Here are some of the most frequently requested documents employees need from IT teams. Discover various use cases, access ready-to-use templates, customise them to match your organisation’s format, and streamline employee document requests with automation.
TABLE OF CONTENTS
- Asset receipt document
- Acceptable terms of use of an asset
- New software access request
- Asset handover document
Asset receipt document
Why?
An “Asset receipt” document is a formal acknowledgment issued when an employee or contractor receives a company-owned asset. It serves as a record that confirms the transfer of the asset from the organisation to the individual for temporary or long-term use. The document typically includes details of the asset, the recipient’s acknowledgment of responsibility, and any terms or conditions regarding the asset’s use and care.
How to create a template for an Asset receipt?
Go to Workspace -> Document templates and click on “New template”
Import the asset receipt document. You can also download it, edit and then import. You can replace placeholders in braces as needed
Once imported, add a signature (optional) and save.
Your document template is now ready! You can add it to a service catalog item by navigating to the Settings section and opting document as fulfilment criteria.
For detailed steps and troubleshooting instructions, refer to this article.
Tips & tricks to ensure 0 agent involvement:
Add placeholders for inputs like Issue, date, employee name, designation, reporting manager etc. to avoid manual entries and errors by agents. You can even add custom fields in the service request form and use them as values for document placeholders.
Use “Auto send document to requester” to reduce manual document generation by agents on each ticket.
Add e-signature to avoid manual sharing and signing of the document to the approving stakeholder.
Leverage workflows to automatically add approvers each time this template is requested.
Download the asset receipt document from here.Acceptable terms of use of an asset
Why?
A “Acceptable terms of use for an asset” document outlines the guidelines, restrictions, and responsibilities associated with the use of a company-owned asset. This document ensures that employees understand how they are expected to use, maintain, and protect the asset and helps the organisation maintain security, efficiency, and compliance with company policies.
How to create a template for Acceptable terms of use for an asset?
Go to Workspace -> Document templates and click on “New template”
Import the acceptable terms of use of an asset. You can also download it, edit and then import. You can replace placeholders in braces as needed
Once imported, add a signature (optional) and save.
Your document template is now ready! You can add it to a service catalog item by navigating to the Settings section and opting document as fulfilment criteria.
For detailed steps and troubleshooting instructions, refer to this article.
Tips & tricks to ensure 0 agent involvement:
Add placeholders for inputs like Asset name, date, employee name etc. to avoid manual entries and errors by agents. You can even add custom fields in the service request form and use them as values for document placeholders.
Use “Auto send document to requester” to reduce manual document generation by agents on each ticket.
Add e-signature to avoid manual sharing and signing of the document to the approving stakeholder.
Leverage workflows to automatically add approvers each time this template is requested.
Download the acceptable terms of use of an asset from here.New software access request
Why?
A “New software access request” is a formal request that employees submit to gain access to a specific software application or platform needed for their role. This document typically requires approval from relevant authorities, such as the employee’s manager, the IT team, or security, to ensure compliance with company policies and licensing requirements.
How to create a template for a New software access request?
Go to Workspace -> Document templates and click on “New template”
Import the new software access request document. You can also download it, edit and then import. You can replace placeholders in braces as needed
Once imported, add a signature (optional) and save.
Your document template is now ready! You can add it to a service catalog item by navigating to the Settings section and opting document as fulfilment criteria.
For detailed steps and troubleshooting instructions, refer to this article.
Tips & tricks to ensure 0 agent involvement:
Add placeholders for inputs like Software name, date, employee name etc. to avoid manual entries and errors by agents. You can even add custom fields in the service request form and use them as values for document placeholders.
Use “Auto send document to requester” to reduce manual document generation by agents on each ticket.
Add e-signature to avoid manual sharing and signing of the document to the approving stakeholder.
Leverage workflows to automatically add approvers each time this template is requested.
Download the new software access request document from here.Asset handover document
Why?
An “Asset Handover document” is a formal record used during the transfer of a company-owned asset from one individual, department, or location to another. It confirms the transition of responsibility for the asset, whether due to a change in employee roles, transfers, or equipment upgrades. This document is particularly important for tracking assets, maintaining accountability, and ensuring accurate records for inventory and financial management.
How to create a template for an Asset Handover document?
Go to Workspace -> Document templates and click on “New template”
Import the asset handover document. You can also download it, edit and then import. You can replace placeholders in braces as needed
Once imported, add a signature (optional) and save.
Your document template is now ready! You can add it to a service catalog item by navigating to the Settings section and opting document as fulfilment criteria.
For detailed steps and troubleshooting instructions, refer to this article.
Tips & tricks to ensure 0 agent involvement:
Add placeholders for inputs like Asset name, date, employee name etc. to avoid manual entries and errors by agents. You can even add custom fields in the service request form and use them as values for document placeholders.
Use “Auto send document to requester” to reduce manual document generation by agents on each ticket.
Add e-signature to avoid manual sharing and signing of the document to the approving stakeholder.
Leverage workflows to automatically add approvers each time this template is requested.
Download the asset handover document from here.
