How to apply e-signature plugin to requested items/catalog tasks

[Andrew126]

Hi all,

I'm trying to use the e-signature plugin on requested items or catalog tasks. I need the users to be able to sign a declaration before receiving an item.

I've got the plugin installed, templates made, the spot on the form to apply them, just like the HR examples. I can see e-signature history. What I can't do is figure out how to trigger the request for the user to sign, or where that would be located.

Does anyone have any experience with this? Is it even possible?

Thanks

[Ct111]

Hello,

you must assign the e-signature roles to the appropriate roles, groups, or users in your application . Then only they will see this.

The docs link for the same is given below

https://docs.servicenow.com/bundle/orlando-servicenow-platform/page/product/human-resources/referenc...

Check the heading add role of user,group ...etc.

Mark my ANSWER as CORRECT and HELPFUL if it helps

[Maxwell3]

Hello Andrew,

Have you had any luck with a resolution? I am having similar issues?

[Andrew126 · Accepted solution]

Yeah, I got it figured out. I was doing this for catalog tasks, but I think the same steps will apply to everything else.

You have to make sure that Assigned to, E-signature template, and E-signature document are populated. The change the state to Work in progress. If you view as the Assigned to, a Sign document button will be visible in the header. I've been having issues with E-signature document de-populating so make sure to check that doesn't happen to you.

It's very simple, but took me a long time to figure out with the limited documentation.

[Maxwell3]

Hello Andrew,

How did you fix the issue of the E-signature document de-populating?