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LICENSE

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The MIT License
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Copyright (c) 2023 DocuSign, Inc. (https://www.docusign.com)
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Copyright (c) 2024 Docusign, Inc. (https://www.docusign.com)
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Permission is hereby granted, free of charge, to any person obtaining a copy
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of this software and associated documentation files (the "Software"), to deal

README.MD

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MySure demonstrates the following:
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1. Authentication with DocuSign via [JSON Web Token (JWT) Grant](https://developers.docusign.com/platform/auth/jwt/)
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2. **Submit a claim:** [Source](./app/api/requests.py)
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This example demonstrates an integration for submitting a claim. It allows you to pass data received from the user to fill in a document. It also adds the ability to attach additional information to the document.
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* The document, based on an HTML template, is combined with Docusign AutoPlace and attachment features.
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* The signing ceremony is implemented with embedded signing for a single signer.
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* The DocuSign signing ceremony is initiated from your website.
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* Anchor text ([AutoPlace](https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/tabs/auto-place/)) is used to position the signing fields in the document.
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1. Authentication with Docusign via [JSON Web Token (JWT) Grant](https://developers.docusign.com/platform/auth/jwt/)
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2. **Submit a claim:** [Source](./app/api/requests.py)
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This example demonstrates an integration for submitting a claim. It allows you to pass data received from the user to fill in a document. It also adds the ability to attach additional information to the document.
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* The document, based on an HTML template, is combined with Docusign AutoPlace and attachment features.
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* The signing ceremony is implemented with embedded signing for a single signer.
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* The Docusign signing ceremony is initiated from your website.
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* Anchor text ([AutoPlace](https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/tabs/auto-place/)) is used to position the signing fields in the document.
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* [Adding attachments](https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/documents/attachments/) enables users to add additional information to the document.
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3. **Renew an insurance policy.** [Source](./app/api/clickwrap.py)
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This example shows how to use the Click API to create a clickwrap programmatically, render it in your UI, and and then submit it. It also tracks the submission event and, just after submission, redirects the user to the final page.
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* [More information about Click API](https://developers.docusign.com/docs/click-api)
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4. **Purchase a new insurance policy.** [Source](./app/api/requests.py)
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The example shows how to [request payment using DocuSign](https://developers.docusign.com/docs/esign-rest-api/how-to/request-a-payment/). It's implemented using an HTML-based template with [payment tabs](https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/tabs/payment/). The document also includes different tab types, such as [Formula](https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/tabs/calculated-fields/) and
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[Checkbox](https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/).
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3. **Renew an insurance policy.** [Source](./app/api/clickwrap.py)
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This example shows how to use the Click API to create a clickwrap programmatically, render it in your UI, and and then submit it. It also tracks the submission event and, just after submission, redirects the user to the final page.
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* [More information about Click API](https://developers.docusign.com/docs/click-api)
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4. **Purchase a new insurance policy.** [Source](./app/api/requests.py)
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The example shows how to [request payment using Docusign](https://developers.docusign.com/docs/esign-rest-api/how-to/request-a-payment/). It's implemented using an HTML-based template with [payment tabs](https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/tabs/payment/). The document also includes different tab types, such as [Formula](https://developers.docusign.com/docs/esign-rest-api/esign101/concepts/tabs/calculated-fields/) and
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[Checkbox](https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/enveloperecipienttabs/).
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The document contains additional logic to calculate the total amount. At completion, the user is able to pay the calculated amount and get back to the original website.
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The document contains additional logic to calculate the total amount. At completion, the user is able to pay the calculated amount and get back to the original website.
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To use this example, [create a test payments gateway](#user-content-configuring-a-docusign-payments-gateway) for your developer account.
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## Installation
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### Prerequisites
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* A DocuSign Developer account (email and password) on [demo.docusign.net](https://demo.docusign.net). If you don't already have a developer account, create a [free account](https://go.docusign.com/sandbox/productshot/?elqCampaignId=16535).
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* A DocuSign integration key (a client ID) that is configured to use **JSON Web Token (JWT) Grant**.
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You will need the **integration key** itself and its **RSA key pair**. To use this application, you must add your application's **Redirect URI** to your integration key. This [**video**](https://www.youtube.com/watch?v=GgDqa7-L0yo) demonstrates how to create an integration key (client ID) for a user application like this example.
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* A Docusign Developer account (email and password) on [demo.docusign.net](https://demo.docusign.net). If you don't already have a developer account, create a [free account](https://go.docusign.com/sandbox/productshot/?elqCampaignId=16535).
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* A Docusign integration key (a client ID) that is configured to use **JSON Web Token (JWT) Grant**.
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You will need the **integration key** itself and its **RSA key pair**. To use this application, you must add your application's **Redirect URI** to your integration key. This [**video**](https://www.youtube.com/watch?v=GgDqa7-L0yo) demonstrates how to create an integration key (client ID) for a user application like this example.
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* [Python 3.7+](https://www.python.org/downloads/)
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* The Python [venv](https://docs.python.org/3/library/venv.html#module-venv) module
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* [Node.js](https://nodejs.org/) v10+
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* **DS_PRIVATE_KEY** - Private key string, source or path; for instance: /app/id_rsa
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* **REACT_APP_DS_RETURN_URL** - URL where the back end of the application is located (If you run it locally, use `http://localhost:3000`)
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* **REACT_APP_API_BASE_URL** - URL where the front end of the application is located; will be used by Docusign to redirect back after signing ceremony (If you run it locally, use `http://localhost:5001/api`)
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* **DS_AUTH_SERVER** - The DocuSign authentication server (for testing purposes, use `https://account-d.docusign.com`)
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* **REACT_APP_DS_DEMO_SERVER** - Link to the DocuSign demo server (for testing purposes, use `https://demo.docusign.net`)
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* **DS_AUTH_SERVER** - The Docusign authentication server (for testing purposes, use `https://account-d.docusign.com`)
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* **REACT_APP_DS_DEMO_SERVER** - Link to the Docusign demo server (for testing purposes, use `https://demo.docusign.net`)
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* **REACT_APP_DS_CLICKWRAP_URL** - Link to the hosted clickwrap client (for testing purposes, use `//demo.docusign.net/clickapi/sdk/latest/docusign-click.js`)
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### Installation steps
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2. Navigate to that folder: **`cd sample-app-mysure-python`**
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3. Install python packages: **`pip install -r requirements.txt`**
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4. Install React dependencies using the [npm](https://www.npmjs.com/) package manager: **npm install**
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5. Update the **.env** file with the integration key and other settings.
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5. Update the **.env** file with the integration key and other settings.
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> **Note:** Protect your integration key and client secret. You should make sure that the **.env** file will not be stored in your source code repository.
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6. Navigate to [the admin demo Apps and Keys page](https://admindemo.docusign.com/authenticate?goTo=appsAndKeys), add the Redirect URI http://localhost:3000/callback and then hit save
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1. Download or clone this repository to your workstation in a new folder named **sample-app-mysure-python**.
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2. Navigate to the scripts subfolder:**`cd sample-app-mysure-python/scripts`**
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3. Run the installation script: **`./install.sh`** (`./install.bat` for Windows)
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4. Update the **.env** file with the integration key and other settings.
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4. Update the **.env** file with the integration key and other settings.
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> **Note:** Protect your integration key and client secret. You should make sure that the **.env** file will not be stored in your source code repository.
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5. Navigate to [the admin demo Apps and Keys page](https://admindemo.docusign.com/authenticate?goTo=appsAndKeys), add the Redirect URI http://localhost:3000/callback and then hit save
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### Additional installation scripts
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All installation scripts are located in the **scripts** folder.
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1. To stop the application, run **`./stop.sh`**
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1. To remove the virtual environment and modules, run **`./clean.sh`**
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## Running MySure
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### Manual
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2. Run the application script: **`./run.sh`**
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3. Open a browser to **http://localhost:3000**
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### Configuring a DocuSign payments gateway
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DocuSign offers built-in connections to multiple payment gateways. The payments example in this sample app uses a demo account for the Stripe gateway service.
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### Configuring a Docusign payments gateway
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Docusign offers built-in connections to multiple payment gateways. The payments example in this sample app uses a demo account for the Stripe gateway service.
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To create the payments gateway account:
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1. Log in to your [developer account](https://appdemo.docusign.com/) and select Admin.
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2. On the Integrations/Payments screen, click Stripe.
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3. For development, you can skip the Stripe account application by using the `Skip this account form` on the top of the page.
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The Admin Panel will show that an enabled Stripe payment gateway account has been associated with your DocuSign developer account.
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3. For development, you can skip the Stripe account application by using the `Skip this account form` on the top of the page.
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The Admin Panel will show that an enabled Stripe payment gateway account has been associated with your Docusign developer account.
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5. Configure the example launcher with the gateway account ID shown in the Admin panel.
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6. Add the payment gateway account ID to the **.env** file.
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app/document.py

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).decode('ascii')
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# Create the document model
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document = Document( # Create the DocuSign document object
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document = Document( # Create the Docusign document object
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document_base64=base64_file_content,
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name='Submit a Claim',
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file_extension='html',

app/templates/multi-sign.html

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<meta charset="utf-8">
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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<meta http-equiv="X-UA-Compatible" content="IE=edge">
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<title>Docusign</title>
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<nav class="navbar">
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<a class="navbar-brand" href="#">
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<img src="data:image/png;base64,{{ img_base64_src }}" alt="DocuSign logo">
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<img src="data:image/png;base64,{{ img_base64_src }}" alt="Docusign logo">
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MyUni
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</a>

app/templates/new-insurance.html

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<meta name="viewport" content="width=device-width, initial-scale=1.0">
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<meta http-equiv="X-UA-Compatible" content="IE=edge">
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<title>MySure: Buy New Insurance</title>
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<meta name="description" content="See how the MySure DocuSign sample application for insurance incorporates a form enabling a user to sign up for a new policy. The form uses auto-place tabs and DocuSign Payments.">
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<meta name="description" content="See how the MySure Docusign sample application for insurance incorporates a form enabling a user to sign up for a new policy. The form uses auto-place tabs and Docusign Payments.">
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<meta property="og:type" content="article" />
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<meta name="twitter:title" content="MySure: Buy New Insurance" />
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<meta name="twitter:description" content="See how the MySure DocuSign sample application for insurance incorporates a form enabling a user to sign up for a new policy. The form uses auto-place tabs and DocuSign Payments." />
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<meta name="twitter:description" content="See how the MySure Docusign sample application for insurance incorporates a form enabling a user to sign up for a new policy. The form uses auto-place tabs and Docusign Payments." />
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<meta property="og:title" content="MySure: Buy New Insurance" />
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<meta property="og:description" content="See how the MySure DocuSign sample application for insurance incorporates a form enabling a user to sign up for a new policy. The form uses auto-place tabs and DocuSign Payments." />
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<meta property="og:image" content="https://docutest-a.akamaihd.net/devcenter/t/img/MySure.png" />
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<meta property="og:description" content="See how the MySure Docusign sample application for insurance incorporates a form enabling a user to sign up for a new policy. The form uses auto-place tabs and Docusign Payments." />
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<meta property="og:image" content="https://docutest-a.akamaihd.net/devcenter/t/img/MySure.png" />
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<style>
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/*cssreset*/
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html, body, div, span, applet, object, iframe,
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<img src="data:image/png;base64,{{ img_base64_src }}" alt="DocuSign logo">
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<img src="data:image/png;base64,{{ img_base64_src }}" alt="Docusign logo">
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app/templates/submit-claim.html

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<meta name="description" content="See how the MySure DocuSign sample application for insurance allows a user to submit a claim electronically. Functions include embedded signing, auto-place tabs, and optional attachments.">
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<meta name="description" content="See how the MySure Docusign sample application for insurance allows a user to submit a claim electronically. Functions include embedded signing, auto-place tabs, and optional attachments.">
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<meta name="twitter:description" content="See how the MySure DocuSign sample application for insurance allows a user to submit a claim electronically. Functions include embedded signing, auto-place tabs, and optional attachments." />
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<meta name="twitter:description" content="See how the MySure Docusign sample application for insurance allows a user to submit a claim electronically. Functions include embedded signing, auto-place tabs, and optional attachments." />
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<meta property="og:title" content="MySure: Submit a Claim" />
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<meta property="og:description" content="See how the MySure DocuSign sample application for insurance allows a user to submit a claim electronically. Functions include embedded signing, auto-place tabs, and optional attachments." />
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<meta property="og:description" content="See how the MySure Docusign sample application for insurance allows a user to submit a claim electronically. Functions include embedded signing, auto-place tabs, and optional attachments." />
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<img src="data:image/png;base64,{{ img_base64_src }}" alt="Docusign logo">
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public/index.html

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})(window,document,'script','dataLayer','GTM-WPK6FN5');</script>
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<!-- End Google Tag Manager -->
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<link rel="icon" href="favicon.ico" />
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<link rel="icon" href="favicon.png" />
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/>
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<link rel="apple-touch-icon" href="%PUBLIC_URL%/logo192.png" />
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<link rel="manifest" href="%PUBLIC_URL%/manifest.json" />
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<title>MySure DocuSign Sample Application</title>
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<meta name="description" content="See how the MySure DocuSign sample application for insurance showcases the capabilities of the DocuSign API to enable you to integrate DocuSign functionality into your own applications.">
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<title>MySure Docusign Sample Application</title>
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<meta name="description" content="See how the MySure Docusign sample application for insurance showcases the capabilities of the Docusign API to enable you to integrate Docusign functionality into your own applications.">
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<meta name="twitter:description" content="See how the MySure DocuSign sample application for insurance showcases the capabilities of the DocuSign API to enable you to integrate DocuSign functionality into your own applications." />
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<meta property="og:title" content="MySure DocuSign Sample Application" />
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<meta property="og:description" content="See how the MySure DocuSign sample application for insurance showcases the capabilities of the DocuSign API to enable you to integrate DocuSign functionality into your own applications." />
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<meta name="twitter:title" content="MySure Docusign Sample Application" />
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<meta name="twitter:description" content="See how the MySure Docusign sample application for insurance showcases the capabilities of the Docusign API to enable you to integrate Docusign functionality into your own applications." />
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<meta property="og:title" content="MySure Docusign Sample Application" />
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<meta property="og:description" content="See how the MySure Docusign sample application for insurance showcases the capabilities of the Docusign API to enable you to integrate Docusign functionality into your own applications." />
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<meta property="og:image" content="%PUBLIC_URL%/MySure_OG.png" />
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<link href="https://fonts.googleapis.com/css2?family=Noto+Sans:ital,wght@0,400;0,700;1,400;1,700&display=swap" rel="stylesheet">
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