How to embed document in HR Task.

Harshitha SR1
Tera Contributor

‎03-17-2023 07:52 AM - edited ‎03-17-2023 07:52 AM

Hi All,

 

I have a requirement of embedding the document in HR task. So kindly provide me the steps for achieving it. And the document should be visible in portal for the user.

 

Thanks,

Har**bleep**ha SR

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Haritha Marathi
Tera Contributor

‎03-17-2023 10:33 PM

You can use HR task type E-signature and have the document uploaded in E-signature template.. either as Managed document/Document Templates or Knowledge article.

This will embed PDF in HR Task in Portal

 

HarithaMarathi_1-1679117460564.png

 

If my answer has helped with your question, please mark my answer as accepted solution and give a thumb up.

 

Regards

Haritha

 

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Community Alums
Not applicable

‎03-19-2023 05:45 AM

Hi @Harshitha SR1 ,

Please follow the steps mentioned in these links :

1. Configure an HR document template (HTML 

2. Configure an HR PDF document template 

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