PDF letter - fully automatic workflow?

Tiffany6 · ‎04-06-2020

Is it possible to create a PDF letter process that does not require any agent action? For example, our employees will complete a catalog item form on their portal with some information. The system will then generate a PDF letter with that information and attach to the employees case so they can download the PDF. The case will close once the PDF is attached to the case.

We hope to have zero agent interaction for this item. Has anyone done this before? Where would the workflow be created?

Thanks!

michaelj_sherid · ‎04-06-2020

Hi Tiffany,

This is possible using HR Services with a HR Task to Sign the Document. The key is to use the "Automatically Create Draft Document" Case option for the HR Services that are generating the PDF.

Here are some community posts to give additional information on this topic:

Detailed Example of an HR Service Using a Fillable PDF

Ask the Expert: Simplify your process using Personalized PDF Document Templates in HR Service Delive...

Regards,

Mike

View solution in original post

Tiffany6 · ‎05-12-2020

Hi there,

Our service is touchless - HR agents don't take any action on this item.

However, our consultant ended up having to have a "sign" step to get the pdf to generate when the employee requests it. So we have our employees "sign the form" (which doesn't actually attach the signature anywhere on the form) and then the pdf generates on the case and they can download it.

Not sure if that helps. Unfortunately I didn't do the work myself. Thanks,

Robert Duca · ‎05-12-2020

That would actually work quite well I think... and it would also serve as an acknowledgement that they received the document for reporting... im in favor of ditching emails all together and the my customer has been very receptive to eliminating email workflow as much as possible... so if we assigned them a sign to-do (HR Task) that the customer could come to the portal and grab that would work out quite well.

sreevani9164 · ‎09-19-2023

Hi Robert,

Are you able to achieve this because also we have exact requirement when we use the OOTB HR verification letter, it requires to preview and send email ,we need to touchless, it automatically without agent. Please let me know how you achieved this.

Thanks

sreevani9164 · ‎09-19-2023

Hi Robert,

Are you able to achieve this because also we have exact requirement when we use the OOTB HR verification letter, it requires to preview and send email we need to make it automatically without agent. Please let me know how you achieved this.

thanks

Rajender1 · ‎07-04-2025

Hi @sreevani9164 ,

If you are prior to Xanadu version this can automated using HR document template configuration and one hr task with task type as E-sign, employ can be able to generate it for himself. Let me know is its not solved yet.