"Hey, quick request — these 2,000 people need to sign this doc that includes worker-specific details by tomorrow. Can you just send it to them in Workday? Thanksie 🤗"
If this isn't your first rodeo, your alarm bells should be going off. You'd smile politely, point this lovely human toward your team’s ticket queue, and move on with your evening.
But if you're feeling bushy-tailed and blissfully helpful, you’d say "of course!" — crack your knuckles and reach for the well-established function Distribute Documents and Tasks using a custom org.
…annnd here’s where your idea falls apart.
Turns out that method only handles static files. The moment your doc needs to pull in each employee's name and today's date, you're toast — because generating and sending dynamic docs in Workday requires business process context (think: Offer Letter or Release Compensation Statement). There’s no native, no-fuss way to fire a one-off dynamic document to 2,000 people on demand.
And that, my friend, is how a casual “yeah, sure" turns into Community research, canceled evening plans, and a pile of overtime.
Felt that, didn't ya? 😅
Don’t worry, though. You subscribe to Well Built Premium 🦄, and we’re here to share with you some good news: there's a workaround that doesn’t require an integration and delivers results reliably — the Reference Letter + Workday Docs + EIB combo 💪
This 2-part series walks you through the whole setup from start to finish.
📍 The series
Part 1 (you’re here): Build the Request Reference Letter scaffolding that allows you to deliver the dynamic document ad hoc.
Part 2: Produce and send out the dynamic document using Workday Docs + the Request Reference Letter BP you built from Part 1.
In the end, your Workers get the dynamic doc right in their inbox, like so:

They sign or acknowledge it, and the signed version lands on their profile — all without triggering lengthy workflows or building an integration 😰

Looking good, right!?
Now it’s time to show you how 🤓
This is where the good stuff lives.
Free builds awareness. Premium fills all the gaps 🦄
Below:
Why Request Reference Letter is the perfect BP to hijack
Segmented security that stops the wrong players from initiating the generation of these dynamic docs by accident
A rule-based BP definition wired to fire without long approvals
The full config, reusable for any dynamic ad hoc document
Plus everything else in Premium:
⭐️ Release Ratings & Reviews
🔐 Full archive access
🗳️ A say in what gets built


