Configure templates for Document Designer
task brazil Updated Sep 10, 2026 1 min read configure-template-for-document-designer.md
Configure the template to specify the fields from which data must be obtained and displayed on the audit report.
Before you begin
Role required: sn_grc_doc_design.admin and sn_audit.admin
Procedure
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Navigate to All > Audit > Audit Report > Template Configurations.
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Select New.
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On the form, fill in the fields.
Field Description Name Name of the template configuration. For example, you can specify Engagement template configuration.Business domain Domain from which the template is being configured. In this example, it is set to Audit. Table Table on which the report is generated. Fields Fields from which data must be displayed on the report. Move the required fields from the Available list to the Selected list. -
Select Submit.
What to do next
Create a data relationship path from the template configuration to go to any table that you require. For more information, see Create data relationships.
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---
title: Configure templates for Document Designer
description: Configure the template to specify the fields from which data must be obtained and displayed on the audit report.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/governance-risk-compliance/grc-common-functions/configure-template-for-document-designer.html
release: brazil
product: GRC Common Functions
classification: grc-common-functions
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Configure document templates using Document Designer, Microsoft Word based audit report templates using Document designer, Common GRC features, Governance, Risk, and Compliance]
---
# Configure templates for Document Designer
Configure the template to specify the fields from which data must be obtained and displayed on the audit report.
## Before you begin
Role required: sn\_grc\_doc\_design.admin and sn\_audit.admin
## Procedure
1. Navigate to **All** > **Audit** > **Audit Report** > **Template Configurations**.
2. Select **New**.
3. On the form, fill in the fields.
|Field|Description|
|-----|-----------|
|Name|Name of the template configuration. For example, you can specify `Engagement template configuration`.|
|Business domain|Domain from which the template is being configured. In this example, it is set to **Audit**.|
|Table|Table on which the report is generated.|
|Fields|Fields from which data must be displayed on the report. Move the required fields from the **Available** list to the **Selected** list.|
4. Select **Submit**.
## What to do next
Create a data relationship path from the template configuration to go to any table that you require. For more information, see [Create data relationships](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/grc-common-functions/create-data-relationships.md).
| title | Configure templates for Document Designer |
| description | Configure the template to specify the fields from which data must be obtained and displayed on the audit report. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/governance-risk-compliance/grc-common-functions/configure-template-for-document-designer.html |
| release | brazil |
| product | GRC Common Functions |
| classification | grc-common-functions |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Configure document templates using Document DesignerMicrosoft Word based audit report templates using Document designerCommon GRC featuresGovernanceRiskand Compliance |