---
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: "2026-03-12"
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** > **Operational Vulnerability** > **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="d223218e149">

**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="d223218e161">

**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**.