DocuSign - Workday integration

Thanks a lot @JohnSantos !

This worked!

I had the syntax wrong, I was using backslash.

@JohnSantos Thank you for sharing the step-by-step guide. It has been very helpful. I've been following along, but I've encountered an issue and would appreciate your assistance with where I'm stuck.

I have created a company DocuSign account with a dedicated email address, username, and password specifically for the Workday to DocuSign connection. However, at step 1.4, "Confirm DocuSign Account ID," I was unable to populate the Account ID I received from DocuSign as shown in the screenshots below. Do you know if there is anything I might have missed that could have caused this issue? 

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.

@rayxilin 

Is the DocuSign account active in Production?  What permission profile are you using?   Also, I can’t remember if there is step in your Workday configuration to point to Prod or Demo.

The account has DS Admin permission profile. Yes there is a step in Workday to select DocuSign PROD or Sandbox, and I selected PROD. 

Do you mind share where you get the DocuSign Account ID from?

Thanks,

Ray

@rayxilin 

The DocuSign Account ID should automatically populate when you authenticate with the service email address.   Make sure you are logged out of your regular account in DocuSign so you can Sign in with your dedicated email address.  A browser popup window should come up during this process.   You can try using your regular email address to see if there are other issues with your account and re-authorize with the service email address.  The Account ID should be visible from your profile on the Top right corner on the DocuSign UI.

@rayxilin 

I had another thought regarding our service account: it should only have access to one DocuSign account. I'm not sure if this will be helpful, but it's something I know to be true for the Coupa integration, as it is one of the requirements.

Hi All,

We are building some forms that require docusign in Workday. The forms have a lot of fields that need to be filled by the employee (text, checkboxes) which cannot be prepopulated. How can this be implemented in Workday? Is there any way these forms can be filled in Docusign (perhaps using anchor tags)? 

Any suggestions are helpful.

Thanks,

Nikita

Really appreciate your insights @JohnSantos. I didn't initially mention that I was attempting to connect Workday SBX with DocuSign PROD, but the Account ID wouldn't populate. However, when I connected Workday PROD to DocuSign PROD, the Account ID appeared. Since we don't have a DocuSign SBX environment, it seems that the connection only works when both environments are either PROD or SBX.

@NikitaKhatri 

In your Workday configuration for DocuSign Anchor Text, have you tried adding at least one Text tag, similar to how you've added the SignHere and DateSigned tags? I know that only seven DocuSign Tag types are supported, so I'm not certain if they accept Text or Checkbox tags.

@JohnSantos my organization has DocuSign configured in Workday PROD however, we wanted to do some testing. If I want to test in Workday SBX do I need a DocuSign SBX account?