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    Home Orlando Now Platform Capabilities Now Platform capabilities Managed Documents

    Managed Documents

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    Managed Documents

    Use the ServiceNow® Managed Documents application to control electronic documents within your instance.

    After parameters have been set by the administrator and the Knowledge Document plugin installed, documents can move through the managed document cycle.

    Note: Step through the process below on your test (or any non-production) instance.
    • Managed Document features

      Managed Documents is a lightweight, ITIL-based solution for creating and managing electronic documents within your instance.

    • Create a new managed document record

      Configure the properties and policies for a managed document.

    • Check in a document after making changes

      After making changes to a document, check the revised document into Managed Documents.

    • Check out a document to make changes

      After a document is added to a managed document record, check the file out to make changes. Checking documents in and out keeps a record of document changes and ensures that only one person at a time is editing the document.

    • Publish a document in Managed Documents

      After the document is reviewed and approved, publish the document within Managed Documents.

    • Send a document out for review and approval

      When a document is ready, send it out for review and approval. If a reviewer or approver is not identified in the document record, the document is moved directly to the publishing stage.

    • Upload a document as an attachment

      After creating a document record, add the document to the record as an attachment.

    • Defining Document Parameters

      Before using the Managed Documents application, the user with the document_management_admin role needs to set the parameters that define the kinds of documents to be managed through the application. Managed Documents provides both base and custom parameter options.

    • Defining Document Workflow

      In the base system, all managed documents use the Managed Documents workflow after the Active check box is selected.

    • Knowledge document

      The Knowledge Document plugin extends the Managed Documents plugin by providing the functionality for managed documents to be published to the knowledge base.

    • Create a document

      After Managed Documents parameters have been set by the administrator, documents can be created, requested, checked out, edited, checked in, copied, and, if necessary, rolled back to an earlier version.

    • Domain separation and Managed Documents

      This is an overview of domain separation in Managed Documents. With domain separation you can separate data, processes, and administrative tasks into logical groupings called domains. You can then control several aspects of this separation, including which users can see and access data.

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    Release version
    Choose your release version

      Managed Documents

      • Save as PDF Selected topic Topic & subtopics All topics in contents
      • Unsubscribe Log in to subscribe to topics and get notified when content changes.
      • Share this page

      Managed Documents

      Use the ServiceNow® Managed Documents application to control electronic documents within your instance.

      After parameters have been set by the administrator and the Knowledge Document plugin installed, documents can move through the managed document cycle.

      Note: Step through the process below on your test (or any non-production) instance.
      • Managed Document features

        Managed Documents is a lightweight, ITIL-based solution for creating and managing electronic documents within your instance.

      • Create a new managed document record

        Configure the properties and policies for a managed document.

      • Check in a document after making changes

        After making changes to a document, check the revised document into Managed Documents.

      • Check out a document to make changes

        After a document is added to a managed document record, check the file out to make changes. Checking documents in and out keeps a record of document changes and ensures that only one person at a time is editing the document.

      • Publish a document in Managed Documents

        After the document is reviewed and approved, publish the document within Managed Documents.

      • Send a document out for review and approval

        When a document is ready, send it out for review and approval. If a reviewer or approver is not identified in the document record, the document is moved directly to the publishing stage.

      • Upload a document as an attachment

        After creating a document record, add the document to the record as an attachment.

      • Defining Document Parameters

        Before using the Managed Documents application, the user with the document_management_admin role needs to set the parameters that define the kinds of documents to be managed through the application. Managed Documents provides both base and custom parameter options.

      • Defining Document Workflow

        In the base system, all managed documents use the Managed Documents workflow after the Active check box is selected.

      • Knowledge document

        The Knowledge Document plugin extends the Managed Documents plugin by providing the functionality for managed documents to be published to the knowledge base.

      • Create a document

        After Managed Documents parameters have been set by the administrator, documents can be created, requested, checked out, edited, checked in, copied, and, if necessary, rolled back to an earlier version.

      • Domain separation and Managed Documents

        This is an overview of domain separation in Managed Documents. With domain separation you can separate data, processes, and administrative tasks into logical groupings called domains. You can then control several aspects of this separation, including which users can see and access data.

      Tags:

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