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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. Troubleshooting Guide
    11. 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

Adobe Acrobat Sign for Workday: Installation Guide explains how to integrate Adobe Acrobat Sign into your Workday client. To use Adobe Acrobat Sign from within Workday, you must know how to:

  • Create a Business process framework
  • Set up and configure Workday client
  • Establish Acrobat Sign and Workday Studio integration

To be able to send agreements using Acrobat Sign from within Workday, you must complete the following steps:

Activate Your Adobe Acrobat Sign account

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

Customers who are new to Adobe Acrobat Sign and do not have a pre-existing log-in must activate any one of the following accounts:

  • Administrative account in Adobe Acrobat Sign, Or
  • Adobe Acrobat Sign trial account

Activate your Administrative account in Adobe Acrobat Sign

You must contact an Adobe onboarding specialist for provisioning your Acrobat Sign account for Workday. Once complete, you receive a confirmation email as shown below. 

sign-email

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

sign-home

Activate your Acrobat Sign trial account

To request a 30-day trial of Adobe Acrobat Sign, you must fill out this registration form.

Note: We suggest that you use a valid functional email address to create the trial and not a temporary email. You must access this email to verify the account, so the address must be valid.

request-sign-trial

Within one business day, Acrobat Sign's onboarding specialist provisions your account (in Acrobat Sign) for Workday. Once complete, you receive a confirmation email. To initialize your account and access your Adobe Acrobat Sign Home page, follow the directions in the email.

Configure Adobe Acrobat Sign for Workday

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

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

Create a Group and User in Adobe Acrobat Sign

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

  2. To create a new group, go to Account > Groups and then select plus icon image icon.

    sign-create-group-1

  3. In the dialog that appears, provide a name for the group and then select Save.

    sign-create-group-2

    It brings you back to the Groups page that lists the new user with a CREATED status. Once the group is activated, the status changes to ACTIVE.

    sign-create-group-3

  4. To create a new user, from the left panel, select Users.

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

    sign-create-user

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

    1. Provide a functional email address that you can access.
    2. Enter an appropriate first and last name.
    3. In the Primary Group field, select [Create a new group for this user].
    4. In the New Group Name field, provide an intuitive name like Workday.
    5. Select Save.
    sign-create-user-2

  7. Select Save.

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

    sign-create-user-3

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

    1. Log in to the new user’s email account.
    2. Find the "Welcome to Adobe Acrobat Sign” email.
    3. Select 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.

    sign-create-user-4

  9. To define the authenticating user:

    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.

    sign-user-edit

Configure the Workday client

To complete the connection between the Workday client and Adobe Acrobat Sign, a trusted relationship must be established between the services. Once the relationship is established, each business process in Workday can have a Review Document step added to enable the signing process via Adobe Acrobat Sign.

To create a trusted relationship:

  1. Log in to Workday as an account administrator.

  2. Locate and open the Edit Client Setup - Business Processes page.

  3. Go to eSignature Configuration section and then select Authenticate with Adobe.

    It starts the OAuth2.0 authentication sequence.

  4. When prompted, provide the credentials for the Adobe Acrobat Sign Group admin that you created earlier.

  5. In the permissions dialog, approve the access to Adobe  Acrobat Sign.

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

    eSignature Configuration

    Note:

    Make sure that you completely log out of any other Adobe Acrobat 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 Acrobat 
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  Acrobat 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 Acrobat 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 Acrobat Sign Support

Adobe Acrobat 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 Acrobat 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).

Contact Adobe Acrobat Sign Support

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 Acrobat 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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