Create HTML and PDF document templates​

  • Freigeben Version: Australia
  • Aktualisiert 12. März 2026
  • 1 Minute Lesedauer

    • Create a customized HTML document template​ in the Operational Resilience application to suit your business needs. You can use the customized HTML document template instead of the default HTML template to export an attestation.

    Vorbereitungen

    Role required: sn_oper_res.admin

    Warum und wann dieser Vorgang ausgeführt wird

    Creating a customized HTML document template is optional.

    Prozedur

    1. Navigate to All > Document Templates > All Document Templates and click New.
      The following question is displayed on the form: What kind of document template would you like to create? The available options are as follows:
      • HTML Document Template
      • PDF Document Template
    2. Select HTML Document Template.
    3. In the Table field, select the Self Attestation [sn_oper_res_self_attestation] table.
      The sample form is shown in the following example.
      Abbildung : 1. HTML template
      HTML template.
    4. On the form, fill in the fields and click Submit.
      The new template is displayed in the Document Templates list.​ For descriptions of the field values, see HTML Template form.

    Ergebnisse

    If you have the sn_oper_res.manager role, you can use the HTML template to generate a self-attestation report.