Generate a document summary by using ServiceNow Otto in Document Management

---
title: Generate a document summary by using ServiceNow Otto in Document Management
description: Generate a document summary to get quick insights into key information from documents by using ServiceNow Otto in Document Management.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/servicenow-platform/generate-document-summary-now-assist.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Use, ServiceNow Otto in Document Management, Manage content capabilities, Extend ServiceNow AI Platform capabilities]
---

# Generate a document summary by using ServiceNow Otto in Document Management

Generate a document summary to get quick insights into key information from documents by using ServiceNow Otto in Document Management.

## Before you begin

Configure the Smart documents skill. For more information, see [Configure the smart documents skill](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/configure-skill-smart-documents.md).

Role required: sn\_nowassist\_admin.nsa\_admin

## Procedure

1.  Navigate to your workspace.

2.  In the list section, go to the table that has the document summarization skill activated and open the record.

    For example, an incident record.

3.  Open the attached document to view it in the document viewer.

4.  Generate a summary of the document by selecting **Ask Otto**.

    **Note:** The Summarize button is now integrated into the Ask Otto button.

    This gives the option to generate document summary with extract key insights.

5.  Copy the summary by selecting the copy icon \[Omitted image "icon-copy.png"\] Alt text: copy icon..

    The summary is copied and can easily be shared across emails, reports, or collaboration tools.