Manage document versions in external cloud

Manage document versions from external cloud directly in the record within the workspace.

このタスクについて

注:

The Documents component must be configured within the Workspace.

始める前に

Multi Provider plugin should be installed. Fro more information, see Activate Multi Provider Document Services Framework and Document Management integration with external content providers

Role required: none

手順

1. From the workspace, navigate to the required record (for example, Incident).
2. Select the documents icon from the left side panel to display the list of all document files and folders.
3. Go to the document card, select the vertical ellipse .
4. Select Manage external cloud.
5. To attach a new document as new version to a record from an external cloud:
   1. Select Attach from cloud and select Continue.
   2. Select the External drive and select the document.
   3. Select Add.
   4. Select Attach to attach a new document version.
   5. オプション: If you want to link the URL, select the Link instead of attach check box.
   6. Select Attach.
6. To download and sync an existing document version from external cloud to ServiceNow:
   1. Select Download from cloud and select Continue.
   2. Select Attach to attach a new document version.

      Only the latest version from the external drive is attached.

7. To upload a new document version from ServiceNowto external cloud:
   1. Select Upload to cloud and select Continue.
   2. Select the External drive and select the folder.
   3. Select Next.
   4. Select Upload to upload a new document version.