Connect documents to external cloud storage

t_connect_documents_to_external_cloud.md
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Link documents to external cloud storage such as Google Drive, OneDrive, or SharePoint to keep your documents synchronized across platforms.

Before you begin

Role required:

  • sn_irm_cont_auth.system_owner
  • sn_irm_cont_auth.info_system_sec_officer
  • sn_irm_cont_auth.authorization_official
  • sn_irm_cont_auth.info_system_sec_manager
  • sn_irm_cont_auth.admin
  • sn_irm_cont_auth.information_owner
  • sn_irm_cont_auth.sec_control_assessor
  • sn_irm_cont_auth.system_user

In general, any role with write access to the record can add, edit, or modify the docs.

Note: You can add documents only when the record is in an active state. Inactive records don't allow changes to linked documents.

  • External cloud integration enabled and configured by your administrator
  • Multi-provider documents plugin installed on your instance
  • Credentials configured for at least one external cloud provider (Google Drive, OneDrive, or SharePoint)

About this task

External cloud integration keeps documents synchronized between your ServiceNow instance and cloud storage. Use this when you need to:

  • Maintain a single source of truth across multiple platforms
  • Pull updates from cloud storage into authorization packages
  • Push approved versions to cloud storage

Note: The Connect external cloud option only appears if your administrator has installed the multi-provider documents plugin on your instance.

Procedure

  1. In the authorization package or engagement, open the Documents side panel.

  2. Select the menu icon next to the document you want to connect to cloud storage.

  3. Select Attach from cloud.

    The External Cloud dialog opens.

  4. Select the cloud operation you need:

    1. Attach from cloud: Select this option to link a document from your cloud storage and create a new version in ServiceNow instance with the cloud document's content.

    2. Upload to cloud: Select this option to push the current ServiceNow version of the document to your cloud storage.

  5. Select Continue to confirm your selection and initiate the cloud operation.

    Wait for the operation to complete.

Result

Success notifications confirm that the document is synced or added. Error notifications alert you to any issues that occurred during the sync.

Parent Topic:Document reuse across records

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