Viewing Supplier Documents - Viewing Supplier Documents - OnBase - Other - Hyland for Workday Financial Management - Other/Hyland-for-Workday-Financial-Management/2.4/Hyland-for-Workday-Financial-Management/Usage/Viewing-Documents-using-Custom-Tasks/Viewing-Supplier-Documents - 2.4 - 2.4

Hyland for Workday Financial Management
Platform
Other
Product
Hyland for Workday Financial Management
Release
2.4
License
ft:lastPublication
2026-08-27T22:38:49.111000
ft:locale
en-US
This section describes how to view documents associated with the Supplier Business Object and captured in OnBase.
Note: Ensure you have created and configured a custom task for accessing Supplier Documents. These changes are typically made by your system administrator. Please contact your system administrator if you require help with these configurations. For detailed instructions, see Creating a Custom Task to Access Supplier Documents.

To view documents for a Supplier Business Object:

  1. Log in to the Workday Tenant and, on the top right, click the profile image.
    The Home page is displayed.
  2. In the search box, enter View Supplier.
    Note: To search with an exact ID, such as Supplier ID, enter it in the search box.
    A list of search results is displayed.
  3. Locate the View Supplier report and click it.
    The View Supplier dialog box is displayed.
  4. From the Supplier drop-down, do one of the following:
    • Select a supplier name from the available options.
    • Type the supplier name or Supplier ID in the search box, press Enter, and then click OK.
    The Supplier page for the selected supplier is displayed.
    Note: From the Supplier page, you can view Purchase Orders, Supplier Invoices, Receipts, and Supplier Contracts for the supplier you select. To do so, use the Contracts and Purchase Orders and Invoices and Payments tabs.
  5. Next to the Supplier name, click the three vertical dots or the Related Actions button.
    The Actions pane is displayed.
  6. Select Supplier | View Supplier Documents.
    • If you are logged on, the Supplier Documents page is displayed.
    • If you are logging on for the first time, the Login to Hyland page is displayed. To continue, enter your credentials.
  7. To filter the documents displayed, enter three or more characters in the Search and Filter box.
    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.
  8. Under the Thumbnail column, click the image preview icon for a document to see a preview.
    The preview is displayed in a pop-up.
  9. Next to the thumbnail for a document, click the Show Document link.
    The selected document opens in a new browser tab.