PDF letter - fully automatic workflow?

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Tiffany6
Tera Expert

‎04-06-2020 01:09 PM

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! 

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michaelj_sherid
ServiceNow Employee
ServiceNow Employee

‎04-06-2020 01:35 PM

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

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Max4
Tera Contributor

‎01-12-2023 10:28 PM

Hi all,

 

Please also consider the store app "PDFBird":
https://store.servicenow.com/sn_appstore_store.do#!/store/application/fb3a37fddb87a810469f78fdaa9619...

 

Regards
Max

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