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Administrator Guide
Last Updated: 2023-06-23
Set Up DocuSign Sandbox in Workday Strategic Sourcing Sandbox

Set Up DocuSign Sandbox in Workday Strategic Sourcing Sandbox

Set up and log into a DocuSign Sandbox account at https://go.docusign.com/sandbox/productshot/.
You can set up and test DocuSign for your contracts in your Workday Strategic Sourcing (WSS) Sandbox environment. You can’t connect a DocuSign Production account to WSS Sandbox. Only connect your WSS Sandbox environment to a DocuSign Sandbox account.
  1. Select
    Settings
    .
  2. Click on the
    Integrations
    tab.
  3. In the
    Manage E-Sign Integrations
    section, click
    Connect
    next to DocuSign.
  4. Click
    Allow Access
    in the DocuSign permissions request pop-up.
  5. Select your company from the drop-down list.
  6. Access your user profile.
  7. In the
    Integrations
    section, click
    Authorize
    next to DocuSign.
  8. (Optional) Add additional users to DocuSign Sandbox to enable testing in WSS Sandbox.
    The users need to authorize DocuSign in their WSS user profiles after logging into DocuSign Sandbox.