eversign Python SDK

eversign Python SDK is the official Python Wrapper around the eversign API.

Quick Links:

• Create Document Example
• Use Template Example
• Document Operations
• Create Iframe Signature
• Create Iframe Signature From Template
• OAuth Flow (start)
• OAuth Flow (callback)

Installation

Install from npm:

pip install eversign

Install from code:

pip install git+https://github.com/eversign/eversign-python-sdk.git

Usage

All eversign API requests are made using the Client class, which contains all methods for creating, retrieving and saving documents. This class must be initialized with your API access key string. Where is my API access key?

Please also specify the ID of the eversign business you would like this API request to affect. Where is my Business ID?

In your Python application, import eversign and pass authentication information to initialize it:

import eversign
client = eversign.Client('ACCESS_KEY')

The client will automatically pick up the primary business to use.

Fetch businesses

Using the get_businesses() function all businesses on the eversign account will be fetched and listed along with their Business IDs.

businesses = client.get_businesses()
print(businesses[0].business_id)
client.set_selected_business(businesses[1])

If you know the businessId beforehand you can also set it with set_selected_business_by_id(business_id)

client.set_selected_business_by_id(1337)

Create document from template [Method: Use Template]

To create a document based on an already created template you can use the class Template (they are identical). In order to identify which template should be used, please set the template's ID template_id = 'MY_TEMPLATE_ID'.

template = eversign.Template()
template.template_id = 'MY_TEMPLATE_ID'
template.title = 'Tile goes here'
template.message = 'test message'

Fill signing roles [Method: Use Template]

A template's signing and CC roles are filled just using the functions below. Each role is identified using the role field, must carry a name and email address and is appended to the document using the add_signer() function.

signer = eversign.Signer()
signer.role = 'Testrole'
signer.name = 'John Doe'
signer.email = 'john.doe@eversign.com'

template.add_signer(signer)

Saving the document object [Method: Use Template]

Your document object can now be saved using the create_document_from_template() function. Once this function has been called successfully, your document is created and the signing process is started.

document = client.create_document_from_template(template)
print(document.document_hash)

Creating a document [Method: Create Document]

A document is created by instantiating the Document object and setting your preferred document properties. All available methods can be found inside our extensive Create Document Example.

document = eversign.Document()
document.template_id = 'MY_TEMPLATE_ID'
document.title = 'Tile goes here'
document.message = 'test message'

Adding signers to a document [Method: Create Document]

Signers are added to an existing document object by instantiating the Signer object and appending each signer to the document object. Each signer object needs to come with a Signer ID, which is later used to assign fields to the respective signer. If no Signer ID is specified, the add_signer() method will set a default incremented Signer ID. Each signer object also must contain a name and email address and is appended to the document using the add_signer() method.

signer = eversign.Signer()
signer.id = '1'
signer.role = 'Testrole'
signer.name = 'John Doe'
signer.email = 'john.doe@eversign.com'

document.add_signer(signer)

Adding recipients (CCs) to a document [Method: Create Document]

Recipients (CCs) are added by instantiating the Recipient object and appending each recipient to the document object. Just like signers, recipients must carry a name and email address.

recipient = eversign.Recipient()
recipient.role = 'Testrole'
recipient.name = 'John Doe'
recipient.email = 'john.doe@eversign.com'

document.add_recipient(recipient)

Adding files to the Document [Method: Create Document]

Files are added to a document by instantiating an File object. The standard way of choosing a file to upload is appending the file's path using the file_url field and then appending your file using the add_file() method.

file = eversign.File()
file.file_name = 'Test'
file.file_url = 'test.pdf'

document.add_file(file)

Adding fields [Method: Create Document]

There is a number of fields that can be added to a document, each coming with different options and parameters. (Full list of fields »)

A field is appended to the document using the add_field(field) method.

Signature and Initials fields are required to be assigned to a specific signer. Fields are assigned to a signer by setting the Signer ID signer field.

field = eversign.SignatureField()

field.identifier = 'Test Signature'
field.x = '120.43811219947'
field.y = '479.02760463045'
field.page = 1
field.signer = 5
field.width = 120
field.height = 35
field.required = 1

document.add_field(field)

Saving a document [Method: Create Document]

A document is saved and sent out by passing the final document object into the create_document method. The API will return the entire document object array in response.

saved_document = client.create_document(document)

Loading a document

A document is loaded by passing a document hash get_document_by_hash(document_hash='MY_HASH').

document = client.get_document_by_hash(document_hash='MY_HASH')

Downloading the raw or final document

A document can be downloaded either in its raw or in its final (completed) state. In both cases, the respective method must contain the document object and a path to save the PDF document to. When downloading a final document, you can choose to attach the document's Audit Trail by setting the third parameter to 1.

client.download_final_document_to_path(document, 'final.pdf', audit_trail=0)
client.download_raw_document_to_path(document, 'raw.pdf')

Get a list of documents or templates

The Client class is also capable fo listing all available documents templates based on their status. Each method below returns an array of document objects.

client.get_all_documents()
client.get_completed_documents()
client.get_draft_documents()
client.get_canceled_documents()
client.get_action_required_documents()
client.get_waiting_for_others_documents()

client.get_templates()
client.get_archived_templates()
client.get_draft_templates()

Delete or cancel a document

A document is cancelled or deleted using the methods below.

client.delete_document(document);
client.cancel_document(document);

Contact us

Any feedback? Please feel free to contact our support team.

Development

docker run -ti --rm -p 8000:8000 -v $(pwd):/opt/sdk -w /opt/sdk python:3 bash
pip install -r requirements.txt
PYTHONPATH=$(pwd) python examples/create_document.py