Set up Docusign eSignature spoke using authorization code grant

Integrate the ServiceNow instance and Docusign eSignature spoke by using Authorization Code to authenticate ServiceNow requests.

Before you begin

• Request an Integration Hub subscription.
• Activate the Docusign eSignature spoke.
• Role required: admin

Important:

If you are setting up Docusign eSignature spoke using authorization code grant, you need not set up the spoke using JWT grant.

Configure the Docusign account

Configure a custom OAuth application from your Docusign account to enable authentication with the Docusign eSignature spoke.

About this task

Complete these steps from your Docusign account. See the Docusign Developer Center documentation for instructions on creating and configuring custom applications. Docusign uses a scripted webhook to send signed document data to ServiceNow instance. This enables flow designers to pause a flow until a document is signed, and use document data in the flow.

Before you begin

Docusign requirements:

• Docusign account
• Docusign app configured to integrate with ServiceNow
• Role required: Docusign administrator

Procedure

1. Log in to the Docusign account as an admin.
2. From your Docusign account, register your application.
   Note:

   Ensure that you select the Authorization Code Grant option for User Application.
3. Generate an integrator key and secret key.
4. Record the values of integrator key and secret key to register the app as a third-party OAuth provider on your ServiceNow instance.
   You need these values when you Configure the connection for Docusign eSignature spoke.
5. Add the ServiceNow OAuth Redirect URL in your Docusign account.
   1. Navigate to Integrations > App and Keys.
   2. Under Apps and Integration Keys,find the required app.
   3. For the required app, click the Actions drop-down list and click Edit.
   4. Under Additional settings, click Add URI and add the OAuth callback endpoint in this format: https://<instance>.service-now.com/oauth_redirect.do.
      
6. Obtain the value of Account Base URI from the Docusign account.
   1. Navigate to Integrations > App and Keys.
   2. Under My Account Information, you can find the value of the Account Base URI.
      
   3. Copy and record this value for later use.

Configure the connection for Docusign eSignature spoke

Integrate the ServiceNow instance and Docusign account instance using authorization code grant to authenticate ServiceNow requests.

Before you begin

Role required: admin

Procedure

1. Navigate to All > Process Automation > Workflow Studio.
2. Click the Integrations tab.
3. Under Connections, toggle and enable the Outbound connections.
4. Locate the alias for Docusign and click View Details.
   Note:

   Don't click Add Connection.

   
5. If you are configuring the spoke for the first time, click Configure.
   
6. On the Configure Connection form, fill in the fields.

   Table 1. Configure Connection form

   Field	Description
   Connection Name	Unique name to identify the connection.
   Connection URL	Account Base URI to connect to Docusign environment. This value can be obtained from your Docusign account. For more information see, Configure the Docusign account.
   API Version	Docusign API version. The default value is v2.1.
   Authorization URL	Docusign authorization URL. For developer sandbox environment, enter https://account-d.docusign.com/oauth/auth. For live production system, enter https://account.docusign.com/oauth/auth.
   Token URL	URL from which the ServiceNow instance obtains the access token. For developer sandbox environment, enter https://account-d.docusign.com/oauth/token. For live production system, enter https://account.docusign.com/oauth/token. For more information see, Post Go-Live and User Info Endpoint Reference in the Docusign Developer Center documentation.
   OAuth Client ID	Integrator key of your Docusign account.
   OAuth Client Secret	Secret key (client secret) of your Docusign account.
   OAuth Redirect URL	OAuth callback endpoint in this format: https://<instance>.service-now.com/oauth_redirect.do. Note: Ensure that you add this URL in your Docusign account. For more information see, Configure the Docusign account.

   

7. Click Configure and Get OAuth Token.