Docusign activities
Enable agents and fulfillers to collect electronic signatures during a playbook run, via Workflow Data Fabric's Docusign spoke.
Roles and availability
- These activities are available as an application in the ServiceNow Store. Users with the playbook.admin or pd_author role can add these activities to a playbook.
- You must have access to Workflow Data Fabric's Docusign spoke.
Inputs
Open the activity properties panel and configure your activity to add values for the following inputs. If the input value varies, use the pill-picker to show where to get the value. To learn more about the pill-picker, see Dot-walking examples.
| Label | String | Title to display as activity and playbook card. |
| Description | String | Information to display about activity usage or outcome. |
| Run condition | Condition Builder | Conditions that must be met to run an activity or stage. You can use data from prior activities to build conditions.Note: Select Show additional options to see this field. |
| Start Rule | Choice | Under Schedule > Start Rule, select a start rule for when your stage should start running:- When process starts: Your stage starts running as soon as the playbook starts. - After specific stages: Your stage starts running after specified stage(s) have finished running. Under Schedule > Start Rule, select a start rule for when your activity should start running:- When stage starts: Your activity starts running as soon as its stage starts running. Your stage starts running when your playbook is triggered. - After specific activities: Your activity starts running after specified activities have finished running. |
| Start with delay | True/False | Option to wait for a duration of time before running an activity or stage. When enabled, this input displays the Start with delay input properties.Note: Select Show additional options to see this field. |
| Attachment | Choice | File or document to be signed. |
| Email subject | String | Subject of the email sent to signatories. |
| Email body | String | Message displayed to signatories. |
| Signatory | Choice | User record from the sys\_user table that specifies who the signature request is sent to. |
| DocuSign account | String | Account record from the sn\_docusign\_spoke\_accounts table that specifies where the signature request is sent from. |
Outputs
Your signed document, available for review.