Document Templates

With the ServiceNow® Document Templates application, you can create HTML and PDF document templates to generate standard letters or documents. You can automate and simplify the process of filling, signing, and reviewing a document online.

Enable multiple participants to collaboratively work on a single document

• Configure a document template.
• Create specific tasks for specific participants such as sign, fill, or review.
• Auto initiate tasks based on the order defined for the participants.
• Notify participants about their assigned document tasks.
• Preview the document at any stage during the information input process. Understand at what stage and with which participant is the action pending.

Generate a PDF document

• Configure a document template.
• Preview a document template and generate a PDF document from it.

Table 1. Get started

Configure Plan and configure your implementation	Use Automate and simplify the process of filling, signing, and reviewing a document online
Reference Get details about components like fields, tables, and properties

Additional resources

• Learn more about what's new and changed, see the .
• Log in to your ServiceNow® account and find additional information about implementing and deploying features at Employee Service Management.
• Access real-time courses, self-paced training, and career resources at ServiceNow University
• Find useful resources related to your role and explore best practices at the Customer Success Center.
• Connect with other Customer Service Management users at Now Community.