Ask ServiceNow Otto for summary of contract documents
Generate summaries, frequently asked questions (FAQs), or ask questions to retrieve specific information from contract documents in Contract Management Pro.
Before you begin
- The smart documents skill must be activated. For more information, see Configure the smart documents skill.
- Your role and relevant tables must be configured to use this feature. For more information, see Configuring contract summarization for Contract Management Pro.
- The ServiceNow Otto panel must be enabled. For more information, see Activate the ServiceNow Otto panel standard chat.
- Role required: sn_cm_core.contract_fulfiller
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
- Open a contract request from the workspace that you are using.
|
Method |
Steps |
|---|---|
|
Contract Workspace |
|
|
Workspace used by your application |
|
\[Omitted image "cmpro-preview-doc.png"\] Alt text: Preview document in a contract request.
-
In the Preview document window, select the contract type, and then select Preview.
The contract document opens in a document viewer.
-
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
---
title: Ask ServiceNow Otto for summary of contract documents
description: Generate summaries, frequently asked questions \(FAQs\), or ask questions to retrieve specific information from contract documents in Contract Management Pro.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/contract-management-pro/cmpro-summarize-contract-cmr.html
release: australia
product: Contract Management Pro
classification: contract-management-pro
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [Contract summarization, Summarize contract, Ask ServiceNow Otto]
breadcrumb: [Common contract request tasks, Use, Contract Management Pro, Legal and Contract Operations, Employee Service Management]
---
# Ask ServiceNow Otto for summary of contract documents
Generate summaries, frequently asked questions \(FAQs\), or ask questions to retrieve specific information from contract documents in Contract Management Pro.
## Before you begin
- The smart documents skill must be activated. For more information, see [Configure the smart documents skill](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/servicenow-platform/configure-skill-smart-documents.md).
- Your role and relevant tables must be configured to use this feature. For more information, see [Configuring contract summarization for Contract Management Pro](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/contract-management-pro/cmpro-conf-cntr-summary.md).
- The ServiceNow Otto panel must be enabled. For more information, see [Activate the ServiceNow Otto panel standard chat](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/intelligent-experiences/activate-now-assist-panel.md).
- Role required: sn\_cm\_core.contract\_fulfiller
## 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.
<table id="table_ujj_bct_fgc"><thead><tr><th>
Method
</th><th>
Steps
</th></tr></thead><tbody><tr><td>
Contract Workspace
</td><td>
- 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.
</td></tr><tr><td>
Workspace used by your application
</td><td>
- Navigate to your workspace.
- Open the list that displays the contract requests.
- Select a contract request.
</td></tr></tbody>
</table>2. In the **Contract documents** tab, select **Preview document**.
\[Omitted image "cmpro-preview-doc.png"\] Alt text: Preview document in a contract request.
3. In the Preview document window, select the contract type, and then select **Preview**.
The contract document opens in a document viewer.
4. 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](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/servicenow-platform/generate-document-summary-now-assist.md) and [Generate summary and ask questions using ServiceNow Otto in Document Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/servicenow-platform/ask-questions-faqs-now-assist.md).
You can also summarize supporting documents and signed contracts using Ask Otto in the document viewer.
**Parent Topic:**[Common contract request tasks](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/contract-management-pro/cncore-common-contract-req-tasks.md)
| title | Ask ServiceNow Otto for summary of contract documents |
| description | Generate summaries, frequently asked questions \(FAQs\), or ask questions to retrieve specific information from contract documents in Contract Management Pro. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/employee-service-management/contract-management-pro/cmpro-summarize-contract-cmr.html |
| release | australia |
| product | Contract Management Pro |
| classification | contract-management-pro |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| keywords | Contract summarizationSummarize contractAsk ServiceNow Otto |
| breadcrumb | Common contract request tasksUseContract Management ProLegal and Contract OperationsEmployee Service Management |