How to automate signing requests using templates

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Send Docusign signing requests using Docusign templates and information in your ServiceNow instance by creating flows in Flow Designer. For example, Send employee offer .

    Vorbereitungen

    Role required: admin

    Warum und wann dieser Vorgang ausgeführt wird

    Hinweis:
    Customize flows based on your requirements.

    Prozedur

    1. In Docusign, create document templates and specify recipient roles, for example, Candidate and Manager.
      The system retrieves other recipient details such as name and email, when the flow is triggered.
    2. In Workflow Studio, create a new flow.
    3. Specify TRIGGER to initiate the flow.
    4. Specify one of the following actions to be performed during the flow and provide recipient details:
      • Create Draft Envelope from Template
      • Get Recipient ID by Role Name
      • Add Recipient to Envelope
      • Get Recipient ID by Role Name
      • Add Recipient to Envelope
      • Get Field ID
      • Set Field Value
      • Send Envelope
      • Get Field Value
    5. Wahlweise: Pause the flow until the specified document is signed or rejected by selecting the Wait for Signature from Docusign action.
      • The selected document or Embedded Signing URL is sent to the recipients for signing. While signing the document, the recipient details are auto-populated.
      • An envelope record is created in the Envelopes table. The Envelope status and other details are updated.