Create a Doc in CWM

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Store information related to your tasks, reference users and task records, and collaborate in real-time using Docs in Collaborative Work Management workspace.

    Before you begin

    Create a Space in CWM.

    Role required: sn_cwm.cwm_user

    Procedure

    1. Navigate to Workspaces > Collaborative Work Management.
    2. Open a Space that you want to create a document in.
    3. From the Space header, select Create > New Doc.
    4. In the Doc name field, enter the name for the document.
      For example, Meeting notes.
    5. Select Create.

    Result

    A new Doc is created for the current Space, and an untitled page is opened for you to start drafting your content.

    What to do next

    Utilize the rich-text formatting options of the Doc to draft information relevant for your team or type / to explore other options.

    Note:
    To reference ServiceNow AI Platform records other than CWM tasks, work with your admin to update the sn_cwm.record_mention_config system property. For more information, see Enable ServiceNow AI Platform records in CWM Docs.

    Only a user with Editor or Owner access can delete Doc pages. If there's only one page left in the Doc, it can't be deleted by any user.