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

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Create and sign document tasks from document tasks in Agent Workspace

# Create and sign document tasks from document tasks in Agent Workspace {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create document tasks directly in the HR Service Delivery
Agent Workspace using document templates and sign off on them from Agent Workspace.

## Before you begin

Role required: admin

## Procedure

1. Navigate to AllHR Case ManagementHR Agent Workspace.
2. Select an HR case for the document task.  
   In the HR service field, make sure that an HR service that has document template is selected. For example, request an employment verification letter or generate an offer letter. For more information, see [Create a case in Agent Workspace for HR Case Management](https://www.servicenow.com/docs/i~iyG6eN3giMNp7sqjj4qA "Create a new HR case in Agent Workspace for HR Case Management.").
3. Click the Start Work button.
4. Select the Preview document option.  
   The document is displayed with options to cancel, edit, generate or initiate document task. For more information, see[Document tasks generation in Document
   Templates](https://www.servicenow.com/docs/rCn_w2G0qC6zac9OGrhMYQ "Document tasks can be generated either automatically or manually. The tasks get generated in the order defined for the participants.").
5. Select the Initiate document task button.  
   Document tasks that are part of the selected HR case are generated and listed in the Document tasks tab. The participants will receive document tasks as configured in the template
6. Select the document task.
7. In the document task record, sign off on the document.
   1. Select the Sign Document button.
   2. In the dialog box that appears, sign the document.  
      Note:  
      If the Signing type in the template is Adobe Acrobat Sign or Docusign, after clicking Sign Document, the document opens in a new tab to enable you to use the associated signing type.
   3. Click Sign to complete the signing process.  
      The status of the document task is automatically set to Closed.
   {#create-doc-task-from-doc-template-agent-ws__substeps_xh1_ygy_c5b}

## Result

After all the documents associated with the case are closed, the document is
generated and listed under Attachments.

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