- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎06-13-2017 06:27 AM
Hi,
Anyone integrated docusign with servicenow.
I am able to generate OAuth Token, can I know what are steps next steps to send the envelopes to the users and what is the procedure.
Thank you.
Solved! Go to Solution.
- Labels:
-
Integrations
-
Scripting and Coding
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎06-20-2017 04:40 AM
Hi Harish,
So here is my understanding and accordingly the approach:
1) User raises RITM and attaches an attachment i.e. pdf file and submits the request.
2) Approvals etc if any will trigger as per the workflow.
3) Now the pdf file has to be sent to whom for signing. Will there be a variable to hold the signing person i.e recipient for docusign.
a) If yes then you can trigger the docusign code from workflow script and pick that's user's email address and DocuSign will send an email to that user.
In the subject keep the RITM number so that when DocuSign sends completion email it will be present in subject line.
b) If no then you need to check to whom it has to be sent. Will that be a hardcoded value of email address
4) Have an inbound email action on the custom table with type as new.
5) Have workflow to copy the incoming signed document from custom table to the RITM table.
Mark Correct if this solves your issue and also hit Like and Helpful if you find my response worthy based on the impact.
Thanks
Ankur
Ankur
✨ Certified Technical Architect || ✨ 9x ServiceNow MVP || ✨ ServiceNow Community Leader
- Mark as New
- Bookmark
- Subscribe
- Mute
- Subscribe to RSS Feed
- Permalink
- Report Inappropriate Content
‎04-01-2020 05:56 AM
Hi Harish,
I cannot get the sign tab in the document, not sure why. Can you please help in getting the signtab in the document for users to sign the document please.
Appreciate your help!
Please reply asap.
Thanks,
Sivaranjani