--- sourceDocument: Australia Employee Service Management sourceDocumentLink: https://servicenow-prod.fluidtopics.net/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 # Configure an HR PDF document template {#ariaid-title1} * Versão de lançamento: Australia * * Atualizado 12 de mar. de 2026 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 3 min. de leitura 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. ## Antes de Iniciar Role required: sn_hr_core.manager ## Por Que e Quando Desempenhar Esta Tarefa Importante: Starting with the Australia release, HR Document Templates is being prepared for future deprecation. It will be hidden and no longer activated on new instances, but will continue to be supported. Use [Document Templates](https://servicenow-prod.fluidtopics.net/CLhHPzMDfL6oJ6lOzXVr6A "With the ServiceNow Document Templates application, you can create HTML and PDF document templates to generate standard letters or documents. You can automate and simplify the process of filling, signing, and reviewing a document online.") that provides the latest experience for this functionality. For migration guidelines, see [Migrating from HR Document Templates to Document Templates](https://servicenow-prod.fluidtopics.net/6sGo8iXlrqVNNp1jDNT~JA#migration-hrdt-dt "Review these guidelines to successfully migrate from HR Document Templates to Document Templates. Document Templates provides the latest experience of HR Document Templates functionality with additional features and capabilities."). For deprecation details, see the [Deprecation Process \[KB0867184\]](https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0867184) article in the Now Support knowledge base. With PDF document templates, you can take an existing document and reuse it with custom information from an HR case or any available table. For example, you can take a fillable PDF document from Managed Documents, and map fields to customize the document each time it is used. The document must be a fillable PDF to map the fields to a table. See the Adobe home page and search for fillable PDF to learn how to create fillable PDF documents . Nota: Fillable PDFs presented to an employee does not save any data populated by the employee (except for signatures). Fillable PDFs are only used for mapping fields to a table. Documents are uploaded and accessed from the Managed Documents application in the Documents \[dms_document\] table. Documents are required to be published as a document revision before it can be accessed. The base system provides the Non-Disclosure Agreement document template as an example of a PDF document template. Nota: See . [Managed Document features](https://www.servicenow.com/docs/access?context=r_ManagedDocumentFeatures&version=australia&pubname=australia-servicenow-platform&ft:locale=en-US) ## Procedimento 1. Navigate to AllHR AdministrationDocument Templates. 2. Click New or on an existing PDF document template to edit it. When you select New, the HR Document Templates list appears. {#PDFTemplate__1} 3. Select PDF Document Template. Nota: To know the differences between the types of document template, see [HR document templates](https://servicenow-prod.fluidtopics.net/ppffk6kp155cnUgMvr51fg "HR Document Templates are used to create and modify reuseable HR documents."). {#PDFTemplate__2} {#PDFTemplate__2} 4. Fill in the fields on the form. {#PDFTemplate__table_xm3_tm3_zhb__entry__2} | Field | Description | |-|-| | Name | Name of the HR PDF document template. | | Table | Select the table associated with the type of template. The table determines the available fields that can be mapped. Nota: Only tables that you have access to appear. | | Document type | Select the document type the template applies to. Click New from HR Document Type to create a document type. A document type is required when you want a list of documents to appear in the HR case form. HR criteria works with this field to narrow the list of documents you want available for an HR case. See [Using document types with HR document templates](https://servicenow-prod.fluidtopics.net/g6lkFes58YK9L7s9sNGWaQ "Document types limit the choices for allowable documents based on HR service. For organizations with large amounts of documents, document types help categorize and make finding the correct document easier."). Nota: When creating a document type, the Value auto-populates from the name you enter (all lower case and underscores). | | Active | Option to activate the HR PDF document template for use. | | Document revision | Select the document and revision the PDF document template is based on. Documents listed originate from Managed Documents. Nota: User group and document owner determine what revisions are available to view or select. | | HR criteria | Select the audience criteria for this document. For example, you can create a letter intended for only Canadian employees. The HR criteria narrows the number of users for the template. 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). | | PDF Preview | Appears after saving or selecting an existing PDF template. Click to view a preview of the template. Nota: Using style tags for text alignment is not supported. Use spaces to align your text. | [Tabela 1. HR PDF Template form] {#PDFTemplate__table_xm3_tm3_zhb} {#PDFTemplate__3} {#PDFTemplate__3} 5. Click Submit or Save to save your PDF document template. The Mark Signatures button appears at the top menu bar. Click to map where signatures are required in the template. A preview of the PDF document template appears to define a signature block. The Parse PDF related link appears. When there are fields on the template that can be mapped, the Parse PDF link appears under Related Links. {#PDFTemplate__5} {#PDFTemplate__5} 6. Click Parse PDF if it appears under Related Links to view the fields that can be mapped. The AcroForm PDF determines which fields can be mapped and the table selected determines what information you can have populated in those fields. The PDF Template Mappings list appears. Click the fields of the PDF to map them to fields on the table selected. You can customize your document with pre-filled information from the table. See [Add or modify a PDF template mapping](https://servicenow-prod.fluidtopics.net/V8ZWP0Wl_Y7SHShmzjrcwg "With PDF template mapping you can pre-fill information from specified tables into a reuseable HR document configured in a PDF document template."). After creating or editing the field mappings, the PDF Preview button appears. {#PDFTemplate__6} {#PDFTemplate__6} 7. Click Update.