Document Templates

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • 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.

    In addition, you can perform the following tasks:

    Enable multiple participants to collaboratively work on a single document
    Create specific tasks for specific participants such as sign, fill, or review. Auto initiate tasks based on the order defined for the participants.
    Collect repetitive information and furnish it wherever necessary
    Retain information on the document so that the participants do not have to fill the document all over again. Validate and retrieve data at any point in time.
    Gain a real-time insight
    Preview the document at any stage during the information input process. Understand at what stage and with which participant is the action pending.
    Notify the participant
    Notify participants about their assigned document tasks.
    Secure a document
    Provide document access only to mapped participants.