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1.Log in to your DocuSign Developer account at https://appdemo.docusign.com/home .2.On the DocuSign home page, click Settings on the title bar.3.In the left navigation menu, scroll down to INTEGRATIONS , and click Apps and Keys .Appendix A Customer Relationship Management (CRM) Recipes A-774.On the Apps and Keys page, click ADD APP AND INTEGRATION KEY .5.In the Add Integration Key dialog, enter a name for the app in the App Name field, and click CREATE APP .6.On your app's page, under General Info, note the Integration Key .Click the Copy to clipboard icon to copy the integration key value.You'll need the integration key (client ID) value while configuring the DocuSign connection from Oracle Integration.7.In the Authentication section: a.Under User Application , select Authorization Code Grant .b.Under Secret Keys , click ADD SECRET KEY c.Click the Copy to clipboard icon to copy the secret key value.d.Note the secret key value.You'll need it later while configuring the DocuSign connection from Oracle Integration.8.In the Additional settings section, under Redirect URIs , click ADD URI and enter your redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with specific values to your Oracle Integration instance.9.Click Apps and Keys to go back to the Apps and Keys page.The newly created app is displayed under Apps and Integration Keys .
2.On the DocuSign home page, click Settings on the title bar.3.In the left navigation menu, scroll down to INTEGRATIONS , and click Apps and Keys .Appendix A Customer Relationship Management (CRM) Recipes A-774.On the Apps and Keys page, click ADD APP AND INTEGRATION KEY .5.In the Add Integration Key dialog, enter a name for the app in the App Name field, and click CREATE APP .6.On your app's page, under General Info, note the Integration Key .Click the Copy to clipboard icon to copy the integration key value.You'll need the integration key (client ID) value while configuring the DocuSign connection from Oracle Integration.7.In the Authentication section: a.Under User Application , select Authorization Code Grant .b.Under Secret Keys , click ADD SECRET KEY c.Click the Copy to clipboard icon to copy the secret key value.d.Note the secret key value.You'll need it later while configuring the DocuSign connection from Oracle Integration.8.In the Additional settings section, under Redirect URIs , click ADD URI and enter your redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with specific values to your Oracle Integration instance.9.Click Apps and Keys to go back to the Apps and Keys page.The newly created app is displayed under Apps and Integration Keys .10.Get the API Account ID .
3.In the left navigation menu, scroll down to INTEGRATIONS , and click Apps and Keys .Appendix A Customer Relationship Management (CRM) Recipes A-774.On the Apps and Keys page, click ADD APP AND INTEGRATION KEY .5.In the Add Integration Key dialog, enter a name for the app in the App Name field, and click CREATE APP .6.On your app's page, under General Info, note the Integration Key .Click the Copy to clipboard icon to copy the integration key value.You'll need the integration key (client ID) value while configuring the DocuSign connection from Oracle Integration.7.In the Authentication section: a.Under User Application , select Authorization Code Grant .b.Under Secret Keys , click ADD SECRET KEY c.Click the Copy to clipboard icon to copy the secret key value.d.Note the secret key value.You'll need it later while configuring the DocuSign connection from Oracle Integration.8.In the Additional settings section, under Redirect URIs , click ADD URI and enter your redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with specific values to your Oracle Integration instance.9.Click Apps and Keys to go back to the Apps and Keys page.The newly created app is displayed under Apps and Integration Keys .10.Get the API Account ID .a.Under My Account Information of the Apps and Keys page, copy the API Account ID .
5.In the Add Integration Key dialog, enter a name for the app in the App Name field, and click CREATE APP .6.On your app's page, under General Info, note the Integration Key .Click the Copy to clipboard icon to copy the integration key value.You'll need the integration key (client ID) value while configuring the DocuSign connection from Oracle Integration.7.In the Authentication section: a.Under User Application , select Authorization Code Grant .b.Under Secret Keys , click ADD SECRET KEY c.Click the Copy to clipboard icon to copy the secret key value.d.Note the secret key value.You'll need it later while configuring the DocuSign connection from Oracle Integration.8.In the Additional settings section, under Redirect URIs , click ADD URI and enter your redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with specific values to your Oracle Integration instance.9.Click Apps and Keys to go back to the Apps and Keys page.The newly created app is displayed under Apps and Integration Keys .10.Get the API Account ID .a.Under My Account Information of the Apps and Keys page, copy the API Account ID .Click the Copy to clipboard icon.
6.On your app's page, under General Info, note the Integration Key .Click the Copy to clipboard icon to copy the integration key value.You'll need the integration key (client ID) value while configuring the DocuSign connection from Oracle Integration.7.In the Authentication section: a.Under User Application , select Authorization Code Grant .b.Under Secret Keys , click ADD SECRET KEY c.Click the Copy to clipboard icon to copy the secret key value.d.Note the secret key value.You'll need it later while configuring the DocuSign connection from Oracle Integration.8.In the Additional settings section, under Redirect URIs , click ADD URI and enter your redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with specific values to your Oracle Integration instance.9.Click Apps and Keys to go back to the Apps and Keys page.The newly created app is displayed under Apps and Integration Keys .10.Get the API Account ID .a.Under My Account Information of the Apps and Keys page, copy the API Account ID .Click the Copy to clipboard icon.b.Note the value of the API Account ID .
Click the Copy to clipboard icon to copy the integration key value.You'll need the integration key (client ID) value while configuring the DocuSign connection from Oracle Integration.7.In the Authentication section: a.Under User Application , select Authorization Code Grant .b.Under Secret Keys , click ADD SECRET KEY c.Click the Copy to clipboard icon to copy the secret key value.d.Note the secret key value.You'll need it later while configuring the DocuSign connection from Oracle Integration.8.In the Additional settings section, under Redirect URIs , click ADD URI and enter your redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with specific values to your Oracle Integration instance.9.Click Apps and Keys to go back to the Apps and Keys page.The newly created app is displayed under Apps and Integration Keys .10.Get the API Account ID .a.Under My Account Information of the Apps and Keys page, copy the API Account ID .Click the Copy to clipboard icon.b.Note the value of the API Account ID .You'll need it later while configuring the DocuSign connection from Oracle Integration.
You'll need the integration key (client ID) value while configuring the DocuSign connection from Oracle Integration.7.In the Authentication section: a.Under User Application , select Authorization Code Grant .b.Under Secret Keys , click ADD SECRET KEY c.Click the Copy to clipboard icon to copy the secret key value.d.Note the secret key value.You'll need it later while configuring the DocuSign connection from Oracle Integration.8.In the Additional settings section, under Redirect URIs , click ADD URI and enter your redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with specific values to your Oracle Integration instance.9.Click Apps and Keys to go back to the Apps and Keys page.The newly created app is displayed under Apps and Integration Keys .10.Get the API Account ID .a.Under My Account Information of the Apps and Keys page, copy the API Account ID .Click the Copy to clipboard icon.b.Note the value of the API Account ID .You'll need it later while configuring the DocuSign connection from Oracle Integration.11.Get the DocuSign Account ID .
7.In the Authentication section: a.Under User Application , select Authorization Code Grant .b.Under Secret Keys , click ADD SECRET KEY c.Click the Copy to clipboard icon to copy the secret key value.d.Note the secret key value.You'll need it later while configuring the DocuSign connection from Oracle Integration.8.In the Additional settings section, under Redirect URIs , click ADD URI and enter your redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with specific values to your Oracle Integration instance.9.Click Apps and Keys to go back to the Apps and Keys page.The newly created app is displayed under Apps and Integration Keys .10.Get the API Account ID .a.Under My Account Information of the Apps and Keys page, copy the API Account ID .Click the Copy to clipboard icon.b.Note the value of the API Account ID .You'll need it later while configuring the DocuSign connection from Oracle Integration.11.Get the DocuSign Account ID .a.Click the profile image on the upper-right side of the page.
b.Under Secret Keys , click ADD SECRET KEY c.Click the Copy to clipboard icon to copy the secret key value.d.Note the secret key value.You'll need it later while configuring the DocuSign connection from Oracle Integration.8.In the Additional settings section, under Redirect URIs , click ADD URI and enter your redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with specific values to your Oracle Integration instance.9.Click Apps and Keys to go back to the Apps and Keys page.The newly created app is displayed under Apps and Integration Keys .10.Get the API Account ID .a.Under My Account Information of the Apps and Keys page, copy the API Account ID .Click the Copy to clipboard icon.b.Note the value of the API Account ID .You'll need it later while configuring the DocuSign connection from Oracle Integration.11.Get the DocuSign Account ID .a.Click the profile image on the upper-right side of the page.b.On the menu that displays, note the Account ID that is under name or organization name.
d.Note the secret key value.You'll need it later while configuring the DocuSign connection from Oracle Integration.8.In the Additional settings section, under Redirect URIs , click ADD URI and enter your redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with specific values to your Oracle Integration instance.9.Click Apps and Keys to go back to the Apps and Keys page.The newly created app is displayed under Apps and Integration Keys .10.Get the API Account ID .a.Under My Account Information of the Apps and Keys page, copy the API Account ID .Click the Copy to clipboard icon.b.Note the value of the API Account ID .You'll need it later while configuring the DocuSign connection from Oracle Integration.11.Get the DocuSign Account ID .a.Click the profile image on the upper-right side of the page.b.On the menu that displays, note the Account ID that is under name or organization name.You'll need it later while configuring the DocuSign connection and also for updating the integration properties in Oracle Integration.
You'll need it later while configuring the DocuSign connection from Oracle Integration.8.In the Additional settings section, under Redirect URIs , click ADD URI and enter your redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with specific values to your Oracle Integration instance.9.Click Apps and Keys to go back to the Apps and Keys page.The newly created app is displayed under Apps and Integration Keys .10.Get the API Account ID .a.Under My Account Information of the Apps and Keys page, copy the API Account ID .Click the Copy to clipboard icon.b.Note the value of the API Account ID .You'll need it later while configuring the DocuSign connection from Oracle Integration.11.Get the DocuSign Account ID .a.Click the profile image on the upper-right side of the page.b.On the menu that displays, note the Account ID that is under name or organization name.You'll need it later while configuring the DocuSign connection and also for updating the integration properties in Oracle Integration.Create a Template The compliance document that is sent to new ServiceNow users from DocuSign must be based on a pre-defined template.
8.In the Additional settings section, under Redirect URIs , click ADD URI and enter your redirect URI.https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with specific values to your Oracle Integration instance.9.Click Apps and Keys to go back to the Apps and Keys page.The newly created app is displayed under Apps and Integration Keys .10.Get the API Account ID .a.Under My Account Information of the Apps and Keys page, copy the API Account ID .Click the Copy to clipboard icon.b.Note the value of the API Account ID .You'll need it later while configuring the DocuSign connection from Oracle Integration.11.Get the DocuSign Account ID .a.Click the profile image on the upper-right side of the page.b.On the menu that displays, note the Account ID that is under name or organization name.You'll need it later while configuring the DocuSign connection and also for updating the integration properties in Oracle Integration.Create a Template The compliance document that is sent to new ServiceNow users from DocuSign must be based on a pre-defined template.You have to create and set up this template in DocuSign.
https://{OIC_HOST}:{OIC_SSL_PORT}/icsapis/agent/oauth/callback Replace OIC_HOST and OIC_SSL_PORT with specific values to your Oracle Integration instance.9.Click Apps and Keys to go back to the Apps and Keys page.The newly created app is displayed under Apps and Integration Keys .10.Get the API Account ID .a.Under My Account Information of the Apps and Keys page, copy the API Account ID .Click the Copy to clipboard icon.b.Note the value of the API Account ID .You'll need it later while configuring the DocuSign connection from Oracle Integration.11.Get the DocuSign Account ID .a.Click the profile image on the upper-right side of the page.b.On the menu that displays, note the Account ID that is under name or organization name.You'll need it later while configuring the DocuSign connection and also for updating the integration properties in Oracle Integration.Create a Template The compliance document that is sent to new ServiceNow users from DocuSign must be based on a pre-defined template.You have to create and set up this template in DocuSign.1.Log in to your DocuSign account at https://account.docusign.com .
9.Click Apps and Keys to go back to the Apps and Keys page.The newly created app is displayed under Apps and Integration Keys .10.Get the API Account ID .a.Under My Account Information of the Apps and Keys page, copy the API Account ID .Click the Copy to clipboard icon.b.Note the value of the API Account ID .You'll need it later while configuring the DocuSign connection from Oracle Integration.11.Get the DocuSign Account ID .a.Click the profile image on the upper-right side of the page.b.On the menu that displays, note the Account ID that is under name or organization name.You'll need it later while configuring the DocuSign connection and also for updating the integration properties in Oracle Integration.Create a Template The compliance document that is sent to new ServiceNow users from DocuSign must be based on a pre-defined template.You have to create and set up this template in DocuSign.1.Log in to your DocuSign account at https://account.docusign.com .2.On the DocuSign home page, click Templates on the title bar.
The newly created app is displayed under Apps and Integration Keys .10.Get the API Account ID .a.Under My Account Information of the Apps and Keys page, copy the API Account ID .Click the Copy to clipboard icon.b.Note the value of the API Account ID .You'll need it later while configuring the DocuSign connection from Oracle Integration.11.Get the DocuSign Account ID .a.Click the profile image on the upper-right side of the page.b.On the menu that displays, note the Account ID that is under name or organization name.You'll need it later while configuring the DocuSign connection and also for updating the integration properties in Oracle Integration.Create a Template The compliance document that is sent to new ServiceNow users from DocuSign must be based on a pre-defined template.You have to create and set up this template in DocuSign.1.Log in to your DocuSign account at https://account.docusign.com .2.On the DocuSign home page, click Templates on the title bar.3.In the left navigation pane, click New, and from the drop-down menu click Create Template .
10.Get the API Account ID .a.Under My Account Information of the Apps and Keys page, copy the API Account ID .Click the Copy to clipboard icon.b.Note the value of the API Account ID .You'll need it later while configuring the DocuSign connection from Oracle Integration.11.Get the DocuSign Account ID .a.Click the profile image on the upper-right side of the page.b.On the menu that displays, note the Account ID that is under name or organization name.You'll need it later while configuring the DocuSign connection and also for updating the integration properties in Oracle Integration.Create a Template The compliance document that is sent to new ServiceNow users from DocuSign must be based on a pre-defined template.You have to create and set up this template in DocuSign.1.Log in to your DocuSign account at https://account.docusign.com .2.On the DocuSign home page, click Templates on the title bar.3.In the left navigation pane, click New, and from the drop-down menu click Create Template .4.In the resulting window, enter a name and description for the template.Appendix A Customer Relationship Management (CRM) Recipes A-785.In the Add Documents section: a.To add a file from your local storage, click UPLOAD .
a.Under My Account Information of the Apps and Keys page, copy the API Account ID .Click the Copy to clipboard icon.b.Note the value of the API Account ID .You'll need it later while configuring the DocuSign connection from Oracle Integration.11.Get the DocuSign Account ID .a.Click the profile image on the upper-right side of the page.b.On the menu that displays, note the Account ID that is under name or organization name.You'll need it later while configuring the DocuSign connection and also for updating the integration properties in Oracle Integration.Create a Template The compliance document that is sent to new ServiceNow users from DocuSign must be based on a pre-defined template.You have to create and set up this template in DocuSign.1.Log in to your DocuSign account at https://account.docusign.com .2.On the DocuSign home page, click Templates on the title bar.3.In the left navigation pane, click New, and from the drop-down menu click Create Template .4.In the resulting window, enter a name and description for the template.Appendix A Customer Relationship Management (CRM) Recipes A-785.In the Add Documents section: a.To add a file from your local storage, click UPLOAD .b.To add a file from one of the authorized cloud storage providers click GET FROM CLOUD , and choose an option from the drop-down menu.
Click the Copy to clipboard icon.b.Note the value of the API Account ID .You'll need it later while configuring the DocuSign connection from Oracle Integration.11.Get the DocuSign Account ID .a.Click the profile image on the upper-right side of the page.b.On the menu that displays, note the Account ID that is under name or organization name.You'll need it later while configuring the DocuSign connection and also for updating the integration properties in Oracle Integration.Create a Template The compliance document that is sent to new ServiceNow users from DocuSign must be based on a pre-defined template.You have to create and set up this template in DocuSign.1.Log in to your DocuSign account at https://account.docusign.com .2.On the DocuSign home page, click Templates on the title bar.3.In the left navigation pane, click New, and from the drop-down menu click Create Template .4.In the resulting window, enter a name and description for the template.Appendix A Customer Relationship Management (CRM) Recipes A-785.In the Add Documents section: a.To add a file from your local storage, click UPLOAD .b.To add a file from one of the authorized cloud storage providers click GET FROM CLOUD , and choose an option from the drop-down menu.The available options are Box, DropBox, GoogleDrive, and OneDrive.
b.Note the value of the API Account ID .You'll need it later while configuring the DocuSign connection from Oracle Integration.11.Get the DocuSign Account ID .a.Click the profile image on the upper-right side of the page.b.On the menu that displays, note the Account ID that is under name or organization name.You'll need it later while configuring the DocuSign connection and also for updating the integration properties in Oracle Integration.Create a Template The compliance document that is sent to new ServiceNow users from DocuSign must be based on a pre-defined template.You have to create and set up this template in DocuSign.1.Log in to your DocuSign account at https://account.docusign.com .2.On the DocuSign home page, click Templates on the title bar.3.In the left navigation pane, click New, and from the drop-down menu click Create Template .4.In the resulting window, enter a name and description for the template.Appendix A Customer Relationship Management (CRM) Recipes A-785.In the Add Documents section: a.To add a file from your local storage, click UPLOAD .b.To add a file from one of the authorized cloud storage providers click GET FROM CLOUD , and choose an option from the drop-down menu.The available options are Box, DropBox, GoogleDrive, and OneDrive.See the topic Supported File Formats in the DocuSign eSignature User Guide .
You'll need it later while configuring the DocuSign connection from Oracle Integration.11.Get the DocuSign Account ID .a.Click the profile image on the upper-right side of the page.b.On the menu that displays, note the Account ID that is under name or organization name.You'll need it later while configuring the DocuSign connection and also for updating the integration properties in Oracle Integration.Create a Template The compliance document that is sent to new ServiceNow users from DocuSign must be based on a pre-defined template.You have to create and set up this template in DocuSign.1.Log in to your DocuSign account at https://account.docusign.com .2.On the DocuSign home page, click Templates on the title bar.3.In the left navigation pane, click New, and from the drop-down menu click Create Template .4.In the resulting window, enter a name and description for the template.Appendix A Customer Relationship Management (CRM) Recipes A-785.In the Add Documents section: a.To add a file from your local storage, click UPLOAD .b.To add a file from one of the authorized cloud storage providers click GET FROM CLOUD , and choose an option from the drop-down menu.The available options are Box, DropBox, GoogleDrive, and OneDrive.See the topic Supported File Formats in the DocuSign eSignature User Guide .6.In the Add Recipients section: a.Enter the role of the recipient in the Role field.
11.Get the DocuSign Account ID .a.Click the profile image on the upper-right side of the page.b.On the menu that displays, note the Account ID that is under name or organization name.You'll need it later while configuring the DocuSign connection and also for updating the integration properties in Oracle Integration.Create a Template The compliance document that is sent to new ServiceNow users from DocuSign must be based on a pre-defined template.You have to create and set up this template in DocuSign.1.Log in to your DocuSign account at https://account.docusign.com .2.On the DocuSign home page, click Templates on the title bar.3.In the left navigation pane, click New, and from the drop-down menu click Create Template .4.In the resulting window, enter a name and description for the template.Appendix A Customer Relationship Management (CRM) Recipes A-785.In the Add Documents section: a.To add a file from your local storage, click UPLOAD .b.To add a file from one of the authorized cloud storage providers click GET FROM CLOUD , and choose an option from the drop-down menu.The available options are Box, DropBox, GoogleDrive, and OneDrive.See the topic Supported File Formats in the DocuSign eSignature User Guide .6.In the Add Recipients section: a.Enter the role of the recipient in the Role field.b.Enter the name of the recipient in the Name field.
a.Click the profile image on the upper-right side of the page.b.On the menu that displays, note the Account ID that is under name or organization name.You'll need it later while configuring the DocuSign connection and also for updating the integration properties in Oracle Integration.Create a Template The compliance document that is sent to new ServiceNow users from DocuSign must be based on a pre-defined template.You have to create and set up this template in DocuSign.1.Log in to your DocuSign account at https://account.docusign.com .2.On the DocuSign home page, click Templates on the title bar.3.In the left navigation pane, click New, and from the drop-down menu click Create Template .4.In the resulting window, enter a name and description for the template.Appendix A Customer Relationship Management (CRM) Recipes A-785.In the Add Documents section: a.To add a file from your local storage, click UPLOAD .b.To add a file from one of the authorized cloud storage providers click GET FROM CLOUD , and choose an option from the drop-down menu.The available options are Box, DropBox, GoogleDrive, and OneDrive.See the topic Supported File Formats in the DocuSign eSignature User Guide .6.In the Add Recipients section: a.Enter the role of the recipient in the Role field.b.Enter the name of the recipient in the Name field.c.Enter the email of the recipient in the Email field.
b.On the menu that displays, note the Account ID that is under name or organization name.You'll need it later while configuring the DocuSign connection and also for updating the integration properties in Oracle Integration.Create a Template The compliance document that is sent to new ServiceNow users from DocuSign must be based on a pre-defined template.You have to create and set up this template in DocuSign.1.Log in to your DocuSign account at https://account.docusign.com .2.On the DocuSign home page, click Templates on the title bar.3.In the left navigation pane, click New, and from the drop-down menu click Create Template .4.In the resulting window, enter a name and description for the template.Appendix A Customer Relationship Management (CRM) Recipes A-785.In the Add Documents section: a.To add a file from your local storage, click UPLOAD .b.To add a file from one of the authorized cloud storage providers click GET FROM CLOUD , and choose an option from the drop-down menu.The available options are Box, DropBox, GoogleDrive, and OneDrive.See the topic Supported File Formats in the DocuSign eSignature User Guide .6.In the Add Recipients section: a.Enter the role of the recipient in the Role field.b.Enter the name of the recipient in the Name field.c.Enter the email of the recipient in the Email field.d.To add more recipients, click ADD RECIPIENT , and repeat the steps above.
You'll need it later while configuring the DocuSign connection and also for updating the integration properties in Oracle Integration.Create a Template The compliance document that is sent to new ServiceNow users from DocuSign must be based on a pre-defined template.You have to create and set up this template in DocuSign.1.Log in to your DocuSign account at https://account.docusign.com .2.On the DocuSign home page, click Templates on the title bar.3.In the left navigation pane, click New, and from the drop-down menu click Create Template .4.In the resulting window, enter a name and description for the template.Appendix A Customer Relationship Management (CRM) Recipes A-785.In the Add Documents section: a.To add a file from your local storage, click UPLOAD .b.To add a file from one of the authorized cloud storage providers click GET FROM CLOUD , and choose an option from the drop-down menu.The available options are Box, DropBox, GoogleDrive, and OneDrive.See the topic Supported File Formats in the DocuSign eSignature User Guide .6.In the Add Recipients section: a.Enter the role of the recipient in the Role field.b.Enter the name of the recipient in the Name field.c.Enter the email of the recipient in the Email field.d.To add more recipients, click ADD RECIPIENT , and repeat the steps above.e.You can also enable bulk send for multiple recipients.
Create a Template The compliance document that is sent to new ServiceNow users from DocuSign must be based on a pre-defined template.You have to create and set up this template in DocuSign.1.Log in to your DocuSign account at https://account.docusign.com .2.On the DocuSign home page, click Templates on the title bar.3.In the left navigation pane, click New, and from the drop-down menu click Create Template .4.In the resulting window, enter a name and description for the template.Appendix A Customer Relationship Management (CRM) Recipes A-785.In the Add Documents section: a.To add a file from your local storage, click UPLOAD .b.To add a file from one of the authorized cloud storage providers click GET FROM CLOUD , and choose an option from the drop-down menu.The available options are Box, DropBox, GoogleDrive, and OneDrive.See the topic Supported File Formats in the DocuSign eSignature User Guide .6.In the Add Recipients section: a.Enter the role of the recipient in the Role field.b.Enter the name of the recipient in the Name field.c.Enter the email of the recipient in the Email field.d.To add more recipients, click ADD RECIPIENT , and repeat the steps above.e.You can also enable bulk send for multiple recipients.See the topic Bulk Send for Multiple Recipients in the DocuSign eSignature User Guide .
You have to create and set up this template in DocuSign.1.Log in to your DocuSign account at https://account.docusign.com .2.On the DocuSign home page, click Templates on the title bar.3.In the left navigation pane, click New, and from the drop-down menu click Create Template .4.In the resulting window, enter a name and description for the template.Appendix A Customer Relationship Management (CRM) Recipes A-785.In the Add Documents section: a.To add a file from your local storage, click UPLOAD .b.To add a file from one of the authorized cloud storage providers click GET FROM CLOUD , and choose an option from the drop-down menu.The available options are Box, DropBox, GoogleDrive, and OneDrive.See the topic Supported File Formats in the DocuSign eSignature User Guide .6.In the Add Recipients section: a.Enter the role of the recipient in the Role field.b.Enter the name of the recipient in the Name field.c.Enter the email of the recipient in the Email field.d.To add more recipients, click ADD RECIPIENT , and repeat the steps above.e.You can also enable bulk send for multiple recipients.See the topic Bulk Send for Multiple Recipients in the DocuSign eSignature User Guide .f.Optionally, you can set a routing method or add an authentication method.
1.Log in to your DocuSign account at https://account.docusign.com .2.On the DocuSign home page, click Templates on the title bar.3.In the left navigation pane, click New, and from the drop-down menu click Create Template .4.In the resulting window, enter a name and description for the template.Appendix A Customer Relationship Management (CRM) Recipes A-785.In the Add Documents section: a.To add a file from your local storage, click UPLOAD .b.To add a file from one of the authorized cloud storage providers click GET FROM CLOUD , and choose an option from the drop-down menu.The available options are Box, DropBox, GoogleDrive, and OneDrive.See the topic Supported File Formats in the DocuSign eSignature User Guide .6.In the Add Recipients section: a.Enter the role of the recipient in the Role field.b.Enter the name of the recipient in the Name field.c.Enter the email of the recipient in the Email field.d.To add more recipients, click ADD RECIPIENT , and repeat the steps above.e.You can also enable bulk send for multiple recipients.See the topic Bulk Send for Multiple Recipients in the DocuSign eSignature User Guide .f.Optionally, you can set a routing method or add an authentication method.To learn more, see Add Recipients in the DocuSign eSignature User Guide .
2.On the DocuSign home page, click Templates on the title bar.3.In the left navigation pane, click New, and from the drop-down menu click Create Template .4.In the resulting window, enter a name and description for the template.Appendix A Customer Relationship Management (CRM) Recipes A-785.In the Add Documents section: a.To add a file from your local storage, click UPLOAD .b.To add a file from one of the authorized cloud storage providers click GET FROM CLOUD , and choose an option from the drop-down menu.The available options are Box, DropBox, GoogleDrive, and OneDrive.See the topic Supported File Formats in the DocuSign eSignature User Guide .6.In the Add Recipients section: a.Enter the role of the recipient in the Role field.b.Enter the name of the recipient in the Name field.c.Enter the email of the recipient in the Email field.d.To add more recipients, click ADD RECIPIENT , and repeat the steps above.e.You can also enable bulk send for multiple recipients.See the topic Bulk Send for Multiple Recipients in the DocuSign eSignature User Guide .f.Optionally, you can set a routing method or add an authentication method.To learn more, see Add Recipients in the DocuSign eSignature User Guide .7.Scroll down to the Message to All Recipients section, and enter a standard email subject and message that you want to send to all the recipients of your template.
3.In the left navigation pane, click New, and from the drop-down menu click Create Template .4.In the resulting window, enter a name and description for the template.Appendix A Customer Relationship Management (CRM) Recipes A-785.In the Add Documents section: a.To add a file from your local storage, click UPLOAD .b.To add a file from one of the authorized cloud storage providers click GET FROM CLOUD , and choose an option from the drop-down menu.The available options are Box, DropBox, GoogleDrive, and OneDrive.See the topic Supported File Formats in the DocuSign eSignature User Guide .6.In the Add Recipients section: a.Enter the role of the recipient in the Role field.b.Enter the name of the recipient in the Name field.c.Enter the email of the recipient in the Email field.d.To add more recipients, click ADD RECIPIENT , and repeat the steps above.e.You can also enable bulk send for multiple recipients.See the topic Bulk Send for Multiple Recipients in the DocuSign eSignature User Guide .f.Optionally, you can set a routing method or add an authentication method.To learn more, see Add Recipients in the DocuSign eSignature User Guide .7.Scroll down to the Message to All Recipients section, and enter a standard email subject and message that you want to send to all the recipients of your template.See the topic Add Messages in the DocuSign eSignature User Guide .
4.In the resulting window, enter a name and description for the template.Appendix A Customer Relationship Management (CRM) Recipes A-785.In the Add Documents section: a.To add a file from your local storage, click UPLOAD .b.To add a file from one of the authorized cloud storage providers click GET FROM CLOUD , and choose an option from the drop-down menu.The available options are Box, DropBox, GoogleDrive, and OneDrive.See the topic Supported File Formats in the DocuSign eSignature User Guide .6.In the Add Recipients section: a.Enter the role of the recipient in the Role field.b.Enter the name of the recipient in the Name field.c.Enter the email of the recipient in the Email field.d.To add more recipients, click ADD RECIPIENT , and repeat the steps above.e.You can also enable bulk send for multiple recipients.See the topic Bulk Send for Multiple Recipients in the DocuSign eSignature User Guide .f.Optionally, you can set a routing method or add an authentication method.To learn more, see Add Recipients in the DocuSign eSignature User Guide .7.Scroll down to the Message to All Recipients section, and enter a standard email subject and message that you want to send to all the recipients of your template.See the topic Add Messages in the DocuSign eSignature User Guide .8.If you don't want to add any more fields to the template, click SAVE AND CLOSE .
b.To add a file from one of the authorized cloud storage providers click GET FROM CLOUD , and choose an option from the drop-down menu.The available options are Box, DropBox, GoogleDrive, and OneDrive.See the topic Supported File Formats in the DocuSign eSignature User Guide .6.In the Add Recipients section: a.Enter the role of the recipient in the Role field.b.Enter the name of the recipient in the Name field.c.Enter the email of the recipient in the Email field.d.To add more recipients, click ADD RECIPIENT , and repeat the steps above.e.You can also enable bulk send for multiple recipients.See the topic Bulk Send for Multiple Recipients in the DocuSign eSignature User Guide .f.Optionally, you can set a routing method or add an authentication method.To learn more, see Add Recipients in the DocuSign eSignature User Guide .7.Scroll down to the Message to All Recipients section, and enter a standard email subject and message that you want to send to all the recipients of your template.See the topic Add Messages in the DocuSign eSignature User Guide .8.If you don't want to add any more fields to the template, click SAVE AND CLOSE .9.If you want to add fields, click NEXT and follow the steps described in Add Fields to Documents in the DocuSign eSignature User Guide .
The available options are Box, DropBox, GoogleDrive, and OneDrive.See the topic Supported File Formats in the DocuSign eSignature User Guide .6.In the Add Recipients section: a.Enter the role of the recipient in the Role field.b.Enter the name of the recipient in the Name field.c.Enter the email of the recipient in the Email field.d.To add more recipients, click ADD RECIPIENT , and repeat the steps above.e.You can also enable bulk send for multiple recipients.See the topic Bulk Send for Multiple Recipients in the DocuSign eSignature User Guide .f.Optionally, you can set a routing method or add an authentication method.To learn more, see Add Recipients in the DocuSign eSignature User Guide .7.Scroll down to the Message to All Recipients section, and enter a standard email subject and message that you want to send to all the recipients of your template.See the topic Add Messages in the DocuSign eSignature User Guide .8.If you don't want to add any more fields to the template, click SAVE AND CLOSE .9.If you want to add fields, click NEXT and follow the steps described in Add Fields to Documents in the DocuSign eSignature User Guide .10.Click SAVE AND CLOSE .
See the topic Supported File Formats in the DocuSign eSignature User Guide .6.In the Add Recipients section: a.Enter the role of the recipient in the Role field.b.Enter the name of the recipient in the Name field.c.Enter the email of the recipient in the Email field.d.To add more recipients, click ADD RECIPIENT , and repeat the steps above.e.You can also enable bulk send for multiple recipients.See the topic Bulk Send for Multiple Recipients in the DocuSign eSignature User Guide .f.Optionally, you can set a routing method or add an authentication method.To learn more, see Add Recipients in the DocuSign eSignature User Guide .7.Scroll down to the Message to All Recipients section, and enter a standard email subject and message that you want to send to all the recipients of your template.See the topic Add Messages in the DocuSign eSignature User Guide .8.If you don't want to add any more fields to the template, click SAVE AND CLOSE .9.If you want to add fields, click NEXT and follow the steps described in Add Fields to Documents in the DocuSign eSignature User Guide .10.Click SAVE AND CLOSE .Tip: To quickly access a topic in the DocuSign eSignature User Guide , you can search for the topic in the DocuSign \| Support page ( https://support.docusign.com/en/home ).
6.In the Add Recipients section: a.Enter the role of the recipient in the Role field.b.Enter the name of the recipient in the Name field.c.Enter the email of the recipient in the Email field.d.To add more recipients, click ADD RECIPIENT , and repeat the steps above.e.You can also enable bulk send for multiple recipients.See the topic Bulk Send for Multiple Recipients in the DocuSign eSignature User Guide .f.Optionally, you can set a routing method or add an authentication method.To learn more, see Add Recipients in the DocuSign eSignature User Guide .7.Scroll down to the Message to All Recipients section, and enter a standard email subject and message that you want to send to all the recipients of your template.See the topic Add Messages in the DocuSign eSignature User Guide .8.If you don't want to add any more fields to the template, click SAVE AND CLOSE .9.If you want to add fields, click NEXT and follow the steps described in Add Fields to Documents in the DocuSign eSignature User Guide .10.Click SAVE AND CLOSE .Tip: To quickly access a topic in the DocuSign eSignature User Guide , you can search for the topic in the DocuSign \| Support page ( https://support.docusign.com/en/home ).Get the Template ID You have to get the ID of the predefined template that you created in DocuSign and pass the template ID value to the integration properties so that the right compliance document is sent to new ServiceNow users.
b.Enter the name of the recipient in the Name field.c.Enter the email of the recipient in the Email field.d.To add more recipients, click ADD RECIPIENT , and repeat the steps above.e.You can also enable bulk send for multiple recipients.See the topic Bulk Send for Multiple Recipients in the DocuSign eSignature User Guide .f.Optionally, you can set a routing method or add an authentication method.To learn more, see Add Recipients in the DocuSign eSignature User Guide .7.Scroll down to the Message to All Recipients section, and enter a standard email subject and message that you want to send to all the recipients of your template.See the topic Add Messages in the DocuSign eSignature User Guide .8.If you don't want to add any more fields to the template, click SAVE AND CLOSE .9.If you want to add fields, click NEXT and follow the steps described in Add Fields to Documents in the DocuSign eSignature User Guide .10.Click SAVE AND CLOSE .Tip: To quickly access a topic in the DocuSign eSignature User Guide , you can search for the topic in the DocuSign \| Support page ( https://support.docusign.com/en/home ).Get the Template ID You have to get the ID of the predefined template that you created in DocuSign and pass the template ID value to the integration properties so that the right compliance document is sent to new ServiceNow users.1.Log in to your DocuSign account at https://account.docusign.com .
c.Enter the email of the recipient in the Email field.d.To add more recipients, click ADD RECIPIENT , and repeat the steps above.e.You can also enable bulk send for multiple recipients.See the topic Bulk Send for Multiple Recipients in the DocuSign eSignature User Guide .f.Optionally, you can set a routing method or add an authentication method.To learn more, see Add Recipients in the DocuSign eSignature User Guide .7.Scroll down to the Message to All Recipients section, and enter a standard email subject and message that you want to send to all the recipients of your template.See the topic Add Messages in the DocuSign eSignature User Guide .8.If you don't want to add any more fields to the template, click SAVE AND CLOSE .9.If you want to add fields, click NEXT and follow the steps described in Add Fields to Documents in the DocuSign eSignature User Guide .10.Click SAVE AND CLOSE .Tip: To quickly access a topic in the DocuSign eSignature User Guide , you can search for the topic in the DocuSign \| Support page ( https://support.docusign.com/en/home ).Get the Template ID You have to get the ID of the predefined template that you created in DocuSign and pass the template ID value to the integration properties so that the right compliance document is sent to new ServiceNow users.1.Log in to your DocuSign account at https://account.docusign.com .2.Click Templates on the title bar of the home page.
d.To add more recipients, click ADD RECIPIENT , and repeat the steps above.e.You can also enable bulk send for multiple recipients.See the topic Bulk Send for Multiple Recipients in the DocuSign eSignature User Guide .f.Optionally, you can set a routing method or add an authentication method.To learn more, see Add Recipients in the DocuSign eSignature User Guide .7.Scroll down to the Message to All Recipients section, and enter a standard email subject and message that you want to send to all the recipients of your template.See the topic Add Messages in the DocuSign eSignature User Guide .8.If you don't want to add any more fields to the template, click SAVE AND CLOSE .9.If you want to add fields, click NEXT and follow the steps described in Add Fields to Documents in the DocuSign eSignature User Guide .10.Click SAVE AND CLOSE .Tip: To quickly access a topic in the DocuSign eSignature User Guide , you can search for the topic in the DocuSign \| Support page ( https://support.docusign.com/en/home ).Get the Template ID You have to get the ID of the predefined template that you created in DocuSign and pass the template ID value to the integration properties so that the right compliance document is sent to new ServiceNow users.1.Log in to your DocuSign account at https://account.docusign.com .2.Click Templates on the title bar of the home page.3.Search for your template by entering your template's name in the Search field.
e.You can also enable bulk send for multiple recipients.See the topic Bulk Send for Multiple Recipients in the DocuSign eSignature User Guide .f.Optionally, you can set a routing method or add an authentication method.To learn more, see Add Recipients in the DocuSign eSignature User Guide .7.Scroll down to the Message to All Recipients section, and enter a standard email subject and message that you want to send to all the recipients of your template.See the topic Add Messages in the DocuSign eSignature User Guide .8.If you don't want to add any more fields to the template, click SAVE AND CLOSE .9.If you want to add fields, click NEXT and follow the steps described in Add Fields to Documents in the DocuSign eSignature User Guide .10.Click SAVE AND CLOSE .Tip: To quickly access a topic in the DocuSign eSignature User Guide , you can search for the topic in the DocuSign \| Support page ( https://support.docusign.com/en/home ).Get the Template ID You have to get the ID of the predefined template that you created in DocuSign and pass the template ID value to the integration properties so that the right compliance document is sent to new ServiceNow users.1.Log in to your DocuSign account at https://account.docusign.com .2.Click Templates on the title bar of the home page.3.Search for your template by entering your template's name in the Search field.4.Click the template to open it in the detail view.
See the topic Bulk Send for Multiple Recipients in the DocuSign eSignature User Guide .f.Optionally, you can set a routing method or add an authentication method.To learn more, see Add Recipients in the DocuSign eSignature User Guide .7.Scroll down to the Message to All Recipients section, and enter a standard email subject and message that you want to send to all the recipients of your template.See the topic Add Messages in the DocuSign eSignature User Guide .8.If you don't want to add any more fields to the template, click SAVE AND CLOSE .9.If you want to add fields, click NEXT and follow the steps described in Add Fields to Documents in the DocuSign eSignature User Guide .10.Click SAVE AND CLOSE .Tip: To quickly access a topic in the DocuSign eSignature User Guide , you can search for the topic in the DocuSign \| Support page ( https://support.docusign.com/en/home ).Get the Template ID You have to get the ID of the predefined template that you created in DocuSign and pass the template ID value to the integration properties so that the right compliance document is sent to new ServiceNow users.1.Log in to your DocuSign account at https://account.docusign.com .2.Click Templates on the title bar of the home page.3.Search for your template by entering your template's name in the Search field.4.Click the template to open it in the detail view.5.In the template's detail view, click the Template ID link.
f.Optionally, you can set a routing method or add an authentication method.To learn more, see Add Recipients in the DocuSign eSignature User Guide .7.Scroll down to the Message to All Recipients section, and enter a standard email subject and message that you want to send to all the recipients of your template.See the topic Add Messages in the DocuSign eSignature User Guide .8.If you don't want to add any more fields to the template, click SAVE AND CLOSE .9.If you want to add fields, click NEXT and follow the steps described in Add Fields to Documents in the DocuSign eSignature User Guide .10.Click SAVE AND CLOSE .Tip: To quickly access a topic in the DocuSign eSignature User Guide , you can search for the topic in the DocuSign \| Support page ( https://support.docusign.com/en/home ).Get the Template ID You have to get the ID of the predefined template that you created in DocuSign and pass the template ID value to the integration properties so that the right compliance document is sent to new ServiceNow users.1.Log in to your DocuSign account at https://account.docusign.com .2.Click Templates on the title bar of the home page.3.Search for your template by entering your template's name in the Search field.4.Click the template to open it in the detail view.5.In the template's detail view, click the Template ID link.6.In the resulting Template ID dialog, click COPY to copy the template ID.
To learn more, see Add Recipients in the DocuSign eSignature User Guide .7.Scroll down to the Message to All Recipients section, and enter a standard email subject and message that you want to send to all the recipients of your template.See the topic Add Messages in the DocuSign eSignature User Guide .8.If you don't want to add any more fields to the template, click SAVE AND CLOSE .9.If you want to add fields, click NEXT and follow the steps described in Add Fields to Documents in the DocuSign eSignature User Guide .10.Click SAVE AND CLOSE .Tip: To quickly access a topic in the DocuSign eSignature User Guide , you can search for the topic in the DocuSign \| Support page ( https://support.docusign.com/en/home ).Get the Template ID You have to get the ID of the predefined template that you created in DocuSign and pass the template ID value to the integration properties so that the right compliance document is sent to new ServiceNow users.1.Log in to your DocuSign account at https://account.docusign.com .2.Click Templates on the title bar of the home page.3.Search for your template by entering your template's name in the Search field.4.Click the template to open it in the detail view.5.In the template's detail view, click the Template ID link.6.In the resulting Template ID dialog, click COPY to copy the template ID.You get a message that the template ID has been copied to the clipboard.
7.Scroll down to the Message to All Recipients section, and enter a standard email subject and message that you want to send to all the recipients of your template.See the topic Add Messages in the DocuSign eSignature User Guide .8.If you don't want to add any more fields to the template, click SAVE AND CLOSE .9.If you want to add fields, click NEXT and follow the steps described in Add Fields to Documents in the DocuSign eSignature User Guide .10.Click SAVE AND CLOSE .Tip: To quickly access a topic in the DocuSign eSignature User Guide , you can search for the topic in the DocuSign \| Support page ( https://support.docusign.com/en/home ).Get the Template ID You have to get the ID of the predefined template that you created in DocuSign and pass the template ID value to the integration properties so that the right compliance document is sent to new ServiceNow users.1.Log in to your DocuSign account at https://account.docusign.com .2.Click Templates on the title bar of the home page.3.Search for your template by entering your template's name in the Search field.4.Click the template to open it in the detail view.5.In the template's detail view, click the Template ID link.6.In the resulting Template ID dialog, click COPY to copy the template ID.You get a message that the template ID has been copied to the clipboard.7.Note the template ID.
See the topic Add Messages in the DocuSign eSignature User Guide .8.If you don't want to add any more fields to the template, click SAVE AND CLOSE .9.If you want to add fields, click NEXT and follow the steps described in Add Fields to Documents in the DocuSign eSignature User Guide .10.Click SAVE AND CLOSE .Tip: To quickly access a topic in the DocuSign eSignature User Guide , you can search for the topic in the DocuSign \| Support page ( https://support.docusign.com/en/home ).Get the Template ID You have to get the ID of the predefined template that you created in DocuSign and pass the template ID value to the integration properties so that the right compliance document is sent to new ServiceNow users.1.Log in to your DocuSign account at https://account.docusign.com .2.Click Templates on the title bar of the home page.3.Search for your template by entering your template's name in the Search field.4.Click the template to open it in the detail view.5.In the template's detail view, click the Template ID link.6.In the resulting Template ID dialog, click COPY to copy the template ID.You get a message that the template ID has been copied to the clipboard.7.Note the template ID.You'll need it later while updating the integration properties from Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-79Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.
8.If you don't want to add any more fields to the template, click SAVE AND CLOSE .9.If you want to add fields, click NEXT and follow the steps described in Add Fields to Documents in the DocuSign eSignature User Guide .10.Click SAVE AND CLOSE .Tip: To quickly access a topic in the DocuSign eSignature User Guide , you can search for the topic in the DocuSign \| Support page ( https://support.docusign.com/en/home ).Get the Template ID You have to get the ID of the predefined template that you created in DocuSign and pass the template ID value to the integration properties so that the right compliance document is sent to new ServiceNow users.1.Log in to your DocuSign account at https://account.docusign.com .2.Click Templates on the title bar of the home page.3.Search for your template by entering your template's name in the Search field.4.Click the template to open it in the detail view.5.In the template's detail view, click the Template ID link.6.In the resulting Template ID dialog, click COPY to copy the template ID.You get a message that the template ID has been copied to the clipboard.7.Note the template ID.You'll need it later while updating the integration properties from Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-79Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration Home page, scroll to the Accelerators & Recipes section.
9.If you want to add fields, click NEXT and follow the steps described in Add Fields to Documents in the DocuSign eSignature User Guide .10.Click SAVE AND CLOSE .Tip: To quickly access a topic in the DocuSign eSignature User Guide , you can search for the topic in the DocuSign \| Support page ( https://support.docusign.com/en/home ).Get the Template ID You have to get the ID of the predefined template that you created in DocuSign and pass the template ID value to the integration properties so that the right compliance document is sent to new ServiceNow users.1.Log in to your DocuSign account at https://account.docusign.com .2.Click Templates on the title bar of the home page.3.Search for your template by entering your template's name in the Search field.4.Click the template to open it in the detail view.5.In the template's detail view, click the Template ID link.6.In the resulting Template ID dialog, click COPY to copy the template ID.You get a message that the template ID has been copied to the clipboard.7.Note the template ID.You'll need it later while updating the integration properties from Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-79Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration Home page, scroll to the Accelerators & Recipes section.2.Click Search All .
10.Click SAVE AND CLOSE .Tip: To quickly access a topic in the DocuSign eSignature User Guide , you can search for the topic in the DocuSign \| Support page ( https://support.docusign.com/en/home ).Get the Template ID You have to get the ID of the predefined template that you created in DocuSign and pass the template ID value to the integration properties so that the right compliance document is sent to new ServiceNow users.1.Log in to your DocuSign account at https://account.docusign.com .2.Click Templates on the title bar of the home page.3.Search for your template by entering your template's name in the Search field.4.Click the template to open it in the detail view.5.In the template's detail view, click the Template ID link.6.In the resulting Template ID dialog, click COPY to copy the template ID.You get a message that the template ID has been copied to the clipboard.7.Note the template ID.You'll need it later while updating the integration properties from Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-79Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration Home page, scroll to the Accelerators & Recipes section.2.Click Search All .The list of available recipes appears.
Tip: To quickly access a topic in the DocuSign eSignature User Guide , you can search for the topic in the DocuSign \| Support page ( https://support.docusign.com/en/home ).Get the Template ID You have to get the ID of the predefined template that you created in DocuSign and pass the template ID value to the integration properties so that the right compliance document is sent to new ServiceNow users.1.Log in to your DocuSign account at https://account.docusign.com .2.Click Templates on the title bar of the home page.3.Search for your template by entering your template's name in the Search field.4.Click the template to open it in the detail view.5.In the template's detail view, click the Template ID link.6.In the resulting Template ID dialog, click COPY to copy the template ID.You get a message that the template ID has been copied to the clipboard.7.Note the template ID.You'll need it later while updating the integration properties from Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-79Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration Home page, scroll to the Accelerators & Recipes section.2.Click Search All .The list of available recipes appears.3.Select the recipe you want to install, and click Install .
Get the Template ID You have to get the ID of the predefined template that you created in DocuSign and pass the template ID value to the integration properties so that the right compliance document is sent to new ServiceNow users.1.Log in to your DocuSign account at https://account.docusign.com .2.Click Templates on the title bar of the home page.3.Search for your template by entering your template's name in the Search field.4.Click the template to open it in the detail view.5.In the template's detail view, click the Template ID link.6.In the resulting Template ID dialog, click COPY to copy the template ID.You get a message that the template ID has been copied to the clipboard.7.Note the template ID.You'll need it later while updating the integration properties from Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-79Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration Home page, scroll to the Accelerators & Recipes section.2.Click Search All .The list of available recipes appears.3.Select the recipe you want to install, and click Install .A confirmation message informing the recipe was successfully installed appears, and the recipe now displays the Installed tag.
1.Log in to your DocuSign account at https://account.docusign.com .2.Click Templates on the title bar of the home page.3.Search for your template by entering your template's name in the Search field.4.Click the template to open it in the detail view.5.In the template's detail view, click the Template ID link.6.In the resulting Template ID dialog, click COPY to copy the template ID.You get a message that the template ID has been copied to the clipboard.7.Note the template ID.You'll need it later while updating the integration properties from Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-79Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration Home page, scroll to the Accelerators & Recipes section.2.Click Search All .The list of available recipes appears.3.Select the recipe you want to install, and click Install .A confirmation message informing the recipe was successfully installed appears, and the recipe now displays the Installed tag.4.Click Configure to configure the following resources using the Configuration Editor : Configure the Oracle ServiceNow Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle ServiceNow Connection You must configure connection properties and log in credentials for your ServiceNow instance.
2.Click Templates on the title bar of the home page.3.Search for your template by entering your template's name in the Search field.4.Click the template to open it in the detail view.5.In the template's detail view, click the Template ID link.6.In the resulting Template ID dialog, click COPY to copy the template ID.You get a message that the template ID has been copied to the clipboard.7.Note the template ID.You'll need it later while updating the integration properties from Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-79Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration Home page, scroll to the Accelerators & Recipes section.2.Click Search All .The list of available recipes appears.3.Select the recipe you want to install, and click Install .A confirmation message informing the recipe was successfully installed appears, and the recipe now displays the Installed tag.4.Click Configure to configure the following resources using the Configuration Editor : Configure the Oracle ServiceNow Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle ServiceNow Connection You must configure connection properties and log in credentials for your ServiceNow instance.1.On the Configuration Editor page, select Oracle ServiceNow Connection.
3.Search for your template by entering your template's name in the Search field.4.Click the template to open it in the detail view.5.In the template's detail view, click the Template ID link.6.In the resulting Template ID dialog, click COPY to copy the template ID.You get a message that the template ID has been copied to the clipboard.7.Note the template ID.You'll need it later while updating the integration properties from Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-79Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration Home page, scroll to the Accelerators & Recipes section.2.Click Search All .The list of available recipes appears.3.Select the recipe you want to install, and click Install .A confirmation message informing the recipe was successfully installed appears, and the recipe now displays the Installed tag.4.Click Configure to configure the following resources using the Configuration Editor : Configure the Oracle ServiceNow Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle ServiceNow Connection You must configure connection properties and log in credentials for your ServiceNow instance.1.On the Configuration Editor page, select Oracle ServiceNow Connection.2.Click Edit .
4.Click the template to open it in the detail view.5.In the template's detail view, click the Template ID link.6.In the resulting Template ID dialog, click COPY to copy the template ID.You get a message that the template ID has been copied to the clipboard.7.Note the template ID.You'll need it later while updating the integration properties from Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-79Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration Home page, scroll to the Accelerators & Recipes section.2.Click Search All .The list of available recipes appears.3.Select the recipe you want to install, and click Install .A confirmation message informing the recipe was successfully installed appears, and the recipe now displays the Installed tag.4.Click Configure to configure the following resources using the Configuration Editor : Configure the Oracle ServiceNow Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle ServiceNow Connection You must configure connection properties and log in credentials for your ServiceNow instance.1.On the Configuration Editor page, select Oracle ServiceNow Connection.2.Click Edit .The ServiceNow Connection window appears.
5.In the template's detail view, click the Template ID link.6.In the resulting Template ID dialog, click COPY to copy the template ID.You get a message that the template ID has been copied to the clipboard.7.Note the template ID.You'll need it later while updating the integration properties from Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-79Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration Home page, scroll to the Accelerators & Recipes section.2.Click Search All .The list of available recipes appears.3.Select the recipe you want to install, and click Install .A confirmation message informing the recipe was successfully installed appears, and the recipe now displays the Installed tag.4.Click Configure to configure the following resources using the Configuration Editor : Configure the Oracle ServiceNow Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle ServiceNow Connection You must configure connection properties and log in credentials for your ServiceNow instance.1.On the Configuration Editor page, select Oracle ServiceNow Connection.2.Click Edit .The ServiceNow Connection window appears.3.In the Connection Properties section, enter your ServiceNow instance URL in the ServiceNow Instance Name field.
6.In the resulting Template ID dialog, click COPY to copy the template ID.You get a message that the template ID has been copied to the clipboard.7.Note the template ID.You'll need it later while updating the integration properties from Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-79Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration Home page, scroll to the Accelerators & Recipes section.2.Click Search All .The list of available recipes appears.3.Select the recipe you want to install, and click Install .A confirmation message informing the recipe was successfully installed appears, and the recipe now displays the Installed tag.4.Click Configure to configure the following resources using the Configuration Editor : Configure the Oracle ServiceNow Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle ServiceNow Connection You must configure connection properties and log in credentials for your ServiceNow instance.1.On the Configuration Editor page, select Oracle ServiceNow Connection.2.Click Edit .The ServiceNow Connection window appears.3.In the Connection Properties section, enter your ServiceNow instance URL in the ServiceNow Instance Name field.For example, https:// <instance_name >.service-now.com/ .
You get a message that the template ID has been copied to the clipboard.7.Note the template ID.You'll need it later while updating the integration properties from Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-79Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration Home page, scroll to the Accelerators & Recipes section.2.Click Search All .The list of available recipes appears.3.Select the recipe you want to install, and click Install .A confirmation message informing the recipe was successfully installed appears, and the recipe now displays the Installed tag.4.Click Configure to configure the following resources using the Configuration Editor : Configure the Oracle ServiceNow Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle ServiceNow Connection You must configure connection properties and log in credentials for your ServiceNow instance.1.On the Configuration Editor page, select Oracle ServiceNow Connection.2.Click Edit .The ServiceNow Connection window appears.3.In the Connection Properties section, enter your ServiceNow instance URL in the ServiceNow Instance Name field.For example, https:// <instance_name >.service-now.com/ .4.In the Security section, enter your ServiceNow username in the Username field, and your ServiceNow password in the Password field.
7.Note the template ID.You'll need it later while updating the integration properties from Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-79Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration Home page, scroll to the Accelerators & Recipes section.2.Click Search All .The list of available recipes appears.3.Select the recipe you want to install, and click Install .A confirmation message informing the recipe was successfully installed appears, and the recipe now displays the Installed tag.4.Click Configure to configure the following resources using the Configuration Editor : Configure the Oracle ServiceNow Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle ServiceNow Connection You must configure connection properties and log in credentials for your ServiceNow instance.1.On the Configuration Editor page, select Oracle ServiceNow Connection.2.Click Edit .The ServiceNow Connection window appears.3.In the Connection Properties section, enter your ServiceNow instance URL in the ServiceNow Instance Name field.For example, https:// <instance_name >.service-now.com/ .4.In the Security section, enter your ServiceNow username in the Username field, and your ServiceNow password in the Password field.5.Click Save .
You'll need it later while updating the integration properties from Oracle Integration.Appendix A Customer Relationship Management (CRM) Recipes A-79Install and Configure the Recipe On your Oracle Integration instance, install the recipe package to deploy and configure the integration and associated resources.1.On the Oracle Integration Home page, scroll to the Accelerators & Recipes section.2.Click Search All .The list of available recipes appears.3.Select the recipe you want to install, and click Install .A confirmation message informing the recipe was successfully installed appears, and the recipe now displays the Installed tag.4.Click Configure to configure the following resources using the Configuration Editor : Configure the Oracle ServiceNow Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle ServiceNow Connection You must configure connection properties and log in credentials for your ServiceNow instance.1.On the Configuration Editor page, select Oracle ServiceNow Connection.2.Click Edit .The ServiceNow Connection window appears.3.In the Connection Properties section, enter your ServiceNow instance URL in the ServiceNow Instance Name field.For example, https:// <instance_name >.service-now.com/ .4.In the Security section, enter your ServiceNow username in the Username field, and your ServiceNow password in the Password field.5.Click Save .6.Click Test to ensure that your connection is successfully configured.
1.On the Oracle Integration Home page, scroll to the Accelerators & Recipes section.2.Click Search All .The list of available recipes appears.3.Select the recipe you want to install, and click Install .A confirmation message informing the recipe was successfully installed appears, and the recipe now displays the Installed tag.4.Click Configure to configure the following resources using the Configuration Editor : Configure the Oracle ServiceNow Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle ServiceNow Connection You must configure connection properties and log in credentials for your ServiceNow instance.1.On the Configuration Editor page, select Oracle ServiceNow Connection.2.Click Edit .The ServiceNow Connection window appears.3.In the Connection Properties section, enter your ServiceNow instance URL in the ServiceNow Instance Name field.For example, https:// <instance_name >.service-now.com/ .4.In the Security section, enter your ServiceNow username in the Username field, and your ServiceNow password in the Password field.5.Click Save .6.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.
2.Click Search All .The list of available recipes appears.3.Select the recipe you want to install, and click Install .A confirmation message informing the recipe was successfully installed appears, and the recipe now displays the Installed tag.4.Click Configure to configure the following resources using the Configuration Editor : Configure the Oracle ServiceNow Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle ServiceNow Connection You must configure connection properties and log in credentials for your ServiceNow instance.1.On the Configuration Editor page, select Oracle ServiceNow Connection.2.Click Edit .The ServiceNow Connection window appears.3.In the Connection Properties section, enter your ServiceNow instance URL in the ServiceNow Instance Name field.For example, https:// <instance_name >.service-now.com/ .4.In the Security section, enter your ServiceNow username in the Username field, and your ServiceNow password in the Password field.5.Click Save .6.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.
The list of available recipes appears.3.Select the recipe you want to install, and click Install .A confirmation message informing the recipe was successfully installed appears, and the recipe now displays the Installed tag.4.Click Configure to configure the following resources using the Configuration Editor : Configure the Oracle ServiceNow Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle ServiceNow Connection You must configure connection properties and log in credentials for your ServiceNow instance.1.On the Configuration Editor page, select Oracle ServiceNow Connection.2.Click Edit .The ServiceNow Connection window appears.3.In the Connection Properties section, enter your ServiceNow instance URL in the ServiceNow Instance Name field.For example, https:// <instance_name >.service-now.com/ .4.In the Security section, enter your ServiceNow username in the Username field, and your ServiceNow password in the Password field.5.Click Save .6.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.7.Click Back to return to the Configuration Editor page.
3.Select the recipe you want to install, and click Install .A confirmation message informing the recipe was successfully installed appears, and the recipe now displays the Installed tag.4.Click Configure to configure the following resources using the Configuration Editor : Configure the Oracle ServiceNow Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle ServiceNow Connection You must configure connection properties and log in credentials for your ServiceNow instance.1.On the Configuration Editor page, select Oracle ServiceNow Connection.2.Click Edit .The ServiceNow Connection window appears.3.In the Connection Properties section, enter your ServiceNow instance URL in the ServiceNow Instance Name field.For example, https:// <instance_name >.service-now.com/ .4.In the Security section, enter your ServiceNow username in the Username field, and your ServiceNow password in the Password field.5.Click Save .6.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.7.Click Back to return to the Configuration Editor page.Configure the Oracle DocuSign Connection You must specify security details such as the integrator key (Client ID), client secret and account ID to access your DocuSign instance endpoint.
A confirmation message informing the recipe was successfully installed appears, and the recipe now displays the Installed tag.4.Click Configure to configure the following resources using the Configuration Editor : Configure the Oracle ServiceNow Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle ServiceNow Connection You must configure connection properties and log in credentials for your ServiceNow instance.1.On the Configuration Editor page, select Oracle ServiceNow Connection.2.Click Edit .The ServiceNow Connection window appears.3.In the Connection Properties section, enter your ServiceNow instance URL in the ServiceNow Instance Name field.For example, https:// <instance_name >.service-now.com/ .4.In the Security section, enter your ServiceNow username in the Username field, and your ServiceNow password in the Password field.5.Click Save .6.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.7.Click Back to return to the Configuration Editor page.Configure the Oracle DocuSign Connection You must specify security details such as the integrator key (Client ID), client secret and account ID to access your DocuSign instance endpoint.1.On the Configuration Editor page, select Oracle DocuSign Connection.Appendix A Customer Relationship Management (CRM) Recipes A-802.Click Edit .
4.Click Configure to configure the following resources using the Configuration Editor : Configure the Oracle ServiceNow Connection Configure the Oracle DocuSign Connection Update Integration Properties Configure the Oracle ServiceNow Connection You must configure connection properties and log in credentials for your ServiceNow instance.1.On the Configuration Editor page, select Oracle ServiceNow Connection.2.Click Edit .The ServiceNow Connection window appears.3.In the Connection Properties section, enter your ServiceNow instance URL in the ServiceNow Instance Name field.For example, https:// <instance_name >.service-now.com/ .4.In the Security section, enter your ServiceNow username in the Username field, and your ServiceNow password in the Password field.5.Click Save .6.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.7.Click Back to return to the Configuration Editor page.Configure the Oracle DocuSign Connection You must specify security details such as the integrator key (Client ID), client secret and account ID to access your DocuSign instance endpoint.1.On the Configuration Editor page, select Oracle DocuSign Connection.Appendix A Customer Relationship Management (CRM) Recipes A-802.Click Edit .The DocuSign Connection window appears.
1.On the Configuration Editor page, select Oracle ServiceNow Connection.2.Click Edit .The ServiceNow Connection window appears.3.In the Connection Properties section, enter your ServiceNow instance URL in the ServiceNow Instance Name field.For example, https:// <instance_name >.service-now.com/ .4.In the Security section, enter your ServiceNow username in the Username field, and your ServiceNow password in the Password field.5.Click Save .6.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.7.Click Back to return to the Configuration Editor page.Configure the Oracle DocuSign Connection You must specify security details such as the integrator key (Client ID), client secret and account ID to access your DocuSign instance endpoint.1.On the Configuration Editor page, select Oracle DocuSign Connection.Appendix A Customer Relationship Management (CRM) Recipes A-802.Click Edit .The DocuSign Connection window appears.3.In the Client ID (Integrator Key) and Client Secret fields, enter the client ID (integration key) and secret that you obtained earlier while creating an app and integration key in DocuSign.
2.Click Edit .The ServiceNow Connection window appears.3.In the Connection Properties section, enter your ServiceNow instance URL in the ServiceNow Instance Name field.For example, https:// <instance_name >.service-now.com/ .4.In the Security section, enter your ServiceNow username in the Username field, and your ServiceNow password in the Password field.5.Click Save .6.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.7.Click Back to return to the Configuration Editor page.Configure the Oracle DocuSign Connection You must specify security details such as the integrator key (Client ID), client secret and account ID to access your DocuSign instance endpoint.1.On the Configuration Editor page, select Oracle DocuSign Connection.Appendix A Customer Relationship Management (CRM) Recipes A-802.Click Edit .The DocuSign Connection window appears.3.In the Client ID (Integrator Key) and Client Secret fields, enter the client ID (integration key) and secret that you obtained earlier while creating an app and integration key in DocuSign.See Create an App and Integration Key .
The ServiceNow Connection window appears.3.In the Connection Properties section, enter your ServiceNow instance URL in the ServiceNow Instance Name field.For example, https:// <instance_name >.service-now.com/ .4.In the Security section, enter your ServiceNow username in the Username field, and your ServiceNow password in the Password field.5.Click Save .6.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.7.Click Back to return to the Configuration Editor page.Configure the Oracle DocuSign Connection You must specify security details such as the integrator key (Client ID), client secret and account ID to access your DocuSign instance endpoint.1.On the Configuration Editor page, select Oracle DocuSign Connection.Appendix A Customer Relationship Management (CRM) Recipes A-802.Click Edit .The DocuSign Connection window appears.3.In the Client ID (Integrator Key) and Client Secret fields, enter the client ID (integration key) and secret that you obtained earlier while creating an app and integration key in DocuSign.See Create an App and Integration Key .4.Enter signature extended in the Scope field.
3.In the Connection Properties section, enter your ServiceNow instance URL in the ServiceNow Instance Name field.For example, https:// <instance_name >.service-now.com/ .4.In the Security section, enter your ServiceNow username in the Username field, and your ServiceNow password in the Password field.5.Click Save .6.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.7.Click Back to return to the Configuration Editor page.Configure the Oracle DocuSign Connection You must specify security details such as the integrator key (Client ID), client secret and account ID to access your DocuSign instance endpoint.1.On the Configuration Editor page, select Oracle DocuSign Connection.Appendix A Customer Relationship Management (CRM) Recipes A-802.Click Edit .The DocuSign Connection window appears.3.In the Client ID (Integrator Key) and Client Secret fields, enter the client ID (integration key) and secret that you obtained earlier while creating an app and integration key in DocuSign.See Create an App and Integration Key .4.Enter signature extended in the Scope field.5.Enter sandbox in the Instance Type field.
For example, https:// <instance_name >.service-now.com/ .4.In the Security section, enter your ServiceNow username in the Username field, and your ServiceNow password in the Password field.5.Click Save .6.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.7.Click Back to return to the Configuration Editor page.Configure the Oracle DocuSign Connection You must specify security details such as the integrator key (Client ID), client secret and account ID to access your DocuSign instance endpoint.1.On the Configuration Editor page, select Oracle DocuSign Connection.Appendix A Customer Relationship Management (CRM) Recipes A-802.Click Edit .The DocuSign Connection window appears.3.In the Client ID (Integrator Key) and Client Secret fields, enter the client ID (integration key) and secret that you obtained earlier while creating an app and integration key in DocuSign.See Create an App and Integration Key .4.Enter signature extended in the Scope field.5.Enter sandbox in the Instance Type field.6.In the Account ID field, enter the DocuSign Account ID followed by the API Account ID.
4.In the Security section, enter your ServiceNow username in the Username field, and your ServiceNow password in the Password field.5.Click Save .6.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.7.Click Back to return to the Configuration Editor page.Configure the Oracle DocuSign Connection You must specify security details such as the integrator key (Client ID), client secret and account ID to access your DocuSign instance endpoint.1.On the Configuration Editor page, select Oracle DocuSign Connection.Appendix A Customer Relationship Management (CRM) Recipes A-802.Click Edit .The DocuSign Connection window appears.3.In the Client ID (Integrator Key) and Client Secret fields, enter the client ID (integration key) and secret that you obtained earlier while creating an app and integration key in DocuSign.See Create an App and Integration Key .4.Enter signature extended in the Scope field.5.Enter sandbox in the Instance Type field.6.In the Account ID field, enter the DocuSign Account ID followed by the API Account ID.You obtained the DocuSign Account ID and the API Account ID while creating an app and integration key in DocuSign.
5.Click Save .6.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.7.Click Back to return to the Configuration Editor page.Configure the Oracle DocuSign Connection You must specify security details such as the integrator key (Client ID), client secret and account ID to access your DocuSign instance endpoint.1.On the Configuration Editor page, select Oracle DocuSign Connection.Appendix A Customer Relationship Management (CRM) Recipes A-802.Click Edit .The DocuSign Connection window appears.3.In the Client ID (Integrator Key) and Client Secret fields, enter the client ID (integration key) and secret that you obtained earlier while creating an app and integration key in DocuSign.See Create an App and Integration Key .4.Enter signature extended in the Scope field.5.Enter sandbox in the Instance Type field.6.In the Account ID field, enter the DocuSign Account ID followed by the API Account ID.You obtained the DocuSign Account ID and the API Account ID while creating an app and integration key in DocuSign.See Create an App and Integration Key .
6.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.7.Click Back to return to the Configuration Editor page.Configure the Oracle DocuSign Connection You must specify security details such as the integrator key (Client ID), client secret and account ID to access your DocuSign instance endpoint.1.On the Configuration Editor page, select Oracle DocuSign Connection.Appendix A Customer Relationship Management (CRM) Recipes A-802.Click Edit .The DocuSign Connection window appears.3.In the Client ID (Integrator Key) and Client Secret fields, enter the client ID (integration key) and secret that you obtained earlier while creating an app and integration key in DocuSign.See Create an App and Integration Key .4.Enter signature extended in the Scope field.5.Enter sandbox in the Instance Type field.6.In the Account ID field, enter the DocuSign Account ID followed by the API Account ID.You obtained the DocuSign Account ID and the API Account ID while creating an app and integration key in DocuSign.See Create an App and Integration Key .7.Click Provide Consent .
In the dialog that displays, click Test again.You get a confirmation message if your test is successful.7.Click Back to return to the Configuration Editor page.Configure the Oracle DocuSign Connection You must specify security details such as the integrator key (Client ID), client secret and account ID to access your DocuSign instance endpoint.1.On the Configuration Editor page, select Oracle DocuSign Connection.Appendix A Customer Relationship Management (CRM) Recipes A-802.Click Edit .The DocuSign Connection window appears.3.In the Client ID (Integrator Key) and Client Secret fields, enter the client ID (integration key) and secret that you obtained earlier while creating an app and integration key in DocuSign.See Create an App and Integration Key .4.Enter signature extended in the Scope field.5.Enter sandbox in the Instance Type field.6.In the Account ID field, enter the DocuSign Account ID followed by the API Account ID.You obtained the DocuSign Account ID and the API Account ID while creating an app and integration key in DocuSign.See Create an App and Integration Key .7.Click Provide Consent .8.In the resulting Sign in dialog, enter your Oracle Integration username and password in the Username and Password fields, and click Sign in .
You get a confirmation message if your test is successful.7.Click Back to return to the Configuration Editor page.Configure the Oracle DocuSign Connection You must specify security details such as the integrator key (Client ID), client secret and account ID to access your DocuSign instance endpoint.1.On the Configuration Editor page, select Oracle DocuSign Connection.Appendix A Customer Relationship Management (CRM) Recipes A-802.Click Edit .The DocuSign Connection window appears.3.In the Client ID (Integrator Key) and Client Secret fields, enter the client ID (integration key) and secret that you obtained earlier while creating an app and integration key in DocuSign.See Create an App and Integration Key .4.Enter signature extended in the Scope field.5.Enter sandbox in the Instance Type field.6.In the Account ID field, enter the DocuSign Account ID followed by the API Account ID.You obtained the DocuSign Account ID and the API Account ID while creating an app and integration key in DocuSign.See Create an App and Integration Key .7.Click Provide Consent .8.In the resulting Sign in dialog, enter your Oracle Integration username and password in the Username and Password fields, and click Sign in .A browser window to grant access to DocuSign appears.
7.Click Back to return to the Configuration Editor page.Configure the Oracle DocuSign Connection You must specify security details such as the integrator key (Client ID), client secret and account ID to access your DocuSign instance endpoint.1.On the Configuration Editor page, select Oracle DocuSign Connection.Appendix A Customer Relationship Management (CRM) Recipes A-802.Click Edit .The DocuSign Connection window appears.3.In the Client ID (Integrator Key) and Client Secret fields, enter the client ID (integration key) and secret that you obtained earlier while creating an app and integration key in DocuSign.See Create an App and Integration Key .4.Enter signature extended in the Scope field.5.Enter sandbox in the Instance Type field.6.In the Account ID field, enter the DocuSign Account ID followed by the API Account ID.You obtained the DocuSign Account ID and the API Account ID while creating an app and integration key in DocuSign.See Create an App and Integration Key .7.Click Provide Consent .8.In the resulting Sign in dialog, enter your Oracle Integration username and password in the Username and Password fields, and click Sign in .A browser window to grant access to DocuSign appears.9.Enter your DocuSign account credentials, then click Authorize and grant access.
Configure the Oracle DocuSign Connection You must specify security details such as the integrator key (Client ID), client secret and account ID to access your DocuSign instance endpoint.1.On the Configuration Editor page, select Oracle DocuSign Connection.Appendix A Customer Relationship Management (CRM) Recipes A-802.Click Edit .The DocuSign Connection window appears.3.In the Client ID (Integrator Key) and Client Secret fields, enter the client ID (integration key) and secret that you obtained earlier while creating an app and integration key in DocuSign.See Create an App and Integration Key .4.Enter signature extended in the Scope field.5.Enter sandbox in the Instance Type field.6.In the Account ID field, enter the DocuSign Account ID followed by the API Account ID.You obtained the DocuSign Account ID and the API Account ID while creating an app and integration key in DocuSign.See Create an App and Integration Key .7.Click Provide Consent .8.In the resulting Sign in dialog, enter your Oracle Integration username and password in the Username and Password fields, and click Sign in .A browser window to grant access to DocuSign appears.9.Enter your DocuSign account credentials, then click Authorize and grant access.10.On the DocuSign Connection window, click Save .
1.On the Configuration Editor page, select Oracle DocuSign Connection.Appendix A Customer Relationship Management (CRM) Recipes A-802.Click Edit .The DocuSign Connection window appears.3.In the Client ID (Integrator Key) and Client Secret fields, enter the client ID (integration key) and secret that you obtained earlier while creating an app and integration key in DocuSign.See Create an App and Integration Key .4.Enter signature extended in the Scope field.5.Enter sandbox in the Instance Type field.6.In the Account ID field, enter the DocuSign Account ID followed by the API Account ID.You obtained the DocuSign Account ID and the API Account ID while creating an app and integration key in DocuSign.See Create an App and Integration Key .7.Click Provide Consent .8.In the resulting Sign in dialog, enter your Oracle Integration username and password in the Username and Password fields, and click Sign in .A browser window to grant access to DocuSign appears.9.Enter your DocuSign account credentials, then click Authorize and grant access.10.On the DocuSign Connection window, click Save .11.Click Test to ensure that your connection is successfully configured.
The DocuSign Connection window appears.3.In the Client ID (Integrator Key) and Client Secret fields, enter the client ID (integration key) and secret that you obtained earlier while creating an app and integration key in DocuSign.See Create an App and Integration Key .4.Enter signature extended in the Scope field.5.Enter sandbox in the Instance Type field.6.In the Account ID field, enter the DocuSign Account ID followed by the API Account ID.You obtained the DocuSign Account ID and the API Account ID while creating an app and integration key in DocuSign.See Create an App and Integration Key .7.Click Provide Consent .8.In the resulting Sign in dialog, enter your Oracle Integration username and password in the Username and Password fields, and click Sign in .A browser window to grant access to DocuSign appears.9.Enter your DocuSign account credentials, then click Authorize and grant access.10.On the DocuSign Connection window, click Save .11.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.
3.In the Client ID (Integrator Key) and Client Secret fields, enter the client ID (integration key) and secret that you obtained earlier while creating an app and integration key in DocuSign.See Create an App and Integration Key .4.Enter signature extended in the Scope field.5.Enter sandbox in the Instance Type field.6.In the Account ID field, enter the DocuSign Account ID followed by the API Account ID.You obtained the DocuSign Account ID and the API Account ID while creating an app and integration key in DocuSign.See Create an App and Integration Key .7.Click Provide Consent .8.In the resulting Sign in dialog, enter your Oracle Integration username and password in the Username and Password fields, and click Sign in .A browser window to grant access to DocuSign appears.9.Enter your DocuSign account credentials, then click Authorize and grant access.10.On the DocuSign Connection window, click Save .11.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.
See Create an App and Integration Key .4.Enter signature extended in the Scope field.5.Enter sandbox in the Instance Type field.6.In the Account ID field, enter the DocuSign Account ID followed by the API Account ID.You obtained the DocuSign Account ID and the API Account ID while creating an app and integration key in DocuSign.See Create an App and Integration Key .7.Click Provide Consent .8.In the resulting Sign in dialog, enter your Oracle Integration username and password in the Username and Password fields, and click Sign in .A browser window to grant access to DocuSign appears.9.Enter your DocuSign account credentials, then click Authorize and grant access.10.On the DocuSign Connection window, click Save .11.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.12.Click Back to return to the Configuration Editor page.
4.Enter signature extended in the Scope field.5.Enter sandbox in the Instance Type field.6.In the Account ID field, enter the DocuSign Account ID followed by the API Account ID.You obtained the DocuSign Account ID and the API Account ID while creating an app and integration key in DocuSign.See Create an App and Integration Key .7.Click Provide Consent .8.In the resulting Sign in dialog, enter your Oracle Integration username and password in the Username and Password fields, and click Sign in .A browser window to grant access to DocuSign appears.9.Enter your DocuSign account credentials, then click Authorize and grant access.10.On the DocuSign Connection window, click Save .11.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.12.Click Back to return to the Configuration Editor page.Update Integration Properties You must update the integration property values so that the right compliance document is sent to a new IT user in ServiceNow, and run time exception emails are sent to the right email ID.
5.Enter sandbox in the Instance Type field.6.In the Account ID field, enter the DocuSign Account ID followed by the API Account ID.You obtained the DocuSign Account ID and the API Account ID while creating an app and integration key in DocuSign.See Create an App and Integration Key .7.Click Provide Consent .8.In the resulting Sign in dialog, enter your Oracle Integration username and password in the Username and Password fields, and click Sign in .A browser window to grant access to DocuSign appears.9.Enter your DocuSign account credentials, then click Authorize and grant access.10.On the DocuSign Connection window, click Save .11.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.12.Click Back to return to the Configuration Editor page.Update Integration Properties You must update the integration property values so that the right compliance document is sent to a new IT user in ServiceNow, and run time exception emails are sent to the right email ID.1.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration.
6.In the Account ID field, enter the DocuSign Account ID followed by the API Account ID.You obtained the DocuSign Account ID and the API Account ID while creating an app and integration key in DocuSign.See Create an App and Integration Key .7.Click Provide Consent .8.In the resulting Sign in dialog, enter your Oracle Integration username and password in the Username and Password fields, and click Sign in .A browser window to grant access to DocuSign appears.9.Enter your DocuSign account credentials, then click Authorize and grant access.10.On the DocuSign Connection window, click Save .11.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.12.Click Back to return to the Configuration Editor page.Update Integration Properties You must update the integration property values so that the right compliance document is sent to a new IT user in ServiceNow, and run time exception emails are sent to the right email ID.1.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration.2.Click Actions , and then click Update Property Values .
You obtained the DocuSign Account ID and the API Account ID while creating an app and integration key in DocuSign.See Create an App and Integration Key .7.Click Provide Consent .8.In the resulting Sign in dialog, enter your Oracle Integration username and password in the Username and Password fields, and click Sign in .A browser window to grant access to DocuSign appears.9.Enter your DocuSign account credentials, then click Authorize and grant access.10.On the DocuSign Connection window, click Save .11.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.12.Click Back to return to the Configuration Editor page.Update Integration Properties You must update the integration property values so that the right compliance document is sent to a new IT user in ServiceNow, and run time exception emails are sent to the right email ID.1.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration.2.Click Actions , and then click Update Property Values .3.In the Update Property Values dialog, note the three properties that have been configured - DocuSignAccountId, DocuSignTemplateId, and NotificationMail 4.Click DocuSignAccountId , and in the New Value field, enter your DocuSign Account ID.
See Create an App and Integration Key .7.Click Provide Consent .8.In the resulting Sign in dialog, enter your Oracle Integration username and password in the Username and Password fields, and click Sign in .A browser window to grant access to DocuSign appears.9.Enter your DocuSign account credentials, then click Authorize and grant access.10.On the DocuSign Connection window, click Save .11.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.12.Click Back to return to the Configuration Editor page.Update Integration Properties You must update the integration property values so that the right compliance document is sent to a new IT user in ServiceNow, and run time exception emails are sent to the right email ID.1.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration.2.Click Actions , and then click Update Property Values .3.In the Update Property Values dialog, note the three properties that have been configured - DocuSignAccountId, DocuSignTemplateId, and NotificationMail 4.Click DocuSignAccountId , and in the New Value field, enter your DocuSign Account ID.You obtained the DocuSign Account ID while creating an app and integration key.
7.Click Provide Consent .8.In the resulting Sign in dialog, enter your Oracle Integration username and password in the Username and Password fields, and click Sign in .A browser window to grant access to DocuSign appears.9.Enter your DocuSign account credentials, then click Authorize and grant access.10.On the DocuSign Connection window, click Save .11.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.12.Click Back to return to the Configuration Editor page.Update Integration Properties You must update the integration property values so that the right compliance document is sent to a new IT user in ServiceNow, and run time exception emails are sent to the right email ID.1.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration.2.Click Actions , and then click Update Property Values .3.In the Update Property Values dialog, note the three properties that have been configured - DocuSignAccountId, DocuSignTemplateId, and NotificationMail 4.Click DocuSignAccountId , and in the New Value field, enter your DocuSign Account ID.You obtained the DocuSign Account ID while creating an app and integration key.See step 11 in Create an App and Integration Key .
8.In the resulting Sign in dialog, enter your Oracle Integration username and password in the Username and Password fields, and click Sign in .A browser window to grant access to DocuSign appears.9.Enter your DocuSign account credentials, then click Authorize and grant access.10.On the DocuSign Connection window, click Save .11.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.12.Click Back to return to the Configuration Editor page.Update Integration Properties You must update the integration property values so that the right compliance document is sent to a new IT user in ServiceNow, and run time exception emails are sent to the right email ID.1.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration.2.Click Actions , and then click Update Property Values .3.In the Update Property Values dialog, note the three properties that have been configured - DocuSignAccountId, DocuSignTemplateId, and NotificationMail 4.Click DocuSignAccountId , and in the New Value field, enter your DocuSign Account ID.You obtained the DocuSign Account ID while creating an app and integration key.See step 11 in Create an App and Integration Key .5.Click DocuSignTemplateId , and in the New Value field, enter the Template ID that you obtained earlier.
A browser window to grant access to DocuSign appears.9.Enter your DocuSign account credentials, then click Authorize and grant access.10.On the DocuSign Connection window, click Save .11.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.12.Click Back to return to the Configuration Editor page.Update Integration Properties You must update the integration property values so that the right compliance document is sent to a new IT user in ServiceNow, and run time exception emails are sent to the right email ID.1.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration.2.Click Actions , and then click Update Property Values .3.In the Update Property Values dialog, note the three properties that have been configured - DocuSignAccountId, DocuSignTemplateId, and NotificationMail 4.Click DocuSignAccountId , and in the New Value field, enter your DocuSign Account ID.You obtained the DocuSign Account ID while creating an app and integration key.See step 11 in Create an App and Integration Key .5.Click DocuSignTemplateId , and in the New Value field, enter the Template ID that you obtained earlier.See Get the Template ID .
9.Enter your DocuSign account credentials, then click Authorize and grant access.10.On the DocuSign Connection window, click Save .11.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.12.Click Back to return to the Configuration Editor page.Update Integration Properties You must update the integration property values so that the right compliance document is sent to a new IT user in ServiceNow, and run time exception emails are sent to the right email ID.1.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration.2.Click Actions , and then click Update Property Values .3.In the Update Property Values dialog, note the three properties that have been configured - DocuSignAccountId, DocuSignTemplateId, and NotificationMail 4.Click DocuSignAccountId , and in the New Value field, enter your DocuSign Account ID.You obtained the DocuSign Account ID while creating an app and integration key.See step 11 in Create an App and Integration Key .5.Click DocuSignTemplateId , and in the New Value field, enter the Template ID that you obtained earlier.See Get the Template ID .6.Click NotificationMail , and in the New Value field, enter the email ID where you want to notify in case a run time exception/error occurs while running the integration.
10.On the DocuSign Connection window, click Save .11.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.12.Click Back to return to the Configuration Editor page.Update Integration Properties You must update the integration property values so that the right compliance document is sent to a new IT user in ServiceNow, and run time exception emails are sent to the right email ID.1.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration.2.Click Actions , and then click Update Property Values .3.In the Update Property Values dialog, note the three properties that have been configured - DocuSignAccountId, DocuSignTemplateId, and NotificationMail 4.Click DocuSignAccountId , and in the New Value field, enter your DocuSign Account ID.You obtained the DocuSign Account ID while creating an app and integration key.See step 11 in Create an App and Integration Key .5.Click DocuSignTemplateId , and in the New Value field, enter the Template ID that you obtained earlier.See Get the Template ID .6.Click NotificationMail , and in the New Value field, enter the email ID where you want to notify in case a run time exception/error occurs while running the integration.7.Click Submit .Appendix A Customer Relationship Management (CRM) Recipes A-81You get a confirmation message that the integration properties have been updated successfully.
11.Click Test to ensure that your connection is successfully configured.In the dialog that displays, click Test again.You get a confirmation message if your test is successful.12.Click Back to return to the Configuration Editor page.Update Integration Properties You must update the integration property values so that the right compliance document is sent to a new IT user in ServiceNow, and run time exception emails are sent to the right email ID.1.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration.2.Click Actions , and then click Update Property Values .3.In the Update Property Values dialog, note the three properties that have been configured - DocuSignAccountId, DocuSignTemplateId, and NotificationMail 4.Click DocuSignAccountId , and in the New Value field, enter your DocuSign Account ID.You obtained the DocuSign Account ID while creating an app and integration key.See step 11 in Create an App and Integration Key .5.Click DocuSignTemplateId , and in the New Value field, enter the Template ID that you obtained earlier.See Get the Template ID .6.Click NotificationMail , and in the New Value field, enter the email ID where you want to notify in case a run time exception/error occurs while running the integration.7.Click Submit .Appendix A Customer Relationship Management (CRM) Recipes A-81You get a confirmation message that the integration properties have been updated successfully.Activate and Run the Recipe After you've configured the connections and updated the integration properties, you can activate and run the recipe.
In the dialog that displays, click Test again.You get a confirmation message if your test is successful.12.Click Back to return to the Configuration Editor page.Update Integration Properties You must update the integration property values so that the right compliance document is sent to a new IT user in ServiceNow, and run time exception emails are sent to the right email ID.1.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration.2.Click Actions , and then click Update Property Values .3.In the Update Property Values dialog, note the three properties that have been configured - DocuSignAccountId, DocuSignTemplateId, and NotificationMail 4.Click DocuSignAccountId , and in the New Value field, enter your DocuSign Account ID.You obtained the DocuSign Account ID while creating an app and integration key.See step 11 in Create an App and Integration Key .5.Click DocuSignTemplateId , and in the New Value field, enter the Template ID that you obtained earlier.See Get the Template ID .6.Click NotificationMail , and in the New Value field, enter the email ID where you want to notify in case a run time exception/error occurs while running the integration.7.Click Submit .Appendix A Customer Relationship Management (CRM) Recipes A-81You get a confirmation message that the integration properties have been updated successfully.Activate and Run the Recipe After you've configured the connections and updated the integration properties, you can activate and run the recipe.1.On the Configuration Editor page, click Activate .
You get a confirmation message if your test is successful.12.Click Back to return to the Configuration Editor page.Update Integration Properties You must update the integration property values so that the right compliance document is sent to a new IT user in ServiceNow, and run time exception emails are sent to the right email ID.1.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration.2.Click Actions , and then click Update Property Values .3.In the Update Property Values dialog, note the three properties that have been configured - DocuSignAccountId, DocuSignTemplateId, and NotificationMail 4.Click DocuSignAccountId , and in the New Value field, enter your DocuSign Account ID.You obtained the DocuSign Account ID while creating an app and integration key.See step 11 in Create an App and Integration Key .5.Click DocuSignTemplateId , and in the New Value field, enter the Template ID that you obtained earlier.See Get the Template ID .6.Click NotificationMail , and in the New Value field, enter the email ID where you want to notify in case a run time exception/error occurs while running the integration.7.Click Submit .Appendix A Customer Relationship Management (CRM) Recipes A-81You get a confirmation message that the integration properties have been updated successfully.Activate and Run the Recipe After you've configured the connections and updated the integration properties, you can activate and run the recipe.1.On the Configuration Editor page, click Activate .2.On the Activate Package dialog, click Activate .
12.Click Back to return to the Configuration Editor page.Update Integration Properties You must update the integration property values so that the right compliance document is sent to a new IT user in ServiceNow, and run time exception emails are sent to the right email ID.1.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration.2.Click Actions , and then click Update Property Values .3.In the Update Property Values dialog, note the three properties that have been configured - DocuSignAccountId, DocuSignTemplateId, and NotificationMail 4.Click DocuSignAccountId , and in the New Value field, enter your DocuSign Account ID.You obtained the DocuSign Account ID while creating an app and integration key.See step 11 in Create an App and Integration Key .5.Click DocuSignTemplateId , and in the New Value field, enter the Template ID that you obtained earlier.See Get the Template ID .6.Click NotificationMail , and in the New Value field, enter the email ID where you want to notify in case a run time exception/error occurs while running the integration.7.Click Submit .Appendix A Customer Relationship Management (CRM) Recipes A-81You get a confirmation message that the integration properties have been updated successfully.Activate and Run the Recipe After you've configured the connections and updated the integration properties, you can activate and run the recipe.1.On the Configuration Editor page, click Activate .2.On the Activate Package dialog, click Activate .You get a confirmation message that the integration is activated.
Update Integration Properties You must update the integration property values so that the right compliance document is sent to a new IT user in ServiceNow, and run time exception emails are sent to the right email ID.1.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration.2.Click Actions , and then click Update Property Values .3.In the Update Property Values dialog, note the three properties that have been configured - DocuSignAccountId, DocuSignTemplateId, and NotificationMail 4.Click DocuSignAccountId , and in the New Value field, enter your DocuSign Account ID.You obtained the DocuSign Account ID while creating an app and integration key.See step 11 in Create an App and Integration Key .5.Click DocuSignTemplateId , and in the New Value field, enter the Template ID that you obtained earlier.See Get the Template ID .6.Click NotificationMail , and in the New Value field, enter the email ID where you want to notify in case a run time exception/error occurs while running the integration.7.Click Submit .Appendix A Customer Relationship Management (CRM) Recipes A-81You get a confirmation message that the integration properties have been updated successfully.Activate and Run the Recipe After you've configured the connections and updated the integration properties, you can activate and run the recipe.1.On the Configuration Editor page, click Activate .2.On the Activate Package dialog, click Activate .You get a confirmation message that the integration is activated.3.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration, and click Run .
1.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration.2.Click Actions , and then click Update Property Values .3.In the Update Property Values dialog, note the three properties that have been configured - DocuSignAccountId, DocuSignTemplateId, and NotificationMail 4.Click DocuSignAccountId , and in the New Value field, enter your DocuSign Account ID.You obtained the DocuSign Account ID while creating an app and integration key.See step 11 in Create an App and Integration Key .5.Click DocuSignTemplateId , and in the New Value field, enter the Template ID that you obtained earlier.See Get the Template ID .6.Click NotificationMail , and in the New Value field, enter the email ID where you want to notify in case a run time exception/error occurs while running the integration.7.Click Submit .Appendix A Customer Relationship Management (CRM) Recipes A-81You get a confirmation message that the integration properties have been updated successfully.Activate and Run the Recipe After you've configured the connections and updated the integration properties, you can activate and run the recipe.1.On the Configuration Editor page, click Activate .2.On the Activate Package dialog, click Activate .You get a confirmation message that the integration is activated.3.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration, and click Run .4.In the resulting dialog, note the WSDL URL.
2.Click Actions , and then click Update Property Values .3.In the Update Property Values dialog, note the three properties that have been configured - DocuSignAccountId, DocuSignTemplateId, and NotificationMail 4.Click DocuSignAccountId , and in the New Value field, enter your DocuSign Account ID.You obtained the DocuSign Account ID while creating an app and integration key.See step 11 in Create an App and Integration Key .5.Click DocuSignTemplateId , and in the New Value field, enter the Template ID that you obtained earlier.See Get the Template ID .6.Click NotificationMail , and in the New Value field, enter the email ID where you want to notify in case a run time exception/error occurs while running the integration.7.Click Submit .Appendix A Customer Relationship Management (CRM) Recipes A-81You get a confirmation message that the integration properties have been updated successfully.Activate and Run the Recipe After you've configured the connections and updated the integration properties, you can activate and run the recipe.1.On the Configuration Editor page, click Activate .2.On the Activate Package dialog, click Activate .You get a confirmation message that the integration is activated.3.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration, and click Run .4.In the resulting dialog, note the WSDL URL.You'll use this for configuring basic authentication in ServiceNow to invoke the integration in Oracle Integration from ServiceNow.
3.In the Update Property Values dialog, note the three properties that have been configured - DocuSignAccountId, DocuSignTemplateId, and NotificationMail 4.Click DocuSignAccountId , and in the New Value field, enter your DocuSign Account ID.You obtained the DocuSign Account ID while creating an app and integration key.See step 11 in Create an App and Integration Key .5.Click DocuSignTemplateId , and in the New Value field, enter the Template ID that you obtained earlier.See Get the Template ID .6.Click NotificationMail , and in the New Value field, enter the email ID where you want to notify in case a run time exception/error occurs while running the integration.7.Click Submit .Appendix A Customer Relationship Management (CRM) Recipes A-81You get a confirmation message that the integration properties have been updated successfully.Activate and Run the Recipe After you've configured the connections and updated the integration properties, you can activate and run the recipe.1.On the Configuration Editor page, click Activate .2.On the Activate Package dialog, click Activate .You get a confirmation message that the integration is activated.3.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration, and click Run .4.In the resulting dialog, note the WSDL URL.You'll use this for configuring basic authentication in ServiceNow to invoke the integration in Oracle Integration from ServiceNow.Complete the post activation task of invoking the integration, and then test the recipe.
You obtained the DocuSign Account ID while creating an app and integration key.See step 11 in Create an App and Integration Key .5.Click DocuSignTemplateId , and in the New Value field, enter the Template ID that you obtained earlier.See Get the Template ID .6.Click NotificationMail , and in the New Value field, enter the email ID where you want to notify in case a run time exception/error occurs while running the integration.7.Click Submit .Appendix A Customer Relationship Management (CRM) Recipes A-81You get a confirmation message that the integration properties have been updated successfully.Activate and Run the Recipe After you've configured the connections and updated the integration properties, you can activate and run the recipe.1.On the Configuration Editor page, click Activate .2.On the Activate Package dialog, click Activate .You get a confirmation message that the integration is activated.3.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration, and click Run .4.In the resulting dialog, note the WSDL URL.You'll use this for configuring basic authentication in ServiceNow to invoke the integration in Oracle Integration from ServiceNow.Complete the post activation task of invoking the integration, and then test the recipe.Invoke the Integration from ServiceNow Test the Recipe Invoke the Integration from ServiceNow After activating the recipe, you must configure basic authentication to invoke the integration from ServiceNow.
See step 11 in Create an App and Integration Key .5.Click DocuSignTemplateId , and in the New Value field, enter the Template ID that you obtained earlier.See Get the Template ID .6.Click NotificationMail , and in the New Value field, enter the email ID where you want to notify in case a run time exception/error occurs while running the integration.7.Click Submit .Appendix A Customer Relationship Management (CRM) Recipes A-81You get a confirmation message that the integration properties have been updated successfully.Activate and Run the Recipe After you've configured the connections and updated the integration properties, you can activate and run the recipe.1.On the Configuration Editor page, click Activate .2.On the Activate Package dialog, click Activate .You get a confirmation message that the integration is activated.3.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration, and click Run .4.In the resulting dialog, note the WSDL URL.You'll use this for configuring basic authentication in ServiceNow to invoke the integration in Oracle Integration from ServiceNow.Complete the post activation task of invoking the integration, and then test the recipe.Invoke the Integration from ServiceNow Test the Recipe Invoke the Integration from ServiceNow After activating the recipe, you must configure basic authentication to invoke the integration from ServiceNow.Configure basic authentication in your ServiceNow instance with the WSDL generated automatically while activating and running the recipe.
5.Click DocuSignTemplateId , and in the New Value field, enter the Template ID that you obtained earlier.See Get the Template ID .6.Click NotificationMail , and in the New Value field, enter the email ID where you want to notify in case a run time exception/error occurs while running the integration.7.Click Submit .Appendix A Customer Relationship Management (CRM) Recipes A-81You get a confirmation message that the integration properties have been updated successfully.Activate and Run the Recipe After you've configured the connections and updated the integration properties, you can activate and run the recipe.1.On the Configuration Editor page, click Activate .2.On the Activate Package dialog, click Activate .You get a confirmation message that the integration is activated.3.On the Configuration Editor page, select the Oracle ServiceNow DocuSign User Doc SignIn integration, and click Run .4.In the resulting dialog, note the WSDL URL.You'll use this for configuring basic authentication in ServiceNow to invoke the integration in Oracle Integration from ServiceNow.Complete the post activation task of invoking the integration, and then test the recipe.Invoke the Integration from ServiceNow Test the Recipe Invoke the Integration from ServiceNow After activating the recipe, you must configure basic authentication to invoke the integration from ServiceNow.Configure basic authentication in your ServiceNow instance with the WSDL generated automatically while activating and running the recipe.This invokes the integration in Oracle Integration from ServiceNow.

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