Document Management / Policy Signature

[tiago1]

Hey All!

I'm researching whether ServiceNow can be used as a Document/Policy Management system.

There a few requirements that we'd have to meet and I was thinking whether we could use Document Management for this. Did anyone come across something similar?

1. Version control

2. See previous versions of a document

3. Ability to have policies route to users in specific countries or locations

4. E-signature (some times just a checkbox, but we might also need docusign integration for certain scenarios)

5. Ability to resend policies for signature once a year

6. Reporting data to see who signed and who didn't

[abbasshaik4]

Hello @tiago1,

Yes, ServiceNow can be used as a document and policy management system: 

• Employee Document Management

  Allows users to specify retention policies, apply legal holds, and configure access by document type. 
• Managed Documents

  Allows users to check in and check out documents, version them, classify them, add reviewers, and set approval rules. 
• Document Management

  Allows users to manage large numbers of documents efficiently. 
• Knowledge Document plugin

  Allows users to create and link documents stored in Managed Documents to knowledge articles. 

A document management system (DMS) software solution helps organizations store, organize, track, and manage their electronic documents and files. 

Please refer to the link below:
https://www.servicenow.com/community/now-platform-forum/document-management-system/td-p/2949265

If it is helpful, please mark it as helpful and accept the correct solution. In future, it might be helpful for someone to refer to this solution.

Thanks & Regards,

Abbas Shaik

[tiago1]

Thanks Abbas, I think my main concern with this project is around the user acceptance (and sometimes DocuSign signature)! Let's say if we have a policy and need to send for 5000 users for acceptance/signature - how would we handle that?