Docusign How To Create A Template

If you are using the DocuSign integration, configure an HR PDF document template for each DocuSign template that you want to make available for signing. You must map each signature field from the DocuSign template to an appropriate user field in a table. You can also map fields from the DocuSign template to corresponding table fields to auto-populate the document when it is generated for signing.

Before you begin

Create the DocuSign template that you want to make available for signing through the DocuSign system. See the DocuSign eSignature User Guide for more information. You must also synchronize your accounts to bring the DocuSign template (and any other new or updated templates) into the ServiceNow system. See Synchronize DocuSign with ServiceNow for more information.

Note: Each DocuSign template must have one associated document. Multiple documents per template are not supported.

Role required: sn_hr_core.admin

Procedure

Navigate to HR Administration > Document Templates .
Click New or open a record.

Note: If you are creating a new record, make sure to select PDF Document Template.
On the PDF Document Template form, set the Template type field to DocuSign Template.

Fill in the fields on the form, as appropriate.

Table 1. HR PDF Template form
Field	Description
Name	Name of the HR document template.
Table	HR table that the HR document template is associated with.
Document type	Document type that the HR document template is categorized under.
Active	Option to activate the HR document template for use.
Template type	Set the value to `DocuSign Template`.
DocuSign template	Select the DocuSign template to use. Note: You must synchronize each time you need to get new or updated DocuSign templates. To synchronize, navigate to DocuSign > Accounts and click the Get Accounts related link. See Synchronize DocuSign with ServiceNow for more information.
HR criteria	Defines the conditions that the subject person of an HR case must meet for an HR agent to be able to access the HR document template on their behalf.

Right-click on the form header and click Save.
The Get template fields status field, Get Template Fields related link, and PDF Template Mappings section displays.
Click the Get Template Fields related link.

Note: If any changes are made to the signature or document fields on the DocuSign template, you must click the Get Template Fields related link to synchronize those changes. Existing mappings are not affected.
When the Get template fields status field changes to Completed, reload the form.

Note: If you are using a Safari browser, you must reload the form to see the changed state.

In the PDF Template Mappings section, a list of the mappable fields displays.
In the PDF Template Mappings section, you must map each signature field from the DocuSign template to an appropriate user field in a table.
Note:
- Configuration of the signature fields, including for parallel and serial signing, must be completed within the DocuSign system. You cannot add or configure the signature fields from within the HR PDF document template.
In the PDF Template Mappings section, you can also map fields from the DocuSign template to corresponding table fields to auto-populate the document when it is generated for signing.
Note:
- Make sure that the data type of the DocuSign field matches that of the table field.
- Mapping is not supported for the following DocuSign field types:
  - Initial
  - Date signed
  - Payment item
  - Formula
  - Attachment
  - Note
  - Approve
  - Decline
Click Update.