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.