diff --git a/app/eSignature/examples/eg011_embedded_sending.py b/app/eSignature/examples/eg011_embedded_sending.py
index ea5ef59..9e438eb 100644
--- a/app/eSignature/examples/eg011_embedded_sending.py
+++ b/app/eSignature/examples/eg011_embedded_sending.py
@@ -1,7 +1,10 @@
-from docusign_esign import EnvelopesApi, ReturnUrlRequest
+import base64
+from os import path
+
+from docusign_esign import EnvelopesApi, ReturnUrlRequest, EnvelopesApi, EnvelopeDefinition, \
+ Document, Signer, CarbonCopy, SignHere, Tabs, Recipients
from flask import url_for, session, request
-from .eg002_signing_via_email import Eg002SigningViaEmailController
from ...consts import pattern, demo_docs_path
from ...docusign import create_api_client
@@ -24,7 +27,7 @@ def get_args():
"signer_name": signer_name,
"cc_email": cc_email,
"cc_name": cc_name,
- "status": "sent",
+ "status": "created",
}
args = {
"starting_view": starting_view,
@@ -36,36 +39,196 @@ def get_args():
}
return args
- @staticmethod
- def worker(args,doc_docx_path,doc_pdf_path):
+ @classmethod
+ def worker(cls, args, doc_docx_path, doc_pdf_path):
"""
This function does the work of creating the envelope in
draft mode and returning a URL for the sender"s view
"""
# Step 2. Create the envelope with "created" (draft) status
- args["envelope_args"]["status"] = "created"
- # Using worker from example 002
- results = Eg002SigningViaEmailController.worker(args, doc_docx_path, doc_pdf_path)
- envelope_id = results["envelope_id"]
+ envelope = cls.create_envelope(args, doc_docx_path, doc_pdf_path)
+ envelope_id = envelope.envelope_id
# Step 3. Create the sender view
+ sender_view_url = cls.create_sender_view(args, envelope_id)
+
+ return {"envelope_id": envelope_id, "redirect_url": sender_view_url}
+
+ @classmethod
+ #ds-snippet-start:eSign11Step3
+ def create_sender_view(cls, args, envelope_id):
view_request = ReturnUrlRequest(return_url=args["ds_return_url"])
# Exceptions will be caught by the calling function
- #ds-snippet-start:eSign11Step3
api_client = create_api_client(base_path=args["base_path"], access_token=args["access_token"])
envelope_api = EnvelopesApi(api_client)
- results = envelope_api.create_sender_view(
+ sender_view = envelope_api.create_sender_view(
account_id=args["account_id"],
envelope_id=envelope_id,
return_url_request=view_request
)
# Switch to Recipient and Documents view if requested by the user
- url = results.url
+ url = sender_view.url
if args["starting_view"] == "recipient":
url = url.replace("send=1", "send=0")
- #ds-snippet-end:eSign13Step3
- return {"envelope_id": envelope_id, "redirect_url": url}
+ return url
+ #ds-snippet-end:eSign11Step3
+
+ @classmethod
+ #ds-snippet-start:eSign11Step2
+ def create_envelope(cls, args, doc_docx_path, doc_pdf_path):
+ envelope_args = args["envelope_args"]
+ # Create the envelope request object
+ envelope_definition = cls.make_envelope(envelope_args, doc_docx_path, doc_pdf_path)
+ api_client = create_api_client(base_path=args["base_path"], access_token=args["access_token"])
+ # Call Envelopes::create API method
+ # Exceptions will be caught by the calling function
+ envelopes_api = EnvelopesApi(api_client)
+ return envelopes_api.create_envelope(account_id=args["account_id"], envelope_definition=envelope_definition)
+
+ @classmethod
+ def make_envelope(cls, args, doc_docx_path, doc_pdf_path):
+ """
+ Creates envelope
+ Document 1: An HTML document.
+ Document 2: A Word .docx document.
+ Document 3: A PDF document.
+ DocuSign will convert all of the documents to the PDF format.
+ The recipients" field tags are placed using anchor strings.
+ """
+
+ # document 1 (html) has sign here anchor tag **signature_1**
+ # document 2 (docx) has sign here anchor tag /sn1/
+ # document 3 (pdf) has sign here anchor tag /sn1/
+ #
+ # The envelope has two recipients.
+ # recipient 1 - signer
+ # recipient 2 - cc
+ # The envelope will be sent first to the signer.
+ # After it is signed, a copy is sent to the cc person.
+
+ # create the envelope definition
+ env = EnvelopeDefinition(
+ email_subject="Please sign this document set"
+ )
+ doc1_b64 = base64.b64encode(bytes(cls.create_document1(args), "utf-8")).decode("ascii")
+ # read files 2 and 3 from a local directory
+ # The reads could raise an exception if the file is not available!
+ with open(path.join(demo_docs_path, doc_docx_path), "rb") as file:
+ doc2_docx_bytes = file.read()
+ doc2_b64 = base64.b64encode(doc2_docx_bytes).decode("ascii")
+ with open(path.join(demo_docs_path, doc_pdf_path), "rb") as file:
+ doc3_pdf_bytes = file.read()
+ doc3_b64 = base64.b64encode(doc3_pdf_bytes).decode("ascii")
+
+ # Create the document models
+ document1 = Document( # create the DocuSign document object
+ document_base64=doc1_b64,
+ name="Order acknowledgement", # can be different from actual file name
+ file_extension="html", # many different document types are accepted
+ document_id="1" # a label used to reference the doc
+ )
+ document2 = Document( # create the DocuSign document object
+ document_base64=doc2_b64,
+ name="Battle Plan", # can be different from actual file name
+ file_extension="docx", # many different document types are accepted
+ document_id="2" # a label used to reference the doc
+ )
+ document3 = Document( # create the DocuSign document object
+ document_base64=doc3_b64,
+ name="Lorem Ipsum", # can be different from actual file name
+ file_extension="pdf", # many different document types are accepted
+ document_id="3" # a label used to reference the doc
+ )
+ # The order in the docs array determines the order in the envelope
+ env.documents = [document1, document2, document3]
+
+ # Create the signer recipient model
+ signer1 = Signer(
+ email=args["signer_email"],
+ name=args["signer_name"],
+ recipient_id="1",
+ routing_order="1"
+ )
+ # routingOrder (lower means earlier) determines the order of deliveries
+ # to the recipients. Parallel routing order is supported by using the
+ # same integer as the order for two or more recipients.
+
+ # create a cc recipient to receive a copy of the documents
+ cc1 = CarbonCopy(
+ email=args["cc_email"],
+ name=args["cc_name"],
+ recipient_id="2",
+ routing_order="2"
+ )
+
+ # Create signHere fields (also known as tabs) on the documents,
+ # We"re using anchor (autoPlace) positioning
+ #
+ # The DocuSign platform searches throughout your envelope"s
+ # documents for matching anchor strings. So the
+ # signHere2 tab will be used in both document 2 and 3 since they
+ # use the same anchor string for their "signer 1" tabs.
+ sign_here1 = SignHere(
+ anchor_string="**signature_1**",
+ anchor_units="pixels",
+ anchor_y_offset="10",
+ anchor_x_offset="20"
+ )
+
+ sign_here2 = SignHere(
+ anchor_string="/sn1/",
+ anchor_units="pixels",
+ anchor_y_offset="10",
+ anchor_x_offset="20"
+ )
+
+ # Add the tabs model (including the sign_here tabs) to the signer
+ # The Tabs object wants arrays of the different field/tab types
+ signer1.tabs = Tabs(sign_here_tabs=[sign_here1, sign_here2])
+
+ # Add the recipients to the envelope object
+ recipients = Recipients(signers=[signer1], carbon_copies=[cc1])
+ env.recipients = recipients
+
+ # Request that the envelope be sent by setting |status| to "sent".
+ # To request that the envelope be created as a draft, set to "created"
+ env.status = args["status"]
+
+ return env
+
+ @classmethod
+ def create_document1(cls, args):
+ """ Creates document 1 -- an html document"""
+
+ return f"""
+
+
+
+
+
+
+ World Wide Corp
+ Order Processing Division
+ Ordered by {args["signer_name"]}
+ Email: {args["signer_email"]}
+ Copy to: {args["cc_name"]}, {args["cc_email"]}
+
+ Candy bonbon pastry jujubes lollipop wafer biscuit biscuit. Topping brownie sesame snaps sweet roll pie.
+ Croissant danish biscuit soufflé caramels jujubes jelly. Dragée danish caramels lemon drops dragée.
+ Gummi bears cupcake biscuit tiramisu sugar plum pastry. Dragée gummies applicake pudding liquorice.
+ Donut jujubes oat cake jelly-o.
+ Dessert bear claw chocolate cake gummies lollipop sugar plum ice cream gummies cheesecake.
+
+
+ Agreed: **signature_1**/
+
+
+ """
+ #ds-snippet-end:eSign11Step2
diff --git a/app/webforms/examples/eg001_create_instance.py b/app/webforms/examples/eg001_create_instance.py
index 6d72432..49f4a2a 100644
--- a/app/webforms/examples/eg001_create_instance.py
+++ b/app/webforms/examples/eg001_create_instance.py
@@ -2,7 +2,7 @@
from docusign_webforms import ApiClient, FormInstanceManagementApi, FormManagementApi, CreateInstanceRequestBody
from docusign_esign import Document, Signer, SignHere, Tabs, Recipients, TemplatesApi, Checkbox, DateSigned, \
- Text, EnvelopeTemplate
+ Text, EnvelopeTemplate
from ...docusign import create_api_client