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Administrator Guide
Last Updated: 2023-06-23
Move Docs Templates Between Tenants

Move Docs Templates Between Tenants

  • Ensure the DWXF file type is a supported type in the destination tenant. See Steps: Set Up Drive.
  • Ensure both the source and destination tenants have the same security configuration and the same languages defined in the
    Edit Tenant Setup – Global
     task. See Reference: Edit Tenant Setup - Global.
You can migrate your templates between tenants by downloading (exporting) from a source tenant and uploading (importing) to a destination tenant. Workday Docs doesn't support OX-based migration of templates between tenants.
After moving a template between tenants, you must open the template in the destination tenant before using it in the
Configure Generate Document
 step. This enables Docs to run an error check process, checking the configuration of the condition rules and data fields in the template.
Workday Docs doesn't support replacing existing templates in a tenant. Example: You have a template in a Production tenant and you update the template in a Sandbox tenant, you can't replace the Production template with the Sandbox template. You must manually make the changes in the Production level template, or upload the edited template as a new template and configure it to the business process.
  1. Access the
    View Document Template Details
     report.
    Manually migrate all data fields and condition rules used in the template from the source tenant to the destination tenant.
    Your migration may include editing Reference IDs or using Object Transporter. The data fields, condition rules, and reference IDs must match between the source and destination tenants.
  2. On the template open in the source tenant, navigate to
    File
    Download As
    Docs Template
    .
    The template downloads as a DWXF file. You must be the template owner or have edit permissions to do this step. Sharing permissions aren't saved in the downloaded template file.
  3. From Drive in the destination tenant, select
    Add New
    Upload
     to upload the DWXF file.
  4. Open the template and select the document category.
    1. Workday starts automatic data migration. The migration makes sure all of your data fields and condition rules map to the template correctly in your destination tenant.
    2. If errors occurred during the migration, an error page displays. Fix any errors by either migrating any necessary data fields and condition rules or by editing the Reference IDs so they match.
    3. Once you fix the errors, refresh the page. After the migration completes successfully, you can make edits to your template as needed.