Concept: Docs for Business Processes

Workday Docs is a document template creation application in Workday. With Docs you can design, create, and preview Docs templates that you then use to generate documents using Workday DocGen. Docs is an alternative to the traditional text block method for creating document templates. Workday Docs supports several types of documents and business processes. Workday Docs doesn't require the use of BIRT. You manage Docs templates using Workday Drive.

From Workday in a Google Chrome web browser, select the

Drive

option in the Workday main menu (the avatar/profile drop-down menu).

With Workday Docs, you can create a new document template from Drive and then:

Insert data fields, condition rules/blocks, and page breaks.
Create and manage language instances within a template, so that you can easily keep track of translated content.
Preview and edit the layout and content of a document while in the editing interface.
Share a Docs template from Drive; you can share templates with individuals or with unconstrained security groups.
Publish the template so that you can select it for use as the Default Document during the Configure Generate Document step of a business process.

When you are configuring a generate document step in a business process, you can select a Docs template as the source.

The overall review process (launched from the Inbox) and the business process steps remain the same.

Docs templates that you create and manage with Workday Docs exist in parallel with traditional document templates that you create using text blocks (BIRT). When working with your business processes, you can select either type of template in your BP steps. In many cases, it's desirable to use Workday Docs to create templates because of its improved usability; however, your template might have special requirements that Workday Docs doesn't currently support. In these situations, you can use the traditional document template.

When implementing business processes in Workday Docs, consider that Docs doesn't support: