Concept: Docs for Business Processes

Workday Docs is a document template creation application in Workday. With Docs you can design, create, and preview Docs templates that you then use to generate documents using Workday DocGen. Docs is an alternative to the traditional text block method for creating document templates. Workday Docs supports several types of documents and business processes. Workday Docs doesn't require the use of BIRT (Business Intelligence and Reporting Tools). You manage Docs templates using Workday Drive.

You can access Workday Drive by selecting the

Drive

 option in the Workday main menu.

With Workday Docs, you can create a new document template from Drive and:

Insert data fields, condition rules or blocks, and page breaks.
Create and manage language instances within a template, so that you can easily keep track of translated content.
Preview and edit the layout and content of a document.
Share templates with individuals or with unconstrained security groups.
Publish the template so that you can select it for use as the Default Document during the
Configure Generate Document
step of a business process.

When you configure a

Generate Document

step in a business process, you can select a Docs template as the source. The overall review process, which you can launch from My Tasks, and the business process steps remain the same.

Docs templates that you create and manage with Workday Docs exist in parallel with traditional document templates that you create using text blocks or BIRT. You can select either type of template in your business process steps.

When you set up Workday Docs for business processes, we don't support: