Platform Fundamentals Academy - October 17th, 2024 - Document Management Essentials

[Jon G Lind]

Senior Product Manager Rahul Mathur led an exclusive session on October 17th, 2024, hosted by our Platform Fundamentals Academy. In this session, participants explored the transformative power of Platform Document Management. They learned how key features like document repositories, version control, sharing permissions, and workflows enhance collaboration and ensure secure, efficient document handling. Attendees discovered how ServiceNow's Document Management solution streamlines file management, boosts productivity, and ensures compliance across organizations. This was an invaluable opportunity to elevate document lifecycle management processes.

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[Carlo Gattino]

Thanks for sharing the session!

Could it be possible to get the power point presentation?

[Mohammed Kemal]

Hello @Jon G Lind  - if you can share the PPT material that was presented would be great. It's not yet available in NowCreate or the community post. Thanks!

[Jonah Piascik]

@Jon G Lind - any chance the PowerPoint presentation for this can be shared?  Thanks.

[Ujjwal2]

I installed a plugin but could see only user and group permission tabs not the role and user criteria. Also, there is no sharing option on the document form (dms_document). 

I am missing some plugins? I have installed only "com.snc.document_management".

The use case I have is, I want to store and manage User Guide document in ServiceNow instance, and make it available to snc_internal and snc_external role to download the document directly using a menu option from Service Portal. 

[rachelsilveira]

I have used the default versioning but can't see where the Share Document in the document record.