--- sourceDocument: Zurich Employee Service Management sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/employee-service-management Release : - zurich ft:locale : - en-US ft:publication_title : - Zurich Employee Service Management ft:clusterId : - emplsm bundleId : - emplsm workflow : - Employee --- # DocuSign service # Integrating with the DocuSign service {#ariaid-title1} Release version: Zurich Updated July 31, 2025 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Integrating with the DocuSign service The DocuSign integration in ServiceNow Zurich release enables HR agents to request electronic signatures efficiently. This integration uses the DocuSign spoke in IntegrationHub and supports signing both ad hoc documents (HR PDF document templates) and DocuSign templates. It replaces the older HR Document Templates, which are being deprecated in favor of the newer Document Templates and Document Template integration with DocuSign. Show full answer Show less ## Integration Setup and Requirements * **DocuSign Spoke Setup:** An admin must configure the DocuSign spoke by registering it as an OAuth provider, creating credential and connection records, and synchronizing DocuSign accounts with ServiceNow. Synchronization is required whenever new or updated DocuSign templates are needed. * **Account Usage:** If multiple DocuSign accounts exist, the ad hoc document flow uses the first available account. * **Document Flows:** Two flows are supported: * **Ad hoc document flow:** Uses static HR PDF document templates created from managed documents within ServiceNow. * **DocuSign template flow:** Uses dynamic DocuSign templates imported into ServiceNow and configured as HR PDF document templates. ## Document Configuration * **Ad hoc Document Flow:** * Create managed documents to be signed. * Configure ad hoc PDF document templates. * Add signers with Mark Signatures and map signature fields to user fields. * Parse PDF fields to auto-populate data from tables; documents are read-only for signatories. * **DocuSign Template Flow:** * Create DocuSign templates available for signing. * Configure corresponding HR PDF document templates for mapping. * Map signature fields and other fields to table fields for auto-population. * Generated documents allow signatories to fill editable fields, but changes do not update source tables. ## HR Service and Case Template Configuration To request electronic signatures, create or modify an HR service configured for DocuSign integration. Preconfigured flows for both ad hoc and DocuSign template signing are available. Additionally, configure an associated HR case template to set default documents or templates for signature requests. ## Practical Benefits for ServiceNow Customers * Streamlines HR document signing workflows using electronic signatures. * Supports both static and dynamic documents, accommodating various HR document needs. * Ensures secure and efficient signature collection integrated directly within ServiceNow. * Offers preconfigured flows and templates to accelerate deployment. Request electronic signatures through the DocuSign service with the DocuSign integration. Important: Starting with the Zurich 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](https://www.servicenow.com/docs/xiOMp6IaJNRg2B5SDBKvUQ "With the ServiceNow Document Templates application, you can create HTML and PDF document templates to generate standard letters or documents. You can automate and simplify the process of filling, signing, and reviewing a document online.") and [Document Template integration with Docusign](https://www.servicenow.com/docs/TgkluEbwZYPjwFNWadPPsQ "The ServiceNow Document Template integration with Docusign application enables you to use the Docusign application for signing documents that are generated from ServiceNow Document Templates.") that provide the latest experience for this functionality. For migration guidelines, see [Migrating from HR Document Templates to Document Templates](https://www.servicenow.com/docs/scYOg1e8UzRAkJVe4cunIg#migration-hrdt-dt "Review these guidelines to successfully migrate from HR Document Templates to Document Templates. Document Templates provides the latest experience of HR Document Templates functionality with additional features and capabilities."). For deprecation details, see the [Deprecation Process \[KB0867184\]](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0867184) article in the Now Support knowledge base. This integration depends on the DocuSign spoke in IntegrationHub, and is enabled for the signing of ad hoc documents (HR PDF document templates) and DocuSign templates. A preconfigured HR service, flow, and HR case template for both the ad hoc document flow and DocuSign template flow are available to use. ## DocuSign spoke {#docusign-integration-for-hr__section_y1g_1p2_h3b} The DocuSign integration depends on the DocuSign spoke in IntegrationHub. Before you begin, an admin must have set up the DocuSign spoke, including registering as an OAuth provider and creating credential and connection records. You must also synchronize DocuSign with your ServiceNow instance. * Set up DocuSign spoke. See [Docusign eSignature Spoke](https://www.servicenow.com/docs/access?context=docusign-spoke&version=zurich&pubname=zurich-integrate-applications&ft:locale=en-US). * [Sychronize DocuSign with ServiceNow](https://www.servicenow.com/docs/access?context=sync-docusign-servicenow&version=zurich&pubname=zurich-integrate-applications&ft:locale=en-US) Note: * You must synchronize each time you need to get new or updated DocuSign templates. To synchronize, navigate to DocuSignAccounts and click the Get Accounts related link. * If your organization has more than one DocuSign account, the ad hoc document flow uses the first available account. {#docusign-integration-for-hr__ul_jjl_lsj_b3b} {#docusign-integration-for-hr__ul_xtx_zvb_zhb} ## DocuSign integration setup {#docusign-integration-for-hr__section_dhc_w41_zhb} Once the DocuSign spoke is set up and synchronized, you can configure the integration for HR. Depending on whether the user is signing an ad hoc document (HR PDF document template) or a DocuSign template, the integration has two flows that you can use. For each document that you want to make available for signing through the DocuSign service, configure as follows. {#docusign-integration-for-hr__table_d5t_hrj_b3b__entry__2} | Flow | Configuration requirements | |-|-| | Ad hoc document flow | 1. Create a managed document that you want to make available for signing. See [Managed Documents](https://www.servicenow.com/docs/access?context=c_ManagedDocuments&version=zurich&pubname=zurich-servicenow-platform&ft:locale=en-US) for more information. 2. [Configure an ad hoc PDF document template](https://www.servicenow.com/docs/JYlH~iVRj~4py0D~_YkmKA "If you are using the DocuSign integration, configure an HR PDF document template for each ad hoc document that you want to make available for signing.") 3. [Configure an HR service for the DocuSign integration](https://www.servicenow.com/docs/KKJXwiKSppU9z3OWre1oRA "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.") {#docusign-integration-for-hr__ol_xfq_f2j_b3b} | | DocuSign template flow | 1. Create a DocuSign template that you want to make available for signing. See the [DocuSign eSignature User Guide](https://support.docusign.com/en/guides/ndse-user-guide) for more information. 2. [Configure an HR PDF document template for a DocuSign template](https://www.servicenow.com/docs/X1C51u5CyRJuiPQKsWEHtg "If you are using the DocuSign integration, configure an HR PDF document template for each DocuSign template that you want to make available for signing.") 3. [Configure an HR service for the DocuSign integration](https://www.servicenow.com/docs/KKJXwiKSppU9z3OWre1oRA "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.") {#docusign-integration-for-hr__ol_dnt_yrj_b3b} | [Table 1. DocuSign integration configuration requirements] {#docusign-integration-for-hr__table_d5t_hrj_b3b} The ad hoc document flow is for the signing of static documents that originate from a managed document in the ServiceNow system. Each ad hoc 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 DocuSign 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. The DocuSign template flow is for the signing of dynamic documents that originate from the DocuSign system. Each DocuSign template is brought into the ServiceNow system, and then configured into an HR PDF document template to enable mappings. You must map each signature field from the DocuSign template to an appropriate user field in a table. You can also map fields from the DocuSign template to corresponding table fields to auto-populate the document for signing. 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. They are not mapped back to the source table. ## Requesting electronic signatures through the DocuSign service {#docusign-integration-for-hr__section_dnq_s1m_f3b} Once the integration setup is complete, HR agents from your organization can request electronic signatures through the DocuSign service. For more information, see [Request an electronic signature through the Docusign service](https://www.servicenow.com/docs/wPwzOLwoEACsrTi~Ckqqmw "Request an electronic signature through the DocuSign service. When the case state changes to Ready, the flow triggers and creates DocuSign tasks for all of the signers. For parallel signing, the tasks are assigned all at once. For serial signing, the tasks are created in the order defined."). * **[Configure an ad hoc PDF document template](https://www.servicenow.com/docs/JYlH~iVRj~4py0D~_YkmKA)** If you are using the DocuSign integration, configure an HR PDF document template for each ad hoc document that you want to make available for signing. * **[Configure an HR PDF document template for a DocuSign template](https://www.servicenow.com/docs/X1C51u5CyRJuiPQKsWEHtg)** If you are using the DocuSign integration, configure an HR PDF document template for each DocuSign template that you want to make available for signing. * **[Configure an HR service for the DocuSign integration](https://www.servicenow.com/docs/KKJXwiKSppU9z3OWre1oRA)** 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. *[\>]: and then