Our university uses Hyland Automate as the platform for processing electronic forms. Each participant must have an active account in the Hyland Experience system to review and complete their assigned items. The account can be created when initiating a form or if someone is assigned as a reviewer/approver and has the form assigned to complete that task, but has never created an account. Below are the steps on how to create/activate your account.
Creating an account when initiating a form or just to create an account:
1. Open a browser and go to https://experience.hyland.com. It should look like this:
- Enter your SHU EMAIL ADDRESS (NOT a personal email address)
- You will be asked to enter your full SHU email address again
4. Enter your SHU email password:
- You will then be asked to provide the information for your multi-factor authentication
- When the MFA challenge is successful, you will then be brought to the Hyland home page. There is nothing you need to do here so you can close your browser.
That’s it and you are all set!
Creating an account when assigned as a reviewer/approver on a form, but does not have an account yet:
1. You will receive an email from no-reply@experience.hyland.com with the following instructions. Simply follow the instructions and your account will be created and the form task will be forwarded to you. (Click to enlarge image)
