---
sourceDocument: Australia Workflow Data Fabric
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/integrate-applications

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Workflow Data Fabric

ft:clusterId :

    - crint

bundleId :

    - crint

workflow :

    - Creator


---

# How to automate signing requests using templates

# How to automate signing requests using templates {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Send Docusign signing requests using
Docusign templates and information in your ServiceNow instance by creating flows in Flow Designer. For example,
<kbd class="ph userinput">Send employee offer</kbd> .

## Before you begin

Role required: admin

* Request Integration Hub subscription
* Activate Docusign eSignature spoke
* [Set up Docusign eSignature spoke using JWT grant](https://www.servicenow.com/docs/t26Fm1Bv~kxwozf5YLBiFg#setup-docusign-jwt "Integrate the ServiceNow instance and Docusign by using JWT grant to authenticate ServiceNow requests.") or [Set up Docusign eSignature spoke using authorization code grant](https://www.servicenow.com/docs/Q3sy2G4xc~9iNQAY8COPDg#setup-docusign-authorization-code "Integrate the ServiceNow instance and Docusign eSignature spoke by using Authorization Code to authenticate ServiceNow requests.")
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## About this task

Note:  
Customize flows based on your requirements.

## Procedure

1. In Docusign, create document templates and specify recipient roles, for example, <kbd class="ph userinput">Candidate</kbd> and <kbd class="ph userinput">Manager</kbd>.  
   The system retrieves other recipient details such as name and email, when the flow is triggered.
2. In Workflow Studio, create a new flow.
3. Specify TRIGGER to initiate the flow.
4. Specify one of the following actions to be performed during the flow and provide recipient details:  
   * Create Draft Envelope from Template
   * Get Recipient ID by Role Name
   * Add Recipient to Envelope
   * Get Recipient ID by Role Name
   * Add Recipient to Envelope
   * Get Field ID
   * Set Field Value
   * Send Envelope
   * Get Field Value
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5. **Optional:** Pause the flow until the specified document is signed or rejected by selecting the Wait for Signature from Docusign action.  
   * The selected document or Embedded Signing URL is sent to the recipients for signing. While signing the document, the recipient details are auto-populated.
   * An envelope record is created in the Envelopes table. The Envelope status and other details are updated.
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