{"id":1858,"date":"2025-12-19T16:35:43","date_gmt":"2025-12-19T16:35:43","guid":{"rendered":"https:\/\/www.wisconsin.edu\/workday\/?page_id=1858"},"modified":"2026-07-28T15:33:51","modified_gmt":"2026-07-28T15:33:51","slug":"docfinity-document-management","status":"publish","type":"page","link":"https:\/\/www.wisconsin.edu\/workday\/docfinity-document-management\/","title":{"rendered":"DocFinity Document Management"},"content":{"rendered":"\n<div class=\"wp-block-columns is-layout-flex wp-container-core-columns-is-layout-8f761849 wp-block-columns-is-layout-flex\">\n<div class=\"wp-block-column is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:20%\">\n<div class=\"wp-block-uwsa-callout-block\" style=\"background-color:#FFFFFF\"><h3><a href=\"https:\/\/uwisc.cloud.docfinity.com\/docfinity\" class=\"callout-main-title\" target=\"\">Log in to DocFinity<\/a><\/h3>\n<p class=\"wp-block-paragraph\"><em>Login is for administrative use only. <\/em><\/p>\n<\/div>\n<\/div>\n\n\n\n<div class=\"wp-block-column is-vertically-aligned-stretch is-layout-flow wp-block-column-is-layout-flow\" style=\"flex-basis:75%\">\n<p class=\"wp-block-paragraph\">DocFinity is a new enterprise-level document management system the Universities of Wisconsin is implementing across three phases to create, monitor, and optimize higher education-based records and administrative processes. It has replaced the previous document management systems for the purpose of storing all HR and financial documents, and upcoming phases of the project will utilize DocFinity for student records storage. This cloud-based system maximizes efficiencies system-wide, promoting security of sensitive documents.<\/p>\n<\/div>\n<\/div>\n\n\n\n<p class=\"wp-block-paragraph\">Key capabilities and features include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Automation:<\/strong>&nbsp;minimize errors caused by manual data entry and standardize processes by automating the movement of data<\/li>\n\n\n\n<li><strong>Enhanced security and document protection:<\/strong>&nbsp;automatically apply retention rules to documents and control file access&nbsp;<\/li>\n\n\n\n<li><strong>Reporting capabilities:<\/strong>&nbsp;monitor all activity within DocFinity and report back on efficiency of applications, servers, and repositories<\/li>\n\n\n\n<li><strong>Improved user experience:<\/strong>&nbsp;utilize integration tools to connect DocFinity with existing core business applications<\/li>\n\n\n\n<li><strong>Workflow and form creation:&nbsp;<\/strong>design, input, store, and access forms from anywhere with eForms. eForms can be used to launch business workflows to meet your specific organizational needs<\/li>\n\n\n\n<li><strong>Single-site storage for all documentation:&nbsp;<\/strong>a retention program which includes automated backup and disposal schedules as well as legal hold can be configured. This ensures compliance, security, and accountability.<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading has-text-align-center\">DocFinity Frequently Asked Questions<\/h2>\n\n\n\n<div class=\"wp-block-uwsa-accordion\">\n<details class=\"wp-block-uwsa-panel\"><summary>What are the major goals of implementing DocFinity? <\/summary><div class=\"panel-body\">\n<p class=\"wp-block-paragraph\">In implementing DocFinity, the Universities of Wisconsin aims to create a secure, cloud-based document repository that serves as a single source for all documents, files, and records. This unified system improves efficiency, strengthens security, and provides actionable reporting to support scalable resource management across the System.<\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary>What are the major milestones involved in implementing DocFinity?<\/summary><div class=\"panel-body\">\n<p class=\"wp-block-paragraph\">DocFinity implementation is a three-phase process.<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Launched: <\/strong>Phase 1 implemented DocFinity Core, which designed and built the core document management system.<\/li>\n\n\n\n<li><strong>Upcoming: <\/strong>Phase 2 decommissions legacy HR and finance solutions to build and deploy the systemwide HR and finance conversion process.<\/li>\n\n\n\n<li><strong>Upcoming:<\/strong> Phase 3 offers a transition process for student records at those universities that opt in to complete the total document management conversion.<\/li>\n<\/ul>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary>Who is involved in the DocFinity implementation process?<\/summary><div class=\"panel-body\">\n<p class=\"wp-block-paragraph\">Multiple work groups have been created to support business areas and campus interest in the conversion process. Groups representing HR, Finance, Research, UW Enterprise Document Management Team, UW Tech &amp; Integration, the Workday and Enterprise Solutions Team, and DocFinity are all collaborating to ensure needs are met across the system.<\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary>Who is involved at the campus level?<\/summary><div class=\"panel-body\">\n<p class=\"wp-block-paragraph\">HCM stakeholders: CHROS, HR Managers and Specialists, Payroll Specialists\/Coordinators, Benefits Coordinators, and Recruiting.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">FIN stakeholders: Controllers, Budget Directors, Accountants, Financial Analysts\/Specialists, Principal Investigators, and those involved with grants.<\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary>When will DocFinity go live? <\/summary><div class=\"panel-body\">\n<p class=\"wp-block-paragraph\">Phase 1 of DocFinity has been launched; Phases 2 and 3 are upcoming. <\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary><strong>How do I log into&nbsp;DocFinity?<\/strong><\/summary><div class=\"panel-body\">\n<p class=\"wp-block-paragraph\">To log into&nbsp;DocFinity:&nbsp;<\/p>\n\n\n\n<ol start=\"1\" class=\"wp-block-list\">\n<li>Open your web browser (Chrome is recommended).&nbsp;<\/li>\n<\/ol>\n\n\n\n<ol start=\"2\" class=\"wp-block-list\">\n<li>Go to&nbsp;UW&nbsp;organization\u2019s&nbsp;DocFinity&nbsp;URL.&nbsp;<br><a href=\"https:\/\/uwisc.cloud.docfinity.com\/docfinity\" target=\"_blank\" rel=\"noreferrer noopener\"><em>uwisc.cloud.docfinity.com<\/em><\/a>&nbsp;<\/li>\n<\/ol>\n\n\n\n<ol start=\"3\" class=\"wp-block-list\">\n<li>Enter your network username and password.&nbsp;<\/li>\n<\/ol>\n\n\n\n<ol start=\"4\" class=\"wp-block-list\">\n<li>Complete MFA if prompted.&nbsp;<\/li>\n<\/ol>\n\n\n\n<ol start=\"5\" class=\"wp-block-list\">\n<li>Click&nbsp;<strong>Sign In<\/strong>.&nbsp;<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">DocFinity&nbsp;uses single&nbsp;signon&nbsp;(SSO), so your login is the same as your work credentials.&nbsp;<\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary>What do I do if I can&#8217;t view documents in DocFinity?<\/summary><div class=\"panel-body\">\n<p class=\"wp-block-paragraph\">Submit a <a href=\"http:\/\/workdayhelp.wisconsin.edu\/\">GetHelp request ticket<\/a> if you&#8217;re unable to view documents within DocFinity. <\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary><strong>What&nbsp;document types from our old systems&nbsp;are available in&nbsp;DocFinity?<\/strong><\/summary><div class=\"panel-body\">\n<p class=\"wp-block-paragraph\">Review the&nbsp;<a href=\"https:\/\/www.wisconsin.edu\/workday\/wp-content\/uploads\/sites\/336\/2026\/04\/Document-Type-Crosswalk.xlsx\">Document Types Crosswalk<\/a>&nbsp;to learn what document types from legacy systems are now available in&nbsp;DocFinity.&nbsp;<\/p>\n<\/div><\/details>\n\n\n\n<details class=\"wp-block-uwsa-panel\"><summary><strong>Where can I access resources to help utilize&nbsp;DocFinity?&nbsp;<\/strong>&nbsp;<\/summary><div class=\"panel-body\">\n<p class=\"wp-block-paragraph\">Visit the\u00a0<a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/\">User Guide Library<\/a>\u00a0to access instructions on how\u00a0perform\u00a0key tasks in\u00a0DocFinity\u00a0including: searching, viewing documents, accessing metadata, uploading documents, indexing documents, customizing your workspace, and more.\u00a0You can access these user guides for additional instruction:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/160301\">Searching and Viewing a Document in DocFinity<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/161432\">Exporting Document to Export Profiles in DocFinity<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/160180\">Exporting Data Only Documents in DocFinity to a Spreadsheet<\/a><\/li>\n\n\n\n<li><a href=\"https:\/\/kb.wisconsin.edu\/workday\/internal\/160239\">Managing a Document in DocFinity<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can also access the DocFinity for Finance workshop <a href=\"https:\/\/mediaspace.wisconsin.edu\/media\/DocFinity+for+Finance+Workshop+6.8.26\/1_9wzpl3j4\">webinar recording<\/a> and <a href=\"https:\/\/www.wisconsin.edu\/workday\/wp-content\/uploads\/sites\/336\/2026\/06\/20260608-workshop.pdf\">slide deck<\/a>.<\/p>\n<\/div><\/details>\n<\/div>\n\n\n\n<div class=\"wp-block-uwsa-accordion\"><\/div>\n\n\n\n<div class=\"wp-block-uwsa-accordion\"><\/div>\n\n\n\n<h2 class=\"wp-block-heading\">What We&#8217;re Tracking: Known Issues and Resolutions<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Issues that affect DocFinity, along with their resolutions, will be included in a table below as they occur. View a <a href=\"https:\/\/www.wisconsin.edu\/workday\/workday-information-hub\/known-issues\/\" data-type=\"page\" data-id=\"1247\">full list<\/a> of existing Workday issues and resolutions. <\/p>\n\n\n\n<div class=\"wpdt-c wdt-skin-light\">\n    \n<input type=\"hidden\" id=\"wdtFrontendelementorNonce_121\" name=\"wdtFrontendelementorNonce_121\" value=\"4b81068031\" \/>    <input type=\"hidden\" id=\"table_1_desc\"\n           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wdt-animated-background\"><\/div>\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n            <\/div>\n                    <div class=\"wdt-table-loader-row\">\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n            <\/div>\n                    <div class=\"wdt-table-loader-row\">\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n            <\/div>\n                    <div class=\"wdt-table-loader-row\">\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n            <\/div>\n                    <div class=\"wdt-table-loader-row\">\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n            <\/div>\n                    <div class=\"wdt-table-loader-row\">\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n            <\/div>\n                    <div class=\"wdt-table-loader-row\">\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n            <\/div>\n                    <div class=\"wdt-table-loader-row\">\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n            <\/div>\n                    <div class=\"wdt-table-loader-row\">\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n                <div class=\"wdt-table-loader-cell wdt-animated-background\"><\/div>\n            <\/div>\n            <\/div>\n<\/div><!-- \/Table body -->\n                    <tr id=\"table_121_row_0\"\n            data-row-index=\"0\">\n                            <td style=\"\">Finance<\/td>\n                            <td style=\"\">Searches<\/td>\n                            <td style=\"\">DocFinity<\/td>\n                            <td style=\"\">UXT Feedback-Remove PO Date from Supplier Invoice and Supplier Invoice Attachment Search<\/td>\n                            <td style=\"\">Complete<\/td>\n                            <td style=\"\">Remove metadata object from these 2 searches<\/td>\n                    <\/tr>\n                            <tr id=\"table_121_row_1\"\n            data-row-index=\"1\">\n                            <td style=\"\">HR<\/td>\n                            <td style=\"\">Cypress<\/td>\n                            <td style=\"\">DocFinity<\/td>\n                            <td style=\"\">1042-S Conversion-amount is missing in search results, rows being duplicated<\/td>\n                            <td style=\"\">In Work<\/td>\n                            <td style=\"\">Add amount and reindex documents<\/td>\n                    <\/tr>\n                            <tr id=\"table_121_row_2\"\n            data-row-index=\"2\">\n                            <td style=\"\">Finance<\/td>\n                            <td style=\"\">Cypress<\/td>\n                            <td style=\"\">DocFinity<\/td>\n                            <td style=\"\">1098-T Conversion-employee name label should be replaced with student name label<\/td>\n                            <td style=\"\">In Work<\/td>\n                            <td style=\"\">Change column label<\/td>\n                    <\/tr>\n                            <tr id=\"table_121_row_3\"\n            data-row-index=\"3\">\n                            <td style=\"\">HR<\/td>\n                            <td style=\"\">Cypress<\/td>\n                            <td style=\"\">DocFinity<\/td>\n                            <td style=\"\">Fellowship Letters Conversion-a column for employee id is listed in the results and it needs to be removed<\/td>\n                            <td style=\"\">In Work<\/td>\n                            <td style=\"\">Remove employee id from results<\/td>\n                    <\/tr>\n                            <tr id=\"table_121_row_4\"\n            data-row-index=\"4\">\n                            <td style=\"\">HR<\/td>\n                            <td style=\"\">Cypress<\/td>\n                            <td style=\"\">DocFinity<\/td>\n                            <td style=\"\">New Hire Benefits Confirmation Statements Conversion-employee name missing in search results<\/td>\n                            <td style=\"\">In Work<\/td>\n                            <td style=\"\">Add employee name and reindex<\/td>\n                    <\/tr>\n                            <tr id=\"table_121_row_5\"\n            data-row-index=\"5\">\n                            <td style=\"\">Finance<\/td>\n                            <td style=\"\">Cypress<\/td>\n                            <td style=\"\">DocFinity<\/td>\n                            <td style=\"\">1099 Conversion-need to redact recipients TIN to only display last 4 digits (these will only be available to UWSS Finance Staff)<\/td>\n                            <td style=\"\">In Work<\/td>\n                            <td style=\"\">Redact TIN<\/td>\n                    <\/tr>\n                            <tr id=\"table_121_row_6\"\n            data-row-index=\"6\">\n                            <td style=\"\">Finance<\/td>\n                            <td style=\"\">Searches<\/td>\n                            <td style=\"\">DocFinity<\/td>\n                            <td style=\"\">UXT Feedback-Add Driver Worktag and Department Number to searches<\/td>\n                            <td style=\"\">Backlog<\/td>\n                            <td style=\"\">Using our Workgroup, determine doc types that need to have these items added.<\/td>\n                    <\/tr>\n                            <tr id=\"table_121_row_7\"\n            data-row-index=\"7\">\n                            <td style=\"\">Finance<\/td>\n                            <td style=\"\">Searches<\/td>\n                            <td style=\"\">DocFinity<\/td>\n                            <td style=\"\">UXT Feedback-Add \"Workday\" to Invoice number labels and searches<\/td>\n                            <td style=\"\">Backlog<\/td>\n                            <td style=\"\">Using our Workgroup, determine doc types that need to have these items added.<\/td>\n                    <\/tr>\n            <\/tbody>        <!-- \/Table body -->\n\n        <!-- Table footer -->\n        \n        <!-- \/Table footer -->\n    <\/table>\n\n<\/div><style>\ntable.wpDataTable { table-layout: fixed !important; }\ntable.wpDataTable td, table.wpDataTable th { white-space: normal !important; }\ntable.wpDataTable td.numdata { text-align: right !important; }\n<\/style>\n<style>\n<\/style>\n\n\n\n\n<h2 class=\"wp-block-heading\">What&#8217;s New: DocFinity Updates<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Updates to DocFinity will be included in a table below as they occur. View a <a href=\"https:\/\/www.wisconsin.edu\/workday\/workday-information-hub\/whats-new-system-updates\/\">full list<\/a> of recent and archived Workday updates. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n","protected":false},"excerpt":{"rendered":"<p>DocFinity is a new enterprise-level document management system the Universities of Wisconsin is implementing across three phases to create, monitor, and optimize higher education-based records and administrative processes. It has [&hellip;]<\/p>\n","protected":false},"author":6912,"featured_media":0,"parent":0,"menu_order":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"class_list":["post-1858","page","type-page","status-publish","hentry"],"publishpress_future_workflow_manual_trigger":{"enabledWorkflows":[]},"_links":{"self":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/pages\/1858","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/users\/6912"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/comments?post=1858"}],"version-history":[{"count":33,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/pages\/1858\/revisions"}],"predecessor-version":[{"id":2565,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/pages\/1858\/revisions\/2565"}],"wp:attachment":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/media?parent=1858"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}