How to automate on-demand signing requests

Send Docusign on-demand signing requests using information in your ServiceNow instance by creating flows in Flow Designer.

Before you begin

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

About this task

Note: Customize flows in Flow Designer based on your requirements.

Procedure

1. In Workflow Studio, create a flow.

2. Specify TRIGGER to initiate the flow.

3. Specify one of the following actions to be performed during the flow:

   • Send Adhoc Signature Request To User
   • Send Adhoc Signature Request To Users - Inline
   • To pause the flow until the specified document is signed or rejected, select the Wait for Signature from Docusign action.

4. Perform one of the following set of actions:

   • To send an embedded signing URL, select Use Embedded Signing, and Embedded Signing Recipient [User].
   • To send a document for signing, provide details regarding Docusign account, PDF document, recipient, email, and envelope expiry.
   • 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.