Need to generate Word Document

[Avinash44]

Hi All,

I am looking for an option/suggestion that, whether in ServiceNow, is it possible to generate Word document. I have a requirement that, Client has shared some pre-defined templates and in that, we need to map certain values from the record (Case table).
So by surfing in the internet, I found that, in Document Templates, we can able to achieve it by installing some plugins. I tried installing those and tried creating sample document templates, but still I am not sure what configuration am I missing, as the values are not mapping.

So if anyone worked on this and have some insights on this, please provide me the explanation and steps also if that needs to be followed, so that it will be really helpful.

Below are the things I tried from my end:

1. Created one sample word document (.docx) and inside that I have added some random paragraph along with field which needs to be mapped with Case table.

Content present in the word doc ,for example:

The Number is ${number}.

Also, I tried with multiple combinations. For eg: ${number} / {{number}} / number / {number}. But still no luck.

2. Created new document template in servicenow by selecting Word Template and attached the above word doc in the document field.

3. Tried clicking the "Parse word document" related link, but it doesn't create any. So I tried with manual mapping and here I can see couple of fields "Document Field", "Field Name" and in these fields, I provided values with multiple combinations as per above (number, {{number}}, ${number}...) and in Mapping field, I selected Number. 

4. Once I added the mapping manually, I can see Preview Button appeared in the Document Template, I selected respective Case record and clicked on "Generate Preview", it generates a word document and attached in the same document template and when I check the preview doc, I dont see anything got mapped. 

Whatever I entered in the word document, I can still see the same.

I know its very big message but just wanted to let you all know, what i tried. So if anyone could provide insights on this, it will be really helpful.

[Ankur Bawiskar]

@Avinash44 

Document template can only generate PDF and not Word file.

Word document can be generated as part of separate application Legal Service Delivery but it's a paid plugin I believe

Word Document Templates release notes 

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Avinash44]

Hi Ankur,

Thanks for the reply. Actually I have tried installing document templates plugin as well in my PDI and tried the above things. But still I couldnt find a way to achieve this.

[Ankur Bawiskar]

@Avinash44 

that's what I mentioned, you cannot generate DOC using that plugin.

it's clearly mentioned in Docs.

If my response helped please mark it correct and close the thread so that it benefits future readers.

[Avinash44]

Sure Ankur. Thanks.

I just want to ask one more thing, Client is expecting a functionality that , the document which we are generating (PDF) currently, which has some pre-defined template and binded with field values and if required, client will update that document on their end and once they updated it, from ServiceNow, we need to auto-populate certain values from the record in the updated template.

Is it really possible to update the template after its updated by client? As they are going to update only if its required. How to deal with this sceanrio?