Summarize a document with Smart Docs

task australia Updated Sep 10, 2026 1 min read summarize-a-document-with-smart-docs.md
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Use the ServiceNow Otto® panel to summarize a supported document or ask questions about its content.

Before you begin

Role required: sn_audit_ws.auditor, sn_audit_ws.supervisor

Procedure

  1. From the Documents panel, select a supported document, for example, a PDF or a Microsoft Word document, to open it.

  2. Select the ServiceNow Otto® panel.

    [Omitted image "aud-dms-13-eng-evidence-doc-askotto-showvoiassist.png"] Alt text: Otto and voice options.

    A side panel opens and processes the document.

  3. Select Summarize to generate a summary of the document, or ask a question about the document's content in the panel.

    The panel returns a summary or an answer from the document's content.

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