How to configure native esignature on catalog task

Meenal Gharat
Giga Guru

‎05-26-2025 05:05 AM

Hello ALL,

 

My requirement is to convert submitted service request into PDF document and send the PDF to the user for esigning the document once signed submit it for approval.

 

I have activated com.snc.esign this plugin

configured E-signature template , configured Document template (I have question on document template which document to upload on dms_document table ? as we would be converting the request into PDF)

 

Kindly assist with the further configuration steps.

 

Best Regards,

Meenal Gharat

 

 

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3 REPLIES 3

Abbas_5
Tera Sage
Tera Sage

‎05-26-2025 10:52 PM

Hello @Meenal Gharat,

 

To configure native e-signatures on catalog tasks in ServiceNow, you'll need to ensure the e-signature plugin is activated and properly configured. This involves setting up e-signature templates, managing documents, and assigning users to tasks, including fields like "Assigned To", "E-signature Template", and "E-signature Document". The task must also be in the "Work in Progress" state for the e-signature functionality to be visible. 
 
Detailed Steps:
  1. 1. Activate the e-signature plugin:
    Ensure the com.snc.esign plugin is activated in your ServiceNow instance. 
     
  2. 2. Configure E-signature Templates:
    Create and configure E-signature templates in the sn_esign_esignature_configuration table. These templates define the document type and signature settings. 
     
  3. 3. Manage Documents:
    Ensure the document to be signed is a managed document (dms_document) in the published state. 
     
  4. 4. Set up the Catalog Task:
    • Assign To: Fill in the "Assigned To" field with the user who will sign the document. 
       
    • State: Change the task state to "Work in Progress". 
       
    • E-signature Template: Select the appropriate e-signature template. 
       
    • E-signature Document: Select the managed document to be signed. 
       
  5. 5. Verify Visibility:
    The "Sign Document" button should be visible in the header of the catalog task for the assigned user if all steps are followed correctly. 
     
  6. 6. Consider Portal Access:
    If you need users to sign documents via the Service Portal, you'll need to create a widget with the "e-sign-task" widget embedded in it and configure it to pass the task's sys_id.
     
Additional Notes:
  • The assigned user should have the necessary e-signature roles assigned. 
     
  • The "E-signature Document" should not de-populate when the task is viewed by the assigned user. 
     
  • The "E-signature" application allows users to sign documents with typed, drawn, or credentialed signatures.

OR Please refer to the link below:
https://www.servicenow.com/docs/bundle/vancouver-servicenow-platform/page/product/human-resources/co...

 

If it is helpful, please hit the thumbs up icon and accept the correct solution by referring to this solution in future it will be helpful to them.

 

Thanks & Regards,

Abbas Shaik

Meenal Gharat
Giga Guru
In response to Abbas_5

‎05-27-2025 11:39 PM

Hello Abbas,

 

Thank you for replying.

 

I have configured document management but it gives me static(same pdf everytime on the form) as per my requirement I need to convert the submitted catalog form into pdf and that PDF need to send for signing to the requested for user.

 

I have configured Document template but how to link that under esignature template ?

 

Also, can you help with widget script as I do not have much experience on Portal

 

Thank you for your time !

 

Best Regards,

Meenal Gharat

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Meenal Gharat
Giga Guru

‎05-29-2025 02:27 AM

How can I use attach PDF in RITM for esigning?

 

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