Generating Word reports using Document designer

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

    • Operational Resilience administrators can now set up Microsoft Word templates and Operational Resilience managers can download action task reports in MS word format​.

    Using the ServiceNow Document designer with Microsoft Word

    The ServiceNow Document designer with Word application offers a low-code solution, enabling you to configure different aspects of Microsoft Word documents without requiring extensive technical expertise. The templates offered by ServiceNow are designed to align with the company's brand guidelines, verifying consistent and professional documentation.

    Use the ServiceNow Document designer with Word application to generate intuitive and audit-ready Microsoft Word reports for action tasks directly from your ServiceNow instance. Configure the Microsoft Word templates in the application to include specific data from the records, such as tables and columns, into the reports. Options include using predefined templates, customizing them with low-code implementation, or creating your own templates to meet your company's specific guidelines.

    You can save these reports either within your ServiceNow instance or as cloud documents in Microsoft SharePoint.

    Benefits of using Document designer

    The ServiceNow Document designer with Word application enables you to pull metadata, such as fields and related lists, from ServiceNow tables. It also enables you to add content blocks that repeat for each record in a table, for example, 10 blocks for 10 issues. Apply the templates to specific records and create reports in Microsoft Word format.

    Workflow for configuring and managing the report templates

    To configure and manage the report templates, complete the following steps in the given sequence.

    1. Install Document designer.
    2. Create template configuration
    3. Create Data relationships
    4. Create Content configurations
    5. Download the manifest file and side-load it in the ServiceNow Document designer with Word.
    6. Build the word template using the add-in.
    7. Generate the word report.