Employee Document Management (EDM) ability to a document/attachment in mass

[Kim75]

Using ServiceNow EDM (Employee Document Management) solution, I have mass loaded documents (bulk import) that need to be reload due to a quality issue with the original attachment.  Is there a way to reload just the attachment for the EDM record that has been already created in the system?  I would like to understand the steps to complete for one record as well as for a large number of documents (bulk update).

[Kristin J]

Hi there,

I'm not an expert in this but I was involved in the implementation of EDM at my company. I don't know how to re-do a document if it had originally been moved from a Case, but when I was testing bulk import, we just used the same set of documents all the time and it would just keep uploading...it doesn't "overwrite" the document with the same name. 

If you were using Bulk Import, they weren't connected to a record (like a Case), right? Bulk Upload puts the documents straight to the Employee Document table, so if you have all of the corrected documents, you should be able to bulk upload them as well.

Presuming you could delete the incorrect ones (single or bulk) from the Employee table too, but I don't know what your policies are around that. 

[michaelj_sherid]

@Kim75 This is not an OOtB function of the Bulk Upload for it to overwrite files. For your case, given the details you provided, it would take some customization on the stage int he bulk import where the files are pushed in order to overwrite.

Regards,

Mike

[Rajender1]

Hi @michaelj_sherid ,

Can we put legal hold only on some documents of the single employee only?

I know we can put Legal hold for Hr profile and Document type but am looking for some other options to have?

Thanks,

Rajender Reddy

[michaelj_sherid]

@Rajender1 You can apply a legal hold to the individual documents separately. It is just most common to do this for the employee so all docs are in legal hold.