---
sourceDocument: Zurich Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/employee-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Document Templates of type PDF (Advanced forms)

# Document Templates of type PDF (Advanced forms) {#ariaid-title1}

Release version: Zurich  
Updated July 31, 2025  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
A PDF document template originates from a fillable PDF or a standard PDF with inline
signatures. Using the PDF document template, you can collect details and e-signatures from
multiple participants, review, and generate a filled PDF document.  
Important:  
You can create a PDF document template either:

* uploading a fillable, editable PDF document into the form.
* using a PDF from [Managed Documents](https://www.servicenow.com/docs/access?context=c_ManagedDocuments&version=zurich&pubname=zurich-servicenow-platform&ft:locale=en-US).
{#document-templates-PDF-flow__ul_x2s_yc1_4nb}  
The following flow describes how you can use a PDF document template from configuring the template until filling, signing, reviewing, and generating a PDF document.

* [Configure a PDF document template](https://www.servicenow.com/docs/faE5SBKyPWFR~cnKYE_OGQ "Upload an editable, fillable PDF template and customize the template according to your business needs.").
* [Create participants for a PDF document template](https://www.servicenow.com/docs/1czioqjfpLyoTD5NZd8Nuw#create-participant "Define actions and the order of actions for participants. The type of action and order are considered while initiating document tasks.").
* [Define a PDF field mapping](https://www.servicenow.com/docs/4_NZDlJgqMzcZ4Sdf0dt2g "Define editable fields and store signature mappings using the PDF field mappings section.").
* [Mark a signature block](https://www.servicenow.com/docs/1czioqjfpLyoTD5NZd8Nuw#mark-signature-doctemp "Specify the area in the PDF document where you want to collect the signatures of participants.").
* Publish the PDF document template.
* [Document tasks generation](https://www.servicenow.com/docs/trJluFWDgw_CV~2hLNoKGg "Document tasks can be generated either automatically or manually. The tasks get generated in the order defined for the participants.").
{#document-templates-PDF-flow__ul_nlx_gvj_rlb}