Add the ServiceNow Document designer add-in into Microsoft Word

Before you can import data into your Microsoft Word document to create your disclosure reports, you must add the ServiceNow Document designer add-in to your Microsoft Word application.

Before you begin

Role required: Any user of the Microsoft Word document.

Procedure

1. Open the Microsoft Word application.
2. On the menu bar, select Home.
3. Select Add-ins.
4. Select ADMIN MANAGED.
5. Select the ServiceNow Document designer add-in.
6. Select Add.

Result

The Microsoft 365 for ServiceNow Reporting integration is activated and the following buttons are available on the Microsoft Word document in the ServiceNow Document designer add-in.

• Insert Link
• Manage Links
• Create claim