ServiceNow to DocuSign Integration

[sm001086602]

What are the perquisites to configure DocuSign Integration with ServiceNow after installing the DocuSign Plugin ?

We installed DocuSign Esignature Spoke plugin and Document Template Integration with DocuSign plugin, after that we are facing issues how to proceed further for requesting a participant to Sign on the PDF Template through docusign which is attached with the HR case.

[Shraddha Kadam]

Hello @sm001086602 ,

If my response was helpful, please mark it as correct and helpful.

Thank you

[Ankur Bawiskar]

@sm001086602 

so which links did you refer for the setup?

where are you stuck?

If my response helped please mark it correct and close the thread so that it benefits future readers.

[sm001086602]

I am trying for the use case where we can select the Signing Type as DocuSign in PDF Template directly . Here in this case Document task is not getting created

FYI:- As of now I have not created any OAuth records for this
just installed the plugin

[Shraddha Kadam]

Hello @sm001086602,

Please confirm if the 'Automatically Create Draft Document' or 'Automatically Initiate Document Tasks' case option has been added to the HR Service record.

If my response was helpful, please mark it as correct and helpful.

Thank you

[sm001086602]

@Shraddha Kadam Actually these templates are not related to any specific HR Service.
Once we create it can be selected under HR services related to that COE.

And once I select the Signing Type as ServiceNow, In that case document tasks are getting generated.