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Administrator Guide
Last Updated: 2024-05-03
Set Up Adobe Sign

Set Up Adobe Sign

Security:
Set Up: Tenant Setup - BP and Notifications
 domain in the System functional area.
You can enable users to sign documents virtually using Adobe Sign by integrating your existing Adobe Sign account to your Workday tenant.
When you enable Adobe Sign, you can:
  • Have users sign documents using Adobe Sign in addition to the Workday default electronic signature.
  • Distribute documents for signature as part of a review document step in a business process.
You can't use the Adobe Sign eSignature integration with any document that contains an ampersand (&) in their filenames.
  1. Access the
    Edit Tenant Setup - Business Processes
     task.
  2. As you complete the
    eSignature Configuration
     section for Adobe Sign, consider:
    Option
    Description
    Authenticate with Adobe
    Verify that 2-Step Verification and Single Sign On (SSO) are disabled in your Adobe account.
    Enter the email address and password associated with your enterprise Adobe Sign account for Workday to return signed documents to recipients.
    For legacy Adobe Sign integrations that are currently authenticated in Workday, a
    View Adobe Sign Account Detail
     option is available in the
    Authenticate with Adobe
     drop-down prompt on the
    Edit Tenant Setup - Business Processes
     task. The
    View Adobe Sign Account Detail
     window shows the user account details that were most recently used for authentication.
    If OAuth Authentication is enabled on a legacy Adobe Sign account, you can also view the associated account details in
    View Adobe Sign Account Detail
    .
    The
    View Adobe Sign Account Detail
     option is not available after running the
    Remove eSignature Configuration
     task.
Adobe sends an initial email message to notify signers that a document is awaiting their signature. To disable this message for the Workday integration, contact Adobe Support.
Users must sign Adobe Sign documents using My Tasks in Workday, not through an Adobe Acrobat account.
Set up a
Review Documents
 step to use a business process to distribute documents to workers.
Distribute documents in bulk by using the
Create Distribute Documents or Tasks
 task.
Workday retrieves signatures from Adobe hourly. If you need to retrieve signatures immediately on documents that aren't created on the
Create Distribute Documents or Tasks
 task, access the
Update eSignature Status
 task.
You can access the
Remove eSignature Configuration
 task to delete all existing configuration for the Adobe Sign 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.