---
sourceDocument: Australia Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/pt-BR/employee-service-management

 Release :

    - australia

ft:locale :

    - pt-BR

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Configure an HR PDF document template for an adhoc document

# Configure an HR PDF document template for an adhoc document {#ariaid-title1}

* Versão de lançamento: Australia
* 
* Atualizado 12 de mar. de 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 min. de leitura

If you are using the Adobe Sign integration, configure an HR PDF document template
for each ad hoc document that you want to make available for signing.

## Antes de Iniciar

Create the managed document that you want to make available for signing through the
Adobe Sign system. See [Managed
Documents](https://www.servicenow.com/docs/access?context=c_ManagedDocuments&version=australia&pubname=australia-servicenow-platform&ft:locale=en-US) for more information.

Role required: sn_hr_core.admin

You can use an existing or create an HR PDF document template. You can add signers to
the document with Mark Signatures, and then map each signature field to an
appropriate user field in a table. As part of the Adobe Sign integration, you can
also enable serial signing for documents that require multiple signers.

## Procedimento

1. Navigate to AllHR AdministrationDocument Templates.
2. Click New or open a record.  
   Nota:  
   If you are creating a record, make sure to select PDF Document Template.
3. On the PDF Document Template form, set the Template type field to <kbd class="ph userinput">HR PDF Templates</kbd>.  
4. Fill in the fields on the form, as appropriate.  
   {#configure-hr-pdf-document-adobesign__table_knm_31c_zhb__entry__2}

   | Field | Description |
   |-|-|
   | Name | Name of the HR document template. |
   | Table | HR table that the HR document template is associated with. |
   | Document type | Document type that the HR document template is categorized under. |
   | Active | Option to activate the HR document template for use. |
   | Template type | Set the value to <kbd class="ph userinput">HR PDF Templates</kbd>. |
   | Document revision | Select the adhoc template to use. |
   | HR criteria | Defines the conditions that the subject person of an HR case must meet for an HR agent to be able to access the HR document template on their behalf. Nota: When defining conditions like case sensitivity or null values, see API [GlideFilter - Scoped, Global](https://www.servicenow.com/docs/access?context=c_GlideFilterScopedAPI&version=australia&pubname=australia-api-reference&ft:locale=en-US). |
   [Tabela 1. HR PDF Template form]

   {#configure-hr-pdf-document-adobesign__table_knm_31c_zhb}
5. Right-click on the form header and click Save.  
   The PDF Template Mappings section is displayed.
6. [Configure an HR PDF document template](https://www.servicenow.com/docs/vwy1i20uMiNpMg9_Toiw8g "Create or modify custom HR PDF document templates with your unique criteria. PDF document templates originate from Managed Documents and are either a fillable PDF with mapped fields or a standard PDF with an inline signature."), as appropriate.  
   You can add signers to the document with Mark Signatures, and then map each signature field to an appropriate user field in a table. You can also parse the PDF to map document fields to corresponding table fields to auto-populate the document when it is generated for signing.  
   Nota:  
   The positioning of Mark Signatures is not used, and the integration allows the signer to sign anywhere in the document.
7. If you want to enable serial signing for documents that require multiple signers, assign the signing order for each signature field in the PDF Template Mappings section.  
   If the Signing order column is not visible, click the gear icon to personalize the list columns. Add the Signing order field to the Selected column.  
   Nota:  
   * The Signing order field remains empty in case of parallel signing.
   * Ensure that the Field name of Document field type <kbd class="ph userinput">Signature</kbd> is specified as Participant1, Participant2, Participant3, and so on.
   * Ensure that the signing order of the first participant is lesser than the signing order of the second participant.
   {#configure-hr-pdf-document-adobesign__ul_cx5_2b3_f3b}
8. Click Update.
{#configure-hr-pdf-document-adobesign__steps_zmw_3zn_b3b}