View, Filter, and Capture Documents for All Business Objects - Hyland for Workday Financial Management - 1.0 - 1.0 - Ready - Other - external

You can view, search, filter, and capture the documents for each business object.

1. On the page to view the documents for each business object, click the image in the thumbnail column to view the document.
   Or, click the Show Document link to view the document in Hyland Quick Access Viewer.
2. To filter the documents, insert three or more characters in the Search and Filter box at the top of the page and search for the documents.
3. To capture a document, at the top of the page, click the Capture Document button.
   
4. From the Select a Document Type dropdown list, select the document type and click OK.
5. To upload a file, click the Select files button.
   Note: Only one document of a maximum file size of 10 MB can be uploaded at a time. The allowed file extensions are png, jpg, jpeg, bmp, tiff, tif, pdf, docx, and doc.
6. Fill the document attributes with desired values.
   

   Note: Some of the fields are pre-populated.
7. Click OK.
   The Document Capture Result page appears, where you can view the Document ID and a preview of the document that was captured.

   
8. On the Document Capture Result page, complete one of the following steps:
   • Click the View Document link to view the document in Hyland Quick Access Viewer.
   • Click the Capture New Document button to capture another document by selecting the same or different document type.
   • For each business object, click the following buttons to navigate to their respective Document pages:
     • For Purchase Order, click the View Purchase Order Documents button to navigate to the Purchase Order Document page.
     • For Supplier, click the View Supplier Documents button to navigate to the Supplier Document page.
     • For Invoice, click the View Invoice Documents button to navigate to the Invoice Document page.
     • For Supplier Contract, click the View Supplier Contract Documents button to navigate to the Supplier Contract Document page.
     • For Receipt, click the View Receipt Documents button to navigate to the page.