Documents API¶

from rezen import RezenClient
import time

def signature_workflow(file_path: str):
    """Complete document signature workflow."""

    client = RezenClient()

    # Step 1: Upload document
    with open(file_path, "rb") as file:
        document = client.documents.post_document(
            data={
                "title": "Contract Agreement",
                "signers": [
                    {
                        "email": "signer1@example.com",
                        "name": "First Signer",
                        "order": 1
                    },
                    {
                        "email": "signer2@example.com",
                        "name": "Second Signer",
                        "order": 2
                    }
                ]
            },
            file=file
        )

    document_id = document['id']
    print(f"Document uploaded: {document_id}")

    # Step 2: Send for signature
    client.documents.send_document_for_signature(
        document_id=document_id,
        data={
            "message": "Please sign this agreement",
            "subject": "Contract Ready for Signature"
        }
    )
    print("Document sent for signature")

    # Step 3: Monitor progress
    while True:
        status = client.documents.get_document_status(document_id)

        print(f"\nStatus: {status['status']}")
        print(f"Signed: {status['completed_count']}/{status['total_signers']}")

        if status['status'] == 'completed':
            break
        elif status['status'] == 'cancelled':
            print("Signature request was cancelled")
            return None

        time.sleep(60)  # Check every minute

    # Step 4: Download signed document
    download = client.documents.download_document(document_id)
    print(f"\nSigned document available at: {download['url']}")

    # Step 5: Get audit trail
    audit = client.documents.get_audit_trail(document_id)
    print("\nAudit Trail:")
    for event in audit['events']:
        print(f"- {event['timestamp']}: {event['action']} by {event['user']}")

    return document_id

# Get available templates
templates = client.documents.get_document_templates(page_size=50)

for template in templates['templates']:
    print(f"Template: {template['name']}")
    print(f"  Type: {template['document_type']}")
    print(f"  Fields: {len(template['fields'])}")

# Create document from template
document = client.documents.create_document_from_template(
    template_id="template-001",
    data={
        "title": "New Purchase Agreement",
        "signers": [
            {"email": "buyer@example.com", "name": "Buyer Name"},
            {"email": "seller@example.com", "name": "Seller Name"}
        ],
        "field_values": {
            "property_address": "123 Main St",
            "purchase_price": "$500,000",
            "closing_date": "2024-03-15"
        }
    }
)

print(f"Created document from template: {document['id']}")

# Prepare multiple documents
documents = [
    {
        "template_id": "disclosure-template",
        "title": "Disclosure Form - Unit 101",
        "signers": [{"email": "tenant101@example.com", "name": "Tenant 101"}]
    },
    {
        "template_id": "disclosure-template",
        "title": "Disclosure Form - Unit 102",
        "signers": [{"email": "tenant102@example.com", "name": "Tenant 102"}]
    },
    {
        "template_id": "disclosure-template",
        "title": "Disclosure Form - Unit 103",
        "signers": [{"email": "tenant103@example.com", "name": "Tenant 103"}]
    }
]

# Send all documents at once
result = client.documents.bulk_send_documents(documents)

print(f"Sent {len(result['sent'])} documents")
print(f"Failed: {len(result['failed'])}")

for doc in result['sent']:
    print(f"✓ Sent: {doc['title']} (ID: {doc['id']})")

for error in result['failed']:
    print(f"✗ Failed: {error['title']} - {error['error']}")

# Get signing links for all signers
document = client.documents.get_document(document_id)

for signer in document['signers']:
    if signer['status'] == 'pending':
        # Get unique signing link
        link = client.documents.get_signer_link(
            document_id=document_id,
            signer_id=signer['id']
        )

        print(f"Signing link for {signer['name']}: {link['url']}")

        # Send reminder if needed
        client.documents.remind_signer(
            document_id=document_id,
            signer_id=signer['id'],
            message="Please sign at your earliest convenience"
        )

# Get complete audit trail
audit = client.documents.get_audit_trail(document_id)

print("Document Audit Trail:")
print(f"Document: {audit['document_title']}")
print(f"Created: {audit['created_at']}")
print(f"Status: {audit['status']}")

print("\nEvents:")
for event in audit['events']:
    print(f"{event['timestamp']} - {event['action']}")
    print(f"  By: {event['user_email']}")
    print(f"  IP: {event['ip_address']}")

# Download for records
if audit['status'] == 'completed':
    download = client.documents.download_document(document_id)
    print(f"\nDownload URL: {download['url']}")
    print(f"Expires: {download['expires_at']}")

from rezen.exceptions import ValidationError, NotFoundError

try:
    # Attempt to send document
    document = client.documents.post_document(data=document_data, file=file)

except ValidationError as e:
    print(f"Validation error: {e}")
    print(f"Invalid fields: {e.invalid_fields}")

except NotFoundError as e:
    print(f"Document or template not found: {e}")

except Exception as e:
    print(f"Unexpected error: {e}")