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.
- SelectSettings.
- Click on theIntegrationstab.
- In theManage E-Sign Integrationssection, clickConnectnext to DocuSign.
- ClickAllow Accessin the DocuSign permissions request pop-up.
- Select your company from the drop-down list.
- Access your user profile.
- In theIntegrationssection, clickAuthorizenext to DocuSign.
- (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.