Document tasks generation

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Document tasks can be generated either automatically or manually. The tasks get generated in the order defined for the participants.

    Note:
    Cancelling an HR case leads to the cancellation of document tasks associated with it. If you do not want the document tasks to be cancelled automatically, navigate to All > System Definition > Business Rules and inactivate the following business rules:
    • Initiate Cancel Document Tasks
    • Cancel Document Tasks

    Automatically

    Document tasks are automatically initiated for the participants when you:
    • Select the Automatically Initiate Document tasks option on the HR service of a case.
      Note:
      Make sure that the HR template configured in the HR Service has document template associated to it.
    • Change the state of the HR case to Ready.

    Enabling case option and selecting document template on HR service.

    Manually

    Document tasks are manually initiated when you click the Initiate document tasks button on the Preview Document option on the case.

    Note:
    The Initiate document tasks option does not appear when the Automatically Initiate Document tasks option is already enabled on the HR service of a case.
    Initiating document tasks
    Note:
    Initiating document tasks from a Preview model is not available for a word document template.