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Docusign Integration with Servicenow using REST API

harishdasari
Tera Guru

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.

1 ACCEPTED SOLUTION

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


Regards,
Ankur
✨ Certified Technical Architect  ||  ✨ 9x ServiceNow MVP  ||  ✨ ServiceNow Community Leader

View solution in original post

35 REPLIES 35

sivaranjani4
Kilo Explorer

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