Configuring Document Type - Configuring Document Type - OnBase - Other - Hyland for Workday HCM - Other/Hyland-for-Workday-HCM/2.0/Hyland-for-Workday-HCM/Configuration/System-Configuration/Configuring-Document-Type - 2.0 - 2.0

Hyland for Workday HCM
Platform
Other
Product
Hyland for Workday HCM
Release
2.0
License
ft:lastPublication
2026-08-27T22:38:01.171000
ft:locale
en-US

To configure a Document Type for a specific HCM Business Object Type, you must create a Keyword Type in OnBase to store the Business Object ID. Then, you must assign this Keyword Type to the corresponding Document Type.

To configure a Document Type:

  1. Log on to the OnBase Configuration module and select Document | Document Types.
    The Document Types dialog box is displayed.
  2. Select a Document Type Group to which the Document Type is assigned.
  3. In the Document Types field, enter the name of a new Document Type and click Create.
  4. (Optional) Add a prefix to each Document Type name to clearly indicate the Document Type Group it belongs to.
    The new Document Type is added to the Document Type list and the Configuration dialog box is displayed.
  5. Define configuration parameters in the Configuration dialog box.
    Tip: To change these parameters later, select the Document Type and then click Settings.
  6. Assign all the relevant Keyword Types to the document.
    Note:
    • You must include the specific Business Object ID keyword for each Document Type.
    • The Keyword Type should be alphanumeric and limited to 32 characters.
  7. Assign User Group access to the Document Type.
  8. Continue to define additional settings for the Document Type. To do so, use the the configuration buttons to the right of the Configuration dialog box.
  9. When all configuration parameters are satisfactory, click Save.