---
sourceDocument: Yokohama Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/yokohama/governance-risk-compliance

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    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Governance, Risk, and Compliance

ft:clusterId :

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bundleId :

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workflow :

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---

# Create Template configurations

# Create Template configurations {#ariaid-title1}

* Release version: Yokohama
* 
* Updated November 15, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Use the Template Configurations module to set up the template relationship registry. This module displays document design template configurations for action tasks. It enables you to configure data relationships, content, and
scripted variables via the Document designer application so that required data is displayed in your reports.

## Before you begin

Role required: sn_oper_res.admin

## About this task

From the Administration menu, the Template Configurations module displays document design template details for DRIR action tasks. The Word Templates module, on the other hand, provides DRIR Word templates necessary for generating Microsoft Word reports.

## Procedure

1. Navigate to AllDigital resilience incident reportingTemplate Configurations.  
   Predefined Microsoft Word templates, available with the base version, are displayed in the Template Configurations module. The example shows a predefined DRI template.
2. To create a template, select New in the Template Configurations module.  
   You can either use the predefined templates or create your own templates in the Template Configurations module.
3. On the form, fill in the fields.  
   {#create-template-configuration__table_zb5_hgc_pcc__entry__2}

   | Field | Description |
   |-|-|
   | Name | Name of the template configuration. For example, you can specify Engagement template configuration. |
   | Business domain | Domain from which the template is being configured. (Refers Microsoft 365 business domain table) |
   | Table | Source table on which the word template would be built. |
   | Fields | Fields from which data must be displayed on the report. Move the required fields from the Available list to the Selected list. |
   [Table 1. Template configuration form]

   {#create-template-configuration__table_zb5_hgc_pcc}

   The example shows how the fields are used in a Microsoft Word document.
4. Select Submit.
5. To edit an existing template, select it from the list, edit the data relationships, content configurations, and scripted variables, then select Update.  
   You can update the data relationships, content configurations, and scripted variables for the predefined templates.

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