a document
24    with open("test.pdf", "rb") as file:
25        content_bytes = file.read()
26    base64_file_content = base64.b64encode(content_bytes).decode("ascii")
27
28    doc = Document(
29        document_base64=base64_file_content,
30        name="Example Document",
31        file_extension="pdf",
32        document_id="1"
33    )
34    envelope_definition.documents = [doc]
35
36    # 4. Create a signer recipient to sign the document
37    signer = Signer(
38        email=RECIPIENT_EMAIL,
39        name=RECIPIENT_NAME,
40        recipient_id="1",
41        routing_order="1"
42    )
43
44    # 5. Create a sign_here tab
45    sign_here = SignHere(
46        anchor_string="/sn1/",
47        anchor_units="pixels",
48        anchor_y_offset="10",
49        anchor_x_offset="20"
50    )
51
52    # Add the tabs to the signer object
53    signer.tabs = Tabs(sign_here_tabs=[sign_here])
54
55    # 6. Add the recipient to the envelope
56    recipients = Recipients(signers=[signer])
57    envelope_definition.recipients = recipients
58
59    # 7. Set the envelope status to "sent" to send immediately
60    envelope_definition.status = "sent"
61
62    # 8. Call the eSignature API
63    envelopes_api = EnvelopesApi(api_client)
64    results = envelopes_api.create_envelope(account_id=ACCOUNT_ID, envelope_definition=envelope_definition)
65
66    print(f"Envelope status: {results.status}. Envelope ID: {results.envelope_id}")
67    return results
68
69if __name__ == "__main__":
70    # Ensure you have a file named 'test.pdf' in the same directory or update the path
71    try:
72        create_envelop_and_send()
73    except Exception as e:
74        print(f"Error: {e}")