Configure document templates for standard letters or documents
Create Word Document Templates to create standard letters or documents that can be signed by configured participants.
Document template flow
Document templates can be used by business units other than Legal to generate standard documents. For example, you can use the Word Document Templates feature to generate a standard response template.
The following flow describes how you can use a Microsoft Word document template from configuring the template through attaching the signed Microsoft Word document to a case.
- Set Content controls in Word Document Templates.
- Configure a Microsoft Word document template.
- Create participants for document templates
- Insert signatures.
- Publish the Microsoft Word document template.
- Document tasks generation.
- An internal ServiceNow user receives a document task for signing the Microsoft Word document. An external user receives the Microsoft Word document for signing via an email.
- After all the document tasks are completed, the work notes is updated and the signed PDF document is added as an attachment to the case.