Document Management / Policy Signature
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10-17-2024 10:56 AM
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
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10-17-2024 10:18 PM
Hello @tiago1,
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Employee Document ManagementAllows users to specify retention policies, apply legal holds, and configure access by document type.
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Managed DocumentsAllows users to check in and check out documents, version them, classify them, add reviewers, and set approval rules.
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Document ManagementAllows users to manage large numbers of documents efficiently.
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Knowledge Document pluginAllows users to create and link documents stored in Managed Documents to knowledge articles.
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
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10-18-2024 04:41 AM - edited 10-21-2024 04:47 AM
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?