E-Signature/Document Template FAQProduct Documentation: HR Document TemplateHR E-signature Document Template - It is applicable outside of HR. It is capable of attracting participants. It has its own flow, and document tasks are generated for each signer/filler/reviewer based on configuration. New document templates will not work with all tasks by default. It must be adopted, and the flow must be triggered based on the business use case. Additional Reference: Advanced Forms Management in HR Service Delivery E-Signature - is a scoped application that enables users to sign managed documents or knowledge articles with their typed or drawn e-signature, credentials, or as an acknowledgment. This can be used outside HR Frequently asked questions: How to generate documents in HR Service Delivery - there are 3 ways: Automatic - If the "Automatically Create Draft Document" case option on the HR service is set, when a case is created with that HR service and its state is changed to Work in Progress or Ready, a task gets automatically generated for the employee with the document available for signing. In case of the new Document Template, the case option is "Automatically Initiate Document Tasks".Manual - The HR agent clicks "Preview Document" on the case to preview and generate the document. The agent can also click "Sign Document" to sign the document. Once the document is generated it gets attached to the case. If the employee is also required to sign the document, the agent can either email the document to the employee or the agent can create a e-signature task and assign it to the employee (you can insert multiple signatures in the HR document template (both html and pdf). Multiple signatures are collected - Documents like offer letters can require multiple signatures. When all signatures are collected, the document is automatically generated. This can be achieved through either Service activities in HR service ORThe new Document Template by specifying participants and order How to use E-signature outside of HR - Example to create e-signature on an incident task: Create the e-sign template on the incident task table. Select the following: Document type - Managed DocumentE-signature type - Signature Configure the Incident task form and add the 'E-Signature Template' fieldConfigure the Incident Related Lists and add the 'E-signature history'. Fill in the template field with the template created previouslyAssign a group and a user to the task.Impersonate the user and open the task.Move the task to 'Work in progress' The 'Sign document' UI action will now appear for the user to sign the document.To retrieve this signature log, navigate to System Logs > Signature Images (signature_image table). Also you can view the E-signature history in the related list Note: make sure user has access to KB as KB is the document used in the E-Signature template I e-signed the document, however, the signature doesn't appear in the document. Why?You can only embed signature through HR document template (document type = HR document template in E-signature template). If you e-sign a managed document or knowledge article (document type = managed document/knowledge article in E-signature template), the signature will not appear within the document itself. However, the signature will be saved to in E-signature history.How do I solve html to pdf conversion issues related to formatting, padding, margins, fonts, etc There are some issues/limitations using itext5 for the conversion. To solve this, turn on system property sn_hr_core.itext7.pdf_conversion to use itext7 instead of itext5. For new customers in Paris, this property is true by default. For customers upgrading to Paris or later, they can create this system property and set it to true. Note: Images might turn out distorted using itext7. If this happens, customers are advised to adjust the images in the html template. Can I use different documents for the same HR case?No, we don't support this as of todayCan generalPdfUtils.prefillPdf() be used to generate an editable PDF? If not, how can I generate an editable PDF? generalPdfUtils.prefillPdf() does not output an editable PDF. Platform provides an API PDFGenerationAPI that outputs an editable PDF.Sample Code: var fieldMap = new Object();fieldMap["Address"] = "PO Box 344";fieldMap["City"] = "Jerome";fieldMap["State"] = "AZ";fieldMap["Zip"] = "86331";var flatten = new Object();flatten["FlattenType"] = "donot_flatten";var v = new sn_pdfgeneratorutils.PDFGenerationAPI;var result = v.fillDocumentFieldsAndFlatten(fieldMap, "c53d9b87eb930110ec17bed05952286e", "incident", "57af7aec73d423002728660c4cf6a71c","pdfName",flatten);gs.info(JSON.stringify(result)); Reference: PDFGenerationAPI API - Scoped, Global Why is fillable PDF not editable for the user? HR PDF templates does not support filling of any information on the PDF document except signature. Customer and use PDF template mapping to auto populate fields from the table. See first note in the below document.https://docs.servicenow.com/bundle/rome-employee-service-management/page/product/human-resources/task/PDFTemplate.htmlIf customer wishes to use fillable PDF for filling other fields apart from signature they have to use Document templates. Steps for which can be found in the KB article https://support.servicenow.com/kb?id=kb_article_view&sysparm_article=KB0998546 8. Why can user edit fields on fillable PDF of HR pdf template on E-signature task yet after signing and submission only the signature is updated and not the edited fields?Being able to edit fillable pdf's along with signature and save is a new feature in Document Template and not part of HR Document template.For HR pdf templates, the line ref in this product documentation "Fillable PDFs presented to an employee does not save any data populated by the employee (except for signatures). Fillable PDFs are only used for mapping fields to a table" applies. 9. Issue with old "sign document" task type.Customers should be using the new e-signature task type. Refer to doc Migrate existing HR task templates and open HR tasks to e-signature 10. Can you confirm whether "Automatically Create Draft Document" (HR Service Case Option) works with Document templates (not HR Documents)?"Automatically Create Draft Document" is only for HR document template, "Automatically Initiate Document Tasks" is for document template11. Can you confirm whether "Preview document" works with Document Templates of type PDF on the new HR Agent workspace (configurable). We already know they work with HTML documents ?Preview Document doesnt works with Document Template of type PDF on the new HR Agent Workspace (Configurable).12. Are document templates going to replace HR document templates, as HR document templates offer limited functionality and will not be updated in the future?No HR Document Templates will still be there but enhancements will be done only in Document Template.