---
sourceDocument: Xanadu Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/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 participants for document templates

# Create participants for document templates {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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](https://servicenow-prod.fluidtopics.net/OHePZlI0utiEKrkqtANDKw "HR Document Templates are used to create and modify reuseable HR documents.").
* Role required: sn_cm_core.contract_config
{#cncore-wdt-create-participant__ul_twb_dbk_xsb}

## Procedure

1. Navigate to AllDocument TemplateAll 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](https://servicenow-prod.fluidtopics.net/hfYi6FmRMYuHmZJKC9w4Yw "Use the Participant form to add participants in a Microsoft Word document template.").
6. Click Submit.

## Result

The participant is added to the document template.
* **[Participant form for Microsoft Word document templates](https://servicenow-prod.fluidtopics.net/hfYi6FmRMYuHmZJKC9w4Yw)**   
  Use the Participant form to add participants in a Microsoft Word document template.

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