Document Generation

[Swathi P]

Hi , 

I am trying to generate document for OOB "Employee Verification Letter" . After the case is created , i impersonated as assignee and previewed the document and clicked on Generate. But the document is neither  getting generated nor getting attached to the case. Am i missed anything ? Please help.

[Ct111]

You are generating document via which way out of the three

• Automatically
• Multiple signatures are collected.
• Preview, Sign, or Save

if anyone of these then refer the below link as it has some settings that need to be looked into while generating document.

https://docs.servicenow.com/bundle/london-hr-service-delivery/page/product/human-resources/concept/DocumentGeneration.html

Mark my ANSWER as CORRECT and hELPFUL if it served your purpose.

[Swathi P]

Hi,

I am trying to generate PDF through Automatically Create Draft Document. But I am not able to generate the document or the document is not getting attached to case.

Is there any miss from my end.

[VaranAwesomenow]

Can you pls confirm in the HR Service configuration if the case option has selection of 'Automatically Create Draft Document '

After this, once you create a case in HR workforce administration case do you see this option ?

Next step is it to assign the case to a HR tier 1 group member and move the case  to work in progress, then impersonate as the assignee and the buttons will show up

[Community Alums]

In my ServiceNow instance, I had to manually add 'Automatically Create Draft Document' with value AutomaticallyCreateDraftDocument to the HR Service Option table [sn_hr_core_service_option].

I also found that if I created a Service Case configuration with Fulfillment type Manual, then created a corresponding new case, then manually added a Sign Document task to the case using the Add Task related link, that I would always get the Document Not Available error when viewing the task in the Portal or Platform views, no matter if I had the case option set, used a case or task template, etc. Only when I changed the Service Case configuration to Fulfillment type Service Activity, then added a Service Activity of type Task, was I able to view the document correctly. I would suggest ServiceNow consider a bug fix or future enhancement to make this work even when the task is added manually.