Secure Documents - Washington Feature

[JulianLemcke]

Hello together,

Has anyone of you investigated already the "Secure Document" feature in Washington? I'm trying to make this work, but the documentation seems to be lacking some information how you are utilizing this feature to limit access to documents on the HR Case.

Additionally, what is ServiceNow's vision to utilize this? So would an Agent alwways have to create a "Document Record", then a "Document Version", but would not see this attachment in the "Attachment verion" attached to the HR Case?.

Cheers,

Julian

[Rahul_SN]

Hi Julian,

You can unselect the configuration "By reference record" on the document record page to make it private only to the owner of the document. You can then select the sharing permissions (group/user/ criteria/ role), that will allow you to limit the access of the document.