---
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


---

# Exploring Document Templates

# Exploring Document Templates {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Understand how you can use the Document Templates application from
activating the plugin until filling, signing, and approving a document online.  
Note:  
Only HTML and PDF document templates are supported in HR Service Delivery. Word document templates is not supported in HR Service Delivery.

## 1. Activating plugin {#understanding-doc-templates__section_ykc_ghk_wlb}

An administrator activates the Document Templates plugin
\[com.snc.document_templates\].

## Configuring Document Templates and HR service {#understanding-doc-templates__section_zjj_hhk_wlb}

An administrator configures a document template by [defining participants](https://servicenow-prod.fluidtopics.net/FHrM3chCo25cdFSdqOk0CA "Define actions and the order of actions for participants. The type of action and order are considered while initiating document tasks."),
defining tasks for participants, and marking signature blocks. Associates the document template
to the [HR template of a
service](https://servicenow-prod.fluidtopics.net/RCBfQdchBJ8x0JYQeA7q0A "Create or modify an HR service to define the request to fulfillment process for that case type. Examples of HR services include benefits enrollment, direct deposit setup, and background check requests by third-party providers.") and [initiates document tasks from a case](https://servicenow-prod.fluidtopics.net/rCn_w2G0qC6zac9OGrhMYQ "Document tasks can be generated either automatically or manually. The tasks get generated in the order defined for the participants.").  
Figure 1. Configure Document Templates and HR service

## Working on assigned document tasks {#understanding-doc-templates__section_xgk_vhk_wlb}

Participants receive document tasks for filling, signing, and reviewing a document. When the
document tasks of all the participants are complete, the final document is added as an
attachment to the case.