To view and capture documents associated with a
Business Object, you must configure it using Hyland for Workday. Before you proceed to
view and capture documents, you must log on to Hyland for Workday to configure the
settings under each tab available from the Configure Hyland for
Workday page.
Note: Complete the instructions in
this section only if you are using the CIC content repository. For OnBase, see Configuring a Business Object for
OnBase.
To configure a Business Object:
-
On the left pane, below the profile image, click .
The Select a Business Object page is displayed.
-
On the Select a Business Object page, click
Login to Hyland and enter your email ID registered
for use with Hyland for Workday.
The Select a Business Object to Configure drop-down menu is displayed.
-
From the Select Business Object to Configure drop-down
list, select Employee and then click
OK.
The Configure Hyland for Workday page is displayed.
Note: The page name matches the name of the custom task. If you specify a different name for the custom task, that name is displayed instead. For more information, see Creating a Custom Task to Configure Hyland for Workday.