Document Viewer plugins
Summarize
Summary of Document Viewer plugins
With Document Viewer in the ServiceNow Platform, you can view documents directly without downloading them. The new plugins enhance document viewing by enabling collaboration, version control, and document management within the platform. These improvements allow you to collaborate with others, copy, delete, restore documents, and view version history seamlessly.
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Previously, sharing and team collaboration on documents in ServiceNow was limited. The new Document Viewer plugins now allow you to:
- Collaborate and edit documents using Microsoft OneDrive and copy documents into your ServiceNow instance.
- Upload policy documents from ServiceNow as Microsoft 365 documents in SharePoint.
- Attach shared links to records, which open in Microsoft 365 SharePoint for real-time viewing and editing by co-workers.
- Use Microsoft 365 collaboration tools for review and co-authoring, while viewing the current document version directly in ServiceNow.
Key Plugins and Their Functions
- Microsoft OneDrive Spoke and Document Service Spoke: Enable bi-directional integration with Microsoft OneDrive to collaborate, copy, delete, restore, and manage document versions within ServiceNow, with changes synchronized both ways.
- Microsoft Azure AD Spoke for Integration Hub: Provides automated flow actions for managing users, security groups, and office groups within Office 365, including license application and user provisioning.
- Multi Provider Document Service Framework: Contains the data model needed to integrate with third-party document service providers, supporting flexible document management.
Configuration and Use
To enable these features, install the required plugins via System Definition > Plugin in ServiceNow. After installation, you can configure subflows in the Document Actions table. These subflows can be invoked as UI actions from list views or through Script Include APIs, enabling customization to fit your workflow needs.
Data Model Tables
The plugins include several key tables for managing provider details, document versions, activities, actions, permissions, and collaborators. These tables hold essential metadata to support document collaboration, versioning, and permission management across integrated platforms.
Practical Benefits for ServiceNow Customers
- Streamline document collaboration by integrating ServiceNow with Microsoft 365 tools.
- Enable real-time co-authoring and review without leaving the ServiceNow platform.
- Maintain version control and easily restore previous document versions within your instance.
- Automate user and group management in Microsoft 365 from ServiceNow workflows.
- Customize document handling workflows with provided subflows and APIs.
With Document Viewer, you can view documents directly in the ServiceNow Platform rather than having to download them. Two new plugins enhance the experience and provide more options for document viewing. You can collaborate with other people, copy, delete, restore, and view version history directly in a ServiceNow instance.
Overview
In previous ServiceNow releases, not all documents could be shared and used for team collaboration. With new plugins for the Platform Document Viewer, now you can:
- Collaborate (edit, share) with Microsoft OneDrive and copy documents to your ServiceNow instance.
- Upload a policy document authored in your ServiceNow instance as a Microsoft 365 document in Microsoft 365 SharePoint.
- Attach shared links to a record. Clicking the link opens the document in Microsoft 365 SharePoint.
- The link can be shared with a co-worker, who can view and edit the document in real time.
- The current version is also viewable in the ServiceNow instance.
- Use collaboration tools such as Microsoft 365 for review and co-authoring documents.
Plugins
- Microsoft OneDrive Spoke
- Microsoft OneDrive document service Spoke
- Microsoft Azure AD Spoke for Integration Hub
- Multi Provider Document Service Framework
See List of plugins (Rome) for a complete list of ServiceNow plugins.
- Microsoft OneDrive integration plugin
- Collaborate in Microsoft OneDrive and perform copy, delete, restore, and version actions on documents directly in a ServiceNow instance. This integration is bi-directional (performs in both directions): Changes are reflected in both Microsoft OneDrive and in the instance.
- Microsoft Azure AD Spoke for IntegrationHub
- The Microsoft Azure AD Spoke for Integration Hub provides actions that a Process Analyst can use when designing flows. The actions allow them to automate the management of users, security groups, and office groups. User management includes applying licenses that result in user provisioning into Office 365.
- Multi Provider Document Service Framework plugin (glide plugin)
- Plugin contains the data model needed to integrate with third-party document service providers.
- Navigate to .
- Enter the plugin name in the Search field.
- Select install.
Tables
- Provider Details Name
- Provider Name
- Attributes
- Version
- Document
- Version Modified By
- Version Last Modified
- Document Name
- Document sys_id
- Document Version sys_id
- Document Action
- Provider Detail
- Notes
- Document name
- Provider Details
- Attachment
- URL
- Description
- document_action_name
- provider_detail
- subflow
- provider_permission
- Entity_type
- Entity_id
- Attributes
- Provider_group_id
- Provider_group_name
- permission
- permission
- provider
- Attributes
- description
- collaborator_attributes
- collaborator_email
- collaborator_id
- collaborator_name
- Provider_detail
- user