Integrating with the Adobe Sign service
Summarize
Summary of Integrating with the Adobe Sign service
The integration with Adobe Sign allows ServiceNow customers to request electronic signatures for both adhoc documents and Adobe Sign templates. This feature relies on the Adobe Sign spoke in IntegrationHub and is essential for streamlining the signing process in HR operations. Note that HR Document Templates are being phased out and will be unsupported on new instances, with migration to Document Templates recommended.
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Key Features
- Adobe Sign Spoke Dependency: Your administrator must activate and set up the Adobe Sign spoke in IntegrationHub to utilize this integration.
- Document Configuration: For each document type, configuration is required—adhoc documents require HR PDF document templates, while Adobe Sign documents require specific templates configured accordingly.
- Dynamic and Static Document Handling: Adhoc documents are static and read-only, while Adobe Sign templates are dynamic, allowing signers to modify certain fields.
- Preconfigured Flows: ServiceNow offers preconfigured HR service flows for collecting signatures, simplifying setup for HR agents.
Key Outcomes
Once the Adobe Sign integration is properly set up, HR agents can efficiently request electronic signatures, enhancing the signing process's speed and ease. With the ability to map signature fields and automate document creation, organizations can improve compliance and streamline their HR workflows.
Request electronic signatures through the Adobe Sign service with the Adobe Sign integration. This integration depends on the Adobe Sign spoke in IntegrationHub, and is enabled for the signing of adhoc documents (HR PDF document templates) and Adobe Sign templates.
Starting with the Australia release, HR Document Templates is being prepared for future deprecation. It will be hidden and no longer activated on new instances, but will continue to be supported.
Use Document Templates and Document Template integration with AdobeSign that provide the latest experience for this functionality. For migration guidelines, see Migrating from HR Document Templates to Document Templates.
For deprecation details, see the Deprecation Process [KB0867184] article in the Now Support knowledge base.
Adobe Sign spoke
Adobe Sign integration setup
Once the Adobe Sign spoke is set up, you can configure the integration for HR. The integration has a single flow that branches out into sub flows, one for signing an adhoc document (HR PDF document template) and another for signing an Adobe Sign template. The sub flow triggered for a document depends on the PDF template type that is configured for that document.
For each document that you want to make available for signing through the Adobe Sign service, configure as follows.
| Type of document | Configuration requirements |
|---|---|
| Adhoc document (HR PDF document template) |
|
| Adobe Sign document |
|
Each adhoc document is configured as a standard HR PDF document template. You can add signers to the document with Mark Signatures, and then map each signature field to an appropriate user field in a table. The positioning of the markings are not used, and the Adobe Sign integration allows the signer to sign anywhere in the document. You can also parse the PDF to map document fields to corresponding table fields to auto-populate the document when it is generated for signing. The generated document is static, which means that it is read-only and the signatory cannot update any of the fields.
Each Adobe Sign template is brought into the ServiceNow system, and then configured into an HR PDF document template to enable mappings. Map each signature field from the Adobe Sign template to an appropriate user field in a table. The generated document is dynamic, which means that the signatory can write in editable fields, such as to update an address or provide W-4 information. However, any updates made are saved to the document only.
Requesting electronic signatures through the Adobe Sign service
Once the integration setup is complete, HR agents from your organization can request electronic signatures through the Adobe Sign service.
For more information, see Request an electronic signature through the Adobe Acrobat Sign service.