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05-14-2023 05:40 AM
Hello @Ratnakar7 ,
Thank you for the reply, I have few questions:
- Set up the DocuSign API account and configure the DocuSign spoke in ServiceNow. Ans - configured as suggested in the documentation and it is showing in docusign as below.
- Create a DocuSign template with the fields that need to be signed. - Created the template in the
Docusign. - Create a ServiceNow form to capture the required information for the DocuSign envelope.
Question - For the form do we need to create the Catalog item or a custom table? (if we are implementing the HR onboarding). - Write a script to initiate the DocuSign envelope creation and trigger the signing process.
Question - Do we need to call APIs via restMessageV2 API? or spoke provides us the functionality to send and receive information. Please guide more for this point. - Set up the notification and callback URLs to track the status of the DocuSign envelope.
- Configure the DocuSign signature widget in ServiceNow to enable end-users to sign documents from within ServiceNow.