Docusign Sender Info

[Aman Gulati]

I have implemented SN Docusign integrtation using Docusign Spoke and it works well. Only issue is that the document from docusign gets sent as my email as i have setup the app and integration in Docusign. is there a way to fix that to be sent as different users (dynamically) based on who will trigger that action in ServiceNow?

Aman

[Sohail Khilji]

Hi @Aman Gulati,

Iam not precisely sure on the name of the flow or the action which sets your name in the email. But you can refer the flows or action related to DocuSign application and make the changes to that flow or action. It my require customization to OOTB flows of the product.

I hope this hint helps...

[Aman Gulati]

There is no specific flow or action that sets the sender for Docusign. As per ServiceNow, the User who sets the configuration on the Docusign side is set as the Sender

Aman

[Marc Roy]

Hi @Aman Gulati Have you had any luck getting this completed and working? 

I ran into the similar issue, what I found out was that, because I was authenticated to Docusign when I was setting up the connection, it automatically authenticated using my user for the OAuth portion. This results in every envelope created by the flow being created in Docusign as me.

Looking at the configuration options, I've shifted to using a JWT Bearer to authenticate, but am stuck where I'm trying to setup the signature impersonation. The documentation feels quite lacking on both sides of the proverbial coin (ServiceNow / Docusign) when you get to this point. As there's no "clear" path outlined to follow for specific scenarios. 

I've been trying to work with support to get the answers, but it's getting tedious. 

[Aman Gulati]

@Marc Roy - I created a Service Account in Docusign and logged in as that in Docusign to get the token. That way all the envelopes are now sent as that user.

Thank you

Aman