Collaborate with docs in Next Experience for Demand Management

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

    • Docs supports real-time collaboration on documentation such as meeting notes, demand requirements, and technical specifications.

    You can create multiple Docs for a demand and within each Doc, you can create unlimited pages to help you effectively organize your information.

    Key features of Docs

    • Auto save content.
    • Live user presence: See who is viewing or editing the document in real time.
    • Templates: Create and apply document templates.
    • Rich text formatting: Headings, lists, alignment, and other paragraph styles.
    • Block-level editing: Move text blocks to change placement.
    • Cross-references: Add references to other ServiceNow AI Platform tables to connect work across teams.
    • Copy and paste within Docs: Transfer text, images, lists, and tables between Docs pages.
    • Table features such as size and color formatting and copy and paste between tables.

    Images in Docs

    You can insert images in or adding a web URL. You can also save images from your demand documents directly to your device, to share or use them outside Docs. For more information, see Add images in demand Docs or download them.

    Dynamic data linking in Docs

    Keep record information in your documentation current and reduce manual effort with the Dynamic data linking feature in Docs. You can automatically reflect the latest updates from ServiceNow application records or fields in a record by including references to them. You can add references from any ServiceNow table you have access to.

    For example, if you add a reference to an Incident record, the reference shows the latest field information of the incident in Docs.

    For more information, see Add dynamic data to demand Docs.

    Dynamic linking an incident record in Docs.

    Real-time collaboration in Docs

    Real-time collaboration enables multiple people to work on a doc page at the same time. Colored cursors denote the current location of each editor on the page. You can choose to show or hide these live presence indicators while working on or reviewing the content of the page through the More Actions menu.
    Note:
    Application performance might be affected if many users are editing a doc at the same time.

    Docs real-time collaboration.