Create and sign document tasks from document tasks in Agent Workspace

  • Release version: Yokohama
  • Updated January 30, 2025
  • 1 minute to read

    • Create document tasks directly in the HR Service Delivery Agent Workspace using document templates and sign off on them from Agent Workspace.

    Before you begin

    Role required: admin

    Procedure

    1. Navigate to All > HR Case Management > HR Agent Workspace.
    2. Select an HR case for the document task.
      In the HR service field, make sure that an HR service that has document template is selected. For example, request an employment verification letter or generate an offer letter. For more information, see Create a case in Agent Workspace for HR Case Management.
    3. Click the Start Work button.
    4. Select the Preview document option.
      The document is displayed with options to cancel, edit, generate or initiate document task. For more information, seeDocument tasks generation in Document Templates.
    5. Select the Initiate document task button.
      Document tasks that are part of the selected HR case are generated and listed in the Document tasks tab. The participants will receive document tasks as configured in the template
    6. Select the document task.
    7. In the document task record, sign off on the document.
      1. Select the Sign Document button.
      2. In the dialog box that appears, sign the document.
        Note:
        If the Signing type in the template is Adobe Acrobat Sign or Docusign, after clicking Sign Document, the document opens in a new tab to enable you to use the associated signing type.
      3. Click Sign to complete the signing process.
        The status of the document task is automatically set to Closed.

    Result

    After all the documents associated with the case are closed, the document is generated and listed under Attachments.