Create document template categories

task australia Updated Mar 12, 2026 1 min read cncore-create-doc-tmplt-cat.md
Raw file servicenow.com

As a contract configurator, create document template categories to easily identify similar documents and find the correct document template more easily. For example, a document template category of NDA-Japan could group non-disclosure agreements for Japan.

Before you begin

Role required: sn_cm_core.contract_config

Procedure

  1. Navigate to All > Document Templates > Document Template Categories.

  2. Select New.

  3. In the Name field, enter the name for the category.

  4. Select Active to make the category active.

    [Omitted image "cmpro-temp-catg.png"] Alt text: Activate Document template category.

  5. Select Submit to save the category.

Result

The document template category is activated and can be associated with a document template.

Search documentation
Search document titles and file paths on the australia branch