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Administrator Guide
上次更新時間 ：2023-06-23
Steps: Set Up Docs for Business Processes

Steps: Set Up Docs for Business Processes

  • This task applies only to business processes that Workday Docs supports.
  • Set Up Security for Drive
         for all users who do any actions (create, edit, or view) with 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. Workday Docs supports several types of documents and business processes.
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.
  1. Create security groups for users who will be working with Docs templates (typically administrators) and users who will be generating documents (usually Recruiters). These users might or might not be working with business processes.
    Use these security group types:
    • Role-based (constrained) groups
    • Unconstrained groups
  2. Create or edit a security policy for the
    Docs
     domain and add permissions.
    1. Access the
      View Domain
       report.
    2. Select
      Docs
       from the
      Domain
       prompt.
    3. From the related actions menu, select
      Domain
      Create Security Policy
      , or select
      Edit Security Policy Permissions
       if there's an existing policy.
    4. In
      Report/Task Permissions
      , add or edit security groups.
    5. Select the
      View
       and
      Modify
       check boxes.
    6. As a related action on the domain security policy, select
      Domain Security Policy
      Enable
      .
  3. Access the
    Activate Pending Security Policy Changes
     task to confirm changes.
  4. Make sure the DWXF file type is a supported type in the tenant, by either supporting all file types or adding it as a supported type. The DWXF type is a proprietary file type for Docs templates; it's used primarily when moving templates from 1 tenant to another. You can move (migrate) templates only if your destination tenant supports this file type.
  5. (Optional) Confirm or update the languages that you want to make available as language instances in Docs templates by viewing the
    Languages
     section on the
    Edit Tenant Setup – Global
     task.