Configuring document templates using the Document Designer with Word add-in

Configure the audit report templates using the ServiceNow Document Designer with Word add-in.

Perform the following steps to successfully configure the ServiceNow Document Designer with Word add-in and create your audit report templates.

Configure templates for Document Designer

Configure the template to specify the fields from which data must be obtained and displayed on the audit report.

Create data relationships

Create a path to go from a record in the template configuration to any table that you require. When you create these paths, you can get the necessary data from each of these paths in your audit report template.

Create content configurations

Define the data that you want to view or fetch, whether it's a list of records or an aggregation when creating an audit report. For example, specify if you want to see a list of remediation tasks or the list of the top five high priority issues. A maximum of 200 records can be fetched from any table.

Set up Microsoft 365 reporting configuration

Set up the Microsoft 365 reporting configuration records to specify the data points and reports that you want to import in to a Microsoft Word document for disclosure reporting purposes.

Add additional reporting configuration filters for a Microsoft 365 configuration record

Add additional reporting filters to specify at a granular level what data must be imported to the disclosure report from a table.

Install the ServiceNow Document Designer add-in

Install ServiceNow Document Designer add-in to your Microsoft Word document. This add-in is required to create audit and CAM report templates.

Create an audit report template using ServiceNow Document Designer

Use the template configurations to create placeholders for an audit report template tailored to your needs.