Document Templates
concept brazil Updated Sep 10, 2026 1 min read document-templates-overview.md
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.
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- 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.
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---
title: Document Templates
description: 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.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/employee-service-management/hr-service-delivery/document-templates-overview.html
release: brazil
product: HR Service Delivery
classification: hr-service-delivery
topic_type: concept
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [HR Documents, HR Service Delivery, Employee Service Management]
---
# 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 id="doc-tem" class="nav-card"><tbody><tr><td>
[Configure \[Omitted image "bus-sdlc.svg"\] Alt text: Plan and configure your implementation Plan and configure your implementation](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/hr-service-delivery/set-up-doc-temp.md)
</td><td>
[Use \[Omitted image "bus-agent-workspace-1.svg"\] Alt text: Automate and simplify the process of filling, signing, and reviewing a document online Automate and simplify the process of filling, signing, and reviewing a document online](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/hr-service-delivery/using-doc-templates.md)
</td></tr><tr><td>
[Reference \[Omitted image "bus-learn.svg"\] Alt text: Get details about components like fields, tables, and properties Get details about components like fields, tables, and properties](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/employee-service-management/hr-service-delivery/reference-doc-templates.md)
</td><td>
</td></tr></tbody>
</table>## 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](https://mynow.servicenow.com/now/best-practices/collections/employee-service-management-best-practices).
- Access real-time courses, self-paced training, and career resources at [ServiceNow University](https://learning.servicenow.com/lxp/en/pages/servicenow)
- Find useful resources related to your role and explore best practices at the [Customer Success Center](https://www.servicenow.com/success.html).
- Connect with other Customer Service Management users at [Now Community](https://www.servicenow.com/community/).
| title | Document Templates |
| description | 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. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/employee-service-management/hr-service-delivery/document-templates-overview.html |
| release | brazil |
| product | HR Service Delivery |
| classification | hr-service-delivery |
| topic_type | concept |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | HR DocumentsHR Service DeliveryEmployee Service Management |