Reference for Document Templates
Reference topics provide additional information about Document Templates.
Components installed with Document Templates
Several types of components are installed with activation of the Document Templates plugin, including tables and user roles
Demo data is available for this feature.
Roles installed
| Role title \[name\] | Description | Contains roles |
|---|---|---|
| Document templates reader \[sn\_doc.reader\] | - Provides read-only permission to document templates. - Can only view the Table of Contents and Page number configurations in a configured HTML template. | None |
| Document templates writer\[sn\_doc.writer\] | - Provides read and write permissions to document templates. - Can add the Table of Contents and Page number configurations to an existing HTML template or a new HTML template. | - sn\_doc.reader - doc\_toc\_config\_writer - doc\_page\_number\_config\_writer |
| Document templates administrator\[sn\_doc.admin\] | Provides read, write, and delete permissions to document templates. | sn\_doc.writer |
Tables installed
| Table | Description |
|---|---|
| PDF Template Mapping\[sn\_doc\_pdf\_template\_mapping\] | Table to store the fields mappings of a PDF document template. |
| HTML Template\[sn\_doc\_html\_template\] | Table to store HTML document templates. |
| PDF Template\[sn\_doc\_pdf\_template\] | Table to store PDF document templates. |
| Participant\[sn\_doc\_participant\] | Table to store the details defined for participants. |
| Document Task\[sn\_doc\_task\] | Table to store document template tasks. |
| Document Task Note\[sn\_doc\_task\_note\] | Table to store the details of review notes. |
| Document Template\[sn\_doc\_template\] | Base table for PDF Template and HTML Template tables. |
| Document Template Category\[sn\_doc\_template\_category\] | Table to store document template categories. |
| Document Template Script\[sn\_doc\_template\_script\] | Table to store document template scripts. |
| Table of Contents Configurations\[doc\_toc\_config\] | Table to store TOC configurations that are used in an HTML template.Note: This table is available by default with ServiceNow Platform. However, the menu shortcuts to navigate to this table are available with the Document Templates application only. |
| Page Number configurations \[doc\_page\_number\_config\] | Table to store page number configurations that are used in an HTML template.Note: This table is available by default with ServiceNow Platform. However, the menu shortcuts to navigate to this table are available with the Document Templates application only. |