How to automate signing requests using templates

Send Docusign signing requests using Docusign templates and information in your ServiceNow instance by creating flows in Flow Designer. For example, Send employee offer .

Before you begin

Role required: admin

• Request Integration Hub subscription
• Activate Docusign eSignature spoke
• Set up Docusign eSignature spoke using JWT grant or Set up Docusign eSignature spoke using authorization code grant

About this task

Note: Customize flows based on your requirements.

Procedure

1. In Docusign, create document templates and specify recipient roles, for example, Candidate and Manager.

   The system retrieves other recipient details such as name and email, when the flow is triggered.

2. In Workflow Studio, create a new flow.

3. Specify TRIGGER to initiate the flow.

4. Specify one of the following actions to be performed during the flow and provide recipient details:

   • Create Draft Envelope from Template
   • Get Recipient ID by Role Name
   • Add Recipient to Envelope
   • Get Recipient ID by Role Name
   • Add Recipient to Envelope
   • Get Field ID
   • Set Field Value
   • Send Envelope
   • Get Field Value

   • Pause the flow until the specified document is signed or rejected by selecting the Wait for Signature from Docusign action.

   • The selected document or Embedded Signing URL is sent to the recipients for signing. While signing the document, the recipient details are auto-populated.

   • An envelope record is created in the Envelopes table. The Envelope status and other details are updated.