Select an HR document template for an e-signature task

task australia Updated Sep 10, 2026 1 min read select-hr-document-template-for-e-signature-task.md

If the document type of the e-signature template is an HR document template, select the HR document template that the signatory will sign on the HR case form.

Before you begin

Role required: sn_hr_core.basic or sn_hr_core.case_writer

Depending on the HR service you use to request the e-signature, you may need to configure the HR case form. Configure it so that the PDF template field appears and an HR document template can be selected.

Procedure

Navigate to HR Case Management, and create a new or open an existing HR case.
On the HR case form, in the PDF Template field, select an HR document template.

Note: If the PDF Template field is not visible, make sure that the HR case form for the HR service you are using is configured to show that field. See Configure the HR case form for an HR service for more information, and also HR case form configuration examples for an e-signature-specific example.

[Omitted image "select-hr-doc-template-for-e-signature-case.png"] Alt text: On the HR case form, in the PDF Template field, select an HR document template.
Assign the case to a user.
Click Ready to Work.

What to do next

The user to whom the case is assigned can:

Click Start Work.
Click Preview Document.
From the Preview Document window, click Generate to generate the document for signing. The document to sign is added as an attachment to the HR case form.

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---
title: Select an HR document template for an e-signature task
description: If the document type of the e-signature template is an HR document template, select the HR document template that the signatory will sign on the HR case form.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/hr-service-delivery/select-hr-document-template-for-e-signature-task.html
release: australia
product: HR Service Delivery
classification: hr-service-delivery
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [HR e-signature, HR Documents, HR Service Delivery, Employee Service Management]
---

# Select an HR document template for an e-signature task

If the document type of the e-signature template is an HR document template, select the HR document template that the signatory will sign on the HR case form.

## Before you begin

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

Depending on the HR service you use to request the e-signature, you may need to configure the HR case form. Configure it so that the **PDF template** field appears and an HR document template can be selected.

## Procedure

1.  Navigate to **HR Case Management**, and create a new or open an existing HR case.

2.  On the HR case form, in the **PDF Template** field, select an HR document template.

    **Note:** If the **PDF Template** field is not visible, make sure that the HR case form for the HR service you are using is configured to show that field. See [Configure the HR case form for an HR service](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/configure-case-form-for-hr-service.md) for more information, and also [HR case form configuration examples](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/configure-case-form-for-hr-service.md) for an e-signature-specific example.

    \[Omitted image "select-hr-doc-template-for-e-signature-case.png"\] Alt text: On the HR case form, in the PDF Template field, select an HR document template.

3.  Assign the case to a user.

4.  Click **Ready to Work**.


## What to do next

The user to whom the case is assigned can:

1.  Click **Start Work**.
2.  Click **Preview Document**.
3.  From the Preview Document window, click **Generate** to generate the document for signing. The document to sign is added as an attachment to the HR case form.