Send a document from the document template module

[JosephSamuM]

A process is needed where an internal user requests a work certificate issued by the same company he works for, the user enters the ESC Portal and sends a service (catalog item) that points to the "sc_req_item" table. Is it possible to trigger this action from the “document template” module that comes with HRSD?

[Sandeep Rajput]

@JosephSamuM The process works slightly differently in the HRSD application, you need to first create document template and associate it with an HR Service. The HR Service needs to be associated with a Record producer which can be used by the employee to generate a case from the ESC portal.

Please refer to this documentation https://docs.servicenow.com/bundle/xanadu-employee-service-management/page/product/human-resources/c... to know more about this process in detail.

[Suzanne H]

In addition to what Sandeep said, you'll also need to add Automatically Initiate Document Tasks to the Case Options on the HR Service. Then a task will be generated for the employee to fill out the Document.