---
sourceDocument: Xanadu Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/employee-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Use Guided Tours in Document Templates

# Use Guided Tours in Document Templates {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 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](https://www.servicenow.com/docs/access?context=guided-tours&version=xanadu&pubname=xanadu-platform-user-interface&ft:locale=en-US).

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 AllDocument TemplatesAll Document Templates.
2. Select New.
3. Select one of the following templates:  
   * HTML Document Template
   * PDF Document Template
   {#guided-tours-doc-temp__ul_l2k_dpg_2cc}
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.

*[\>]: and then