Document Templates release notes

  • Release version: Store
  • Updated June 11, 2026
  • 5 minutes to read
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    Summary of Document Templates release notes

    The Document Templates application on the ServiceNow Store enables customers to create, manage, and automate HTML and PDF document templates. It simplifies generating standard letters or documents and supports online filling, signing, and reviewing. This application integrates with multiple e-signature platforms and enhances document task management within workflows such as HR cases and agent workspaces.

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    Key Features

    • Document Creation and Automation: Create HTML and PDF templates with dynamic content, including variables and support for template-level date formats and languages.
    • E-Signature Integration: Supports multiple signing types including ServiceNow Sign, AdobeSign, DocuSign, and Digital Signature with Smart Cards (CAC/PIV cards). Signing is available on web, mobile browsers, Now Mobile, and HR Agent Workspace with one-click redirection for seamless workflows.
    • Document Task Management: Enables creating, filling, reviewing, and canceling document tasks, with rejection flows allowing participants to decline signing with reasons visible to agents. Tasks can be managed directly within Agent Workspace and Employee Center.
    • Versioning and Template Management: Manage template versions with start and end dates, and control participant requirements via optional fields and advanced scripting.
    • Security and Compliance: Ongoing backend security enhancements including fixes for cross-site scripting (XSS), ACL improvements, and bug fixes ensuring secure document generation and signing processes.
    • User Experience Enhancements: Guided tours for onboarding, improved font rendering in previews, upgraded mobile list cards, and support for accessibility improvements.

    Practical Benefits for ServiceNow Customers

    • Automate document workflows with dynamic templates reducing manual effort and errors.
    • Enhance compliance and security through integrated digital and e-signature capabilities.
    • Improve user productivity with mobile and workspace integrations for signing and document management.
    • Manage document lifecycle efficiently with version control and cancellation features aligned with case management.
    • Address common issues and bugs promptly through regular updates to maintain reliability and security.

    Expectations from Updates

    ServiceNow customers can expect continuous improvements in security, usability, and integration capabilities from new releases. These include better handling of date and signature fields, expanded signing options, enhanced participant controls, and mobile experience upgrades. Fixes address both minor and critical defects to ensure smooth document generation and signing workflows.

    Version history for the Document Templates application on the ServiceNow Store.

    Important:
    For details on system requirements and family compatibility, view the application listing on the ServiceNow Store website.

    Version history

    Version 29.0.0 - June 2026
    • Fixed:
      • Backend security fixes and other minor defects
      • PDF document generation defect where date fields are not populated correctly in stamped documents
    Version 27.1.1 - March 2026
    Fixed: Minor Bugs and Defects.
    Version 27.1.0 - December 2025
    New: Backend Security Enhancements
    Version 27.0.0 - August 2025
    • New:
      • ​Signing support for PDF templates on Mobile Browser and Now Mobile (for following signing types : ServiceNow Sign , AdobeSign , DocuSign)​
      • Full window signing experience for Document Templates on Employee Centre , Now Mobile, Mobile Browser and Platform (for following signing types : AdobeSign and Docusign)​
      • Signing support for Document Templates directly from HR Agent Workspace via one-click redirection (for following signing types : AdobeSign and DocuSign)​
      • Filling/Reviewing PDF Document Templates directly from HR Agent Workspace (for following signing types : ServiceNow Sign)
    Version 26.4.2 - June 2025
    Fixed: Minor bugs.
    Version 26.4.1 - May 2025
    • 4 issues fixed as a part of this release:
      • Document templates in Edit mode does not delete old attachments
      • Tick box field is getting cleared while Saving/Submitting the form
      • Unable to delete header or footer image from HTML document template
      • [UIElevation_Theming_CoreUI] - Unable to see the signatures with coral dark theme
    Version 26.4.0 - February 2025
    Fixed: Minor bug fixes and security improvements.
    Version 26.3.1 - November 2024
    Fixed: Minor bug fixes and minor security improvements.
    Version 26.2.0 - August 2024
    • Fixed following bugs and reported defects:
      • HTML Document Templates are showing extra spaces after variables of type "Date"
      • Security issues around Cross-Site Scripting (XSS)
      • Date field display related issues
      • Document Template is being saved without updating the participants when table name is changed.
      • User Date format affecting custom date field in document templates.
      • Save and Submit button on Document task on portal is causing Discrepancies when used one after the other
      • few minor defect fixes
    • New: Guided tours introduced for DT
    Version 26.1.0 - May 2024
    • Added Automatic Signature Date in PDF Templates for ServiceNow signing type.
    • Fonts used in HTML Templates are now rendered correctly in the HTML Preview page for Document Templates v25.0.2.
    Version 26.0.0 - February 2024
    • A new signature type 'Digital Signature - Smart Cards' is introduced for PDF Templates
      • This enables you to create PDF Document Templates with Digital Signature capabilities.
      • You can digitally sign a PDF document using CAC/PIV cards or Smart Cards.
      • This feature is available only when the 'Document Template integration with Digital Signatures using Smart Cards' store plugin is installed along with Document Templates.
    Version 25.3.1 - January 2024
    Fixed: Improved tables' security by fixing the ACLs with empty roles.
    Version 25.3.0 - November 2023
    • New:
      • Ability to define 'Template level Date format'
      • Ability to define 'Template Language' for dynamic fields translation
    • Fixed:
      • Mandatory validation for PDF checkboxes are not working
      • ACL Bypass via 'sn_doc_preview_pdf' UI Page
      • Document content and sign tags are not loaded properly for the HTML doc tasks using Docusign
      • Participants don't appear in the Word Template mapping fields (only in an upgraded instance)
    Version 25.0.2 - August 2023
    • New:
      • Manage template versions with start and end dates;
      • E-signature support extended for PDF and Word templates
      • Support for internal and external participants for E-signatures
      • Technical/backend changes to support Word Templates integration
    Version 24.1.0 - May 2023
    • New:
      • For HR cases associated with HTML document templates, introduced the ability to cancel the document tasks associated with parent HR case when a parent case gets cancelled.
      • Admins can de-activate the business rule associated with this capability if they do not want the document tasks to be cancelled when the associated parent HR case gets cancelled.
      • The Preview Document modal in an HR Case now supports the display of dynamic content instead of variables in the Edit mode.
    Version 24.0.0 - February 2023
    • New:
      • Rejection flows in document tasks have been introduced for HTML Document templates. A participant can choose to decline to sign the document once the task is assigned. While declining, the participant can provide the reasons for declining the task. The agent working on the case would be able to see the reasons provided by participant as Additional comments in activity stream. If required, the agent can make changes to the content of the document in the Preview Document modal and save the document. The document tasks can be initiated for participants with the updated document.
      • Rejection flows in document tasks of HTML Document Templates work with ServiceNow signing and with integrations such as AdobeSign and DocuSign.
      • Upgraded the mobile list card views and mobile input form screens for Document Templates.
        • A script action reverts old card views with new card views. If there are customisations done on legacy cards, the script retains the legacy cards and does not replace them with new cards.
        • A script action inactivates new function instances if customisations are done on legacy function instances or its related records. If no customisations are done, then existing function instances will be inactivated.
    Version 22.2.1 - January 2023
    Fixed: FSM Agent Mobile - Sign & PDF generation not working in both iOS and android with latest document templates.
    Version 22.2.0 - November 2022
    • New: Variables will be supported in Document Template Configuration
    • Fixed: Accessibility issues related to 200% zoom
    Version 22.1.0 - August 2022
    • New:
      • Enable agents in the Agent Workspace to create document tasks from HTML Doc Templates
      • Enable participants to sign the document tasks created from HTML Doc Templates in Agent Workspace
      • Mark the participants in the Document template optional via the Optional field so that if the participant is empty the document task is not created for this participant.
      • Configure participants in the Document template using advanced scripting.
    Version 22.0.1 - May 2022

    Fixed: Fix for emails related to document tasks were not visible to users having access to Document Task Record.

    Version 22.0.0
    Changed: Technical/backend changes to support e-signature integrations
    Version 21.0.0 - February 2022
    With the ServiceNow® Document Templates application, you can create HTML and PDF document templates to generate standard letters or documents. You can automate and simplify the process of filling, signing, and reviewing a document online.