Combined Document Services release notes for upgrades from Yokohama to Zurich
Summarize
Summary of Combined Document Services release notes for upgrades from Yokohama to Zurich
This consolidated release notes document assists ServiceNow customers in preparing for upgrading Document Services from Yokohama to Zurich. It summarizes new features, changes, activation details, accessibility improvements, and other relevant information across the Document Services product family to streamline upgrade planning and implementation.
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New Features
- Document Comparison: Enables side-by-side comparison of two document versions to track changes effectively.
- Guardrails for PDF Generation and Accessibility: Introduces static and dynamic guardrails to maintain stability and compliance during PDF generation, especially for regulated markets.
- Smart Documents: Provides accelerated insights through quick document summaries, interactive Q&A, and FAQs, reducing time spent searching for information.
Changes
- PDF Generation and Accessibility Enhancements: Supports exporting records to PDF with improved accessibility features and new system properties for compliance.
- Workflow Migration for Managed Documents: Improves usability and low-code accessibility while achieving feature parity with newly configured workflows.
- Google Drive Integration: Adds spoke subflows for Shared drives, supports linking any Google Drive file by URL with all file extensions supported, and enables authentication via personal tokens to manage user-specific access and audit trails.
- External Cloud Document Management: Allows uploading multiple document versions directly to external clouds, setting file sharing permissions, and syncing metadata with records.
- HTML to PDF Conversion: Introduces configurable image retrieval timeout settings.
- Document Classification: Limits public sharing based on document classification to enhance security.
- Digital Signature Validation: Adds property values to specify methods for identifying and validating users who sign PDFs.
- AI-Powered Document Summarization: Generates summaries for feedback, disclaimers, and usage tracking within PDFs and Microsoft Word files.
- Document Service Framework Enhancements: Supports retrieving files and folders from Microsoft OneDrive and Google Drive based on search queries.
- UI Updates: The “Summarize” button was renamed to “Ask Now Assist” to better reflect its functionality.
Removals and Deprecations
No features or functionalities were removed or deprecated between Yokohama and Zurich releases.
Activation Information
- Document Services: Active by default as part of the ServiceNow AI Platform in both Yokohama and Zurich.
- Document Management: Requires activation of the Document Management plugin (com.snc.platformdocumentmanagement).
- Multi Provider Document Services Framework: Must be installed by requesting it from the ServiceNow Store; available for both releases.
Accessibility Improvements
- Enhanced PDF generation includes accessibility tags that support navigation and interaction via screen readers.
- Zurich release adds static and dynamic guardrails to ensure PDF accessibility compliance, especially for regulated markets.
Highlight Information
- Zurich release enables document version comparison and change tracking for enhanced document management.
- Supports connecting and managing external cloud documents with upload, URL linking, metadata synchronization, and secure sharing controls.
- Personal account authentication for external clouds like Microsoft OneDrive and Google Drive improves security and auditability.
- Enhanced AI capabilities for quick document insights, summaries, interactive Q&A, and FAQs accelerate user productivity.
Practical Implications for ServiceNow Customers
Upgrading to Zurich offers expanded document management capabilities with improved cloud integration, enhanced security controls, and accessibility compliance. Customers can expect smoother workflows, better document collaboration, and faster insights through AI-powered features. Activation requires enabling specific plugins and installing the framework from the ServiceNow Store. This upgrade ensures compliance with regulated market standards and improves user experience with modernized UI and document handling tools.
Consolidated page of all release notes for Document Services from Yokohama to Zurich.
How to use this page
To help you prepare for your upgrade, we have combined the cross-family Document Services release notes onto one page. Read this summary of the new features, changes, and updated information for your product from Yokohama to Zurich.
Important information for upgrading Document Services to Zurich
Before you upgrade to Zurich, review these pre- and post-upgrade tasks and complete the tasks as needed.
| Release | Release notes |
|---|---|
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
New features
Between your current release family and Zurich, new features were introduced for Document Services.
| Release | Release notes |
|---|---|
Yokohama |
No updates for this release. |
Zurich |
|
Changes
Between your current release family and Zurich, some changes were made to existing Document Services features.
| Release | Release notes |
|---|---|
Yokohama |
|
Zurich |
|
Removed
Between your current release family and Zurich, some Document Services features or functionality were removed.
| Release | Release notes |
|---|---|
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Deprecations
Between your current release family and Zurich, some Document Services features or functionality were deprecated.
| Release | Release notes |
|---|---|
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Activation information
Review information on how to activate Document Services.
| Release | Release notes |
|---|---|
Yokohama |
Document Services is a ServiceNow AI Platform feature that is active by default. Document Management is available with activation of the Document Management plugin (com.snc.platform_document_management). For more details, see Activate. Multi Provider Document Services Framework Install Multi Provider Document Services Framework by requesting it from the ServiceNow Store. Visit the ServiceNow Store website to view all the available apps and for information about submitting requests to the store. For cumulative release notes information for all released apps, see the ServiceNow Store version history release notes. |
Zurich |
Document Services is a ServiceNow AI Platform feature that is active by default. Document Management is available with activation of the Document Management plugin (com.snc.platform_document_management). For more details, see Activate. Multi Provider Document Services Framework needs to be installed by requesting it from the ServiceNow Store. For more information, see Multi Provider Document Services Framework. |
Additional requirements
If any additional requirements were introduced or changed for Document Services we have noted them here.
| Release | Release notes |
|---|---|
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Browser requirements
If any specific browser requirements were introduced or changed for Document Services we have noted them here.
| Release | Release notes |
|---|---|
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Accessibility information
Review details on accessibility information for Document Services, such as specific requirements or compliance levels.
| Release | Release notes |
|---|---|
Yokohama |
Added accessibility support for PDF document generation. PDF accessibility tags are now available to help users who rely on screen readers to navigate, understand, and interact with these generated PDF documents. For more information, see PDF generation and accessibility. |
Zurich |
|
Localization information
If there are specific localization considerations for Document Services we have noted them here.
| Release | Release notes |
|---|---|
Yokohama |
No updates for this release. |
Zurich |
No updates for this release. |
Highlight information
If there are specific highlight considerations for Document Services we have noted them here.
| Release | Release notes |
|---|---|
Yokohama |
See Document Services for more information. |
Zurich |
See Document Services for more information. |