Document Templates

  • Release version: Yokohama
  • Updated January 30, 2025
  • 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.

    Enable multiple participants to collaboratively work on a single document
    • Configure a document template.
    • Create specific tasks for specific participants such as sign, fill, or review.
    • Auto initiate tasks based on the order defined for the participants.
    • Notify participants about their assigned document tasks.
    • Preview the document at any stage during the information input process. Understand at what stage and with which participant is the action pending.
    Generate a PDF document
    • Configure a document template.
    • Preview a document template and generate a PDF document from it.