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Key Features

  • Generate WYSIWIG templates from an enhanced rich-text editor

  • Create merge maps to transform record data into dynamic values for use in templates

  • Map data from merge maps into HTML templates to generate PDF documents

  • Easily download or attach the PDF documents within ServiceNow

  • Generate PDFs on-demand or via automated Flow Action

  • Customization is available to manually add additional queries to a rule

Example uses include:

  • Build beautiful, user-friendly documents summarizing record data for distribution & reports

  • Generate & distribute personalized employment offer letters

  • Automate approval & acceptance documents for processing through your preferred eSigning system

  • Create point-in-time documents for distribution & archival

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