---
sourceDocument: Yokohama Governance, Risk, and Compliance
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/governance-risk-compliance

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Configure templates

# Configure templates for Document Designer {#ariaid-title1}

* Release version: Yokohama
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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

## Before you begin

Role required: sn_grc_doc_design.admin and sn_audit.admin

## Procedure

1. Navigate to AllAuditAudit ReportTemplate Configurations.
2. Select New.
3. On the form, fill in the fields.  
   {#configure-template-for-document-designer__table_zb5_hgc_pcc__entry__2}

   | Field | Description |
   |-|-|
   | Name | Name of the template configuration. For example, you can specify <kbd class="ph userinput">Engagement template configuration</kbd>. |
   | Business domain | Domain from which the template is being configured. In this example, it is set to Audit. |
   | Table | Table on which the report is generated. |
   | Fields | Fields from which data must be displayed on the report. Move the required fields from the Available list to the Selected list. |
   [Table 1. Template configuration form]

   {#configure-template-for-document-designer__table_zb5_hgc_pcc}
4. Select Submit.

## What to do next

Create a data relationship path from the template configuration to go to any table that you require. For more information, see [Create data relationships](https://www.servicenow.com/docs/bZwN8S2DVNUgwgxTSuflLA "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.").

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