Collaborative documentation using CWM

Manage all kinds of documentation for work such as meeting notes, project requirements, or technical specifications using rich text Docs with real-time collaboration.

Docs can be created within a Space, and organized into folders. Within a Space, you can create multiple Docs and within each Doc, you can create unlimited pages to help you effectively organize your information.

Docs features

The following are the key features of Docs:

• Auto-save content.
• See who is viewing or working on a Doc using the feature of live user presence.
• Get notified when someone @-mentions you in a Doc.
• Create and apply templates for documents.
• 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.
• Copy and paste the content such as text, images, lists, and tables from one Doc page to another.
• Email the Docs page content to your team members and stakeholders within and outside the CWM workspace.

Real-time collaboration within CWM 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.

Note:

Application performance may degrade with a large number of concurrent editors.

Summarize Docs content using Now Assist for CWM

Use Now Assist capabilities to elaborate, shorten, and summarize selected content in Docs, or to get a summary of the whole document.

• Summarize, elaborate, or shorten selected text.
• Summarize the entire content on the page.

  

Note:

• Docs summarization in Collaborative Work Management is a Now Assist for CWM skill. For more information, see Configure Now Assist for Collaborative Work Management (CWM)
• If there is more content to summarize, you can exclude some content and retry.
• The summary is AI generated. So, it's recommended to review the text to ensure its accuracy.

Generate tasks from Docs and add them to Board using Now Assist for CWM

Use the generative AI capabilities of Now Assist to create tasks from the context of your Docs and help you add them to the required Board in CWM workspace.

Note:

Tasks generation is a is a Now Assist for CWM skill. For more information, see Configure Now Assist for Collaborative Work Management (CWM)

• Create a Doc in CWM
  Store information related to your tasks, reference users and task records, and collaborate in real-time using Docs in Collaborative Work Management workspace.
• Manage pages and subpages in CWM Docs
  Flexibly organize information for your teams and work items by creating, duplicating, and deleting pages and subpages within a Doc in Collaborative Work Management (CWM) workspace.
• Duplicate a Doc in CWM
  Save time by duplicate an existing Doc to copy all its pages and content without having to copy the information manually in the Collaborative Work Management workspace.
• Export a Doc in CWM to a PDF file
  Use the Docs offline, and share with teams or stakeholders outside Collaborative Work Management (CWM) by exporting Docs as PDF.