Docusign Integration with Docusign Spoke

[SNOW BOT]

Hello Experts,

Anybody has worked on the integration of ServiceNow with Docusign using Docusign spoke?

I am following up this link, but not sure this is the right path: 

https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0852804

Please guide me with the steps if anybody has implemented the same.

Thanks in Advance

[Ratnakar7]

Hi @SNOW BOT,

Yes, the link you shared is a good starting point for integrating ServiceNow with DocuSign using the DocuSign spoke. Here are the high-level steps involved in the integration:

1. Set up the DocuSign API account and configure the DocuSign spoke in ServiceNow.
2. Create a DocuSign template with the fields that need to be signed.
3. Create a ServiceNow form to capture the required information for the DocuSign envelope.
4. Write a script to initiate the DocuSign envelope creation and trigger the signing process.
5. Set up the notification and callback URLs to track the status of the DocuSign envelope.
6. Configure the DocuSign signature widget in ServiceNow to enable end-users to sign documents from within ServiceNow.

Also, refer How to Use DocuSign for ServiceNow 

If my response was helpful in resolving the issue, please consider accepting it as a solution by clicking on the ✅Accept solution button and giving it a thumbs up 👍. This will benefit others who may have a similar question in the future.

Thank you!

Ratnakar

[SNOW BOT]

Hello @Ratnakar7 ,

Thank you for the reply, I have few questions:

1. Set up the DocuSign API account and configure the DocuSign spoke in ServiceNow. Ans - configured as suggested in the documentation  and it is showing in docusign as below.
   
2. Create a DocuSign template with the fields that need to be signed. - Created the template in the 
   Docusign.
3. Create a ServiceNow form to capture the required information for the DocuSign envelope. 
   Question - For the form do we need to create the Catalog item or a custom table? (if we are implementing the HR onboarding).
4. Write a script to initiate the DocuSign envelope creation and trigger the signing process.
   Question - Do we need to call APIs via restMessageV2 API? or spoke provides us the functionality to send and receive information. Please guide more for this point.
5. Set up the notification and callback URLs to track the status of the DocuSign envelope.
6. Configure the DocuSign signature widget in ServiceNow to enable end-users to sign documents from within ServiceNow.

[Ratnakar7]

Hi @SNOW BOT ,

-->>3. Create a ServiceNow form to capture the required information for the DocuSign envelope:

• If you are implementing HR onboarding and need to capture employee information, you can consider using a custom table in ServiceNow to store the relevant fields and information. This allows you to have more control over the form design and data structure.
• Alternatively, you can use a catalog item if it aligns better with your HR onboarding process and the existing ServiceNow configurations. This approach may involve using variables and forms within the catalog item to capture the required information.

-->> 4. Write a script to initiate the DocuSign envelope creation and trigger the signing process:

• If you are using the DocuSign spoke, it may provide specific functionalities and APIs to handle the envelope creation and signing process. You may not need to directly call the restMessageV2 API.
• Refer to the documentation: How to Set up DocuSign spoke  , DocuSign Developer 

Thanks,

Ratnakar

[David-]

Hi @Ratnakar7 - Is there a way for us to force reconfiguring of the signature each time through the API? We need to change the connection between a particular email and the signature.

Thank you