Set up the Document Template

task australia Updated Sep 10, 2026 1 min read create-doc-template.md

Set up the Document Template (HTML Template) that is used for generating the PDF of the Operational vulnerability record.

Before you begin

Role required: sn_oper_res.admin

Procedure

Navigate to All > Operational Vulnerability > Document Templates.
To create the document template, select New.
On the HTML Template record form, fill in the fields.

For more information on the fields, see HTML Template form.
Select Submit.
To insert date variables in the PDF, select Insert Date.

You can use the button multiple times to add different types of dates based on the variables you choose.
To insert the table of contents in the PDF, select Insert Table of Contents.
To add blocks for advanced search, select Add Blocks.

To add an existing document block to the template	In Search blocks, type in the name of an existing document block, select the document block, and select Insert.
To add a new document block to the template	Select Create New Block.

8. To publish the template, select **Publish**.

Ensure that the template is published so that the PDF is generated with the right attributes.

To copy an existing assessment template, select it from the list and select Copy.
To update an existing assessment template, select it from the list and select Preview.
To update an existing assessment template, select it from the list and select Update.

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---
title: Set up the Document Template
description: Set up the Document Template \(HTML Template\) that is used for generating the PDF of the Operational vulnerability record.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/governance-risk-compliance/create-doc-template.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Setting up the Operational vulnerability module, Completing general administrative tasks, Configure, Operational Resilience, Governance, Risk, and Compliance]
---

# Set up the Document Template

Set up the Document Template \(HTML Template\) that is used for generating the PDF of the Operational vulnerability record.

## Before you begin

Role required: sn\_oper\_res.admin

## Procedure

1.  Navigate to **All** &gt; **Operational Vulnerability** &gt; **Document Templates**.

2.  To create the document template, select **New**.

3.  On the HTML Template record form, fill in the fields.

    For more information on the fields, see [HTML Template form](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/html-template-form-op-vul.md).

4.  Select **Submit**.

5.  To insert date variables in the PDF, select **Insert Date**.

    You can use the button multiple times to add different types of dates based on the variables you choose.

6.  To insert the table of contents in the PDF, select **Insert Table of Contents**.

7.  To add blocks for advanced search, select **Add Blocks**.

<table id="choicetable_ib1_wzc_tcc"><tbody><tr><td id="d224574e149">

**To add an existing document block to the template**

</td><td>

In Search blocks, type in the name of an existing document block, select the document block, and select **Insert**.

</td></tr><tr><td id="d224574e161">

**To add a new document block to the template**

</td><td>

Select **Create New Block**.

</td></tr></tbody>
</table>8.  To publish the template, select **Publish**.

    Ensure that the template is published so that the PDF is generated with the right attributes.

9.  To copy an existing assessment template, select it from the list and select **Copy**.

10. To update an existing assessment template, select it from the list and select **Preview**.

11. To update an existing assessment template, select it from the list and select **Update**.