Create participants for document templates

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Define actions and the order of actions for participants. The type of action and order are considered while initiating document tasks.

    Before you begin

    • You need to define participants only when you want to use the document template flow. If you only want to generate a PDF document, defining participants is not mandatory.
    • This content applies only to the document templates that are created in the Document Templates application (sn_doc). Document Templates is different from HR Document Templates. For HR Document Templates, refer to HR document templates.
    • Role required: sn_cm_core.contract_config

    Procedure

    1. Navigate to All > Document Template > All Document Templates.
    2. Select the template you want to use.
    3. Configure the required template and click Submit.
    4. In the Participants related list, click New.
    5. On the form, fill in the fields:

      For description on the field values, see Participant form for Microsoft Word document templates.

    6. Click Submit.

    Result

    The participant is added to the document template.