Document Viewer plugins

  • Release version: Xanadu
  • Updated August 1, 2024
  • 2 minutes to read
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    Summary of Document Viewer plugins

    The Document Viewer plugins enhance the ServiceNow Platform by allowing users to view and collaborate on documents directly within the platform, eliminating the need for downloads. These new plugins enable sharing, editing, and managing documents in real-time using Microsoft 365 tools, thereby improving team collaboration.

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    Key Features

    • Collaborate with Microsoft OneDrive, allowing users to copy documents into ServiceNow.
    • Upload policy documents to Microsoft 365 SharePoint from ServiceNow.
    • Attach and share links to documents, enabling co-workers to view and edit in real-time.
    • Utilize Microsoft 365 collaboration tools for document review and co-authoring.
    • Integration with Microsoft Azure AD for user and group management in Office 365.
    • Multi Provider Document Service Framework plugin for third-party document service integration.

    Key Outcomes

    By installing and configuring the Document Viewer plugins, organizations can enhance document management and collaboration within ServiceNow, streamline workflows, and ensure that all changes are reflected across platforms. This integration supports better productivity and team alignment through effective document handling and sharing capabilities.

    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 of Document Viewer plugins

    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

    To use this feature, install the following 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.

    After installation, you can use the base system subflows or customize them.​ Configure the subflows in the Document actions table.​ Once configured, they can be invoked as UI actions from List views or can be invoked through Script Include APIs.​
    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.
    ​
    Note:
    To activate a plugin:
    1. Navigate to System Definition > Plugin.
    2. Enter the plugin name in the Search field.
    3. Select install.

    Tables

    mp_provider_details
    • Provider Details Name
    • Provider Name
    • Attributes
    mp_document_version
    • Version​ ​
    • Document
    • Version Modified By​
    • Version Last Modified​
    mp_document_activity​
    • Document Name​
    • Document sys_id​
    • Document Version sys_id
    • Document Action​
    • Provider Detail​
    • Notes
    mp_documents
    • Document name​
    • Provider Details
    • Attachment
    • URL
    • Description
    mp_document_action​
    • document_action_name​
    • provider_detail​
    • subflow
    • provider_permission​
    mp_permission_configuration​
    • Entity_type​
    • Entity_id
    • Attributes
    • Provider_group_id​
    • Provider_group_name​
    • permission
    mp_provider_permission​
    • permission
    • provider
    • Attributes
    • description
    mp_collaborator​
    • collaborator_attributes​
    • collaborator_email​
    • collaborator_id​
    • collaborator_name​
    • Provider_detail​
    • user