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Docusign Python code examples and launcher

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docusign/code-examples-python

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If you downloaded this project using theQuickstart tool, it may be configured in one of three ways:

Installation and running instructions vary depending on the configuration. Follow the link that matches your project type to get started.

This GitHub repo includes code examples for theWeb Forms API,Docusign Admin API,Click API,eSignature REST API,Monitor API, andRooms API.

Introduction

This repo is a Python 3 application that supports the following authentication workflows:

  • Authentication with Docusign viaAuthorization Code Grant.When the token expires, the user is asked to re-authenticate. The refresh token is not used.

  • Authentication with Docusign viaJSON Web Token (JWT) Grant.When the token expires, it updates automatically.

eSignature API

For more information about the scopes used for obtaining authorization to use the eSignature API, seeRequired scopes.

For a list of code examples that use the eSignature API, see theHow-to guides overview on the Docusign Developer Center.

Rooms API

Note: To use the Rooms API, you must alsocreate your Rooms developer account. Examples 4 and 6 require that you have the Docusign Forms feature enabled in your Rooms for Real Estate account.
For more information about the scopes used for obtaining authorization to use the Rooms API, seeRequired scopes.

For a list of code examples that use the Rooms API, see theHow-to guides overview on the Docusign Developer Center.

Click API

For more information about the scopes used for obtaining authorization to use the Click API, seeRequired scopes

For a list of code examples that use the Click API, see theHow-to guides overview on the Docusign Developer Center.

Monitor API

Note: To use the Monitor API, you must alsoenable Docusign Monitor for your organization.

For information about the scopes used for obtaining authorization to use the Monitor API, see thescopes section.

For a list of code examples that use the Monitor API, see theHow-to guides overview on the Docusign Developer Center.

Admin API

Note: To use the Admin API, you mustcreate an organization in your Docusign developer account. Also, to run the Docusign CLM code example,CLM must be enabled for your organization.

For information about the scopes used for obtaining authorization to use the Admin API, see thescopes section.

For a list of code examples that use the Admin API, see theHow-to guides overview on the Docusign Developer Center.

Web Forms API

The Web Forms API is available in all developer accounts, but only in certain production account plans. ContactDocusign Support or your account manager to find out whether the Web Forms API is available for your production account plan.

For more information about the scopes used for obtaining authorization to use the Rooms API, seeRequired scopes.

For a list of code examples that use the Web Forms API, see theHow-to guides overview on the Docusign Developer Center.

Installation

Prerequisites

Note: If you downloaded this code usingQuickstart from the Docusign Developer Center, skip items 1 and 2 as they were automatically performed for you.

  1. A freeDocusign developer account; create one if you don't already have one.

  2. A Docusign app and integration key that is configured to use eitherAuthorization Code Grant orJWT Grant authentication.

    Thisvideo demonstrates how to obtain an integration key.

    To useAuthorization Code Grant, you will need an integration key and a secret key. SeeInstallation steps for details.

    To useJWT Grant, you will need an integration key, an RSA key pair, and the User ID GUID of the impersonated user. SeeInstallation steps for JWT Grant authentication for details.

    For both authentication flows:

    If you use this launcher on your own workstation, the integration key must include a redirect URI ofhttp://localhost:3000/ds/callback

    If you host this launcher on a remote web server, set your redirect URI as

    {base_url}/ds/callback

    where {base_url} is the URL for the web app.

  3. Python 3.

  4. If you are working on a Windows with a Python version after 3.10 you will also need to installMicrosoft C++ Build Tools. After installing that runpip install --upgrade setuptools.

Installation steps

Note: If you downloaded this code usingQuickstart from the Docusign Developer Center, skip step 4 as it was automatically performed for you.

  1. Extract the Quickstart ZIP file or download or clone the code-examples-python repository.
  2. In your command-line environment, switch to the folder:
    cd <Quickstart folder> orcd code-examples-python
  3. To install dependencies, run:pip3 install -r requirements.txt (or pipenv can be used)
  4. To configure the launcher forAuthorization Code Grant authentication, create a copy of the file app/ds_config_sample.py and save the copy as app/ds_config.py.
    1. Add your integration key. On theApps and Keys page, underApps and Integration Keys, choose the app to use, then selectActions > Edit. UnderGeneral Info, copy theIntegration Key GUID and save it in ds_config.py as yourds_client_id.
    2. Generate a secret key, if you don’t already have one. UnderAuthentication, select+ ADD SECRET KEY. Copy the secret key and save it in ds_config.py as yourds_client_secret.
    3. Add the launcher’s redirect URI. UnderAdditional settings, select+ ADD URI, and set a redirect URI ofhttp://localhost:3000/ds/callback. SelectSAVE.
    4. Set a name and email address for the signer. In ds_config.py, save an email address assigner_email and a name assigner_name.
      Note: Protect your personal information. Please make sure that ds_config.py will not be stored in your source code repository.
  5. Run the launcher:python run.py
    Note: You will need to alias the python command to run Python 3 or usepython3 run.py
  6. Open a browser tohttp://localhost:3000

Installation steps with docker

Note: Running the launcher with docker will use Python 3.11

  1. Open the Docker application
  2. docker image build -t docusign .
  3. docker run --name docusign_python -p 3000:3000 -d docusign
  4. Open a browser tohttp://localhost:3000

Installation steps for JWT Grant authentication

Note: If you downloaded this code usingQuickstart from the Docusign Developer Center, skip step 4 as it was automatically performed for you.
Also, in order to select JSON Web Token authentication in the launcher, in app/ds_config.py, change thequickstart setting to"false".

  1. Extract the Quickstart ZIP file or download or clone the code-examples-python repository.
  2. In your command-line environment, switch to the folder:cd <Quickstart folder> orcd code-examples-python
  3. To install dependencies, run:pip3 install -r requirements.txt (or pipenv can be used)
  4. To configure the launcher forJWT Grant authentication, create a copy of the file app/ds_config_sample.py and save the copy as app/ds_config.py.
    1. Add your User ID. On theApps and Keys page, underMy Account Information, copy theUser ID GUID and save it in ds_config.py as yourds_impersonated_user_id.
    2. Add your integration key. On theApps and Keys page, underApps and Integration Keys, choose the app to use, then selectActions > Edit. UnderGeneral Info, copy theIntegration Key GUID and save it in ds_config.py as yourds_client_id.
    3. Generate an RSA key pair, if you don’t already have one. UnderAuthentication, select+ GENERATE RSA. Copy the private key, and save it in a new file named app/private.key.
    4. Add the launcher’s redirect URI. UnderAdditional settings, select+ ADD URI, and set a redirect URI ofhttp://localhost:3000/ds/callback. SelectSAVE.
    5. Set a name and email address for the signer. In ds_config.py, save an email address assigner_email and a name assigner_name.
      Note: Protect your personal information. Please make sure that your ds_config.py and private.key files will not be stored in your source code repository.
  5. Run the launcher:python run.py
    Note: You will need to alias the python command to run Python 3 or usepython3 run.py
  6. Open a browser tohttp://localhost:3000
  7. On the black navigation bar, selectLogin.
  8. From the picklist, selectJSON Web Token >Authenticate with Docusign.
  9. When prompted, log in to your Docusign developer account. If this is your first time using the app, selectACCEPT at the consent window.
  10. Select your desired code example.

JWT grant remote signing and Authorization Code Grant embedded signing projects

SeeDocusign Quickstart overview on the Docusign Developer Center for more information on how to run the JWT grant remote signing project and the Authorization Code Grant embedded signing project.

Authorization Code Grant embedded signing example:

Run in Git Bash:

$ cd <Quickstart folder>$ pip install -r requirements.txt$ python3 -m app.quick_acg.run

Open a browser tohttp://localhost:3000

JWT grant remote signing example:

Run in Windows Command Prompt (CMD):

$ cd <Quickstart folder>$ python3 jwt_console.py

Installation steps for JWT grant remote signing example

Follow the instructions below if you downloaded the JWT grant remote signing example.

  1. Extract the Quickstart ZIP file or download or clone the code-examples-python repository.
  2. Run the JWT console project:python jwt_console.py. If you do not already have the docusign-esign package, it will beinstalled for you when you start the project.Note: You will need to alias the python command to run Python 3 or usepython3 run.py
  3. Follow the prompts from the command line to grant consent in your browser.
  4. Return to the command line and follow the prompts to enter the names and email addresses of your recipients.
  5. Check your email to sign the example document.

Payments code example

To use the payments code example, create a test payment gateway on thePayments page in your developer account. SeeConfigure a payment gateway for details.

Once you've created a payment gateway, save theGateway Account ID GUID to ds_config.py.

License and additional information

License

This repository uses the MIT License. SeeLICENSE for details.

Pull Requests

Pull requests are welcomed. Pull requests will only be considered if their contentuses the MIT License.

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