HTML Template form

reference australia Updated Sep 10, 2026 2 min read html-template-form-op-vul.md
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On the HTML Template form, fill in the fields.

Field

Description

Name

Name of the document template.

Table

Table associated with the type of template. The table determines the available variables that can be used.Note: Tables appear based on the application scope that is selected.

Category

Document category in which the template is added.

Application

Application that you are working in. This field is automatically set to Global.

State

State of the record. This field is automatically set to Draft.

Template date format

Format in which you want the date to appear when the user previews the document, generates the attachment, or initiates document tasks for participants. Available options are:- MM-dd-yyyy

  • MM/dd/yyyy
  • dd/MM/yyyy
  • dd-MM-yyyy
  • dd.MM.yyyy
  • yyyy-MM-dd

User criteria

Audience criteria for this document. For example, you can create a letter intended for only US employees.

Acknowledgement text

Acknowledgement text to be used in the document.

Table of contents

Table of contents in the template.

Page number

Page number in the template.

Body

Body text in the template.

To insert variables, place your cursor in the desired location and select the variable. Available variables are listed under Fields. Use the formatting tools in the Body to apply formatting options, such as bold, italic, underline, font styling. The body is a place holder for HTML text and tokenized variables.

For example, you can select Fullscreen to view how the PDF layout is formatted.

In the Root cause analysis (Overall observations) section of the PDF, you can include the following related lists information:[Omitted image "op-vul-doc-template-pdf-rel-lists.png"] Alt text: Related lists.

  • Action tasks
  • Impacted areas
  • Related areas
  • Issues

Select variables

List of variables that can be used in the body of the template. Variables pull information from the selected table to customize the template.

Template language

Language used for both full template translation and translation of fillable fields during attachment preview and generation.

Signing type

Option to specify the application that is used for signing the document. This field is automatically set to ServiceNow Sign.

Header

Header image

Image to be displayed in the header. You can add your company logo using this feature.

Header image height

Height of the image in the header.

Header image position

Position where you want the header image to appear: left, right, or center.

Footer

Footer image

Image to be displayed in the footer.

Footer image height

Height of the image in the footer.

Footer image position

Position where you want the footer image to appear: left, right, or center.

Footer text

Text to be displayed in the footer. For example, you can add proprietary and confidential statements.

Footer text position

Position where you want the footer image to appear: left, right, or center.

Vertical alignment

Vertical alignment of the footer text with the footer image.

Page

Page size

Size of the page that can be selected from the list such as Letter, A4, or Legal.

Top/Bottom margin

Space from the top or bottom of the page to the HTML content.

Left/Right margin

Space from the left of the page until the starting of the HTML content or space from the right of the page until the ending of HTML content.

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