Using Guided Tours in Document Templates

---
title: Using Guided Tours in Document Templates
description: Use Guided Tours in Document Templates to get instructions on how to create a document template.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/employee-service-management/hr-service-delivery/guided-tours-doc-temp.html
release: australia
product: HR Service Delivery
classification: hr-service-delivery
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Using Document Templates, Document Templates, HR Documents, HR Service Delivery, Employee Service Management]
---

# Using Guided Tours in Document Templates

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://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-user-interface/guided-tours.md).

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 **All** > **Document Templates** > **All Document Templates**.

2.  Select **New**.

3.  Select one of the following templates:

    -   **HTML Document Template**
    -   **PDF Document Template**
4.  Select the **Show help** icon \(\[Omitted image "help\_question\_mark\_icon.png"\] Alt text: Show help icon\).​

5.  Select the **Pin Help Center menu** icon \[Omitted image "pol-nav-pin.png"\] Alt text: 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​.


**Parent Topic:**[Using Document Templates](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/employee-service-management/hr-service-delivery/using-doc-templates.md)

**Related topics**  


[Using Document Templates: HR Service Delivery]()

[Using Document Templates: Custom use case]()

[Working on a document task]()