Configuring Hyland Settings (Hyland for Workday Financial Management) - Configuring Hyland Settings (Hyland for Workday Financial Management) - This section has information specific to Hyland for Workday Financial Management (CIC). For information on Hyland for Workday HCM (CIC), see Configuring Hyland Settings (Hyland for Workday HCM) This section has information specific to Hyland for Workday HCM (CIC). For information on Hyland for Workday Financial Management (CIC), see Configuring Hyland Settings (Hyland for Workday Financial Management) . . - Content Innovation Cloud - Hyland for Workday - Current/Hyland-for-Workday/buf1754307773356 - Current - Current

Hyland for Workday
Platform
Content Innovation Cloud
Product
Hyland for Workday
Release
Current
License
ft:lastPublication
2026-10-12T22:09:45.336544
ft:locale
en-US

This section has information specific to Hyland for Workday Financial Management (CIC). For information on Hyland for Workday HCM (CIC), see Configuring Hyland Settings (Hyland for Workday HCM).

Hyland Settings enables you to configure specific settings that are related to performing tasks or functionalities offered by Hyland for Workday, such as showing previews for a supported file uploaded to Hyland for Workday.

Note:

  • Complete the instructions in this section only if you are using the Hyland Content Innovation Cloud (CIC) content repository.

  • In a typical scenario, these settings are automatically populated and do not need to be changed. These settings include the User Group and Rendition IDs. The values for these settings are automatically obtained from the project file uploaded to Hyland Automate during installation.

  • For more information on using Hyland Automate, see the Hyland Automate Administration documentation.

  • Before you begin, ensure you are logged on to Hyland for Workday and selected a Business Object to configure. If you have not yet done so, please complete the instructions under Configuring a Business Object for CIC

To configure Hyland Settings:

  1. From the Configure Hyland for Workday page, navigate to the Configure Hyland Settings tab.
    Configure Hyland Settings tab selected
    The Configure Hyland Settings page is displayed.
    Configure Hyland Setting page
  2. In the Viewer Base URL field, enter a value for the base URL of the Document Viewer.
    Note: For specific instructions on how to obtain this value from the Hyland Automate Administration application, see Obtaining the Viewer Base URL value.
  3. Optional: In the Financials User Group field, enter the User Group name you are using. Typically, the User Group Workday FIN User is created for customers.
    Note:

    • If you use a different User Group, enter its name and ensure it is configured with appropriate roles and permissions. To do so, you must use the Content Innovation Cloud Administration Portal.

    • For more information on how to use the Content Innovation Cloud Administration Portal to configure required User Groups and Roles, see Configuring User Groups and Roles.

  4. Optional: If you created a new rendition configuration, enter a value in the Doc List Preview Rendition ID field.
  5. Optional: If you created a new rendition configuration, enter a value in the Capture Preview Rendition ID field.
    Note: These settings are used while displaying previews of a supported file or its content. For more information, see the Renditions chapter in the Hyland Automate Modeling documentation.
    Tip: To view the Doc List Preview Rendition ID and Capture Preview Rendition ID fields in full screen view, click
    Full-screen button
  6. Review the details you entered, including the tab Configure Dynamic Columns, and click OK.