Easily automate document management in your custom applications with the Flow Templates for Document Management application. Rather than creating a new flow from scratch, users can choose the relevant template in App Engine Studio and follow the guided screens to create a new flow. These templates leverage IntegrationHub spokes to send documents for e-signature, move attachments to cloud storage, and manage SharePoint sites. They are applicable for a range of use cases.
Setup screens guide you and indicate what information is required. Flows generated from templates provide additional explanations and can be customized as needed. The templates all have pre-defined flow triggers, but you can modify the flows and add additional conditions to control when they are triggered.
Templates:
- Send a template document for signature from the Service Catalog
- Triggered by a Service Catalog Request. The flow allows the user to choose a document template and send it out for e-signature.
- Spokes: DocuSign, Adobe Sign
- Upload and send a document for signature from the Service Catalog using DocuSign
- Triggered by a Service Catalog Request. The flow sends a document that was uploaded to the Catalog Request out for e-signature.
- Spoke: DocuSign
- Create a SharePoint Folder from the Service Catalog
- Triggered by a Service Catalog Request. This flow creates a new folder in SharePoint in the site location you choose.
- Spoke: Microsoft SharePoint
- Copy new record Attachments to a cloud storage destination
- Triggered when an attachment is created in the table you choose. The flow copies the attachment to the cloud storage designation you've selected.
- Spokes: Box, Google Drive, One Drive
- Archive Attachments after a Task is completed
- Triggered when a record State is updated to Closed in the Task table/Task table extension you choose. After a user-specified period of time, the flow archives all attachments in the cloud storage destination you've selected and deletes them from ServiceNow.
- Spokes: Amazon S3, Microsoft Azure Blob Storage, Google Cloud Storage
- Fixed - Improve installation performance of application
- App Engine Studio
- Integration Hub Enterprise
- Integration Hub spoke with an active configuration for any external system(s) you want to connect to