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updating Docusign branding (#148)
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paigesrossi authored Apr 16, 2024
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2 changes: 1 addition & 1 deletion PAYMENTS_INSTALLATION.md
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Expand Up @@ -11,7 +11,7 @@ DocuSign offers built-in connections to multiple payment gateways. The payments

![Skipping the Stripe account form](docs/stripe_skip_account_form_link.png)

An enabled Stripe payment gateway is now associated with your DocuSign developer account and is shown under **Payment Gateway**.
An enabled Stripe payment gateway is now associated with your Docusign developer account and is shown under **Payment Gateway**.

1. Save the **Gateway Account ID** GUID to the code example launcher configuration file.

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40 changes: 20 additions & 20 deletions README.md
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Expand Up @@ -9,66 +9,66 @@ This GitHub repo includes code examples for the DocuSign Admin API, Click API, e

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

* Authentication with DocuSign via [Authorization Code Grant](https://developers.docusign.com/platform/auth/authcode).
* Authentication with Docusign via [Authorization Code Grant](https://developers.docusign.com/platform/auth/authcode).
When the token expires, the user is asked to re-authenticate. The refresh token is not used.

* Authentication with DocuSign via [JSON Web Token (JWT) Grant](https://developers.docusign.com/platform/auth/jwt/).
* Authentication with Docusign via [JSON Web Token (JWT) Grant](https://developers.docusign.com/platform/auth/jwt/).
When the token expires, it updates automatically.

## eSignature API

For more information about the scopes used for obtaining authorization to use the eSignature API, see [Required scopes](https://developers.docusign.com/docs/esign-rest-api/esign101/auth#required-scopes).

For a list of code examples that use the eSignature API, see the [How-to guides overview](https://developers.docusign.com/docs/esign-rest-api/how-to/) on the DocuSign Developer Center.
For a list of code examples that use the eSignature API, see the [How-to guides overview](https://developers.docusign.com/docs/esign-rest-api/how-to/) on the Docusign Developer Center.


## Rooms API

**Note:** To use the Rooms API, you must also [create your Rooms developer account](https://developers.docusign.com/docs/rooms-api/rooms101/create-account). Examples 4 and 6 require that you have the DocuSign Forms feature enabled in your Rooms for Real Estate account.
**Note:** To use the Rooms API, you must also [create your Rooms developer account](https://developers.docusign.com/docs/rooms-api/rooms101/create-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, see [Required scopes](https://developers.docusign.com/docs/rooms-api/rooms101/auth/).

For a list of code examples that use the Rooms API, see the [How-to guides overview](https://developers.docusign.com/docs/rooms-api/how-to/) on the DocuSign Developer Center.
For a list of code examples that use the Rooms API, see the [How-to guides overview](https://developers.docusign.com/docs/rooms-api/how-to/) on the Docusign Developer Center.


## Click API
For more information about the scopes used for obtaining authorization to use the Click API, see [Required scopes](https://developers.docusign.com/docs/click-api/click101/auth/#required-scopes)

For a list of code examples that use the Click API, see the [How-to guides overview](https://developers.docusign.com/docs/click-api/how-to/) on the DocuSign Developer Center.
For a list of code examples that use the Click API, see the [How-to guides overview](https://developers.docusign.com/docs/click-api/how-to/) on the Docusign Developer Center.


## Monitor API

**Note:** To use the Monitor API, you must also [enable DocuSign Monitor for your organization](https://developers.docusign.com/docs/monitor-api/how-to/enable-monitor/).
**Note:** To use the Monitor API, you must also [enable Docusign Monitor for your organization](https://developers.docusign.com/docs/monitor-api/how-to/enable-monitor/).

For information about the scopes used for obtaining authorization to use the Monitor API, see the [scopes section](https://developers.docusign.com/docs/monitor-api/monitor101/auth/).

For a list of code examples that use the Monitor API, see the [How-to guides overview](https://developers.docusign.com/docs/monitor-api/how-to/) on the DocuSign Developer Center.
For a list of code examples that use the Monitor API, see the [How-to guides overview](https://developers.docusign.com/docs/monitor-api/how-to/) on the Docusign Developer Center.


## Admin API

**Note:** To use the Admin API, you must [create an organization](https://support.docusign.com/en/guides/org-admin-guide-create-org) in your DocuSign developer account. Also, to run the DocuSign CLM code example, [CLM must be enabled for your organization](https://support.docusign.com/en/articles/DocuSign-and-SpringCM).
**Note:** To use the Admin API, you must [create an organization](https://support.docusign.com/en/guides/org-admin-guide-create-org) in your Docusign developer account. Also, to run the Docusign CLM code example, [CLM must be enabled for your organization](https://support.docusign.com/en/articles/DocuSign-and-SpringCM).

For information about the scopes used for obtaining authorization to use the Admin API, see the [scopes section](https://developers.docusign.com/docs/admin-api/admin101/auth/).

For a list of code examples that use the Admin API, see the [How-to guides overview](https://developers.docusign.com/docs/admin-api/how-to/) on the DocuSign Developer Center.
For a list of code examples that use the Admin API, see the [How-to guides overview](https://developers.docusign.com/docs/admin-api/how-to/) 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. Contact [DocuSign Support](https://support.docusign.com/) or your account manager to find out whether the Web Forms API is available for your production account plan.
The Web Forms API is available in all developer accounts, but only in certain production account plans. Contact [Docusign Support](https://support.docusign.com/) 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, see [Required scopes](https://developers.docusign.com/docs/web-forms-api/plan-integration/authentication/).

For a list of code examples that use the Web Forms API, see the [How-to guides overview](https://developers.docusign.com/docs/web-forms-api/how-to/) on the DocuSign Developer Center.
For a list of code examples that use the Web Forms API, see the [How-to guides overview](https://developers.docusign.com/docs/web-forms-api/how-to/) on the Docusign Developer Center.

## Installation

### Prerequisites
**Note:** If you downloaded this code using [Quickstart](https://developers.docusign.com/docs/esign-rest-api/quickstart/) from the DocuSign Developer Center, skip items 1 and 2 as they were automatically performed for you.
**Note:** If you downloaded this code using [Quickstart](https://developers.docusign.com/docs/esign-rest-api/quickstart/) from the Docusign Developer Center, skip items 1 and 2 as they were automatically performed for you.

1. A free [DocuSign developer account](https://go.docusign.com/o/sandbox/); create one if you don't already have one.
1. A DocuSign app and integration key that is configured to use either [Authorization Code Grant](https://developers.docusign.com/platform/auth/authcode/) or [JWT Grant](https://developers.docusign.com/platform/auth/jwt/) authentication.
1. A free [Docusign developer account](https://go.docusign.com/o/sandbox/); create one if you don't already have one.
1. A Docusign app and integration key that is configured to use either [Authorization Code Grant](https://developers.docusign.com/platform/auth/authcode/) or [JWT Grant](https://developers.docusign.com/platform/auth/jwt/) authentication.

This [video](https://www.youtube.com/watch?v=eiRI4fe5HgM) demonstrates how to obtain an integration key.

Expand All @@ -91,7 +91,7 @@ For a list of code examples that use the Web Forms API, see the [How-to guides o

### Installation steps

**Note:** If you downloaded this code using [Quickstart](https://developers.docusign.com/docs/esign-rest-api/quickstart/) from the DocuSign Developer Center, skip step 4 as it was automatically performed for you.
**Note:** If you downloaded this code using [Quickstart](https://developers.docusign.com/docs/esign-rest-api/quickstart/) 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.
1. In your command-line environment, switch to the folder:
Expand All @@ -109,7 +109,7 @@ For a list of code examples that use the Web Forms API, see the [How-to guides o

### Installation steps for JWT Grant authentication

**Note:** If you downloaded this code using [Quickstart](https://developers.docusign.com/docs/esign-rest-api/quickstart/) from the DocuSign Developer Center, skip step 4 as it was automatically performed for you.
**Note:** If you downloaded this code using [Quickstart](https://developers.docusign.com/docs/esign-rest-api/quickstart/) 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 the `quickstart` setting to `"false"`.

1. Extract the Quickstart ZIP file or download or clone the code-examples-python repository.
Expand All @@ -126,14 +126,14 @@ Also, in order to select JSON Web Token authentication in the launcher, in app/d
**Note:** You will need to alias the python command to run Python 3 or use `python3 run.py`
1. Open a browser to http://localhost:3000
1. On the black navigation bar, select **Login**.
1. From the picklist, select **JSON Web Token** > **Authenticate with DocuSign**.
1. When prompted, log in to your DocuSign developer account. If this is your first time using the app, select **ACCEPT** at the consent window.
1. From the picklist, select **JSON Web Token** > **Authenticate with Docusign**.
1. When prompted, log in to your Docusign developer account. If this is your first time using the app, select **ACCEPT** at the consent window.
1. Select your desired code example.


## JWT grant remote signing and Authorization Code Grant embedded signing projects

See [DocuSign Quickstart overview](https://developers.docusign.com/docs/esign-rest-api/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.
See [Docusign Quickstart overview](https://developers.docusign.com/docs/esign-rest-api/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.

### Installation steps for JWT grant remote signing example

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2 changes: 1 addition & 1 deletion app/quick_acg/quick_acg_app/templates/base.html
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
<meta name="description" content="">
<meta name="author" content="">
<link rel="icon" href="{{ url_for('static', filename='assets/favicon.ico') }}">
<link rel="icon" href="{{ url_for('static', filename='assets/favicon.png') }}">
<title>{{ title }}</title>
<!-- Bootstrap core CSS -->
<link rel="stylesheet" href="https://stackpath.bootstrapcdn.com/bootstrap/4.1.3/css/bootstrap.min.css" integrity="sha384-MCw98/SFnGE8fJT3GXwEOngsV7Zt27NXFoaoApmYm81iuXoPkFOJwJ8ERdknLPMO" crossorigin="anonymous">
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2 changes: 1 addition & 1 deletion app/templates/base.html
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<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
<meta name="description" content="">
<meta name="author" content="">
<link rel="icon" href="{{ url_for('static', filename='assets/favicon.ico') }}">
<link rel="icon" href="{{ url_for('static', filename='assets/favicon.png') }}">
<title>{{ title }}</title>
<!-- Bootstrap core CSS -->
<script src="https://kit.fontawesome.com/a2fb399780.js" crossorigin="anonymous"></script>
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