Exploring Document Templates

  • Release version: Xanadu
  • Updated August 1, 2024
  • 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

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

    Configuring Document Templates and HR service

    An administrator configures a document template by defining participants, defining tasks for participants, and marking signature blocks. Associates the document template to the HR template of a service and initiates document tasks from a case.

    Figure 1. Configure Document Templates and HR service
    Illustration depicting how to configure a document template and an HR service

    Working on assigned document tasks

    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.