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Document management system

Community Alums
Not applicable

‎05-31-2024 04:49 AM

Hi All,

Could you please let me know what is document management system in ServiceNow,

i have asked to manage all the emails , PDF coming from particular email address to be managed using Document management system i have no idea about this module and how to this , is there any videos or documents on this how to implement this could you please share,

 

thanks

 

 

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ericliam
Kilo Contributor

‎10-30-2025 05:34 PM

In ServiceNow, the document management setup basically lets you store and organize files inside the platform. If you’re asked to handle PDFs or emails coming from a specific address, you’ll want to set up an inbound email action that captures those messages and saves the attachments to a record or a custom table. From there, you can use the document management features to tag, track, and control access. There are a few guides on the ServiceNow Community and YouTube that walk through the setup step-by-step. Also, if you ever need stronger document controls or auditing, some teams connect ServiceNow with tools like Dokmee.

 
 
 
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