Create and sign document tasks in Agent Workspace for HR Case Management

Versão de lançamento: Australia

Atualizado 12 de mar. de 2026

1 min. de leitura

Create document tasks directly in the Agent Workspace for HR Case Management using document templates and sign them off from Agent Workspace.

Antes de Iniciar

Role required: sn_hr_core.case_writer

Navigate to All > HR Case Management > Agent Workspace for HR Case Management.
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 more information, see Create a case in Agent Workspace for HR Case Management.
Click the Start Work button.
Select the Preview document option.
The document is displayed with options to cancel, edit, generate, or initiate document tasks.
Select the Initiate document task button.
For more information, see Document tasks generation in Document Templates.
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
Select a document task that is assigned to you.
Select Sign Document or Fill Document as displayed.

Nota:
The Fill Document button appears only for PDF document templates.
In the dialog box that appears, sign the document (HTML template) or fill the required fields and sign the document (as configured in PDF template).

Nota:
If the Signing type in the template is Adobe Acrobat Sign or Docusign, on clicking Sign Document, you will be redirected to the respective application page for signing the document.
Click Sign to complete the signing process.
The status of the document task is automatically set to Closed.

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