Activate Docusign eSignature spoke catalog items

  • 릴리스 버전: Australia
  • 업데이트 날짜 2026년 03월 12일
  • 소요 시간: 2분

    • Trigger events in Docusign when an item is requested in the Service Catalog. For example, The Send a Document for Digital Signature catalog item triggers a sample flow that sends a Docusign document to a designated recipient.

    시작하기 전에

    • Request IntegrationHub subscription
    • Activate Docusign eSignature spoke
    • Activate the Flow Designer support for the Service Catalog (com.glideapp.servicecatalog.flow_designer) plugin
    • Role required: admin

    이 태스크 정보

    The Docusign eSignature spoke adds catalog items for use with the Docusign eSignature spoke sample flows. Before triggering a Docusign eSignature spoke sample flow, activate these catalog items.
    Catalog item Description
    Send a Document for Digital Signature Sends a document for digital signature in Docusign.
    Demonstrate Template - Send Job Offer to Candidate Sends a job offer using a Docusign template.

    프로시저

    1. Navigate to All > Service Catalog > Maintain Items.
    2. Search for and select Send a Document for Digital Signature.
    3. Click Activate.
    4. Open the record, Send a Document for Digital Signature.
    5. In the Process Engine tab, select Send a Document for Digital Signature for Flow.
    6. Search for and select Send employment offer to candidate using DocuSign template.
    7. Click Activate.
    8. Open the record, Send employment offer to candidate using DocuSign template.
    9. In the Process Engine tab, select Send employment offer to candidate using DocuSign template for Flow.

    결과

    When one of these items is requested in the Service Catalog, the associated Docusign eSignature spoke sample flow triggers and performs actions in DocuSign.