Capturing a Document - Capturing a Document - Content Innovation Cloud - Hyland for Workday - Current/Hyland-for-Workday/vre1723109277202 - 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

Capturing a document involves importing a supported file and adding it as a document to Hyland for Workday in the context of an employee record that already exists in Workday. When you import a supported file, the upload process indexes a file and creates a new document with one or more pages.

You can upload one document at a time and view them by using Hyland for Workday on a desktop or a mobile device, based on your role or permission.

Note: For more information on assigning permissions, see Configuring Document Access Permission

To capture documents:

  1. After logging on to the application, navigate to the Employee Documents page.
    Note: For more information on how to navigate to the Employee Documents page, see Viewing a Document.
  2. From the top right on the Employee Documents page, click Capture Document.
    The Select Document Type page is displayed.
  3. From the Select Document Type drop-down list, select from the available options and click OK.
    The Capture Document page is displayed.
  4. From the Capture Document page, you can import a supported file from your computer and upload it to Hyland's content platform. To do so, do one of the following:
    • Drag and drop a supported file to the Drop file here area.
    • Click the Select files button.
    Note: You can import the following file types by default: PNG, JPG, JPEG, BMP, TIFF, TIF, PDF, DOCX and DOC. Files less than 10 MB in size can be uploaded.
  5. After you import a document, enter values in the Document Properties table as required.
    On the Capture Document page, you can also do the following:
    Option Description
    Click to delete a file you selected. You can import another file after deleting it.
    Click to view the Document Properties section in full screen view.
  6. Click OK.
    The Document Capture Result page is displayed. This page shows a unique number created for the file you captured or a Document ID and a preview of the captured document.
  7. On the Document Capture Result page, do one of the following:
    • Click the View Document link to view the document in the Document Viewer window.
    • Click the Capture New Document button to capture another document by selecting the same or different Document Type.
    • Click the View Employee Documents button to navigate to the Employee Documents page.