{"id":2009,"date":"2026-01-15T11:00:00","date_gmt":"2026-01-15T11:00:00","guid":{"rendered":"https:\/\/www.wisconsin.edu\/workday\/?p=2009"},"modified":"2026-01-13T20:54:50","modified_gmt":"2026-01-13T20:54:50","slug":"coming-soon-docfinity-document-management-system","status":"publish","type":"post","link":"https:\/\/www.wisconsin.edu\/workday\/2026\/01\/15\/coming-soon-docfinity-document-management-system\/","title":{"rendered":"Coming soon: DocFinity Document Management System"},"content":{"rendered":"\n<p>DocFinity is a new enterprise-level document management system that will replace current document storage systems across the Universities of Wisconsin. Starting in <strong>Spring 2026<\/strong>, DocFinity will be used to store all HR and financial documents.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>What DocFinity will do<\/strong><\/h3>\n\n\n\n<p>DocFinity will provide a single, secure system for managing documents. Key features include:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Automation<\/strong> \u2013 Reduces manual work, minimizes errors, and standardizes processes<\/li>\n\n\n\n<li><strong>Enhanced security <\/strong>\u2013 Protects documents with retention rules and access controls<\/li>\n\n\n\n<li><strong>Reporting tools<\/strong> \u2013 Tracks activity and supports custom reports<\/li>\n\n\n\n<li><strong>Improved user experience <\/strong>\u2013 Integrates with existing applications<\/li>\n\n\n\n<li><strong>Workflow and form tools<\/strong> \u2013 Creates, routes, stores, and retrieves forms and documents<\/li>\n\n\n\n<li><strong>Centralized storage<\/strong> \u2013 Provides one secure location with automated backup, disposal, and legal hold<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Phased Implementation<\/strong><\/h3>\n\n\n\n<p>DocFinity will be implemented in three phases:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Phase 1 &#8211; DocFinity Core:<\/strong> Design and build the core document management system.<br>Go-live planned for Spring 2026.<\/li>\n\n\n\n<li><strong>Phase 2 &#8211; HR and Finance Conversion:<\/strong> Retire legacy HR and finance document systems and deploy DocFinity for systemwide HR and finance use.<\/li>\n\n\n\n<li><strong>Phase 3 \u2013 Student Records:<\/strong> Support the transition process for student records at universities that choose to participate in the document management conversion.<\/li>\n<\/ul>\n\n\n\n<p>Additional information on the features available through DocFinity can be found on the <a href=\"https:\/\/www.wisconsin.edu\/workday\/docfinity-document-management\/\">DocFinity Document Management<\/a> page.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Training and support<\/strong><\/h3>\n\n\n\n<p>Training plans are being developed to prepare staff ahead of the DocFinity go-live this Spring 2026.<br>\u00a0<br>If you have questions, reach out\u00a0using\u00a0one of the\u00a0<a href=\"https:\/\/urldefense.com\/v3\/__https:\/www.wisconsin.edu\/workday\/get-help\/__;!!Mak6IKo!M1XIetD39X8ZdfmHRCugZqbS2fPvQFzs1Q5fSgGsJ8-bFFfZSGomvIg2aVmfkDkWL21PE4t7TBUYSRHbygl8aUqfHXVFbV7NFw$\" target=\"_blank\" rel=\"noreferrer noopener\">GetHelpUW<\/a>\u00a0methods.<\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>DocFinity is a new enterprise-level document management system that will replace current document storage systems across the Universities of Wisconsin. <\/p>\n","protected":false},"author":6912,"featured_media":0,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[15,16,9],"tags":[],"class_list":["post-2009","post","type-post","status-publish","format-standard","hentry","category-employees","category-managers","category-news-and-announcements"],"publishpress_future_workflow_manual_trigger":{"enabledWorkflows":[]},"_links":{"self":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/posts\/2009","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/types\/post"}],"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=2009"}],"version-history":[{"count":5,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/posts\/2009\/revisions"}],"predecessor-version":[{"id":2028,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/posts\/2009\/revisions\/2028"}],"wp:attachment":[{"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/media?parent=2009"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/categories?post=2009"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.wisconsin.edu\/workday\/wp-json\/wp\/v2\/tags?post=2009"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}