Save Microsoft Word document as a template

  • Release version: Australia
  • Updated March 12, 2026
  • 2 minutes to read

    • Save your Microsoft Word document as a template using the Design template provided in the Document designer, enabling you to create a reusable template in your instance.

    Before you begin

    Role required: sn_bcm.admin, sn_bcm.manager

    About this task

    Install and activate the Document designer with Microsoft Word (sn_grc_doc_design) plugin. For more information, see Install Document designer with Microsoft Word.

    Confirm that you have the templates configured. For more information, see Set up the template configurations.

    Procedure

    1. Navigate to the Microsoft Word document that you want to use for template creation.
      Make sure to relaunch Microsoft Word after installing the add-in.
    2. In Microsoft Word, select Add-ins and select Document Designer.
    3. Select Design template on the ribbon.
    4. To log in to your ServiceNow instance, complete the steps.
      1. On the ServiceNow login screen, provide your credentials in the User name and Password fields.
      2. Select Log in using the BCM administrator or BCM manager credentials.
      3. To enable the ServiceNow add-ins for Microsoft Office 365 application to connect to your ServiceNow account on the instance, select Allow.

      On the Document designer pane, the Design template is displayed.

      Design template TOC.
    5. On the Document designer pane, fill in the fields.
      1. Select the Data tab then the Data element field and from the list, select the fields you would like to see on the template.
        Only the configured fields are available for selection.
      2. Move the mouse device at the point where you want to insert data and insert the fields such as Logo, Type, Name.
      3. Select the Table tab, in the Table element field, from the list, select the configured table elements that you would like to see on the template.
        For example, the list of top five high priority issues.
    6. To insert a content block with styling that can appear repeatedly, select Block.
      1. In the document, add the content that must be used for repeated styling.
      2. In the Content block source field, select the item that you want to map to the content block.
      3. Select Add content block.
        The content in the document is wrapped in the content block and the options Data and Table are available.
      4. To insert data from the configured columns in the content block, select Data.
      5. Select Add.
      6. To insert content from a table, select Table.
        After selecting the table, select Edit columns to reorder columns as needed.
      7. Select Add.
        Note:
        For best practices, continue these steps:
        • Keep content blocks separate (no nesting).
        • Use up to 10 images according to block.
        • Include one table according to content block.
        • Create up to 2 content blocks according to document.
    7. Save the template and upload it in your instance.
      You can use the saved Microsoft Word document as a template.