---
sourceDocument: Xanadu Financial Services Operations
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/financial-services-operations

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Financial Services Operations

ft:clusterId :

    - finso

bundleId :

    - finso

workflow :

    - Customer and Industry


---

# Work on a document task to generate agreement documents

# Work on a document task to generate agreement documents {#ariaid-title1}

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

Work on a document task to generate customer agreement documents that are required to
activate the treasury product.

## Before you begin

Role required: sn_bom_document.b2b_agent

## About this task

The Document Management Service determines which documents are required in a
workflow. If any documents must be collected or distributed to the customer, a task
is automatically generated for a document agent. The task is assigned to the
document service team or a document agent based on the assignment rules.

For more information, see .

## Procedure

1. Navigate to AllFinancial Services OperationsWorkspace.
2. Click the lists icon (![lists icon.]()).
3. In the Lists tab, under Document Service, open the task list.
   * For your assigned tasks, click Assigned to me.
   * For all document tasks, click All.
   {#work-document-task-treasury-ops__choices_xbp_ycm_gmb}
4. In the list, select the task that you want to work on.  
   To work on a task that is not assigned to you yet, assign it to yourself by clicking Assign to me.
5. In the Outbound Documents tab, choose a document.
6. Once the document has been reviewed, click Verify.
7. **Optional:** In the Work notes field, enter any comments.
8. Click Close.

## Result

* The document task moves to the Closed Complete state.
* In the parent treasury case, the Agreement documents stage in the case playbook shows as complete and the case moves to the next stage.
{#work-document-task-treasury-ops__ul_u2w_fzs_rqb}

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