Request electronic signatures through the Adobe Sign
service with the Adobe Sign
integration. This integration depends on the Adobe Sign
spoke in IntegrationHub, and is enabled for the signing of adhoc documents (HR PDF document
templates) and Adobe Sign
templates.
A
preconfigured
HR service, flow, and
HR
case template for both the adhoc document and Adobe Sign
document are available to use.
Adobe Sign
spoke
The
Adobe Sign
integration depends on the
Adobe Sign
spoke in IntegrationHub. Before you begin, your administrator must have:
Adobe Sign
integration setup
Once the Adobe Sign
spoke is set up, you can configure the integration for HR. The integration has a single flow
that branches out into sub flows, one for signing an adhoc document (HR PDF document template)
and another for signing an Adobe Sign
template. The sub flow triggered for a document depends on the PDF template type that is
configured for that
document.
For each document that you want to make available for signing through the Adobe Sign
service, configure as follows.
Each adhoc document is configured as a standard HR PDF document template. You can add signers
to the document with Mark Signatures, and then map each signature field to an appropriate
user field in a table. The positioning of the markings are not used, and the Adobe Sign
integration allows the signer to sign anywhere in the document. You can also parse the PDF to
map document fields to corresponding table fields to auto-populate the document when it is
generated for signing. The generated document is static, which means that it is read-only and
the signatory cannot update any of the fields.
Each Adobe Sign
template is brought into the ServiceNow system, and then
configured into an HR PDF document template to enable mappings. Map each signature field from
the Adobe Sign
template to an appropriate user field in a table. The generated document is dynamic, which means
that the signatory can write in editable fields, such as to update an address or provide W-4
information. However, any updates made are saved to the document only.
Requesting electronic signatures through the Adobe Sign
service
Once the integration setup is complete, HR agents from your organization can request
electronic signatures through the Adobe Sign
service.