Work on a document task to generate agreement documents

task australia Updated Sep 10, 2026 1 min read work-document-task-treasury-ops.md

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.

Procedure

Navigate to All > Financial Services Operations > Workspace.
Select the lists icon ([Omitted image "inline-data-vis-96px-list.png"] Alt text: lists icon).
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.
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.
In the Outbound Documents tab, choose a document.
Once the document has been reviewed, click Verify.
In the Work notes field, enter any comments.
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.

Parent Topic:Using Financial Services Treasury Operations

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---
title: Work on a document task to generate agreement documents
description: Work on a document task to generate customer agreement documents that are required to activate the treasury product.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/financial-services-operations/financial-services-treasury-operations/work-document-task-treasury-ops.html
release: australia
product: Financial Services Treasury Operations
classification: financial-services-treasury-operations
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, Treasury Operations, Banking applications, Financial Services Operations \(FSO\)]
---

# Work on a document task to generate agreement documents

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

## Procedure

1. Navigate to **All** &gt; **Financial Services Operations** &gt; **Workspace**.

2. Select the lists icon \(\[Omitted image "inline-data-vis-96px-list.png"\] Alt text: 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**.
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. 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.

**Parent Topic:**[Using Financial Services Treasury Operations](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/financial-services-operations/financial-services-treasury-operations/using-treasury-ops.md)