---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/pt-BR/employee-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Configure an HR service for the DocuSign integration

# Configure an HR service for the DocuSign integration {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura

Create or modify an HR service to request electronic signatures through the DocuSign
service. Preconfigured flows to collect signatures for either an ad hoc document (HR PDF
document template) or a DocuSign template are available to use. You must also configure an
associated HR case template to set a default ad hoc document or DocuSign template for
signing.

## Antes de Iniciar

Role required: sn_hr_core.admin

## Por Que e Quando Desempenhar Esta Tarefa

Depending on whether the user is signing an ad hoc document (HR PDF document template) or a DocuSign template, the following preconfigured HR services, flows, and HR case templates are available for your use and example. See [HR services](https://www.servicenow.com/docs/_5hlEAPR22IiqNa7z7cD7g "HR services are the requests and assistance an HR organization provides its employees, such as benefits enrollment, direct deposit setup, and requests for relocation assistance.") to learn more about HR service configuration, generally.{#configure-hr-service-for-docusign-integration__table_elx_ddx_g3b__entry__3}

| Flow | Component | Name |
|-|-|-|
| Ad hoc document flow | HR service | Request Signature using DocuSign on Adhoc Document |
| Ad hoc document flow | Flow | DocuSign Integration Flow - Adhoc Document |
| Ad hoc document flow | HR case template | Signature using DocuSign on Adhoc Document |
| DocuSign template flow | HR service | Request Signature using DocuSign Template |
| DocuSign template flow | Flow | DocuSign Integration - DocuSign Template |
| DocuSign template flow | HR case template | Signature using DocuSign Template |
[Tabela 1. HR configuration details]

{#configure-hr-service-for-docusign-integration__table_elx_ddx_g3b}

## Procedimento

1. Configure an HR service for the DocuSign integration.
   1. Navigate to HR AdministrationHR Service Configuration.
   2. Click New or open a record.
   3. On the HR service form, provide the following values.  
      {#configure-hr-service-for-docusign-integration__table_hsz_mdx_g3b__entry__3}

      | Flow | Field | Value |
      |-|-|-|
      | Ad hoc document flow | HR service name | \<Name of the HR service\> |
      | Ad hoc document flow | Fulfillment type | Flow |
      | Ad hoc document flow | Flow | DocuSign Integration Flow - Adhoc Document |
      | DocuSign template flow | HR service name | \<Name of the HR service\> |
      | DocuSign template flow | Fulfillment type | Flow |
      | DocuSign template flow | Flow | DocuSign Integration - DocuSign Template |
      [Tabela 2. HR services form fields]

      {#configure-hr-service-for-docusign-integration__table_hsz_mdx_g3b}
   4. Fill in the other fields on the form, as appropriate.  
      For further details on creating an HR service, see [Configure an HR service](https://www.servicenow.com/docs/wJlSpcmNBO7UKiYsv9M4OQ "Create or modify an HR service to define the request to fulfillment process for that case type. Examples of HR services include benefits enrollment, direct deposit setup, and background check requests by third-party providers.").  
      Nota:  
      In the HR Service Additional Information related list, make sure that the PDF Template field is included so that it appears on the HR case form when a request for this service is made. See [Configure the HR case form for an HR service](https://www.servicenow.com/docs/e7X0qJKwr60zKoC3FFe1dQ#configure-case-form-for-hr-service "Configure the fields that appear on the HR case form for an HR service.") for more information.
   5. Right-click the form header and click Save.
   {#configure-hr-service-for-docusign-integration__substeps_qkx_nnj_b3b}
2. Configure an accompanying HR case template.
   1. In the Template field, click the Lookup icon.
   2. In the HR Templates list, click New or open a record.
   3. From the Add fields list, select PDF Template.
   4. In the PDF Template field, select the HR PDF document template that you want to make available for signing.  
      Nota:  
      * For the ad hoc document flow, make sure to select an HR PDF document template with the Template type field set to <kbd class="ph userinput">HR PDF Templates</kbd>.ake
      * For the DocuSign template flow, make sure to select an HR PDF document template with the Template type field set to <kbd class="ph userinput">DocuSign Templates</kbd>.
      {#configure-hr-service-for-docusign-integration__ul_qjk_ngx_g3b}
   5. Fill in the other fields on the form, as appropriate.  
      For further details on creating an HR case template, see [Configure an HR case template](https://www.servicenow.com/docs/xBkLDZ5FAcafHU1fCs4uDQ "Create or modify an HR case template for an HR service to automatically populate fields on the HR case form when a request for that service is made.").
   6. Click Submit.
   7. On the HR service form, click Update.
   {#configure-hr-service-for-docusign-integration__substeps_r2d_4nj_b3b}
{#configure-hr-service-for-docusign-integration__steps_clp_bdx_g3b}