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

4. To pause the flow until the specified document is signed or rejected, select the Wait for Signature from Docusign action.

5. 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.