Hi all,
I’m working on integrating DocuSign with ServiceNow for an adhoc signature use case, but I’m facing challenges since the OOTB DocuSign Integration Flow (DT DocuSign Integration Flow) is now deprecated.
My requirement:
- We have created a PDF template using the Document Template module in ServiceNow.
- When a Case is created, a Document Task should be automatically generated and assigned to a user.
- When the user opens the Document Task (from the Service Portal), the PDF template should open.
- The user should be able to sign the document using DocuSign directly within the ServiceNow portal.
What I’m looking for:
- Guidance on the recommended approach to implement DocuSign adhoc signing with the current (non-deprecated) integration options.
- Any best practices for embedding DocuSign signing (recipient view) inside Service Portal.
Questions:
- Is there a way to embed the DocuSign signing experience within the Service Portal?
- Are there any updated integrations or spokes replacing the deprecated flow?
Any guidance, documentation, or examples would be greatly appreciated.
Thanks in advance!
