--- sourceDocument: zurich Combined Product Files sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/delta-yokohama-zurich Release : - zurich ft:locale : - en-US ft:publication_title : - zurich Combined Product Files ft:clusterId : - delta3zy bundleId : - delta3zy --- # Combined Document Services release notes for upgrades from Yokohama to Zurich # Combined Document Services release notes for upgrades from Yokohama to Zurich {#ariaid-title1} Release version: Zurich Updated October 8, 2026 ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 6 minutes to read Summarize ![AI sparkle icon](https://servicenow.com/docs/portal-asset/ai-sparkle-icon) Summarized using AI This content was generated using new OpenAI-powered functionality. Results are provided on an as is basis and are not guaranteed to be accurate or complete. ## Summary of Combined Document Services Release Notes for Upgrades from Yokohama to Zurich This consolidated release notes document guides ServiceNow customers through the key updates and changes in Document Services when upgrading from the Yokohama release to Zurich. It combines cross-family information to help you prepare for the upgrade by outlining new features, changes, deprecations, and activation procedures specifically related to Document Services. Show full answer Show less ## New Features * **Smart Documents:** Enables accelerated insights through quick document summaries, dynamic Q\&A, and FAQs, reducing time spent searching for information. * **Document Comparison:** Allows side-by-side comparison of two document versions to easily track changes. * **PDF Generation and Accessibility Guardrails:** Introduces static and dynamic guardrails to enhance stability and compliance during PDF generation, supporting accessibility and regulated market requirements. * **Document Service Framework Enhancements:** Supports retrieval of files and folders via search queries from Microsoft OneDrive and Google Drive. * **Coral Theme:** A new default brand-neutral theme for portals and mobile experiences with Next Experience or Core UI enabled, including a dark mode option to improve user experience and reduce eye strain. * **External Cloud Integration:** Improved connectivity with external clouds through renamed and new buttons (e.g., "Upload to cloud," "Download from Cloud"), support for all file extensions, multi-version uploads, permission settings, and personal token-based authentication for user-specific access and audit trails. * **HTML to PDF Conversion:** Added ability to specify image retrieval timeout during conversion. * **Document Classification:** Enables limiting public sharing based on document classification to enhance security. ## Key Changes * The **Summarize button** was renamed to **Ask Now Assist button** to reflect enhanced AI-driven assistance. * Added **Spoke subflows** for Google Drive Shared drives to streamline integrations. * A pop-up window for exporting lists or individual records to PDF now includes accessibility support. * PDF generation now includes enhanced accessibility features and a new system property for better compliance. * Workflow migration for Managed Documents improved usability and feature parity with low-code accessibility. * Several UI label updates were made (e.g., "Upload to provider" changed to "Upload to cloud," and "External Provider Settings" renamed to "External Cloud Settings"). * Document summarization now uses AI to create summaries for feedback, disclaimers, and usage tracking embedded in PDFs and Word files. ## Activation and Installation * **Document Services** is active by default as a ServiceNow AI Platform feature in both Yokohama and Zurich releases. * **Document Management** requires activation of the Document Management plugin (com.snc.platformdocumentmanagement). * **Multi Provider Document Services Framework** must be installed separately via the ServiceNow Store upon request. ## Accessibility Enhancements * Added PDF accessibility tags to support screen readers for better navigation and usability of generated PDFs. * Coral theme includes a dark mode option to reduce eye strain and improve readability across web and mobile platforms. * Guardrails provide improved accessibility compliance during PDF generation, especially for regulated markets. ## Highlights for Customers * Enhanced document insights with AI-powered summaries and interactive Q\&A help users quickly extract relevant information. * Document version comparison simplifies tracking of changes between document revisions. * Integration with external cloud providers like Microsoft OneDrive and Google Drive is more robust, supporting authentication, file management, and permission controls directly within ServiceNow. * Security is strengthened through document classification controls limiting public sharing. ## Additional Notes No features or functionality were removed or deprecated between Yokohama and Zurich releases. There are no new browser or localization requirements introduced. Pre- and post-upgrade tasks should be reviewed as part of your upgrade planning to ensure smooth transition. 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. Tip: If there were no updates for a release notes section in a certain family release, we included a short note for your reference. For example, if a product did not have any updates in Tokyo, the row says "No updates for this release." ## 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. {#dfrn3-documentservices-summary__entry__2} | 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. {#dfrn3-documentservices-summary__entry__8} | Release | Release notes | |-|-| | Yokohama | No updates for this release. | | Zurich | [Smart Documents](https://www.servicenow.com/docs/access?context=configure-skill-smart-documents&family=zurich&ft:locale=en-US) : Accelerate insights with quick summaries, dynamic Q\&A, and FAQs that reduce time spent searching for information [Document comparison](https://www.servicenow.com/docs/access?context=compare-document-version&family=zurich&ft:locale=en-US) : Compare two versions of the document side by side. [Guardrails for PDF generation and accessibility](https://www.servicenow.com/docs/access?context=guardrails-pdf-generation-accessibility&family=zurich&ft:locale=en-US) : Use static and dynamic guardrails to help maintain stability during PDF generation and accessibility. | [ ] ## Changes Between your current release family and Zurich, some changes were made to existing Document Services features. {#dfrn3-documentservices-summary__entry__14} | Release | Release notes | |-|-| | Yokohama | [Summarize button](https://www.servicenow.com/docs/access?context=configure-skill-smart-documents&family=yokohama&ft:locale=en-US). : The Summarize button was changed to the Ask Now Assist button. [Subflows for Shared drives for Google Drive](https://www.servicenow.com/docs/access?context=google-drive-spoke-document-services&family=yokohama&ft:locale=en-US). : Added Spoke subflows for Shared drives in Google Drive. [Pop-up window](https://www.servicenow.com/docs/access?context=pdf-generation-accessibility&family=yokohama&ft:locale=en-US) : Added a pop-up window for list and form export with a check box that enables you to export an individual record or a list of records into a PDF format. The PDF includes accessibility support. [PDF generation and accessibility](https://www.servicenow.com/docs/access?context=pdf-generation-accessibility&family=yokohama&ft:locale=en-US) : Export a collection of records or a single record into a PDF format. New system property was added for better accessibility. [Workflow migration for Managed Documents](https://www.servicenow.com/docs/access?context=c_ManagedDocuments&family=yokohama&ft:locale=en-US) : Improved usability, low code accessibility, and feature parity due to the newly configured workflows.​ | | Zurich | [Summarize button](https://www.servicenow.com/docs/access?context=configure-skill-smart-documents&family=zurich&ft:locale=en-US) : The Summarize button was changed to the Ask Now Assist button. [Property value for digital signature](https://www.servicenow.com/docs/access?context=property-value-cac-piv-signing&family=zurich&ft:locale=en-US) : Specify the method used to identify and validate the user who has signed the PDF using the property value. [Document summarization](https://www.servicenow.com/docs/access?context=generate-document-summary-now-assist&family=zurich&ft:locale=en-US) : Use AI to generate summaries for feedback, disclaimers, and usage tracking in PDFs and Microsoft Word files. [Document Service Framework](https://www.servicenow.com/docs/access?context=onedrive-spoke-document-services-framework&family=zurich&ft:locale=en-US) : Retrieve the list of files and folders based on the given search query from Microsoft OneDrive. [Document service Framework](https://www.servicenow.com/docs/access?context=google-drive-spoke-document-services&family=zurich&ft:locale=en-US) : Retrieve the list of files and folders based on the given search query from Google Drive. [PDF generation](https://www.servicenow.com/docs/access?context=pdf-generation-accessibility&family=zurich&ft:locale=en-US) : Generate a PDF with accessibility for regulated markets. Coral theme : Coral is now the default theme for new portal, web, and mobile experiences with Next Experience or Core UI enabled. This theme provides a fresh look and feel, featuring brand-neutral illustrations to enhance your user experience. A dark theme option is available for web and mobile experiences. [Upload to provider button](https://www.servicenow.com/docs/access?context=upload-external-provider&family=zurich&ft:locale=en-US) : The Upload to provider button was changed to Upload to cloud button within the Connect with external cloud dialog box. [Sync button](https://www.servicenow.com/docs/access?context=sync-versions&family=zurich&ft:locale=en-US) : The Sync button was changed to the Download from Cloud button. [Upload to cloud button](https://www.servicenow.com/docs/access?context=upload-versions-external-cloud&family=zurich&ft:locale=en-US) : The Upload to cloud button has been added for versions. [External Provider Settings tab](https://www.servicenow.com/docs/access?context=sync-versions&family=zurich&ft:locale=en-US) : The External Provider Settings tab was changed to the External Cloud Settings tab. [Connect documents on external cloud](https://www.servicenow.com/docs/access?context=upload-versions-external-cloud&family=zurich&ft:locale=en-US) : Upload your files directly to an external cloud (including multiple versions of the document). [Permissions for external cloud files](https://www.servicenow.com/docs/access?context=document-configuration&family=zurich&ft:locale=en-US) : Set the sharing permissions on your external cloud files. [Authenticate personal accounts on external cloud](https://www.servicenow.com/docs/access?context=personal-authentication-documents&family=zurich&ft:locale=en-US) : Implement personal token-based authentication for an external cloud so that you can verify user-specific access, audit trails, and compatibility with existing and future integrations. [Connect file extensions](https://www.servicenow.com/docs/access?context=upload-versions-external-cloud&family=zurich&ft:locale=en-US) : Link any Google Drive file to a document record by selecting a provider and entering the file URL All file extension are now supported. [HTML to PDF Conversion](https://www.servicenow.com/docs/access?context=pdf-generation-accessibility&family=zurich&ft:locale=en-US) : Specify an image retrieval timeout for HTML to PDF conversion. [Document classification](https://www.servicenow.com/docs/access?context=share-document-link&family=zurich&ft:locale=en-US) : Limit public sharing based on a document's classification. | [ ] ## Removed Between your current release family and Zurich, some Document Services features or functionality were removed. {#dfrn3-documentservices-summary__entry__20} | 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. {#dfrn3-documentservices-summary__entry__26} | 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. {#dfrn3-documentservices-summary__entry__32} | Release | Release notes | |-|-| | Yokohama | Activation information : 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](https://www.servicenow.com/docs/access?context=activate-doc-mgmt-plugin&family=yokohama&ft:locale=en-US). [Multi Provider Document Services Framework](https://www.servicenow.com/docs/access?context=mp-document-services-framework-landing&family=yokohama&ft:locale=en-US) Install Multi Provider Document Services Framework by requesting it from the ServiceNow Store. Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) 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](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=yokohama&ft:locale=en-US). Important: Multi Provider Document Services Framework is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | | Zurich | Activation information : 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](https://www.servicenow.com/docs/access?context=activate-doc-mgmt-plugin&family=zurich&ft:locale=en-US). 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](https://www.servicenow.com/docs/access?context=mp-document-services-framework-landing&family=zurich&ft:locale=en-US). Visit the [ServiceNow Store](https://store.servicenow.com/sn_appstore_store.do#!/store/home) 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](https://www.servicenow.com/docs/access?context=sn-store-release-notes&family=zurich&ft:locale=en-US). Important: Multi Provider Document Services Framework is available in the ServiceNow Store. For details, see the "Activation information" section of these release notes. | [ ] ## Additional requirements If any additional requirements were introduced or changed for Document Services we have noted them here. {#dfrn3-documentservices-summary__entry__38} | 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. {#dfrn3-documentservices-summary__entry__44} | 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. {#dfrn3-documentservices-summary__entry__50} | Release | Release notes | |-|-| | Yokohama | Accessibility information : 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](https://www.servicenow.com/docs/access?context=pdf-generation-accessibility&family=yokohama&ft:locale=en-US). | | Zurich | Accessibility information : Dark theme : The new Coral theme includes a dark theme option for web and mobile experiences. This option is commonly used to alleviate eye strain and improve readability. [Guardrails for PDF generation and accessibility](https://www.servicenow.com/docs/access?context=guardrails-pdf-generation-accessibility&family=zurich&ft:locale=en-US) : Added static and dynamic guardrails for accessibility support for PDF document generation [PDF generation and accessibility](https://www.servicenow.com/docs/access?context=pdf-generation-accessibility&family=zurich&ft:locale=en-US) : Added support for PDF document generation with accessibility for regulated markets. | [ ] ## Localization information If there are specific localization considerations for Document Services we have noted them here. {#dfrn3-documentservices-summary__entry__56} | 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. {#dfrn3-documentservices-summary__entry__62} | Release | Release notes | |-|-| | Yokohama | * Improved PDF generation that includes accessibility support. * Accelerate documents insights with instant summaries for highlights and quick insights, interactive Q\&A, and FAQs. See [Document Services](https://www.servicenow.com/docs/access?context=document-services-landing-page&family=yokohama&ft:locale=en-US) for more information. | | Zurich | * Compare any two document versions and track changes by using document comparison. * Connect and manage external cloud documents by uploading files, storing URLs, and syncing metadata with your records. * Authenticate with your personal accounts on an external cloud, Microsoft OneDrive, or Google Drive. * Control public sharing by using document classification to ensure document security. * Accelerate documents insights with instant summaries for highlights and quick insights, interactive Q\&A, and FAQs. See [Document Services](https://www.servicenow.com/docs/access?context=document-services-landing-page&family=zurich&ft:locale=en-US) for more information. | [ ]