Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2026-01-23
Set Up DocuSign

Set Up DocuSign

  • You must already have a DocuSign account and set
    Data Population Scope
     to
    Envelope
     in your account settings.
  • Your DocuSign account must be an administrator account.
  • Verify that 2-Step Verification and Single Sign On (SSO) are disabled in your DocuSign account before authenticating in Workday.
  • Security:
    Set Up: Tenant Setup - BP and Notifications
     domain in the System functional area must be active and configured to access E-Signature Setup.
You can enable users to sign documents virtually using DocuSign by integrating your existing DocuSign account with your Workday tenant, and:
  • Have users sign documents using DocuSign in addition to the Workday default electronic signature.
  • Distribute documents for signature as part of a review document step in a business process.
  1. Access the
    Edit Tenant Setup - Business Processes
     task.
    Configure anchor text values.
  2. As you complete the
    eSignature Configuration
     section, click
    Configure DocuSign Anchor Text
    .
  3. Select a tab type in the
    DocuSign Tab Type
     column.
  4. In the
    Anchor Text
     column, enter the custom anchor text that you want to map to the DocuSign tab and display as a placeholder on the document.
    Example: You want the recipient to provide their full name on the document. In DocuSign, you placed the fullName tab in the desired location on your document template. In Workday, you select the
    fullName
     DocuSign tab type in the
    DocuSign Tab Type
     column. You want to map the text
    Last, First Name
     to this tab type and display it as a placeholder on the document, so you enter
    Last, First Name
     in the
    Anchor Text
     column.
    DocuSign can’t detect anchor text in a document that:
    • Contains these special characters or strings @, </, />.
    • Is embedded in an image.
    • Is embedded in the form of a PDF XObject.
    You must also append the order number of the signing group to the custom anchor text. Example: Your custom anchor text is
    signHerePlease
    . Enter
    signHerePlease1
     to mark the place you want the first (or only) signing group role to sign. Enter
    signHerePlease2
     to mark the place you want the second signing group role to sign, and so on. If there’s only 1 signing group, you still must append 1 to the signing group anchor text.
    For more information, see the DocuSign website.
  5. Click
    OK
     and
    Done
    .
  6. Access the
    Edit Tenant Setup - Business Processes
     task again.
  7. Click
    Authenticate with DocuSign
    .
    To switch between Production and Sandbox accounts, click
    Edit
    .
  8. Enter the email and password for your administrator DocuSign Production or Sandbox account when the DocuSign login page displays.
  9. Click
    Done
    .
  10. Access the
    Edit Tenant Setup - Business Processes
     task again and click
    Confirm DocuSign Account ID
     to select the DocuSign account ID that you want to use.
  11. Click
    OK
    .
The
DocuSign Configuration Enabled
 check box is selected to indicate that authentication was successful.
Set up a
Review Documents
 step on a business process to distribute documents to workers.
Distribute documents in bulk using the
Create Distribute Documents or Tasks
 task.
You can access the
Remove eSignature Configuration
  task to delete all existing configuration for the DocuSign eSignature integration. Consider that, when you delete configuration, the eSignature provider is no longer available when setting up the Review Documents step and any in-progress events using the selected configuration are lost.