Using Guided Tours in Document Templates

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • 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.

    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 (Show help icon).​
    5. Optional: Select the Pin Help Center menu icon 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​.