DocuSign - Workday integration

Unfortunately there’s no documentation on those sites apart from short pdf with no detailed info

@Ada RR - I’ve done a few too many integrations between Workday and DocuSign.   

Here are step-by-step directions for using DocuSign within a Workday tenant, the process can be organized as follows:

Step 1: Configure DocuSign in Workday

1. Access Tenant Setup:

   • Navigate to the 'Edit Tenant Setup - Business Processes' task in your Workday tenant.

2. Enter DocuSign Credentials:

   • Enter your DocuSign Enterprise License information.
   • Provide the login email (preferably a service account not tied to any individual).
   • Enter the password for the DocuSign account.

3. Authenticate with DocuSign:

   • Scroll to the bottom of the page and click on 'Authenticate with DocuSign'.
   • Sign in to DocuSign using your credentials.
   • After successful login, you will be redirected back to Workday. The connection will complete in the background. Click 'Done'.

4. Confirm DocuSign Account ID:

   • Navigate back to the 'Edit Tenant Setup - Business Processes' task.
   • Click on 'Confirm DocuSign Account ID' at the bottom of the page.
   • Select the appropriate Account ID for DocuSign use and click 'OK' to save.

Step 2: Configure DocuSign Anchor Text

1. Set Up Anchor Text:

   • Still in the 'Edit Tenant Setup - Business Processes' task, scroll to the section titled 'Configure DocuSign Anchor Text'.
   • Enter custom anchor texts like 'signHere', 'initialHere', and 'dateSigned'. This text will map to specific elements in the document where actions are required (e.g., 'signAnchor1' for the first signing group role).

2. Select Tag Types:

   • Workday supports seven DocuSign tag types: 'signHere', 'initialHere', 'fullName', 'dateSigned', 'title', 'signHere-Optional', and 'initialHere-Optional'.
   • Choose the necessary tag types from the 'DocuSign Tag Type' column for your document needs.

Step 3: Configure Business Processes

1. Review Document Steps:

   • Configure the 'Review Document' step for various processes such as 'Change Business Title', 'New Hire', and 'Offer Letter'.

2. Initiate Business Process:

   • Begin the business process for actions like changing a user’s business title.

Step 4: Document Signing

1. User Signatures:
   • Documents are sent to designated users who will sign using DocuSign, configured as either 'Sequential Signer' or 'Single Signer'.

Step 5: Finalization

1. Complete Setup:
   • After all configurations and processes are completed, review the setup to ensure all steps are correctly implemented and operational.