Configure an e-signature provider

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 2 minutes to read

    • Configure an electronic signature provider to enable users to sign contract documents electronically.

    Before you begin

    Ensure that the administrator has installed and set up spokes in Integration Hub for the electronic signature providers that you want to configure.
    Adobe Sign spoke v2.5.1 or later version
    For more information on the setup and synchronizing the Adobe Acrobat Sign group, see Synchronize Adobe Acrobat Sign group with ServiceNow.
    DocuSign spoke v2.2.0 or later version
    For more information on the setup and creating the Docusign account, see Set up Docusign eSignature spoke using authorization code grant.

    Role required: sn_cm_core.contract_config

    Procedure

    1. Navigate to All > Contracts Core > Contracts Integrations > Integrations.
    2. Create or modify an external app configuration.
      • To create an external app configuration, click New.
      • To modify an existing external app configuration, open the external app configuration from the list.
    3. On the Contract Integration Type page, click the Electronic Signature link.
    4. On the form, fill in the fields.
      Table 1. Electronic Signature form
      Field Description
      Name Name of the external app configuration.
      Description Description of the external app configuration.
      Active Option for marking the external app configuration as active.
      Table Table configured to store the request details for your application.
      For example, if your application initiates a contract for incidents, select the table Incident [incident]. Similarly, select the Contract [ast_contract] table for contract repository.
      Note:
      If you select a different table, you must associate a corresponding flow.
      Condition Filter conditions to determine which integration account to use.

      For example, say you've already set up the Docusign electronic signature account and want only NDA contracts to use that account for signatures, you can define the condition as follows:

      [Category] [is] [NDA] and then select the Docusign in the Integration provider and its associated account in Account.
      Execution order Order in which an integration account is used for electronic signature of contract documents. Integration account with the lower-order value is chosen first.
      App Electronic signature provider such as Adobe Acrobat Sign or Docusign.
      Account Account number associated with the electronic signature provider.

      This field appears only when Docusign is selected from Integration provider.
      Group Group associated with the electronic signature provider.

      This field appears only when Adobe Acrobat Sign is selected from Integration provider.
      Attributes Additional configuration items based on your electronic signature provider. Provide the following details:

      Host Url: Add the URL of the selected electronic signature provider that enables you to finalize or update the contract document before sending them to signatories. For example, use Web UI URL for Adobe Acrobat Sign or use Docusign UI for DocuSign.
    5. Save the external app configuration.
      • Save a new external app configuration by clicking Submit.
      • Save the changes to an existing external app configuration by clicking Update.

    Result

    The configuration for the external storage system is ready to be used for storing contract documents.
    Note:
    (Optional) You can view, edit, and delete the record.