Docusign Integration

[Mauro Russo]

Hello everyone, 

i've built the integration between Servicenow and Docusign in order to have digital signature for HR Documents. 

Now the issue that i'm facing is related to the fact that the document is attached on the HR Task, after attached it will trigger the docusign integration and the user signs the document but the signature is not mandatory. So the user needs to put the signature clicking on the icon. 

I would like to have the anchor tag pre-defined and mandatory in order to have already the correct position where the user will need to sign.

Any suggestions?

Thanks in advance

[-O-]

That (that a signature is mandatory) should be defined in the DocuSign template.

Is that not the case?

I'm assuming the integration uses the DocuSign defined templates.

[Mauro Russo]

Hi,

the integration doesn't use the Docusign defined templates.

The document is a word document created by an agent. The agent will upload the document on the HR Task and when the document is attached to the HR task, the integration will starts.

After that an email sent by docusign tells to the user that a new document needs to be signed but there's no rules regarding the correct position where the user will need to sign. 

Actually the user can sign everywhere but i would like to define anchor tags.

[-O-]

In that case DocuSign supports adding SignHere tabs with anchoring.

Basically you write some special text into the document, then refer to that special tag when you defined the tab - indicating DocuSign that the SignHere tab should be placed to (a defined) offset to that special string.

If you look at the document linked above you will find and example too towards the end: How to set envelope tab values.

[-O-]

You should also read section Anchoring Tabs on page EnvelopeRecipientTabs Resource .

I provides valuable information about how anchor strings are treated.