Skip to main content
Documentation
Documentation
Administrator Guide
Last Updated: 2024-03-22
Edit Documents in Workday

Edit Documents in Workday

You must be a member of a segment-based or unconstrained security group type.
  • Security:
    Document Library
     domain in the System functional area.
You can edit documents that you distribute using a Workday business process. Example: Insurance documents that you want new hires to acknowledge as part of the
Onboarding
 business process.
  1. Access the
    Edit Document
     task.
    You can edit document templates created in Drive (also known as Docs for Business Processes templates) directly in Drive. See Concept: Docs for Business Processes for more information. Use the
    Edit Document
     task only for documents that are added to Workday using the
    Create Document
     task.
  2. From the
    Document
     prompt, select a document.
    You can't use the Adobe Sign eSignature integration with any document that contains an ampersand in the filename.
  3. As you complete the task, consider:
    Option Description
    Category
    Select from the categories created on the
    Maintain Document Categories
     task. Workday populates this field with the parent category of the document selected in the previous step.
    Type
    Change an attachment to a link or a link to an attachment.
  4. Click
    OK
     to enter additional attachment or link details such as the URL.
  5. As you complete the task, consider:
    Option Description
    Document Attachment
    (For attachments only) Upload, view, delete, or download the attachment.
    Link
    (For links only) Add, view, edit, or open the attached document URL.
    Update Events Using This Document Version
    (For attachments only) Select to update only that instance of the document. Otherwise, when you use the
    Edit Document
     task to update a document, Workday generates a new instance (or snapshot) of the document.
    Example: Business process 1 uses version A of a document and business process 2 uses version B of the same document. When you edit version A of the document and select this check box, Workday updates only Business Process 1, not Business Process 2.
Access the
View Document
 report to view or download the document.