Steps: Set Up Docs for Business Processes

Set Up Security for Drive for all users who create, edit, or view Docs templates.

Security: Security Configuration
domain in the System functional area.

Workday Docs enables you to automate the generation of documents using Workday data. Docs is an alternative to the traditional text block method for creating document templates.

The Docs
security domain in the System functional area manages the ability to use Docs templates. When setting up Docs
, add all users who create, edit, or access Docs templates to the Docs
and Drive
security domains.

Create security groups for users who will be working with Docs templates, such as administrators, and users who will be generating documents, such as recruiters.

Use these security group types:

Role-based groups.

Unconstrained groups.

Create or edit a security policy for the Docs
domain and add permissions.

Access the

View Domain

report.

Select Docs
from the

Domain

prompt.

From the related actions menu, select

Domain

Create Security Policy

, or select

Edit Security Policy Permissions

if there's an existing policy.

Report/Task Permissions

, add or edit security groups.

Select the

View

and

Modify

check boxes.

As a related action on the domain security policy, select

Domain Security Policy

Enable

Activate Pending Security Policy Changes.

Access the

Edit Tenant Setup - System

task.

In the System Setup
section, enable the DWXF file type by selecting one of these options:

Allow All File Types

Allow ONLY Specific File Types
and then select DWXF

Security: Set Up: Tenant Setup - System
domain in the System functional area.

See Reference: Edit Tenant Setup - System.

(Optional) Access the

Edit Tenant Setup - Global

task.

In the Languages
section, enable languages in the Available Languages
grid to make them available as language instances in Docs templates.

Security: Set Up: Tenant Setup - Global
domain in the System functional area.

See Reference: Edit Tenant Setup - Global.