--- title: Word template form description: Use Microsoft Word template form to add details about Microsoft Word template for creating reports in the Business Continuity Workspace. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/governance-risk-compliance/word-template-form.html release: australia topic_type: reference last_updated: "2026-03-12" reading_time_minutes: 2 breadcrumb: [Manage Microsoft Word document templates, Generating reports using Document designer, Configure, Business Continuity Management, Governance, Risk, and Compliance] --- # Word template form Use Microsoft Word template form to add details about Microsoft Word template for creating reports in the Business Continuity Workspace. ## Microsoft Word template form
| Field | Description |
|---|---|
| Name | Unique name of Microsoft Word template for the table that is selected in the **Table** field. |
| Category | Classification or group to which the template belongs.For example, BCM for BCM-related Microsoft Word template. |
| Table | Table for which Microsoft Word template is being created. |
| Document | Microsoft Word template that was created based on content configuration, for example, BIA template.docx or Plan template.docx.**Note:** The document must be a docx file only. If you attach a document that is in any other format, then an error message appears. |
| State | State of Microsoft Word template record defaults to **Draft**.- **Draft**: Defaults to the Draft state when you open the record. - **Published**: Microsoft Word template record is published. You can't update the record in the published state. - **Edit**: State in which the record details can be updated. **Note:** Microsoft Word template record in the **Edit** state can’t be used for report generation. The record isn't available to select in the Generate report pop-up. |
| Active | Option to activate the record. |
| Word document generation configurations | |
| Cloud enabled | Option to manage the generated report either as a sys\_attachment in the engagement record or as a cloud document.You can access the document either from the Microsoft SharePoint or Google Drive site based on your cloud upload configuration. |
| Post processing action | Option to update the generated Microsoft Word template report with fields from the Report section of the Engagement record.Options are: - **Populate BIA word template and report fields**: When you choose this template, the fields from the Report section of the BIA record populate in Microsoft Word report. - **Populate BCP Plan word template and report fields**: When you choose this template, the fields from the Report section of the BCP plan record populate in Microsoft Word report. - **Populate Recovery Event word template and report fields**: When you choose this template, the fields from the Report section of the Recovery Event record populate in Microsoft Word report. - **None**: Report is generated as a sys attachment or a cloud file. However, no post processing action happens to add or update any report-based fields of the record to Microsoft Word report that is generated. |