Hi Everyone,

This document provides instructions for setting up DocuSign and enabling external signing through document templates in the HRSD module.

Required Plugins:

• Document Template Integration with DocuSign
• Document Template
• Human Resources Scoped App: Core

Configuration Steps for DocuSign Spoke

1. Create a DocuSign Developer Account
2. In the Admin tab, navigate to ‘Connect’.
3. Create a new ‘Custom’ configuration.
4. Fill in the following details:
   a. Name: Enter your instance name or any preferred identifier.
   b. URL to Publish: https://{instance_name}.service-now.com/api/sn_docusign_spoke/docusign_webhook
   c. Event Settings:
   - Data Format: Legacy
   - Event Message Delivery Mode: Aggregate
   - Trigger Events: Envelope Sent, Envelope Delivered, Envelope Signed/Completed, Envelope Declined, Envelope Voided
   d. Integration and Security Settings:
   - Select Include Basic Authentication Header and provide the ‘admin’ username and password.
5. Click on Apps and Keys:
   a. Under Authentication, add the Secret Key and save it for later use.
   b. Additional Settings:
   - Redirect URIs: https://{instance_name}.service-now.com/oauth_redirect.do
   c. Save the configuration.

Configuration Steps in the ServiceNow Instance

1. Download the setup folder.
2. Import all XML files provided in the setup.
3. Open the script in the Background Scripts module.
4. Update the specified values in the script, then run it.
5. Assign the ‘sn_docusign_spoke.docusign_admin’ role to the ‘admin’ user.
6. Navigate to /oauth_2_0_credentials_list, open the DocuSignCreds entry, and click Get OAuth Token.
7. Go to /sn_docusign_spoke_accounts_list and click Get Accounts. (Refresh the page you should be able to see a record).

Testing the Flow

1. Create an HR case with the HR Service ‘Verification of Employment’.
2. Remove the Document Template category and select the DocuSignHTML template that was imported.
3. Ensure that the ‘Opened For’ user has a valid email address linked to the HR case.
4. Change the case state to Work in Progress.
5. Preview the document and initiate the Document Task.
6. You should see a Document Task created.
7. Open the document, sign it, and after a few seconds, the Document Task should automatically close
   

Let me know if you face any issue.If the blog helped, please give it a like.