Activate Docusign eSignature spoke catalog items
Trigger events in Docusign when an item is requested in the Service Catalog. For example, The Send a Document for Digital Signature catalog item triggers a sample flow that sends a Docusign document to a designated recipient.
Before you begin
- Request IntegrationHub subscription
- Activate Docusign eSignature spoke
- Activate the Flow Designer support for the Service Catalog (com.glideapp.servicecatalog.flow_designer) plugin
- Role required: admin
About this task
The Docusign eSignature spoke adds catalog items for use with the Docusign eSignature spoke sample flows. Before triggering a Docusign eSignature spoke sample flow, activate these catalog items.
| Catalog item | Description |
|---|---|
| Send a Document for Digital Signature | Sends a document for digital signature in Docusign. |
| Demonstrate Template - Send Job Offer to Candidate | Sends a job offer using a Docusign template. |
Procedure
Navigate to All > Service Catalog > Maintain Items.
Search for and select Send a Document for Digital Signature.
Click Activate.
Open the record, Send a Document for Digital Signature.
In the Process Engine tab, select Send a Document for Digital Signature for Flow.
Search for and select Send employment offer to candidate using DocuSign template.
Click Activate.
Open the record, Send employment offer to candidate using DocuSign template.
In the Process Engine tab, select Send employment offer to candidate using DocuSign template for Flow.
Result
When one of these items is requested in the Service Catalog, the associated Docusign eSignature spoke sample flow triggers and performs actions in DocuSign.