<h2>Document Templates of type PDF (Advanced forms)</h2><br/><div style="overflow-x:auto"> <html xmlns="http://www.w3.org/1999/xhtml" xml:lang="en" lang="en"><head><meta content="text/html; charset=UTF-8" /><meta name="copyright" content="(C) Copyright 2025" /><meta name="DC.rights.owner" content="(C) Copyright 2025" /><meta name="generator" content="DITA-OT" /><meta name="DC.type" content="concept" /><meta name="DC.title" content="Document Templates of type PDF (Advanced forms)" /><meta name="abstract" content="A PDF document template originates from a fillable PDF or a standard PDF with inline signatures. Using the PDF document template, you can collect details and e-signatures from multiple participants, review, and generate a filled PDF document." /><meta name="description" content="A PDF document template originates from a fillable PDF or a standard PDF with inline signatures. Using the PDF document template, you can collect details and e-signatures from multiple participants, review, and generate a filled PDF document." /><meta name="DC.creator" content="ServiceNow" /><meta name="DC.date.created" content="2023-08-03" /><meta name="DC.date.modified" content="2023-08-03" /><meta name="page-type" content="ewf-hr-doc-tmplt" /><meta name="DC.format" content="XHTML" /><meta name="DC.identifier" content="document-templates-PDF-flow" /><link rel="stylesheet" type="text/css" href="../../../CSS/commonltr.css" /><title>Document Templates of type PDF (Advanced forms)</title></head><body id="document-templates-PDF-flow"> <h1 class="title topictitle1" id="ariaid-title1">Document Templates of type PDF (Advanced forms)</h1> <div class="body conbody"><p class="shortdesc">A PDF document template originates from a fillable PDF or a standard PDF with inline signatures. Using the PDF document template, you can collect details and e-signatures from multiple participants, review, and generate a filled PDF document.</p> <div class="note important"><span class="importanttitle">Important:</span> <div class="p">You can create a PDF document template either:<ul class="ul" id="document-templates-PDF-flow__ul_x2s_yc1_4nb"><li class="li">uploading a fillable, editable PDF document into the form.</li><li class="li">using a PDF from <a class="xref" href="../product/managed-documents/concept/c_ManagedDocuments.dita/c_ManagedDocuments.html" target="_blank" rel="noopener noreferrer">Managed Documents</a>.</li></ul> </div> </div> <div class="p">The following flow describes how you can use a PDF document template from configuring the template until filling, signing, reviewing, and generating a PDF document.<ul class="ul" id="document-templates-PDF-flow__ul_nlx_gvj_rlb"><li class="li"><a class="xref" href="../task/configure-editable-pdf.html" title="Upload an editable, fillable PDF template and customize the template as per your business needs.">Configure a PDF document template</a>.</li><li class="li"><a class="xref" href="../task/create-participant.html" title="Define actions and the order of actions for participants. The type of action and order are considered while initiating document tasks.">Create participants for a PDF document template</a>.</li><li class="li"><a class="xref" href="../task/edit-pdf-mappings.html" title="Define editable fields and store signature mappings using the PDF field mappings section.">Define a PDF field mapping</a>.</li><li class="li"><a class="xref" href="../task/mark-signature-doctemp.html" title="Choose participants and specify the area in the PDF document where you want to collect the signatures of those participants.">Mark a signature block</a>.</li><li class="li">Publish the PDF document template.</li><li class="li"><a class="xref" href="../task/task-mapped-participants.html" title="Document tasks can be generated either automatically or manually. The tasks get generated in the order defined for the participants.">Document tasks generation</a>.</li></ul> </div> </div> </body></html></div>