Move Docs Templates Between Tenants

This task applies only to business processes that Workday Docs supports.

Make sure the DWXF file type is a supported type in the destination tenant, by either supporting all file types or adding it as a supported type. You can find the full instructions in the

Drive Admin Guide here (step 2)

Make sure that both the source and destination tenants have the same security configuration, and the same languages defined in the Edit Tenant Setup – Global
task.

You can move (migrate) your templates between tenants by downloading (exporting) from a source tenant and uploading (importing) to a destination tenant. Workday Docs doesn't support OX-based migration of templates between tenants.

After moving a template between tenants, you must open the template on the destination tenant before using it in the Configure Generate Document step. Opening the template causes Docs to run an error check process, confirming that all condition rules and data fields are correctly configured in the template.

Workday Docs doesn't support replacing existing templates in a tenant. Example: If you have a template in a Production tenant and you update a template in a Sandbox tenant, you can't replace the Production template with the Sandbox template. You need to either manually redo the changes in the Production level template, or upload the edited template as a new template and configure it to the BP.

Manually migrate all data fields and condition rules used in the template from the source tenant to the destination tenant. You can use the View Document Template Details
report for this purpose. Your migration might include manually editing Reference IDs or using Object Transporter. Your goal is to make sure the applicable data fields and condition rules exist on the destination tenant and that their Reference IDs match between the 2 tenants.

With the template open in the source tenant, go to

File

Download As

Docs Template

. The template downloads as a DWXF file. You need to be the owner or have Can Edit permission to do this step. Note that sharing permissions aren't saved in the downloaded template file.

From Drive in the destination tenant, select

Add New

Upload

and upload the DWXF file.

Open the template. Reselect the document category.

An automatic data migration begins. The migration makes sure all of your data fields and condition rules map to the template correctly in your destination tenant. You must do this step before generating
; otherwise, errors might occur during generation.

If errors occurred during the migration, an error page displays. Fix any errors by either migrating any necessary data fields and condition rules or by editing the Reference IDs so they match.

If you fixed errors, refresh the page. You don't need to upload the template again. When the migration completes successfully, you no longer see the error page and you can make edits to your template as needed.