Steps to create E-sign document using Docusign

[Niranjani]

Hi,

Servicenow to Docusign integration is already implemented and its running fine.Need help with the steps that needs to be followed for creating the Docusign template and once the HR task is in ready state automatically it should be visible in the portal for the employee to sign. Need help in achieving this. 

[Harneet Sital]

Hi Niranjani,

Here are the steps on how to configure a new DocuSign Template and to associate to an HR task -  

Step 1: Create a new DocuSign template -

https://docs.servicenow.com/bundle/paris-hr-service-delivery/page/product/human-resources/task/confi...

Step 2: Assign the DocuSign template to an HR task, 

https://docs.servicenow.com/bundle/paris-hr-service-delivery/page/product/human-resources/task/selec...

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Happy to assist you further if you need help. 

If the answer has helped you, please mark the answer correct/helpful. Thank you.

-Harneet

[Niranjani]

Hi Harneet,

I followed the same steps which you have suggested.HR task is getting created but unable to see the document and the below message is displayed,

This document could not be loaded. Please contact your administrator for assistance.

Thanks,

Niranjani

[Harneet Sital]

Hi Niranjani, 

I believe this might be an issue -https://community.servicenow.com/community?id=community_question&sys_id=9588f6201b0ff814acdc54e56b4b...

If the answer has helped you, please mark the answer correct/helpful. Thank you.

-Harneet

[Community Alums]

Hi @Niranjani ,

Have you checked my Article on the same requirement :

https://community.servicenow.com/community?id=community_article&sys_id=64da17d2dbf63c902454e6be13961914

Mark my answer correct & Helpful, if Applicable.

Thanks,

Sandeep