How to automate on-demand signing requests

Release version: Australia

Updated March 12, 2026

1 minute to read

Send Docusign on-demand signing requests using information in your ServiceNow instance by creating flows in Flow Designer.

Before you begin

Note:

Customize flows in Flow Designer based on your requirements.

In Workflow Studio, create a flow.
Specify TRIGGER to initiate the flow.
Specify one of the following actions to be performed during the flow:
- Send Adhoc Signature Request To User
- Send Adhoc Signature Request To Users - Inline
Optional: To pause the flow until the specified document is signed or rejected, select the Wait for Signature from Docusign action.
Perform one of the following set of actions:
- To send an embedded signing URL, select Use Embedded Signing, and Embedded Signing Recipient [User].
- To send a document for signing, provide details regarding Docusign account, PDF document, recipient, email, and envelope expiry.
- 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.