hellosign-python-sdk

A Python wrapper for the HelloSign API (http://www.hellosign.com/api)

Project description

Hellosign Python SDK
-------------------

A Python wrapper for the [HelloSign API](http://www.hellosign.com/api)

## Installation

Install using `easy_install`:

````sh
easy_install hellosign-python-sdk
````

Install using `pip`:

````sh
pip install hellosign-python-sdk
````

Install from code:
````sh
git clone https://github.com/HelloFax/hellosign-python-sdk.git
cd hellosign-python-sdk
python setup.py install
````

## Configuration

In your application, import `HSClient`:

````python
from hellosign_sdk import HSClient
````

Then create a HSClient object and pass authentication information to initialize it:

````python
# Initialize HSClient using email and password
client = HSClient(email_address="api_user@example.com", password="your_password")

# Initialize HSClient using api key
client = HSClient(api_key="your_api_key")

# Initialize HSClient using api token
client = HSClient(access_token="your_api_access_token")
````
Note: In case you initialize the HSClient with all the above credentials, the priority order is as follow: access_token, api_key, then email and password.

## Usage

For more information about the wrapper, its methods and parameters visit our detailed API documentation on [readthedocs](http://hellosign-python-sdk.readthedocs.org/en/v3/py-modindex.html).

### Account

#### Get current account information

````python
account = client.get_account_info()
````

The account information is also stored in `client.account`. For example, to print the `email_address` of your account:

````python
print client.account.email_address
````

#### Update your account information

````python
client.account.callback_url = "https://www.example.com/callback"
client.update_account_info()
````

#### Create a new HelloSign account

````python
new_account = client.create_account("new_user@example.com")
````

### Signature Request

#### Get a Signature Request

````python
signature_request = client.get_signature_request("fa5c8a0b0f492d768749333ad6fcc214c111e967")
print signature_request.requester_email_address
print signature_request.signature_request_id
````

#### Get a list of your Signature Requests

````python
signature_request_list = client.get_signature_request_list(page=1)

# Print out the name of the signers in every signature request
for signature_request in signature_request_list:
print signature_request.signatures[0].signer_name
````

#### Send a Signature Request

````python
files = ["NDA.pdf", "AppendixA.pdf"]
signers = [
{"name": "Jack", "email_address": "jack@example.com"},
{"name": "Jill", "email_address": "jill@example.com"}
]
cc_email_addresses = ["lawyer@hellosign.com", "lawyer@example.com"]

# Send a signature request with remote files
signature_request = client.send_signature_request(
test_mode=True,
files=None,
file_urls=["http://www.example.com/download/sample.pdf"],
title="NDA with Acme Co.",
subject="The NDA we talked about",
message="Please sign this NDA and then we can discuss more. Let me know if you have any questions.",
signing_redirect_url=None,
signers=signers,
cc_email_addresses=cc_email_addresses)

# Send a signature request with uploaded files
signature_request = client.send_signature_request(
test_mode=True,
files=files,
file_urls=None,
title="NDA with Acme Co.",
subject="The NDA we talked about",
message="Please sign this NDA and then we can discuss more. Let me know if you have any questions.",
signing_redirect_url=None,
signers=signers,
cc_email_addresses=cc_email_addresses)
````

#### Send a Signature Request with Template

````python
signers = [
{"name": "Jack", "email_address": "jack@example.com"},
{"name": "Jill", "email_address": "jill@example.com"}
]
cc_email_addresses = ["lawyer@hellosign.com", "lawyer@example.com"]
ccs = [
{ "email_address": "lawyer@hellosign.com", "role_name": "Lawyer 1" },
{ "email_address": "lawyer@example.com", "role_name": "Lawyer 2" }
]
custom_fields = [
{ "Field 1": "Value 1" },
{ "Field 2": "Value 2" }
]

# Send a signature request with uploaded files
signature_request = client.send_signature_request_with_template(
test_mode=True,
template_id="fa5c8a0b0f492d768749333ad6fcc214c111e967",
title="NDA with Acme Co.",
subject="The NDA we talked about",
message="Please sign this NDA and then we can discuss more. Let me know if you have any questions.",
signing_redirect_url=None,
signers=signers,
ccs=ccs,
custom_fields=custom_fields)
````

### Embedded

#### Embedded signing

````python
signers = [
{"name": "Jack", "email_address": "jack@example.com"},
{"name": "Jill", "email_address": "jill@example.com"}
]
signature_request = client.send_signature_request_embedded(
test_mode=True,
client_id="YOUR CLIENT ID",
files=["path/to/NDA.pdf"],
title="NDA with Acme Co.",
subject="The NDA we talked about",
message="Please sign this NDA and then we can discuss more. Let me know if you have any questions.",
signing_redirect_url=None
signers=signers,
cc_email_addresses=None,
form_fields_per_document=None)

# Retrieve the signature url to pass to the embedded iFrame
for signature in signature_request.signatures:
embedded_obj = client.get_embedded_object(signature.signature_id)
sign_url = embedded_obj.sign_url

````

More information about the asscociated front-end code can be found [here](https://www.hellosign.com/api/embeddedSigningWalkthrough#ClientSide)

#### Embedded requesting

````python

# Create a draft and retrieve the claim url
draft = client.create_embedded_unclaimed_draft(
test_mode=True,
client_id="YOUR CLIENT ID",
requester_email_address="requester@example.com",
files=["path/to/NDA.pdf"],
draft_type="signature_request",
subject="The NDA we talked about",
message="Please sign this NDA and then we can discuss more. Let me know if you have any questions.",
is_for_embedded_signing=False)
claim_url = draft.claim_url
````

More information about the asscociated front-end code can be found [here](https://www.hellosign.com/api/embeddedRequestingWalkthrough#ClientSideRequesting)

Once the user edits the draft in the embedded iFrame and sends the signature request your app callback will receive a `signature_request_sent` event containing a `SignatureRequest` object. If we had used `is_for_embedded_signing=True`, we would want to get the signature ids out of the `SignatureRequest` from that event and fetch the signature urls at this point. In your event callback handler, you will need to do something like this:

````python
client = HSClient(api_key='your_api_key')
event_data = json.loads(request.POST.get('json'))
if event_data['event']['event_type'] == 'signature_request_sent':
sig_req = event_data['signature_request']
for sig in sig_req['signature_request']['signatures']:
embedded_obj = client.get_embedded_object(sig['signature_id'])
sign_url = embedded_obj.sign_url
# Save sign_url somewhere
````

## Tests

You can run the test suite by executing the following commands after you cloned the repo:
Note that it requires to have a HelloSign account, with at least one template and one api app.

**WARNING:** We advise against running the tests against your personal account as they perform destructive actions.

```
cd hellosign_sdk
cp tests/test_helper.sample.py tests/test_helper.py
HELLOSIGN_API_KEY='YOUR API KEY'
HELLOSIGN_API_CLIENT_ID='YOUR APP CLIENT ID'
HELLOSIGN_API_CLIENT_SECRET='YOUR APP CLIENT SECRET'
nosetests --with-coverage --cover-package=hellosign_sdk --include=hellosign_sdk/tests/unit_tests/* --include=hellosign_sdk/tests/functional_tests/*
```

## Additional notes

### Local callbacks
We do not allow app callbacks (event or OAuth) to be set to localhost. However it is still possible to test callbacks against a local server. Tunneling services such as [ngrok](http://ngrok.com) can help you set this up.

## License

```
The MIT License (MIT)

Copyright (C) 2015 hellosign.com

Permission is hereby granted, free of charge, to any person obtaining a copy
of this software and associated documentation files (the "Software"), to deal
in the Software without restriction, including without limitation the rights
to use, copy, modify, merge, publish, distribute, sublicense, and/or sell
copies of the Software, and to permit persons to whom the Software is
furnished to do so, subject to the following conditions:

The above copyright notice and this permission notice shall be included in all
copies or substantial portions of the Software.

THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR
IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY,
FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE
AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGES OR OTHER
LIABILITY, WHETHER IN AN ACTION OF CONTRACT, TORT OR OTHERWISE, ARISING FROM,
OUT OF OR IN CONNECTION WITH THE SOFTWARE OR THE USE OR OTHER DEALINGS IN THE
SOFTWARE.
```