Attaching project documents to the project record

[jim_43]

We are looking for the best way to organize project attachments in ServiceNOW. Currently, we are attaching all project related items to the project record (PRJ) but would like to find a better way to manage this within ServiceNOW. Doing this creates a long list of attachments on the record which tends to be difficult to zero in on the exact attachment a team member may be looking for.

Is there a way to add a folder structure to the project record that would help manage attachments? At this time we are using a Sharepoint but would like to keep team members within ServiceNOW to ensure all documents stay in a   central location but organized in a folder structure.

[nthumma]

SN as Managed Documents plugin that might work for you.

"Managed Documents is a lightweight, ITIL-based solution for creating and managing electronic documents within your ServiceNow instance. This application adds a layer of control around any document by providing workflow, storage, security, and categorization options. It can be used for a variety of internal documents, such as policies and procedures, compliance documentation, and knowledge articles. Because it is integrated within the instance, Managed Documents offers a seamless alternative to 3rd-party systems."

Managed Documents - ServiceNow Wiki

[jim_43]

We've looked into the Managed Documents but have not figured out how to cleanly integrate that into the project. I've attached a screenshot of our project record.How could we integrate the managed documents function into the project record and reflect some sort of folder structure people could interact with? Thank you in advance!

[tekivijay]

You can create a related list for Manage Documents.   The only drawback of this is the folder structure.   I was not able to do a folder structure more than 2 levels deep.

[Jon Miller1]

Sorry if this is a dumb question, tekivikay, but how did you go about "creating a related list for Manage Documents"? I'm not finding any documentation on that.