Smart Documents

Overview

This skill provides a structured approach to managing smart documents in ServiceNow Document Intelligence. It helps you:

• Create and manage document records in sn_doc_management with full lifecycle tracking
• Configure document templates in sn_doc_template with reusable structures for common document types
• Implement version control using sn_doc_version to track document revisions and maintain audit history
• Set up approval workflows via sn_doc_approval and sysapproval_approver for document review and sign-off
• Define merge fields in sn_doc_merge_field for automated content generation from ServiceNow data
• Manage document distribution through sn_doc_distribution for controlled sharing and delivery

When to use: When creating standardized documents (policies, SOPs, contracts, compliance reports), when documents require version control and approval before publication, or when generating documents with dynamic data from ServiceNow records.

Plugin required: com.sn_doc_intelligence

Prerequisites