---
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


---

# Document tasks generation

# Document tasks generation {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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 AllSystem DefinitionBusiness Rules and inactivate the following business rules:

* Initiate Cancel Document Tasks
* Cancel Document Tasks
{#task-mapped-participants__ul_h32_nzm_1xb}

## Automatically {#task-mapped-participants__context_rwc_ny2_blb}

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 configured template is added to the HR template of a service.
* Change the state of the HR case to Ready.

{#task-mapped-participants__ul_ozl_4hx_1mb}

## Manually

Document tasks are manually initiated when you click theInitiate 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.  
Note:  
Initiating document tasks from a Preview model is not available for a word document template.
**Related concepts**   

* [Document template categories](https://servicenow-prod.fluidtopics.net/crOxO~oOjSxArWsIgA6C8w "Document template categories help you to categorize similar documents together. It makes finding the correct document template easier.")
* [Document Templates of type HTML](https://servicenow-prod.fluidtopics.net/P1cDX102JoA6v7TmD4EVWw "An HTML document template uses variables to pre-fill information from tables into the document. You can create how the document looks by defining the header, footer, images, placement of footer, and the text within the template. Using the HTML document template, you can collect e-signatures from multiple participants and generate a PDF document online.")
* [Document Templates of type PDF (Advanced forms)](https://servicenow-prod.fluidtopics.net/kSPS~KHdIyox0k6aacV4Nw "A PDF document template originates from a fillable PDF or a standard PDF with inline signatures. Using the PDF document template, you can collect details and e-signatures from multiple participants, review, and generate a filled PDF document.")
* [Document Templates configurations](https://servicenow-prod.fluidtopics.net/APxoRcEx6LiUY0QX294HwA#doc-template-configs "Use Document Templates configurations to generate table of contents and page numbers on a PDF document that is generated from an HTML template.")
* [Document generation methods](https://servicenow-prod.fluidtopics.net/6jBZtdUq1QnOfY12hJhv7w "A PDF document can be generated automatically, manually, or by using an API.")  
**Related tasks**   

* [Work on a document task](https://servicenow-prod.fluidtopics.net/Tu2wCDuExp~y6dTSPxEkvw "Complete your document tasks from Employee Center.")

*[\>]: and then