**Description**

Produce well formatted, standardized, company style documents, filled with your ServiceNow controlled data. Make sure employees create perfectly styled documents combined with the latest and greatest data. Use the full formatting features of Microsoft Office to produce the best-looking output.

Just some example use cases:

- An employee requires a formal employment statement to secure a mortgage.
- Management expects a polished monthly report in PowerPoint.
- A compliance officer needs an up-to-date overview of latest risk status in Excel.
- A vendor manager must present a detailed vendor performance report during negotiations.

 This certified ServiceNow application automates the creation of pre-structured, high-quality documents in Word, Excel, PowerPoint, and PDF. It combines the full formatting flexibility of Microsoft Office with ServiceNow’s automation and trusted data— bridging the gap between raw information and business-ready deliverables. 

**Key benefits**

- **Efficient** : No manual work, no typo’s, create once and use many, full self-service
- **Secure** : Follows ServiceNow security scheme. No data leaves the platform until you receive your document.
- **Standardization** : every document will look exactly the same
- **Professional** : Company standard branding and quality look and feel

**Benefits of the Office Templater App**

**✓**    Configure a template in minutes
**✓**    Configure once, use many
**✓**    Download or receive via email
**✓**    Schedule document generations
**✓**    Documents or links to attachments
**✓**    Manage security
**✓**    Export HTML based fields with ease
**✓**    Save time and prevent errors
**✓**    Provide consistent information
**✓****    **Build templates based on one table or multiple tables using relationships
**✓****    **Export data from any table and related tables in the system

**Document types**

The Office Templater can generate Word, Excel, PowerPoint and PDF files directly from ServiceNow, based on the colors, fonts and document templates suited to your company's needs. The following are some examples of what the OT is capable of:

**1 | Word**

A CV template that fetches information from a user profile and several other user information tables and, upon file generation, will merge all that data into a single Word document. Ready to be printed or sent to a customer.

**2 | Excel**

Pivot tables and graphs can be prepared on your Excel template and then configured in OT. Upon exporting, data can be spread across several sheets and those pivot tables and graphs will be automatically populated.

**3 | Powerpoint**

PowerPoint slides can be uploaded to ServiceNow and used to get information that you need to include in a presentation, just by pressing a single button.

**4| PDF**

Configure a Word template and make if available for PDF document generation. Allow your users to be able to generate only PDF files or both Word and PDF files.

**Business Cases**

The Office Templater can, for instance, be used to generate:

**ITSM**
**✓**    Program overview report
**✓**    Quarterly project report
**✓**    CAB reports
**✓**    Vendor performance overview
**✓** ** **  Service performance overview

**Facility Management**

**✓**    Visitor Lists
**✓**    Catering Orders
**✓****  **  Occupancy Weekly/Monthly Reports
**✓** ** **  Vendor Orders/Suborders

**Other Uses:**
**✓**    Training Certificates
**✓**    Project Hours Sheet
**✓****  **  Purchase Orders
**✓** ** **  Regional production reports
**✓** **  ** Timecards invoicing documents
**✓****    **Export and share knowledge articles
**✓****    **Agile module (Releases, Sprints, Stories, …)
**✓****    **SPM and PPM
**✓** **  ** And more…