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We are integrating DocuSign with workday testing tenant, while we are testing on offer letter encountered following questions.


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  1. I would like to ask if it is because we authenticated DocuSign developer account to our testing tenant with my credentials, it shows up my name on top(Highlighted)

     

  2. Is it because we are in our testing phase and using developer account it is giving  Demonstration document only on top of page in offer letter?

     

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Best answer by nathaly.monge 3 May 2024, 19:33

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  1. The reason that your name appears in this location on the document is that you are signed into DocuSign with your account.  This may be because the developer account is in your name or because you are logged into the developer account, or because when the integration was set up it was done with your email account address.  
    It is possible to make this come from a more generic address, such as from administrator@woodbine.com but you would need an Enterprise Pro account, claim your domain (e.g. @woodbine.com) and set this up.  
    2. Yes.  In a production account this message would not be displayed
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I would like to further ask about the 1st question:

1.My name at the top will just be showing for the test build correct? In the final build(production) that won’t be present?

2.If nothing specific is required in the final build(production) were it currently shows my name that will be blank in the final build, correct? 

Please advice.

Thanks in advance!

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Hi Kalyan,

  1. There will be a name there from whoever was the sender of the document - as is the person logged into the DocuSign account and clicked send.  With that said, per my last post, if you have a generic email address e.g WoodbineAdmin@woodbine.com, it would say from WoodbineAdmin, or if you have an Enterprise Pro Account plan and claim your domain you can also genericize the ‘from’
    2. Per #1 here - No.  It still will have a ‘from’ but larger organizations tend to genericize it by claiming their domain

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Hello @Kalyan Teja ,


If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


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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Hello,


May I know how to change DocuSign Sandbox Administrator Email Address?

 

Thanks in advance!

Userlevel 4
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Hello @Kalyan Teja ,

 

Thank you for reaching back.

 

The email address would either need to be changed by the admin directly by going to:

 

  1. Click on profile image in the DocuSign account: Change Your Email Address
  2. Select "Manage Profile" from the dropdown menu.
  3. The My Profile site will open.
  4. Update your email address in the Email Address section.
  5. If required, log in to authenticate your account.
  6. Select "CONTINUE" and enter your new email address.
  7. Click on "SEND CODE".
  8. A confirmation email with a verification code will be sent to your new address.

 

Other wise, what can be done would be to open a new account with the correct email address and transfer any needed documents as mentioned in the following article: How can an administrator change a user's email address?


If you found the provided response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


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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Thank you for your support!

 

My other question is:

 

Some of the hiring managers are not getting ‘Don’t Accept’ button under ‘eSign by DocuSign’.

 

May I know why is that?

 

 

Userlevel 4
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Hello @Kalyan Teja ,

 

Thank you for reaching back.

 

That doesn’t look like the normal DocuSign interface, would that be Workday?

 

If it is Workday, I would recommend you reach out to them, as the integration is own by them and would be better suited to assist you.


Best regards,

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

Userlevel 4
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Hello @Kalyan Teja ,


If you found my response to be a useful solution to your question, please mark it as the best answer by clicking “Select as Best” to make it easier for other users to find.


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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Hi,

I have configured DocuSign to our testing tenants during our workday implementation and it works alright.

 

Thankyou for your support.

May I please be advised on how is it going to be in the production tenant?

Will I have to use DocuSign enterprise account to authenticate with workday production tenant?

Please advise. 

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May I be advised on how is it going to be in the production tenant?

Will I have to use DocuSign enterprise account to authenticate with workday production tenant?

Please advise. 

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Hello @Kalyan Teja ,

 

Thank you for reaching back and apologies for the late reply.

 

To integrate Workday with Docusign, an integration key is needed which means that a developer account is needed to get the key (developer accounts are free) after that you would need an account plan that allows API keys, once you go through the go-live process you would need to add the Docusign credentials and it should connect fine: Promote Integration Keys to a Live Production Account

 

  1. Create a Docusign Account: If you haven't already, create a Docusign account. You can sign up for a developer account to use in your sandbox environment.
  2. Generate API Integration Key: In your Docusign account, generate an API integration key. This key will be used to authenticate your Workday integration with Docusign.
  3. Create a Docusign User for Integration: Create a dedicated Docusign user specifically for the integration with Workday. This user will be used for technical purposes, such as handling eSignatures within Workday.
  4. Configure Docusign Integration Settings in Workday: In your Workday environment, configure the Docusign integration settings. This involves entering the DocuSign API integration key, specifying the Docusign user credentials created for integration, and setting up other necessary parameters.
  5. Ensure Docusign Account Permissions: Confirm that the Docusign user account used for integration has the necessary permissions to perform the required actions within DocuSign, such as sending envelopes.
  6. Activate Docusign Integration Features: Check if there are any specific features or settings that need to be activated in your Docusign account to enable seamless integration with Workday. This information can be found in Docusign's integration documentation or support resources.
  7. Verify Redirect URIs: Ensure that the redirect URIs configured in Docusign match the ones specified in your Workday integration settings. 
  8. If you encounter issues during the configuration or face authentication problems, please refer to the Integrator Workday for more detailed information.


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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I hope this message finds you well. I Configured DocuSign in IMPL tenants and sandbox before and it worked as expected until last weekend refresh. I'm currently experiencing an issue while trying to authenticate our DocuSign enterprise account with the Workday sandbox. Specifically, in the "Confirm Account ID" step, the account ID is not populating despite multiple attempts to re-authenticate.
 Looking forward for your assistance.

 

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Hello @Kalyan Teja ,

 

Thank you for reaching back.

 

Could you please confirm if you have reached out to Workday already?

I ask this because they serve as front-line support. The DocuSign Support Team does not own the integration or have information about the architecture of the integration, therefore, it is beyond our knowledge if you can capture the link within Workday.


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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