Doc Templates - esignature assigned to groups rather than individuals

MaxPj
Tera Contributor

Hello, 

we have the following requirement and are unsure if this is possible or how to achieve that. We are having a lot of contracts created on monthly base and a high number of HR people, creating and signing that contract. At the moment we print them out and sign them wet. For all contracts we need 2 signatures from HR. Now we want to use the build in ServiceNow esignature to reduce the manual workload. We are using the SN_Doc plugin and not the older HR Document templates. 

 

Our challenge: Rather than initiate the document task and send the ServiceNow esignature to an individual, we need to get this send to assignment groups, similar to a group approval. And whoever has capacity will grab the document and sign it.

 

So our process seems to be like:

  • Contract Case is opened
  • correct template is selected
  • start the signature process.
    • Signature 1 goes to Group A, someone signs it
    • Signature 2 goes to Group B, someone signs it. 
    • Signature goes to external candidate for signature

 

Is this something we can achieve with HR Tasks rather than the Initiate Document Tasks feature, or is there a flow we could use for that? Thanks

1 REPLY 1

Dushyant Siroh
Tera Expert

Hello @MaxPj 

 

You can use Flow Designer in this case .

 

Kind Regards,

Dushyant Sirohi