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Adobe Acrobat Sign for Workday: Installation Guide

  1. Adobe Acrobat Sign Integrations
  2. What's New
  3. Product Versions and Lifecycle
  4. Acrobat Sign for Salesforce
    1. Installation Guide
    2. User Guide
    3. Developer Guide
    4. Advanced Customization Guide
    5. Field Mapping and Templates Guide
    6. Process Builder Guide
    7. Document Builder Guide
    8. Upgrade Guide
    9. Release Notes
    10. Additional Articles
  5. Acrobat Sign for Microsoft
    1. Acrobat Sign for Microsoft 365
      1. Installation Guide
    2. Acrobat Sign for Outlook
      1. User Guide
    3. Acrobat Sign for Word/PowerPoint
      1. User Guide
    4. Acrobat Sign for Teams
      1. User Guide
      2. Release Notes
      3. Microsoft Teams Approvals
    5. Acrobat Sign for Microsoft PowerApps and Power Automate
      1. User Guide
      2. Release Notes
    6. Acrobat Sign Connector for Microsoft Search
      1. User Guide
    7. Acrobat Sign for Microsoft Dynamics 
      1. Overview
      2. Dynamics Online: Installation Guide 
      3. Dynamics Online: User Guide 
      4. Dynamics On-Prem: Installation Guide 
      5. Dynamics On-Prem: User Guide
      6. Dynamics Workflow Guide
      7. Dynamics 365 for Talent
      8. Upgrade Guide
      9. Release Notes
    8. Acrobat Sign for Microsoft SharePoint 
      1. Overview
      2. SharePoint On-Prem: Installation Guide
      3. SharePoint On-Prem: Template Mapping Guide
      4. SharePoint On-Prem: User Guide
      5. SharePoint On-Prem: Release Notes
      6. SharePoint Online: Installation Guide
      7. SharePoint Online: Template Mapping Guide
      8. SharePoint Online: User Guide
      9. SharePoint Online: Web Form Mapping Guide
      10. SharePoint Online: Release Notes
  6. Acrobat Sign for ServiceNow
    1. Overview
    2. Installation Guide
    3. Release Notes
  7. Acrobat Sign for HR ServiceNow
    1. Installation Guide
  8. Acrobat Sign for SAP SuccessFactors
    1. Cockpit Installation Guide
    2. Recruiting Installation Guide
    3. Recruiting User Guide
    4. Cloud Foundry Installation Guide
  9. Acrobat Sign for Workday
    1. Installation Guide
    2. Quick Start Guide
    3. Configuration Tutorial
  10. Acrobat Sign for NetSuite
    1. Installation Guide
    2. Release Notes
  11. Acrobat Sign for SugarCRM
  12. Acrobat Sign for VeevaVault
    1. Installation Guide
    2. User Guide
  13. Acrobat Sign for Coupa BSM Suite
    1. Installation Guide
  14. Acrobat Sign Developer Documentation
    1. Overview
    2. Webhooks
    3. Text Tags

Overview

This document explains how to integrate Adobe Sign into your Workday tenant. To use Adobe Sign within Workday, you need to know how to create and modify Workday items such as:

  • Business process framework
  • Tenant set-up and configuration
  • Reporting and Workday studio integration

The high-level steps to complete the integration are:

Activate Your Adobe Sign account

Existing customers with established accounts can skip to the Configure Adobe Sign for Workday step

For customers who are new to Adobe Sign and do not have a pre-existing log-in, an Adobe onboarding specialist provisions your account (in Adobe Sign) for Workday. Once complete, you receive a confirmation email as shown below. 

You need to follow the directions in the email to initialize your account and access your Adobe Sign Home page.

Image of the Welcome Email from Adobe Sign

classic-home

Configure Adobe Sign for Workday

To configure Adobe Sign for Workday, you need to generate the following two dedicated objects in the Adobe Sign system:

  • A Workday group: Workday requires a dedicated “group” within the Adobe Sign account to enable integration functionality. The Adobe Sign group is used to control only the Workday usage of Adobe Sign. Any other potential usage, such as Salesforce.com or Arriba is not impacted. The email notifications are suppressed in Workday group so that the Workday users only receive notifications within their Workday inbox.

  • An authenticating user to hold the integration key: A Workday group must have only one group level administrator, who is the authoritative holder of the integration key. We recommend that the administrator use a functional email address such as HR@MyDomain.com instead of a personal email to reduce the risk of having the user disabled in future and consequently disabling the integration.

Create a User and Group in Adobe Sign

  1. Log in to Adobe Sign as the account administrator.

  2. Navigate to Account > Users.

  3. To create a new user, select plus icon image icon.

    Image of the navigation path to create a new user

  4. In the dialog that opens, provide the new user details:

    • Provide a functional email that you can access.
    • Enter an appropriate First and Last name value.
    • Select Create a new group for this user from the User Group.
    • Provide the New Group Name with an intuitive name like Workday.
    The Create a User panel

  5. Select Save.

    It brings you back to the Users page that lists the new user with a CREATED status.

    A view of the new Created user

  6. To verify the email address of the user with Created status:

    1. Log in to the new user’s email.
    2. Find the “Welcome to Adobe Sign” email.
    3. Click where it says Click here to set your password.
    4. Set the password.

    Once you verify the email address, the status of the user changes from CREATED to ACTIVE.

    Image of the new Activated user

Define the Authenticating User

To promote the new user in the Workday group:

  1. Navigate to the Users page (if not already there).

  2. Double-click the user in the Workday group.

    This opens an Edit page for the user permissions.

  3. Check the Group Admin.

  4. Select Save.

Configure the Workday tenant

To complete the connection between the Workday tenant and Adobe Sign, you need to establish a trusted relationship between the services. Once done, you can add a Review Document Step that enables the signature process through Adobe Sign.

Note:

Adobe Sign is branded as Adobe Document Cloud throughout the Workday environment.

To establish the trusted relationship:

  1. Log in to Workday as an account administrator.

  2. Open the Edit Tenant Setup - Business Processes page.

  3. Locate eSignature Configuration section.

  4. Select Authenticate with Adobe.

    It starts the OAuth2.0 authentication sequence.

  5. When asked, provide the credentials for the Adobe Sign Group admin that you created earlier.

  6. Approve the access to Adobe Sign.

    Once connected, the Adobe configuration enabled checkbox is set and you can begin using Adobe Sign with Workday.

eSignature Configuration

Note:

Make sure that you completely log out of any other Adobe Sign instance before proceeding.

Configure the Review Document step

The document for the Review Document Step can be either one of the following:

  • A static document
  • A document generated by a Generate Document step within the same business process
  • A formatted report created with the Workday Report Designer

You may add any of these docs with Adobe Text Tags to control the look and position of the Adobe Signing specific components. The document source must be specified within the business process definition. It is not possible to upload an ad-hoc document while the business process is executing.

Unique to using Adobe Sign with a Review Document Step is the ability to have serialized Signer Groups. This allows you to specify role-based groups that sign-in sequence. Adobe Sign does not support parallel signing groups.

For assistance configuring the Review Document Step, refer to the Quick Start guide.

Support

Workday Support

Workday is the integration owner and should be your first point of contact for questions about the scope of the integration, feature requests, or problems in day to day function of the integration.

You may refer to the following Workday community articles on how to troubleshoot the integration and generate documents:

Adobe Sign Support

Adobe Sign is the integration partner and should be contacted if the integration is failing to obtain signatures, or if notification of pending signatures fails.

Adobe Sign Customers should contact their Customer Success Manager (CSM) for support. Alternatively, Adobe Technical Support can be reached by phone at 1-866-318-4100, wait for the product list then enter 4 and then 2 (as prompted).

Common Questions

  • Why is the status not being updated within Workday even when the document is fully signed?

The document status in Workday may not reflect if the candidate does not click the ‘Submit’ button after signing in Adobe Sign.

As per Workday task Check eSignature Signing Status: To start the process, the user can submit the associated Inbox task.

As per Workday Development: The original signing completes the process only if the user submits the inbox task after signing the document. After signing, the iframe is closed and the user is redirected to the same task where they can click the Submit button to complete the process.

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