Ask ServiceNow Otto for summary of contract documents

task australia Updated Sep 10, 2026 1 min read cmpro-summarize-contract-cmr.md
Raw file servicenow.com

Generate summaries, frequently asked questions (FAQs), or ask questions to retrieve specific information from contract documents in Contract Management Pro.

Before you begin

About this task

Use the Smart Documents capability in ServiceNow Otto for ServiceNow AI Platform to generate a summary and FAQs from contract documents in the ServiceNow Otto panel to retrieve specific information from contract documents.

Procedure

  1. Open a contract request from the workspace that you are using.

Method

Steps

Contract Workspace

  • Navigate to All > Contract Workspace.
  • Select the list icon [Omitted image "lsd-lcc-list-icon.png"] Alt text: list icon.
  • Select Contract requests > All.
  • Select a contract request.

Workspace used by your application

  • Navigate to your workspace.
  • Open the list that displays the contract requests.
  • Select a contract request.
2. In the **Contract documents** tab, select **Preview document**.
\[Omitted image "cmpro-preview-doc.png"\] Alt text: Preview document in a contract request.
  1. In the Preview document window, select the contract type, and then select Preview.

    The contract document opens in a document viewer.

  2. Select Ask Otto.

    [Omitted image "cmpro-summarize-doc.png"] Alt text: Summarize button in the document viewer used to generate summary of a contract.

    The panel opens where you can select the option to summarize the contract, generate FAQs from the document, or ask questions to gain specific insights on the document.

    [Omitted image "cmpro-summary-nap.png"] Alt text: ServiceNow Otto panel displaying options to summarize the document, generate FAQs, and ask questions.

    For more information on using AI for generating summaries, see Generate a document summary by using ServiceNow Otto in Document Management and Generate summary and ask questions using ServiceNow Otto in Document Management.

    You can also summarize supporting documents and signed contracts using Ask Otto in the document viewer.

Parent Topic:Common contract request tasks

Keywords Contract summarizationSummarize contractAsk ServiceNow Otto
Search documentation
Search document titles and file paths on the australia branch