frikke · pull · Sep 11, 2025 · Sep 11, 2025
diff --git a/app/__init__.py b/app/__init__.py
@@ -118,6 +118,7 @@
 app.register_blueprint(connect_views.cneg001)
 
 app.register_blueprint(webforms_views.weg001)
+app.register_blueprint(webforms_views.weg002)
 
 app.register_blueprint(notary_views.neg004)
 

diff --git a/app/ds_config_sample.py b/app/ds_config_sample.py
@@ -1,10 +1,10 @@
 # ds_config.py
 #
-# DocuSign configuration settings
+# Docusign configuration settings
 
 DS_CONFIG = {
-    "ds_client_id": "{INTEGRATION_KEY_AUTH_CODE}",  # The app's DocuSign integration key
-    "ds_client_secret": "{SECRET_KEY}",  # The app's DocuSign integration key's secret
+    "ds_client_id": "{INTEGRATION_KEY_AUTH_CODE}",  # The app's Docusign integration key
+    "ds_client_secret": "{SECRET_KEY}",  # The app's Docusign integration key's secret
     "organization_id": "{ORGANIZATION_ID}", # A GUID value that identifies the organization
     "signer_email": "{SIGNER_EMAIL}",
     "signer_name": "{SIGNER_NAME}",
@@ -16,10 +16,10 @@
     "rooms_api_client_host": "https://demo.rooms.docusign.com/restapi",
     "monitor_api_client_host": "https://lens-d.docusign.net",
     "admin_api_client_host": "https://api-d.docusign.net/management",
-    "webforms_api_client_host": "https://apps-d.docusign.com/api/webforms/v1.1",
+    "webforms_api_client_host": "https://apps-d.docusign.com/api/webforms",
     "allow_silent_authentication": True,  # a user can be silently authenticated if they have an
     # active login session on another tab of the same browser
-    "target_account_id": None,  # Set if you want a specific DocuSign AccountId,
+    "target_account_id": None,  # Set if you want a specific Docusign AccountId,
     # If None, the user's default account will be used.
     "demo_doc_path": "demo_documents",
     "doc_salary_docx": "World_Wide_Corp_salary.docx",

diff --git a/app/quick_acg/quick_acg_app/templates/base.html b/app/quick_acg/quick_acg_app/templates/base.html
@@ -15,7 +15,7 @@
 
   <body>
     <nav class="navbar navbar-expand-md navbar-dark bg-dark fixed-top">
-      <a class="navbar-brand" href="/">DocuSign Examples</a>
+      <a class="navbar-brand" href="/">Docusign Examples</a>
       <button class="navbar-toggler" type="button" data-toggle="collapse" data-target="#navbarsExampleDefault" aria-controls="navbarsExampleDefault" aria-expanded="false" aria-label="Toggle navigation">
         <span class="navbar-toggler-icon"></span>
       </button>

diff --git a/app/static/demo_documents/web-form-config.json b/app/static/demo_documents/web-form-config.json
diff --git a/app/templates/base.html b/app/templates/base.html
@@ -16,7 +16,7 @@
 
   <body>
     <nav class="navbar navbar-expand-md navbar-dark bg-dark fixed-top">
-      <a class="navbar-brand" href="/">DocuSign Examples</a>
+      <a class="navbar-brand" href="/">Docusign Examples</a>
       <button class="navbar-toggler" type="button" data-toggle="collapse" data-target="#navbarsExampleDefault" aria-controls="navbarsExampleDefault" aria-expanded="false" aria-label="Toggle navigation">
         <span class="navbar-toggler-icon"></span>
       </button>

diff --git a/app/templates/webforms/eg002_create_remote_instance.html b/app/templates/webforms/eg002_create_remote_instance.html
@@ -0,0 +1,10 @@
+<!-- extend base layout --> {% extends "base.html" %}  {% block content %}
+
+{% include 'example_info.html' %}
+
+<form class="eg" action="" method="post" data-busy="form">
+    <input type="hidden" name="csrf_token" value="{{ csrf_token() }}"/>
+    {% include 'continue_button.html' %}
+</form>
+
+{% endblock %}
diff --git a/app/templates/webforms/eg002_web_form_create.html b/app/templates/webforms/eg002_web_form_create.html
@@ -0,0 +1,11 @@
+<!-- extend base layout --> {% extends "base.html" %}  {% block content %}
+
+<h4>{{ title }}</h4>
+<p>{{ description | safe }}</p>
+
+<form class="eg" action="" method="post" data-busy="form">
+    <input type="hidden" name="csrf_token" value="{{ csrf_token() }}"/>
+    {% include 'continue_button.html' %}
+</form>
+
+{% endblock %}
diff --git a/app/webforms/__init__.py b/app/webforms/__init__.py
@@ -1 +1,2 @@
 from .views import weg001
+from .views import weg002
diff --git a/app/webforms/examples/eg002_create_remote_instance.py b/app/webforms/examples/eg002_create_remote_instance.py
@@ -0,0 +1,173 @@
+import base64
+
+from docusign_webforms import ApiClient, FormInstanceManagementApi, FormManagementApi, CreateInstanceRequestBody
+from docusign_esign import Document, Signer, SignHere, Tabs, Recipients, TemplatesApi, Checkbox, DateSigned, \
+    Text, EnvelopeTemplate
+
+from ...docusign import create_api_client
+
+
+class Eg002CreateRemoteInstance:
+    @classmethod
+    def create_web_form_template(cls, args):
+        api_client = create_api_client(base_path=args["base_path"], access_token=args["access_token"])
+        templates_api = TemplatesApi(api_client)
+
+        web_forms_templates = templates_api.list_templates(
+            account_id=args["account_id"],
+            search_text=args["template_name"]
+        )
+
+        if int(web_forms_templates.result_set_size) > 0:
+            template_id = web_forms_templates.envelope_templates[0].template_id
+        else:
+            template_req_object = cls.make_web_forms_template(args)
+            template = templates_api.create_template(
+                account_id=args["account_id"],
+                envelope_template=template_req_object
+            )
+            template_id = template.template_id
+
+        return template_id
+
+    @classmethod
+    def create_web_form_instance(cls, form_id, args):
+        #ds-snippet-start:WebForms2Step2
+        api_client = ApiClient()
+        api_client.host = args["base_path"]
+        api_client.set_default_header(header_name="Authorization", header_value=f"Bearer {args['access_token']}")
+        #ds-snippet-end:WebForms2Step2
+
+        #ds-snippet-start:WebForms2Step4
+        web_form_values = {
+            "PhoneNumber": "555-555-5555",
+            "Yes": ["Yes"],
+            "Company": "Tally",
+            "JobTitle": "Programmer Writer"
+        }
+        recipient = {
+            "roleName": "signer",
+            "name": args["signer_name"],
+            "email": args["signer_email"]
+        }
+        web_form_req_object = {
+            "formValues": web_form_values,
+            "recipients": [recipient],
+            "sendOption": "now"
+        }
+        #ds-snippet-end:WebForms2Step4
+
+        #ds-snippet-start:WebForms2Step5
+        webforms_api = FormInstanceManagementApi(api_client)
+        web_form = webforms_api.create_instance(args["account_id"], form_id, web_form_req_object)
+        #ds-snippet-end:WebForms2Step5
+
+        return web_form
+
+    @classmethod
+    def list_web_forms(cls, args):
+        api_client = ApiClient()
+        api_client.host = args["base_path"]
+        api_client.set_default_header(header_name="Authorization", header_value=f"Bearer {args['access_token']}")
+
+        #ds-snippet-start:WebForms2Step3
+        webforms_api = FormManagementApi(api_client)
+        web_forms = webforms_api.list_forms(args["account_id"], search=args["form_name"])
+        #ds-snippet-end:WebForms2Step3
+
+        return web_forms
+
+    @classmethod
+    def make_web_forms_template(cls, args):
+        with open(args["pdf_file"], "rb") as file:
+            content_bytes = file.read()
+        base64_file_content = base64.b64encode(content_bytes).decode("ascii")
+
+        # Create the document model
+        document = Document(  # create the DocuSign document object
+            document_base64=base64_file_content,
+            name="World_Wide_Web_Form",  # can be different from actual file name
+            file_extension="pdf",  # many different document types are accepted
+            document_id=1  # a label used to reference the doc
+        )
+
+        # Create the signer recipient model
+        signer = Signer(role_name="signer", recipient_id="1", routing_order="1")
+        # Create fields using absolute positioning
+        # Create a sign_here tab (field on the document)
+        sign_here = SignHere(
+            document_id="1",
+            tab_label="Signature",
+            anchor_string="/SignHere/",
+            anchor_units="pixels",
+            anchor_x_offset="0",
+            anchor_y_offset="0"
+        )
+        check = Checkbox(
+            document_id="1",
+            tab_label="Yes",
+            anchor_string="/SMS/",
+            anchor_units="pixels",
+            anchor_x_offset="0",
+            anchor_y_offset="0"
+        )
+        text1 = Text(
+            document_id="1",
+            tab_label="FullName",
+            anchor_string="/FullName/",
+            anchor_units="pixels",
+            anchor_x_offset="0",
+            anchor_y_offset="0"
+        )
+        text2 = Text(
+            document_id="1",
+            tab_label="PhoneNumber",
+            anchor_string="/PhoneNumber/",
+            anchor_units="pixels",
+            anchor_x_offset="0",
+            anchor_y_offset="0"
+        )
+        text3 = Text(
+            document_id="1",
+            tab_label="Company",
+            anchor_string="/Company/",
+            anchor_units="pixels",
+            anchor_x_offset="0",
+            anchor_y_offset="0"
+        )
+        text4 = Text(
+            document_id="1",
+            tab_label="JobTitle",
+            anchor_string="/JobTitle/",
+            anchor_units="pixels",
+            anchor_x_offset="0",
+            anchor_y_offset="0"
+        )
+        date_signed = DateSigned(
+            document_id="1",
+            tab_label="DateSigned",
+            anchor_string="/Date/",
+            anchor_units="pixels",
+            anchor_x_offset="0",
+            anchor_y_offset="0"
+        )
+        # Add the tabs model to the signer
+        # The Tabs object wants arrays of the different field/tab types
+        signer.tabs = Tabs(
+            sign_here_tabs=[sign_here],
+            checkbox_tabs=[check],
+            text_tabs=[text1, text2, text3, text4],
+            date_signed=[date_signed]
+        )
+
+        # Top object:
+        template_request = EnvelopeTemplate(
+            documents=[document], email_subject="Please sign this document",
+            recipients=Recipients(signers=[signer]),
+            description="Example template created via the API",
+            name=args["template_name"],
+            shared="false",
+            status="created"
+        )
+
+        return template_request
diff --git a/app/webforms/views/__init__.py b/app/webforms/views/__init__.py
@@ -1 +1,2 @@
 from .eg001_create_instance import weg001
+from .eg002_create_remote_instance import weg002
diff --git a/app/webforms/views/eg002_create_remote_instance.py b/app/webforms/views/eg002_create_remote_instance.py
@@ -0,0 +1,109 @@
+from os import path
+
+from docusign_esign.client.api_exception import ApiException
+from flask import render_template, session, Blueprint, redirect, url_for
+
+from ..examples.eg002_create_remote_instance import Eg002CreateRemoteInstance
+from ...docusign import authenticate, ensure_manifest, get_example_by_number
+from ...docusign.utils import replace_template_id
+from ...ds_config import DS_CONFIG
+from ...error_handlers import process_error
+from ...consts import API_TYPE, demo_docs_path, web_form_config_file, web_form_template_file
+
+example_number = 2
+api = API_TYPE["WEBFORMS"]
+eg = f"weg00{example_number}"
+weg002 = Blueprint(eg, __name__)
+
+
+@weg002.route(f"/{eg}", methods=["POST"])
+@authenticate(eg=eg, api=api)
+@ensure_manifest(manifest_url=DS_CONFIG["example_manifest_url"])
+def create_web_form_template():
+    args = {
+        "account_id": session["ds_account_id"],
+        "base_path": session["ds_base_path"],
+        "access_token": session["ds_access_token"],
+        "template_name": "Web Form Example Template",
+        "pdf_file": path.join(demo_docs_path, web_form_template_file)
+    }
+    try:
+        web_form_template_id = Eg002CreateRemoteInstance.create_web_form_template(args)
+        replace_template_id(path.join(demo_docs_path, web_form_config_file), web_form_template_id)
+    except ApiException as error:
+        return process_error(error)
+
+    session["web_form_template_id"] = web_form_template_id
+    return redirect(url_for(f"{eg}.get_web_form_create_view"))
+
+
+@weg002.route(f"/{eg}/web_form", methods=["POST"])
+@authenticate(eg=eg, api=api)
+@ensure_manifest(manifest_url=DS_CONFIG["example_manifest_url"])
+def create_web_form_instance():
+    args = {
+        "account_id": session["ds_account_id"],
+        "base_path": DS_CONFIG["webforms_api_client_host"],
+        "signer_name": DS_CONFIG["signer_name"],
+        "signer_email": DS_CONFIG["signer_email"],
+        "access_token": session["ds_access_token"],
+        "form_name": "Web Form Example Template"
+    }
+
+    example = get_example_by_number(session["manifest"], example_number, api)
+    try:
+        forms = Eg002CreateRemoteInstance.list_web_forms(args)
+        if forms.items is None or len(forms.items) == 0:
+            error_code = "404"
+            error_message = example["CustomErrorTexts"][0]["ErrorMessage"]
+            return render_template(
+                "error.html",
+                error_code=error_code,
+                error_message=error_message
+            )
+
+        results = Eg002CreateRemoteInstance.create_web_form_instance(forms.items[0].id, args)
+    except Exception as error:
+        return process_error(error)
+
+    return render_template(
+        "example_done.html",
+        title=example["ExampleName"],
+        message=example["ResultsPageText"].format(results.envelopes[0].id, results.id)
+    )
+
+
+@weg002.route(f"/{eg}", methods=["GET"])
+@ensure_manifest(manifest_url=DS_CONFIG["example_manifest_url"])
+@authenticate(eg=eg, api=api)
+def get_view():
+    """responds with the form for the example"""
+    example = get_example_by_number(session["manifest"], example_number, api)
+
+    return render_template(
+        "webforms/eg002_create_remote_instance.html",
+        title=example["ExampleName"],
+        example=example,
+        source_file="eg002_create_remote_instance.py",
+        source_url=DS_CONFIG["github_example_url"] + "eg002_create_remote_instance.py",
+        documentation=DS_CONFIG["documentation"] + eg,
+        show_doc=DS_CONFIG["documentation"]
+    )
+
+
+@weg002.route(f"/{eg}/web_form", methods=["GET"])
+@ensure_manifest(manifest_url=DS_CONFIG["example_manifest_url"])
+@authenticate(eg=eg, api=api)
+def get_web_form_create_view():
+    if "web_form_template_id" not in session:
+        return redirect(url_for(f"{eg}.get_view"))
+
+    example = get_example_by_number(session["manifest"], example_number, api)
+    additional_page_data = next((p for p in example["AdditionalPage"] if p["Name"] == "create_web_form"),
+                                None)
+    return render_template(
+        "webforms/eg002_web_form_create.html",
+        title=example["ExampleName"],
+        example=example,
+        description=additional_page_data["ResultsPageText"].format("app/static/demo_documents")
+    )
Original file line number	Diff line number	Diff line change
		@@ -1 +1,2 @@
		from .views import weg001
		from .views import weg002
Original file line number	Diff line number	Diff line change
		@@ -1 +1,2 @@
		from .eg001_create_instance import weg001
		from .eg002_create_remote_instance import weg002