Doc Templates - esignature assigned to groups rather than individuals
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05-07-2025 12:21 AM
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
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05-08-2025 02:25 AM