---
sourceDocument: Zurich Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/employee-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Document Templates of type HTML

# Document Templates of type HTML {#ariaid-title1}

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

An HTML document template uses variables to pre-fill information from tables into the
document. You can create how the document looks by defining the header, footer, images, placement
of footer, and the text within the template. Using the HTML document template, you can collect
e-signatures from multiple participants and generate a PDF document online.

Before you begin generating documents, configure the templates with your company logo and text.
Obtain the following items and information to create or configure HTML templates.

* A page of your company letterhead.
* Copies of your current company employment verification letter and offer letter templates, if available.
* The logo image to use in your header.
* The logo image to use in your footer.

{#document-templates-flow-html__ul_ig1_hln_ms}  
The following flow describes how you can use an HTML document template from configuring the template until signing and generating a PDF document online.

* [Configure an HTML document template](https://www.servicenow.com/docs/ob7DDdlW1uyTc8Vg_75JJw "Create or modify the document template with your unique company logo and audience criteria.").
* [Create participants for an HTML document template](https://www.servicenow.com/docs/EFQH0joCR~afA1Ir52xezA#create-participants-html "Define actions and the order of actions for participants. The type of action and order are considered while initiating document tasks.").
* [Insert signatures](https://www.servicenow.com/docs/EFQH0joCR~afA1Ir52xezA#insert-signatures "Insert signatures in an HTML document template by selecting participants from the list.").
* Publish the HTML document template.
* [Document tasks generation](https://www.servicenow.com/docs/trJluFWDgw_CV~2hLNoKGg "Document tasks can be generated either automatically or manually. The tasks get generated in the order defined for the participants.").  
  Note:  
  You can also edit the body of the HTML template and generate a PDF copy before initiating document tasks.
{#document-templates-flow-html__ul_bfd_dng_xkb}