--- sourceDocument: Yokohama Finance and Supply Chain sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/source-to-pay-operations Release : - yokohama ft:locale : - en-US ft:publication_title : - Yokohama Finance and Supply Chain ft:clusterId : - stpop bundleId : - stpop workflow : - Employee --- # Configure document template for the Sign document action type # Configure the document template for the Sign document action type for supplier task {#ariaid-title1} * Release version: Yokohama * * Updated January 30, 2025 * * ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read Create and configure the document template that enables you to collect e-signatures from multiple participants and generate a filled PDF document. ## Before you begin Role required: admin ## About this task Ensure that you've installed the Document Templates \[com.snc.document_templates\] plugin. Important: When you create the supplier task of action type Sign document for the very first time, the supplier task is created; however, the document task is not created. Therefore, you cannot use the first Sign document task to upload PDF or HTML documents to get signatures. When you create the Sign document task for the first time, a set of restricted caller access (RCA) records are created that you must approve. Approving RCAs is a one-time activity. After you approve the RCAs, you can create and use subsequent Sign document supplier tasks except the first Sign document task. For more information about the approving the required RCAs, see [Approve application restricted caller access privileges for Sign document supplier task type](https://servicenow-prod.fluidtopics.net/ZXDHmzzc70bHXWhmDi2Oow "Approve restricted caller access (RCA) privileges after you create a supplier task of action type Sign document for the very first time so that you can create and use subsequent Sign document supplier tasks."). Important: Starting from the May Store 2024 release, the supplier task of action type Sign document uses the document template (PDF or HTML). The E-signature template is used only for KB articles. ## Procedure 1. Navigate to AllDocument TemplatesAll Document Templates. 2. Select New. 3. The What kind of document template would you like to create? page is displayed. The following options are available on this page: * HTML Document Template * PDF Document Template {#configure-pdf-template-sign-doc-task__ul_zbt_tpk_51c} 4. Do one of the following: {#configure-pdf-template-sign-doc-task__table_mdx_jmk_51c__entry__2} | To | Do this | |-|-| | Configure an HTML document template | To configure an HTML document template: 1. Select HTML Document Template. 2. In the Table field, select Supplier Task \[sn_slm_task\]. 3. On the form, fill in the fields.For a description of the field values, see [Configure an HTML document template](https://www.servicenow.com/docs/access?context=configure-HTML-doc-template&version=yokohama&pubname=yokohama-employee-service-management&ft:locale=en-US). 4. Select Submit or Save. 5. Select the Participants related list to create participants for the PDF document template. For more information, see [Create participants for an HTML document template](https://www.servicenow.com/docs/access?context=create-participants-html&version=yokohama&pubname=yokohama-employee-service-management&ft:locale=en-US). 6. Insert signatures in an HTML document template by selecting participants from the list. For more information, see [Insert signatures](https://www.servicenow.com/docs/access?context=insert-signatures&version=yokohama&pubname=yokohama-employee-service-management&ft:locale=en-US). 7. Select Publish. {#configure-pdf-template-sign-doc-task__ol_vhx_mmk_51c} | | Configure a PDF document template | To configure a PDF document template: 1. Select PDF Document Template. 2. In the Table field, select Supplier Task \[sn_slm_task\]. 3. On the form, fill in the fields.For a description of the field values, see [Configure a PDF document template](https://www.servicenow.com/docs/access?context=configure-editable-pdf&version=yokohama&pubname=yokohama-employee-service-management&ft:locale=en-US). 4. Select Submit or Save. 5. Select the Parse PDF related link to automatically parse information on the PDF and store that information in the PDF Mapping table for reuse. 6. Select the Participants related list to create participants for the PDF document template. For more information, see [Create participants for a PDF document template](https://www.servicenow.com/docs/access?context=create-participant&version=yokohama&pubname=yokohama-employee-service-management&ft:locale=en-US). 7. Select the Template Mappings related list to define the PDF field mappings. For more information, see [Define a PDF field mapping](https://www.servicenow.com/docs/access?context=edit-pdf-mappings&version=yokohama&pubname=yokohama-employee-service-management&ft:locale=en-US). 8. Select the Mark signatures related list to choose participants and specify the area in the PDF document where you want to collect the signatures of those participants. Note: You can mark signatures only if you have defined participants and mapped users to those participants. For more information, see [Mark a signature block](https://www.servicenow.com/docs/access?context=mark-signature-doctemp&version=yokohama&pubname=yokohama-employee-service-management&ft:locale=en-US). 9. Select Publish. {#configure-pdf-template-sign-doc-task__ol_kd5_pmk_51c} | [ ] {#configure-pdf-template-sign-doc-task__table_mdx_jmk_51c} * **[Approve application restricted caller access privileges for Sign document supplier task type](https://servicenow-prod.fluidtopics.net/ZXDHmzzc70bHXWhmDi2Oow)** Approve restricted caller access (RCA) privileges after you create a supplier task of action type Sign document for the very first time so that you can create and use subsequent Sign document supplier tasks. **Related concepts** * [Supplier Document Management](https://servicenow-prod.fluidtopics.net/DzFvjGqqkqFfwk6tUjvXSw "Supplier Lifecycle Operations uses the ServiceNow Document Management functionality to enable supplier managers, supplier owners, supplier administrators, and supplier contacts to manage supplier documents.") * [Advanced Work Assignment for Supplier Lifecycle Operations](https://servicenow-prod.fluidtopics.net/3kwt~Dab4BSu7wkxDDqr9Q "Use the Advanced Work Assignment for Supplier Lifecycle Operations feature to automatically assign work items to agents based on availability and capacity.") * [Configure Supplier Relationship and Performance Management](https://servicenow-prod.fluidtopics.net/fTvZR7e~QRFCwXWTy3tYyQ "Define key performance indicators (KPIs) and segmentation criteria to measure supplier performance effectively.") * [Configure smart assessments](https://servicenow-prod.fluidtopics.net/z1EmvsnvpGL15uiDEYlLsA "Supplier managers can configure and create assessments in bulk for internal and external users by adding instructions, questions, and reference information from the Assessment Workspace.") **Related tasks** * [Install Supplier Lifecycle Operations](https://servicenow-prod.fluidtopics.net/QgdfCXgX_caqCqTf_4ktRg "You can install the Supplier Lifecycle Operations application (com.snc.sn_supplier_mgmt) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.") * [Install Supplier Collaboration Portal](https://servicenow-prod.fluidtopics.net/0pQo0lnAbRcQWIP8t28GvA "You can install the Supplier Collaboration Portal application (com.snc.sn_supplier_sp) if you have the admin role. The application includes demo data and installs related ServiceNow Store applications and plugins if they are not already installed.") * [Install Supplier Operations](https://servicenow-prod.fluidtopics.net/n25shC7hQ7aFV0t_dy1yRg "You can install the Supplier Operations application (com.snc.sn_so) to access advanced case management capabilities to handle key supplier lifecycle events.") * [Install Supplier Payment Optimization](https://servicenow-prod.fluidtopics.net/t9a0CqmraIQcZWxsMGW8Hw "You can install the Supplier Payment Optimization application to identify, prioritize, and track high potential suppliers and estimate potential savings from credit card payments.") * [Enable M2M mapping between supplier contact and suppliers](https://servicenow-prod.fluidtopics.net/VHOg_FRSNSwLRZ_HnDBcCg "Many-to-many (M2M) mapping between supplier contact and suppliers enables one supplier contact to be the contact for multiple suppliers, provided the suppliers share a parent-subsidiary relationship.") * [Install Universal Request for SLO](https://servicenow-prod.fluidtopics.net/Mj04pBWb2g3EIxkBPCpwcw "Install the Universal Request for Source-to-Pay Operations [sn_fsc_ur_common] plugin to use the Universal Request feature in SLO.") *[\>]: and then