Managing Microsoft SharePoint content outside of ServiceNow is time-consuming and driving down productivity. Eliminate expensive custom development and add complete document asset management across your enterprise with DocIntegrator. Transform and enhance your organization's document signature and approval processes with DocFlow.
- Connect ServiceNow cases, incidents, and tasks to reference managed content in SharePoint.
- Preserve SharePoint security and permissions.
- Enhance collaboration with real-time document viewing, editing, and signing.
- Discover automated document management.
- Search from within ServiceNow to find files and documents stored in Microsoft SharePoint, Team, email, and more.
DocIntegrator is built on ServiceNow:
- Saving time and money to implement.
- Making it easy to configure, with no coding required.
- Enabling deployment for on-premise, hybrid, and cloud environments.
- Stay on the same screen by keeping your documents in SharePoint and application in ServiceNow or Tasker.
- Preserve SharePoint security and permissions and track version history with documents created in ServiceNow.
- Enable real-time document viewing, editing, and signing.
- Search, view and edit SharePoint metadata.
- Leverage ServiceNow workflow to automate uploading, downloading, or moving documentation.
- Support PDF based processes, such as official government forms, without leaving ServiceNow.
DocIntegrator 3.2 Release
What’s New
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SPO365 certificate-based authentication.
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SPO365 Document Privacy: Configure read, edit, and full control rules for DocIntegrator files in SN and SPO365. Supports any SN app (e.g., Incident, DocFlow).
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DocFlow Management: Visibility for all DocFlow assignments, regardless of status. (DocFlow > DocFlow Management).
What’s Updated
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List View:
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ServiceNow Table selection for each DocIntegrator view. Table must match mapped table in View Fields.
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Dot-walking support for Target Folder Structure and Download File Name (e.g., /{number}/caller_id.name).
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DocIntegrator Configuration:
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SPO365 Certificate-based authentication.
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MSAL is now the default Authentication Library.
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Menu Changes:
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"DocIntegrator" menu: logging, licensing, support, app privacy policy.
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"DocIntegrator Configuration" menu: configuration options.
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Dynamic Site and Library Overrides: Configure site/library overrides to redirect files based on SN record number/variable. Sites/libraries must be pre-created.
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Dynamic Site: Use tokens (e.g., "{number}") to redirect uploads to matching SP site (e.g., case number).
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Dynamic Library: Redirect uploads to SP library matching record number/variable on the same SP site.
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Encryption updated (contact David for details).
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Relative URL and SP Site ID support (learn.microsoft.com/en-us/graph/api/resources/sharepoint). "spweb-id" removed from SP Site ID.
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DocFlow designer "actions" improvements.
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DocIntegrator Job Logs (DocIntegrator > Job Logs):
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"Clear Logs" button added before "Retry Event". Retry Event appends if logs not cleared.
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Timestamps added to Log Message items.
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Updated "Job has completed" message.
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SharePoint site and library links added to DocIntegrator Site/Library records; open in new tab.
DocFlow 3.2 Updates
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Updated labels and annotations.
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Definition Related Tab updates:
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DocFlow Instance Settings: Runtime name, SN schedule.
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DocFlow Document Settings: File repository, file name, document source (DocFlow attachment, SN PDF Generator), SN table for generated files.
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Permissions Settings: Read/write file permissions (with DocIntegrator Document Privacy), instance owner permissions.
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Revision Request Rules: Assignees can send assignments back for rework.
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Run After Script: Custom script to move completed forms between SP libraries/SN records.
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Configuration Used for Testing: Script suggestions.
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How to run DocFlow: Initiation from SN Flow Designer/API (x_dtll2_contentint.api_form_flow_generation().startDocFlow(request)).
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"Revision request" for DocFlow Definitions: Users can select "Request Revision".
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Document viewer settings (SP, SN) in DocIntegrator Configuration > Document Viewer Settings.
What’s Fixed
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View/download >1,000 files from DocIntegrator widget.
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Faster load times for DocIntegrator widget column sorting.
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Resolved zip file corruption.
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DocFlow supports "SharePoint" event scope on DocIntegrator Connection records.
Known Issues
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Mobile uploads (SN Now) always go to SP library root, ignoring folder configurations.
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Slow editing of "mapped field" in View Fields list. Workaround: edit SP column name and mapped table in a form.
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(DocFlow) Decreasing due date on active assignment doesn't change pending route assignments.
ServiceNow version Washington DC +