Capturing a New Revision of a Document - Capturing a New Revision of a Document - Capturing a new revision of an existing document involves importing a supported file, editing its properties (or metadata), and adding it as a version of an existing document in the context of an employee record that exists in Workday. - Content Innovation Cloud - Hyland for Workday - Current/Hyland-for-Workday/wqg1752747942892 - Current - Current

Capturing a new revision of an existing document involves importing a supported file, editing its properties (or metadata), and adding it as a version of an existing document in the context of an employee record that exists in Workday.

1. Log on to Hyland for Workday.
   The Home page is displayed.
2. Open the Employee Documents page.

   For more information on how to navigate to and open the Employee Documents page, see Viewing a Document.

3. 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 the full-screen button.

   
4. Under the Version Control column, click Capture New Revision.
   
   The Capture New Revision page is displayed.

   

   Note: Revision controls are displayed on the Employee Documents page only when they are enabled in the Hyland for Workday configuration and supported by the connected CIC repository. If the Version Control column, Capture New Revision, or View Document Revisions is not displayed, contact your system administrator.
5. From the Capture New Version page, you can import a supported file from your computer and upload it to Hyland's content platform as a revision of an existing document. 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
     • TIF/TIFF
     • PDF
     • DOCX
     • DOC

   • Files less than 10 MB in size can be uploaded.
   The imported file is displayed above the Document Properties table.
6. Enter values in the Document Properties table as required.
   
   On the Capture New Revision 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.

7. Click OK.
   The Document Revision 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.

   
8. On the Document Revision Capture Result page, do one of the following:
   • Click View Document to view the document in the Document Viewer window.
   • Click Capture New Revision to capture another document as a revision of the existing document.
     Note: The Document Type you selected while capturing the original document cannot be changed.
   • Click View Employee Documents to navigate to the Employee Documents page.
   • Click View Document Revisions to navigate to the revisions of an existing document.