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DocuSign spoke flow

Bird1
Mega Sage

Hello

I have just installed the DocuSign Spoke in ServiceNow. Not sure anyone have idea what is the Role Name and Recipient ID in the action? 

I thought that it would be simply enter email address for the recipient but no idea for Role Name and Recipient ID.

Thanks.

 

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4 REPLIES 4

Tom Sienkiewicz
Mega Sage

From DocuSign docs:

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So it looks like with this type of DocuSign flow, you need to look up those parameters of the specific user from DocuSign.

Is Role Name not part of the DocuSign envelope?

I am trying to find out the recipient id and role name in the envelope but not sure where is it.

 

Normally I was just the end-user of DocuSign to simply add who's the recipient and just simply send it. 

 

This is the first time I integrate DocuSign to ServiceNow flow by DocuSign Spoke. If anyone have experience, please kindly advise.

 

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Hi,

 

Did you figure this out?

 

/Markus

Best regards,
Markus Nilsson
+46709389974

Davin Theessen
Tera Contributor

Hi, What you are supposed to do is lookup the Recipient ID using one of the docusign lookup actions. For example, if you're creating the envelope from a template, the template will have a "Role Name" for each signer and you can use the "Look up Recipient ID by Role Name" action in the flow to find the recipient id. One thing to be aware of here is that the DocuSign API rules prohibit more than one query against a single envelope in 15 minutes, so I'm not sure how would be able to get multiple recipients, other than introducing a 15 minute wait into your flow between looking up recipient IDs.