---
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: "2026-03-12"
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

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

1.  Navigate to **All** > **Financial Services Operations** > **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)