---
sourceDocument: Zurich Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/employee-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Using Guided Tours in Document Templates

# Using Guided Tours in Document Templates {#ariaid-title1}

* Release version: Zurich
* 
* Updated July 31, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Use Guided Tours in Document Templates to get instructions on how to create a document template.

## Before you begin

Role required: sn_doc.admin or sn_doc.writer

## About this task

Guided Tours help train and onboard users within the workspace. Each tour is designed to provide an overview, guide you through a task, or complete a process. If needed, administrators can create more tours. For more
information, see [Guided Tours](https://www.servicenow.com/docs/access?context=guided-tours&version=zurich&pubname=zurich-platform-user-interface&ft:locale=en-US).

When you visit a page that has a guided tour for the first time, a welcome screen appears. You can choose to either begin the tour or skip the tour. The tour can be revisited from the Help Center menu.

## Procedure

1. Navigate to AllDocument TemplatesAll Document Templates.
2. Select New.
3. Select one of the following templates:  
   * HTML Document Template
   * PDF Document Template
   {#guided-tours-doc-temp__ul_l2k_dpg_2cc}
4. Select the Show help icon (![Show help icon]()).
5. **Optional:** Select the Pin Help Center menu icon ![Pin Help Center menu]() to pin the Help Center side panel on the page.
6. Select Take a Tour.
7. Take the necessary action and select Next to progress through the tour.  
   For ending the tour at any point, you can select End Tour in the side panel or select the Close button in the pop-up window and confirm to end the tour.
8. Select Done after the tour is ended.
**Related concepts**   

* [Using Document Templates: HR Service Delivery](https://www.servicenow.com/docs/K4Vs6MRX0k79_qEe1fmsIA "Learn how to use Document Templates along with the HR Service Delivery application.")  
**Related tasks**   

* [Using Document Templates: Custom use case](https://www.servicenow.com/docs/T01rvTstDqXsOopwT3Xp3w "Understand how to use Document Templates outside of HR Service Delivery.")
* [Working on a document task](https://www.servicenow.com/docs/dPTUESQWTIrlo6E1v_HziQ "Complete your document tasks from Employee Center.")

*[\>]: and then