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Docusign integration with Workday

  • November 26, 2024
  • 2 replies
  • 95 views

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Hello,

I am currently implementing DocuSign integration with Workday and testing it in the demo environment. However, I’ve encountered two issues:

  1. There are two signers in the flow — the first signer is from the company, and the second is external. While there is a defined signing order, the external signer is not receiving any email notification to sign the document. I have already unchecked the “Suppress email to embedded signers” option and enabled the “Send completion” option. Despite this, only the final email (once the document is signed by both parties) is being sent.
    How can he receive the email to “sign the document”

  2. Is there a way to make a checkbox mandatory to tick during this process?

Thank you for your help!

Best regards,
Liora

2 replies

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  • Community Moderator
  • 2554 replies
  • November 27, 2024

Hello ​@Liora ,

Welcome to the Docusign Community and thank you for posting your concerns!

  1. So the second signer is not getting an email to sign after the first signer completed their actions? Can you have them check their spam folders and trash folders, maybe a different folder? Is this happening with different signers or to the same one?
  2. There isn’t a specific box that you can click that can make a checkbox required, however, it can be done by setting up a validation for that checkbox: Add a Checkbox Field 

Let us know if you need further assistance with this.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!


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  • Community Moderator
  • 2554 replies
  • December 11, 2024

Hello ​@Liora ,

Are you able to provide the information that I previously requested? If so, please do so in a reply to this question so that I am able to further assist you with your issue.


Best regards,

Nathaly | Docusign Community Moderator
"Select as Best" below if you find the answer a valid solution to your issue!