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

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Select an HR document template for an e-signature task

# Select an HR document template for an e-signature task {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

If the document type of the e-signature template you are using is an HR document
template, then you must select the HR document template that the signatory will sign on the
HR case form.

## Before you begin

Role required: sn_hr_core.basic or sn_hr_core.case_writer

Depending on the HR service you are using to request the e-signature, you may need
to configure the HR case form so that the PDF template field
appears and an HR document template can be selected.

## Procedure

1. Navigate to HR Case Management, and create a new or open an existing HR case.
2. On the HR case form, in the PDF Template field, select an HR document template.  
   Note:  
   If the PDF Template field is not visible, make sure that the HR case form for the HR service you are using is configured to show that field. See [Configure the HR case form for an HR service](https://www.servicenow.com/docs/ws9QMjqarIq40wPtKKckUg#configure-case-form-for-hr-service "Configure the fields that appear on the HR case form for an HR service.") for more information, and also [HR case form configuration examples](https://www.servicenow.com/docs/ws9QMjqarIq40wPtKKckUg#examples-of-hr-case-form-configurations "Examples on how to configure the HR case form for an HR service.") for an e-signature-specific example.  
3. Assign the case to a user.
4. Click Ready to Work.
{#select-hr-document-template-for-e-signature-task__steps_htt_spw_nsb}

## What to do next

The user to whom the case is assigned can:

1. Click Start Work.
2. Click Preview Document.
3. From the Preview Document window, click Generate to generate the document for signing. The document to sign is added as an attachment to the HR case form.
{#select-hr-document-template-for-e-signature-task__ol_ygb_s4w_nsb}