DocuSign - Workday integration

@JohnSantos 

On how many can we add

Thanks,

Nikita

Workday supports seven DocuSign tag types: 'signHere', 'initialHere', 'fullName', 'dateSigned', 'title', 'signHere-Optional', and 'initialHere-Optional.

Hi Docusign Team,

We have configured a PDF form on the Review Documents step and we need to add some validation to the percentage box in that form that user should not enter more than 100% in it, is there anyway to add validations to the boxes in the form? Tried adding it on the PDF but when configured the PDF on Review docs, the validations are lost. Thanks

Hi @JohnSantos , by any chance do you have documentation as to how to point our Workday Sandbox to the Docusign Sandbox environment?

Thanks,
Colin

@carsenault 

I don’t.  But if you go to your Edit Ten Set in Workday under Authenticate with DocuSign you should be able to see a Radio button for the two options: DocuSign Production and DocuSign Sandbox.  Authenticate using the Sandbox option.

seems like in the prerequisites - you need to disable 2FA/SSO
Is that onetime requirement for setup or does that need to remain off?

We have Docusign integrated with our Workday but are having issues on requiring one signature to be submitted twice and duplicating the same date or signature on top of each other. Has anyone else experienced this and how were you able to resolve it? 

​@glybberty 

Check if your template uses anchor tags in multiple places. If the anchor tag inadvertently appears more than once (even slightly hidden in text), DocuSign will drop in a signature field each time that anchor is detected.

Hi ​@JohnSantos ,

I am hoping that you can help me after reading your sage advice in this thread!

We recently enabled the integration between Workday and DocuSign, and everything is working as designed with the exception that DocuSign is not connecting the user who has generated the document in Workday with the Activity in DocuSign. So generated documents are being sent out to all signing parties and are returned to Workday with no issues, but the user cannot manage the process in DocuSign, if the document needs to be corrected for example.

My knowledge of DocuSign is minimal, so I have a feeling that I have missed something out from the DocuSign end when putting the configuration together.

Is this a problem that you might have come across?

Paul.

​@Profesto_Paul 

Yes, this is actually a fairly common scenario. The issue usually occurs because the integration uses a "system user" to send envelopes on behalf of Workday, instead of associating each envelope with the actual Workday user who initiated the process. As a result, DocuSign recognizes the system or integration user as the sender, which means the real Workday user has no direct access or visibility into the envelope within the DocuSign console.

If envelope corrections are needed, an Admin in DocuSign can be assigned to handle those updates. Admins have visibility into all envelopes, including those that may contain sensitive information, allowing them to make the necessary changes.