Clarification on Workday-Generated Documents Sent via DocuSign
We are currently integrating Workday with DocuSign for document generation and electronic signing. We would like to clarify how documents/envelopes originating from Workday are stored and managed within DocuSign.
Could you please help clarify the following:
- When a document is generated from Workday and sent to a recipient through DocuSign, is a copy of the document/envelope stored within our DocuSign account?
- If yes, where can the envelope and its associated documents be viewed in the DocuSign portal?
- Who will be able to view these Workday-originated envelopes by default?
- The Workday user who initiated the transaction?
- The DocuSign integration/service account?
- DocuSign administrators?
- Other DocuSign users within the same account?
- Can a DocuSign administrator automatically view or download the documents contained in these envelopes, or would Shared Access / another permission need to be explicitly configured?
- If the envelope is owned by a Workday integration/service account, can another DocuSign user or administrator be given access to the envelope? If so, what configuration or permission is required?
- Can ownership of Workday-originated envelopes be transferred to another DocuSign user? If yes, who is authorized to perform the transfer?
- After an envelope has been completed/signed, how long are the envelope and signed documents retained within DocuSign? Is the retention period configurable at the account level?
- If the originating Workday user leaves the organization or their DocuSign account is deactivated, will previously completed envelopes and signed documents remain accessible? If yes, who can access them and how?
- Can completed Workday-originated envelopes/documents be permanently deleted from DocuSign? If yes, what permissions are required, and is there an audit trail of the deletion?
Our main objective is to understand the document visibility, access control, ownership, retention, and deletion model for documents originating from Workday and processed through DocuSign, particularly for confidential HR documents.
It would be helpful if you could also advise on the recommended configuration to ensure that only specifically authorized users can access these documents.
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