Docusign configuration the easy way, step-by-step

[Community Alums]

Docusign Configuration

URL for reference on the initial stages of configuring Docusign to ServiceNow: -

https://docs.servicenow.com/bundle/quebec-servicenow-platform/page/administer/integrationhub-store-s...

Register Docusign in Application Registry as per following: -

 Create Credentials:-

Credentials>New>OAuth 2.0 Credentials>As per below setup>click Get OAuth Token

Create Connection :-

Connections> New >HTTP(s) Connection>Fill in the details as per below

 

 

Accounts> Click on “Get Accounts”

Create Docusign Template:-

Templates>New>

 

 

Create HR Document Templates

HR Document Templates>HR PDF Template>

 

 

 

Click on >”Get Template Fields”.

Then the Below configuration can be attained.

 

 

Create HR Template:-

 

HR Administration > HR Templates> New

 

Configure HR Service:-

 

 

Create an Activity such that the above HR Case can be part of an activity set

Manage Activities > New

 

Hope this Helps Everyone !!

[Prasanna41]

Really helpfull content..!!

[Shalni]

Really helpful!

[Rahul Dev]

Hi @Community Alums 
Does it need DocuSign spoke to be activated?

[Community Alums]

No @Rahul Dev 

[Rahul Dev]

Hi @Community Alums 

I am able to generate the Oauth token . But when clicking on Get Accounts related link , its not fetching the  account .
In the subflow I am getting below error
Could you please help

[TP9]

Hi @Sandeep Dutta,

I am setting up docusign integration with ServiceNow to send document from ServiceNow to Docusign for signature. I successfully obtain the JWT and oauth tokens and on the 'get account' step I retrieve the account successfully.

I am using html document templates, but when I try to trigger the signature task from the case, the task does not get generated and an unsigned letter gets attached to the case. The 'Get Recipients' action on OOB flow ' DT Docusign- Integration Flow' does not fetch the recipient.

Please advise what could be the issue

[Kavita Bhojane2]

Hello  @Community Alums ,

I followed above steps, but facing issue while testing Life Cycle Event. Its asking for HR service while creating HR case. I am new to HRSD. Could you please help me with this?

Thanks in advance,

Kavita Bhojane

[Community Alums]

HI @Kavita Bhojane2 ,

That's the expected behaviour!!

While creating the HR Case it would ask for HR service.

[Kavita Bhojane2]

But there is no option to select HR service

[Peter Xiang]

Hi @Community Alums,

You are using a PDF Template now. My current requirement is that I have a word document with some dynamic data filled from SN and sent to Docusign for the customer to check and sign. How should I deal with this situation? I am looking forward to your reply.

[Ruhee Gupta]

Hi @Community Alums,

We have to do docusign integration with custom table that is not under HR application. Could you help on how to set up template integration in case of new custom application. Basically I need help on how system identifies fields to be mapped based on template ID we are receiving. 

if you have information that would be helpful.

Thanks,

Ruhee

[Arlene H]

Hi @Community Alums,

You answered "No" when Rahul Dev asked if it needs DocuSign spoke to be activated.  However, the Connection alias you chose was sn_docusign_spoke.DocuSign.

Can you kindly confirm please?  Will this choice be available if you don't have DocuSign? Reason I asked is we used to have the IntegrationHub subscriptions but we didn't renew it.  I am exploring ways to connect without the Spoke.

Thank you.