Configure the Smart Documents Skill for Now Assist in Document Management

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Configure the Smart Document skill to get document insights through seamless conversational interactions by using Now Assist in Document Management application.

    Before you begin

    Role required: sn_nowassist_admin.nsa_admin

    Procedure

    1. Navigate to All > Now Assist Admin > Skills.
    2. In the workflow list, select Platform.
    3. In the Now Assist skills for Platform, go to the Smart Documents skill and select Activate skill.
    4. In the Define availability section, select the tables that you want to activate the smart documents for.
    5. Select Save and continue to go to the next step in the guided setup.
      A guided setup leads you through the configuration of the general details, input, prompt, availability, display, review, and activation of the customized skill. If you complete the entire walk-through, the skill is activated.
    6. In the Define access section, determine the roles that have access to this skill.
    7. Select Save and continue to go to the next step in the guided setup.
    8. In the select display section, choose where to display the smart documents.
    9. Select Save and continue.
    10. Review your selection and select Activate.
      The guided setup is complete and the skill is activated.

    What to do next

    System property to use Smart Documents skill features System property for Smart Documents skill.