Viewing a Document - Viewing a Document - Content Innovation Cloud - Hyland for Workday - Current/Hyland-for-Workday/ola1723025330362 - 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

You can view documents captured using Hyland for Workday and located in Hyland’s content platform. To view documents, you must access the Employee Documents page.

To view a document:

  1. Log on to the Workday Tenant with your credentials.
    The Home page is displayed.
  2. From the top right, click the profile image.
    A drop-down menu is displayed.
  3. From the drop-down menu, click View Profile.
    The Personal Dashboard page is displayed.
  4. From the Personal Dashboard page, on the left pane, do one of the following:
    • Click Personal.
      Tip: If the Personal link is not displayed, click More to expand the list of links on the left pane.
    • Click Actions.
    Based on your selection, the following are displayed:
    • If you clicked Personal, a page similar to the following is displayed:
    • If you clicked Actions, a page similar to the following is displayed:
  5. Based on your selection, do one of the following:
    • If you selected Personal , click View Employee Documents.
    • If you selected Actions, navigate to Worker | View Employee Documents.
      Note: You may also access View Employee Documents from the Frequently Used section.
  6. Click Login To Hyland.
    Based on your role or authorization level, the Employee Documents page is displayed. This page displays all documents related to an employee.
    Tip: To view the Employee Documents page in full screen view, from the top right of the Documents table, click
  7. Under the File Preview column, click the image preview icon for a document to see a preview.
    Tip: If the thumbnail column is not visible, scroll to the right using the scrollbar at the bottom of the Employee Documents page.
    Note: Ensure the columns you want to view are selected while configuring dynamic columns. For more information on how to configure dynamic columns, see Configuring Dynamic Columns.
  8. Next to the thumbnail for a document, click the Show Document link.
    The selected document opens in a new browser tab.
    Tip: To share a link to the document you opened, copy the link displayed in the address bar of the browser tab.
  9. From the top-right corner of the browser tab, select one of the following:

Option Description
Click to view detailed information or the metadata that uniquely identifies the selected document.
Click to download the selected document to a folder on your computer.
Click to view the selected document in full screen.
  1. To filter the documents displayed, enter three or more characters in the Search and Filter box from the top left on the Employee Documents page.
    A list of documents containing the characters you entered is displayed.
    Note: If the characters you entered are absent in the displayed documents, no results are displayed.