Provides a robust solution for easily automating Docusign for digital signatures. Send contracts, non-disclosure agreements, tax forms, or anything your company needs. Provides automation to send ad-hoc documents uploaded as an attachment for signature. Then, end users can choose to attach the documents to a ServiceNow record. Additionally, provides the ability to populate an existing template in Docusign, track the recipient's signing status, and envelope status in real-time.

Actions

Actions to automate tasks in Docusign for managing users, groups, envelopes, templates, and bulk envelopes. In addition, we have some utility actions that help with common actions that enable other lifecycle events. 

_Note:_ Please make sure you have configured the Outbound Docusign Connection before you use Actions.

Triggers

Triggers to receive events for envelope, and recipients from Docusign and trigger flows based on conditions you configure in flows.

_Note:_ Please make sure you have configured the Inbound Docusign Connection before you use triggers. These are only available on Xanadu and in the onward releases.

- Sample flows demonstrating end-to-end examples:
- Send an employment offer to a candidate using a template in Docusign
- Send an ad-hoc document uploaded in the service catalog for a digital signature

- Discovery of accounts and document templates in Docusign makes it easy to find relevant documents

Triggers

Pick one of the following Triggers available via the Trigger picker while authoring Flows to trigger Flows based on Docusign Events:

Envelope Management

- Envelope Completed
- Envelope Declined
- Envelope Deleted
- Envelope Delivered
- Envelope Sent
- Envelope Voided

Recipient Management

- Recipient Completed
- Recipient Declined
- Recipient Delivered
- Recipient Sent

Actions

Pick one of the following Actions available via the Action picker while authoring Flows to perform actions on Docusign:

- Account Management

- Look up Accounts by Alias
- Look up Role ID
- Look up Account Signature Providers

- Bulk Envelopes Management
- Create Bulk Send List
- Create Bulk Send Request
- Create Bulk Send Test Request
- Delete Bulk Send List
- Look up Bulk Send Batch Envelopes Stream
- Look up Bulk Send Batch Status
- Look up Bulk Send Batches Stream
- Look up Bulk Send List
- Look up Bulk Send Lists
- Update Bulk Send Batch Action
- Update Bulk Send Batch Status
- Update Bulk Send List

- Document Management
- Add Document to Envelope
- Attach Combined Document to ServiceNow Record
- Attach Docusign Document to ServiceNow Record
- Look up Document ID by Name
- Look up Documents in an Envelope
- Replace Document in an Envelope

- Document Signature
- Generate Embedded Sending URL
- Look up Embedded Signing URL
- Look up Embedded Signing URL Inline

- Envelope Management
- Add Recipient to Envelope
- Add Recipients to Envelope
- Attach Docusign Certificate to ServiceNow Record
- Cancel Envelope
- Create Draft Envelope from Template
- Create an Envelope from Composite Template
- Lock Envelope
- Look up Field ID
- Look up Field Value
- Look up Fields
- Look up Recipient ID by Role Name
- Look up Recipients in an Envelope
- Remote Recipient from Envelope
- Resend Envelope
- Send Adhoc Signature Request to User
- Send Adhoc Signature Request to Users
- Send Adhoc Signature Request to Users - Inline
- Send Envelope
- Set Field Value
- Set Field Values
- Unlock Envelope
- Upsert Envelope Recipient
- Wait for Signature from Docusign

- Group Management
- Add User to Group
- Look up Group ID
- Remove User from Group

- Metadata Retrieval
- Look up Documents from an Envelope
- Look up Group Lsit Metadata
- Look up Roles
- Look up Roles Metadata

- Templates Management

- Look up Template Fields
- Look up Template Recipients
- Look up Templates per Account

- User Management
- Create User
- Delete User
- Look up User Details
- Update User

Available AI Agents (May require additional license. See _Supporting Links and Docs_)

- Docusign eSignature bulk envelopes management AI agent
- Docusign eSignature templates management AI agent
- Docusign eSignature envelope management AI agent
- Docusign eSignature account management AI agent
- Docusign eSignature user management AI agent
- Docusign eSignature document management AI agent
- Docusign eSignature document signature management AI agent
- Docusign eSignature group management AI agent