Collaborate with docs in Next Experience for Demand Management
Summarize
Summary of Collaborate with docs in Next Experience for Demand Management
Next Experience for Demand Management enables demand managers to centrally store and manage documentation related to demands using the Docs feature. Each demand can have multiple doc pages to organize key information such as business objectives or technical requirements. Predefined templates like Project Brief, Product Requirements, Brainstorming Ideas, and Meeting Notes streamline document creation, or users can start with blank pages.
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Key Features
- Auto-save and Live Presence: Docs auto-save content and display who is currently viewing or editing a document, with options to show or hide live presence indicators.
- Rich Editing Capabilities: Use rich text formatting, block-level editing to rearrange content, inline tagging of team members, tables insertion, and image embedding via uploads or URLs.
- Real-time Collaboration: Multiple users can edit a doc concurrently with colored cursors indicating each editor’s location, enhancing teamwork and document accuracy.
- Dynamic Data Linking: Reference any ServiceNow application record dynamically, ensuring documentation reflects the latest record updates without manual changes. This includes linking to entire records or specific fields, with popover previews and direct access to the referenced records.
- Image Management: Insert images from devices or web URLs (except Google Images links which may not work). Users can also download images from Docs for external use via an easy-to-access download icon or browser options.
Practical Benefits for ServiceNow Customers
This Docs feature in Next Experience for Demand Management helps teams maintain a single, reliable source of truth by centralizing demand-related documents and dynamically syncing content with ServiceNow records. It improves collaboration through real-time editing and live presence visibility, reduces manual updates with dynamic linking, and supports rich content creation including images and tables. These capabilities enable demand managers and teams to stay aligned, informed, and efficient when capturing and sharing demand documentation.
Store and manage documentation for demands from a centralized location in Next Experience for Demand Management.
Docs overview
- Each demand can have a separate doc page to capture related information. For example, create a doc page for business objectives or technical requirements.
- Each demand can have multiple doc pages to help you effectively organize key artifacts.
- Predefined templates such as Project Brief, Product Requirements, Brainstorming Ideas, and Meeting Notes are available. Create doc pages using one of these templates or start with an empty page.
Features of Docs
- Auto-save content.
- See who is viewing or working on a doc page using the feature of live user presence.
- Create documents using pre-defined templates.
- Use rich text paragraph formatting, which includes headings, lists, alignment, and others.
- Move text blocks to change their placement using block-level editing.
- Tag team members inline or insert tables using the / command.
- Add reference to other ServiceNow AI Platform tables to connect work across teams.
- Insert images by uploading files or using web URLs.Note:The experience of inserting Google Images links might not work.
Real-time collaboration in Docs
With the feature of real-time collaboration, edit a doc page concurrently with multiple other editors. Colored cursors denote the current location of each editor on the page. You can choose to show or hide these live presence indicators based on your preference while working on or reviewing the content of the page.
Dynamic data linking in Docs
Keep record information in your documentation always current and reduce manual effort with the Dynamic data linking feature in Docs. You can now reference any ServiceNow application record and Docs will automatically reflect the latest updates from those records.
For example, if you add a reference to a Project record, the reference shows the latest field information of the project in Docs without requiring manual edits. Selecting the project reference opens up the project form so that you can view the full details of the project and make any necessary changes.
A hover popover displays the details of the mentioned record, providing quick access to additional information without leaving the current context.
Dynamic linking also enables adding references to a particular field of a record, such as Assigned to of a Project record.
You can add references from any ServiceNow table you have access to, with no setup or configuration needed.
This feature reduces the need to switch between multiple ServiceNow applications within your instance and helps maintain a single, reliable source of truth for collaborative work, making it easier for teams to stay aligned and informed.
Images in Docs
Insert images into your Docs by uploading a file from your device or adding a web URL. Note that inserting Google Images links might not work.
Save images from your CWM documents directly to your device, making it easier to share or use them outside of the Docs environment. Click an image to access the download icon (
), then click the icon to save it to your device. Alternatively, right-click the image and use your browser's built-in save option.