pyEchosign package¶

EchosignAccount¶

class EchosignAccount(access_token: str, **kwargs)¶

Saves OAuth Information for connecting to Echosign

access_token¶: The OAuth Access token to use for authenticating to Echosign

user_id¶: The ID of the user to specify as the API caller, if not provided the caller is inferred from the token

user_email¶: The email of the user to specify as the API caller, if not provided the caller is inferred from the token

api_access_point¶: The API endpoint used as a base for all API calls

get_agreements()¶

Gets all agreements for the EchosignAccount

Returns: A list of Agreement objects

get_library_documents()¶

Gets all Library Documents for the EchosignAccount

Returns: A list of Agreement objects

Agreement¶

class Agreement¶

Represents either a created agreement in Echosign, or one built in Python which can be sent through, and created in Echosign.

Parameters:

account (EchosignAccount) – An instance of EchosignAccount. All Agreement actions will be conducted under this account.

Keyword Arguments:

fully_retrieved (bool) – Whether or not the agreement has all information retrieved, or if only the basic information was pulled (such as when getting all agreements instead of requesting the specific agreement)
echosign_id (str) – The ID assigned to the agreement by Echosign, used to identify the agreement via the API
name (str) – The name of the document as specified by the sender
status (Agreement.Status) – The current status of the document (OUT_FOR_SIGNATURE, SIGNED, APPROVED, etc)
users (list[DisplayUser]) – The users associated with this agreement, represented by EchosignAccount
files (list) – A list of TransientDocument instances which will become the documents within the agreement. This information is not provided when retrieving agreements from Echosign.

account¶: EchosignAccount – An instance of EchosignAccount. All Agreement actions will be conducted under this account.

fully_retrieved¶: bool – Whether or not the agreement has all information retrieved, or if only the basic information was pulled (such as when getting all agreements instead of requesting the specific agreement)

echosign_id¶: str – The ID assigned to the agreement by Echosign, used to identify the agreement via the API

name¶: str – The name of the document as specified by the sender

status¶: Agreement.Status – The current status of the document (OUT_FOR_SIGNATURE, SIGNED, APPROVED, etc)

users¶: list[DisplayUser] – The users associated with this agreement, represented by EchosignAccount

files¶: list – A list of TransientDocument instances which will become the documents within the agreement. This information is not provided when retrieving agreements from Echosign.

class Status¶

Possible status of agreements

Note

Echosign provides ‘WAITING_FOR_FAXIN’ in their API documentation, so pyEchosign has also included ‘WAITING_FOR_FAXING’ in case that’s just a typo in their documentation. Once it’s determined which is used, the other will be removed.

ACCEPTED = ‘ACCEPTED’¶

APPROVED = ‘APPROVED’¶

ARCHIVED = ‘ARCHIVED’¶

DELIVERED = ‘DELIVERED’¶

EXPIRED = ‘EXPIRED’¶

FORM = ‘FORM’¶

FORM_FILLED = ‘FORM_FILLED’¶

OTHER = ‘OTHER’¶

OUT_FOR_ACCEPTANCE = ‘OUT_FOR_ACCEPTANCE’¶

OUT_FOR_APPROVAL = ‘OUT_FOR_APPROVAL’¶

OUT_FOR_DELIVERY = ‘OUT_FOR_DELIVERY’¶

OUT_FOR_FORM_FILLING = ‘OUT_FOR_FORM_FILLING’¶

OUT_FOR_SIGNATURE = ‘OUT_FOR_SIGNATURE’¶

RECALLED = ‘RECALLED’¶

SIGNED = ‘SIGNED’¶

WAITING_FOR_AUTHORING = ‘WAITING_FOR_AUTHORING’¶

WAITING_FOR_FAXIN = ‘WAITING_FOR_FAXIN’¶

WAITING_FOR_FAXING = ‘WAITING_FOR_FAXING’¶

WAITING_FOR_MY_ACCEPTANCE = ‘WAITING_FOR_MY_ACCEPTANCE’¶

WAITING_FOR_MY_ACKNOWLEDGEMENT = ‘WAITING_FOR_MY_ACKNOWLEDGEMENT’¶

WAITING_FOR_MY_APPROVAL = ‘WAITING_FOR_MY_APPROVAL’¶

WAITING_FOR_MY_DELEGATION = ‘WAITING_FOR_MY_DELEGATION’¶

WAITING_FOR_MY_FORM_FILLING = ‘WAITING_FOR_MY_FORM_FILLING’¶

WAITING_FOR_MY_SIGNATURE = ‘WAITING_FOR_MY_SIGNATURE’¶

WIDGET = ‘WIDGET’¶

cancel()¶: Cancels the agreement on Echosign. Agreement will still be visible in the Manage page.

delete()¶: Deletes the agreement on Echosign. Agreement will not be visible in the Manage page.

Warning

This action requires the ‘agreement_retention’ scope, which doesn’t appear to be actually available via OAuth

send_agreement(agreement_name: str, recipients: typing.List[pyEchosign.classes.users.Recipient], ccs=None, days_until_signing_deadline=0, external_id=”, sender_signature_required=False, merge_fields: typing.List[typing.Dict[str, str]] = None, message=”)¶

Sends this agreement to Echosign for signature

Parameters:	agreement_name – A string for the document name which will appear in the Echosign Manage page, the email to recipients, etc. recipients – A list of `Recipients`. The order which they are provided in the list determines the order in which they sign. ccs – (optional) A list of email addresses to be CC’d on the Echosign agreement emails (document sent, document fully signed, etc) days_until_signing_deadline – (optional) “The number of days that remain before the document expires. You cannot sign the document after it expires” Defaults to 0, for no expiration. external_id – (optional) “A unique identifier for your transaction… You can use the ExternalID to search for your transaction through [the] API” sender_signature_required – (optional) (bool) Whether or not a sender signature is required. Defaults to False. If true, the signer will sign first. The additional options of the signer signing last, or sequentially isn’t currently supported (because I haven’t thought of a clean way to handle providing that info). merge_fields – (optional) A list of dictionaries, with each one providing the ‘fieldName’ and ‘defaultValue’ keys. The field name maps to the field on the document, and the default value is what will be placed inside. message – (optional) A message which will be displayed to recipients of the agreement
Returns:	agreement_id ”The unique identifier that can be used to query status and download signed documents” embedded_code ”Javascript snippet suitable for an embedded page taking a user to a URL” expiration ”Expiration date for autologin. This is based on the user setting, API_AUTO_LOGIN_LIFETIME” url ”Standalone URL to direct end users to”
Return type:	A namedtuple representing the information received back from the API. Contains attributes
Raises:	`ApiError` – If the API returns an error, such as a 403. The exact response from the API is provided.

Library Document¶

class LibraryDocument¶

Represents a Library Document in Echosign. When pulling all Library Documents, only the echosign_id, template_type, modified_date, name, and scope are available. Accessing all other attributes results in an HTTP request to pull the full document information.

account¶: EchosignAccount – An instance of EchosignAccount. All Agreement actions will be conducted under this account.

echosign_id¶: str – The ID for this document in Echosign

document¶: bool – If this LibraryDocument is a document in Echosign

form_field_layer¶: bool – If this LibraryDocument is a form field layer

modified_date¶: datetime – The day on which the LibraryDocument was last modified

name¶: str – The name of the LibraryDocument in Echosign

scope¶: str – The visibility of this LibraryDocument, either ‘PERSONAL’, ‘SHARED’, or ‘GLOBAL”

GLOBAL = ‘GLOBAL’¶

PERSONAL = ‘PERSONAL’¶

SHARED = ‘SHARED’¶

delete()¶: Deletes the LibraryDocument from Echosign. It will not be visible on the Manage page.

document = False¶

form_field_layer = False¶

fully_retrieved = False¶

locale¶

retrieve_complete_document()¶: Retrieves the remaining data for the LibraryDocument, such as locale, status, and security options.

scope = None¶

Users¶

class DisplayUser(email: str, **kwargs)¶: Maps to the DisplayUserInfo provided by Echosign for agreements fetched in bulk

class Recipient(email: str, **kwargs)¶

Bases: pyEchosign.classes.users.DisplayUser

Provides additional attributes to facilitate sending documents to recipients, such as Security Options.

authentication_method¶: str – “The authentication method for the recipients to have access to view and sign the document” (Echosign API Docs). Available options are ‘NONE’ (string), ‘INHERITED_FROM_DOCUMENT’ or ‘PASSWORD’ or ‘WEB_IDENTITY’ or ‘KBA’ or ‘PHONE’.

password¶: str – Optional - “The password required for the recipient to view and sign the document”