Create and sign document tasks in Agent Workspace for HR Case Management

---
title: Create and sign document tasks in Agent Workspace for HR Case Management
description: Create document tasks directly in the Agent Workspace for HR Case Management using document templates and sign them off from Agent Workspace.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/agent-workspace-for-hr-case-management/hr-agent-ws-create-temp.html
release: australia
product: Agent Workspace for HR Case Management
classification: agent-workspace-for-hr-case-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Templates in Agent Workspace for HR Case Management, Use, Agent Workspace, HR Service Delivery, Employee Service Management]
---

# Create and sign document tasks in Agent Workspace for HR Case Management

Create document tasks directly in the Agent Workspace for HR Case Management using document templates and sign them off from Agent Workspace.

## Before you begin

Role required: sn\_hr\_core.case\_writer

## Procedure

1.  Navigate to **All** > **HR Case Management** > **Agent Workspace for HR Case Management**.

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 more information, see [Create a case in Agent Workspace for HR Case Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/agent-workspace-for-hr-case-management/agent-ws-configurable-hr-create-case.md).

3.  Select the **Start Work** button.

4.  Select the **Preview document** option.

    The document is displayed with options to cancel, edit, generate, or initiate document tasks.

5.  Select the **Initiate document task** button.

    \[Omitted image "initiate-tasks.png"\] Alt text: Preview document dialog showing employment verification letter with Initiate document tasks button

    For more information, see [Document tasks generation in Document Templates](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/task-mapped-participants.md).

    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 a document task that is assigned to you.

7.  Select **Sign Document** or **Fill Document** as displayed.

    **Note:** The **Fill Document** button appears only for PDF document templates.

8.  In the dialog box that appears, sign the document \(HTML template\) or fill the required fields and sign the document \(as configured in PDF template\).

    **Note:** If the **Signing type** in the template is Adobe Acrobat Sign or Docusign, on clicking **Sign Document**, you will be redirected to the respective application page for signing the document.

9.  Select **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**.