DocuSign integration with Servicenow
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09-25-2023 08:58 PM
Hello All,
Could anyone please explain what DocuSign is and how it is used in ServiceNow, and please explain in how many ways we can integrate that, and please provide a step-by-step process?
Thank you so much in advance.
Kind Regards
Bhuvana
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09-27-2023 02:25 AM
Hi @chandini k ,
1. DocuSign: It's a e-signature to create & provide digital signature on electronic document/ template with digital signature.
2. Steps: a.Activation of Plugin. b. DocuSign Profile from Application registry, take ClientID, Client Secret from DocuSign 3rd party team. Mostly its used in ServiceNow HRSD module
As per your business requirement you have to set either for HR PDF template type or Document template type.
Please find below ServiceNow Product documents you will get more details:
1.HR Service create for DocuSign: Configure an HR service for the DocuSign integration (servicenow.com)
2.Document Template Integration with DocuSign: Document Template integration with DocuSign (servicenow.com)
3.Set up DocuSign spoke (servicenow.com)
4plugin Installation: Components installed with Document Template Integration with DocuSign (servicenow.com)
Please let me know if such information helpful for your understanding.
Please make correct or helpful.
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09-27-2023 09:37 AM
Please make helpful & correct answer if it is helpful for your understanding.