Configure the Manage documents activity UI in Information Request Administration

task australia Updated Sep 10, 2026 1 min read psds-ir-playbooks-configure-manage-documents.md

Configure the Manage Documents activity UI in Information Request Administration to allow agents to view, link, or unlink documents to an information request case.

Before you begin

This task requires the Document Management [com.snc.platform_document_management] plugin to be active on your instance. If Document Management [com.snc.platform_document_management] is not active on your instance, see Activate a plugin for instructions.

Role required: admin

Procedure

Navigate to All > Process Automation > Workflow Studio.
Select Information Request.
Under Intake, select Add Activity.
Select Playbooks for Customer Service Management > Manage Documents List.
Select the edit button, and rename the action to Manage Documents.
Under When to Start, select Immediately.
Select View All Properties to set the trigger and edit other configurations.
In the top right corner of the screen, select the Advanced button to toggle it on.

The Experience tab should now display.
Select Automation.
Under Record, select Trigger- Information Request > Information Request Record.
Under Conditions, select State Is New, then select Done.
Select Experience.
Under Associated table, select Information Request, and under Associated Record, select Trigger- Information Request > Information Request Record.
Under Title, select This Activity > Label.
Select Done, then Activate.

Result

The Manage Documents UI activity is now configured, and the modal should now display when you open a new or existing Information Request Administration.

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---
title: Configure the Manage documents activity UI in Information Request Administration
description: Configure the Manage Documents activity UI in Information Request Administration to allow agents to view, link, or unlink documents to an information request case.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/government-industry/psds-ir-playbooks-configure-manage-documents.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Information Request Playbook, Playbooks and Solutions, Configure agent workspaces, Configure, Public Sector Digital Services \(PSDS\)]
---

# Configure the Manage documents activity UI in Information Request Administration

Configure the Manage Documents activity UI in Information Request Administration to allow agents to view, link, or unlink documents to an information request case.

## Before you begin

This task requires the Document Management \[com.snc.platform\_document\_management\] plugin to be active on your instance. If Document Management \[com.snc.platform\_document\_management\] is not active on your instance, see [Activate a plugin](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/platform-administration/t_ActivateAPlugin.md) for instructions.

Role required: admin

## Procedure

1. Navigate to **All** &gt; **Process Automation** &gt; **Workflow Studio**.

2. Select **Information Request**.

3. Under Intake, select **Add Activity**.

4. Select **Playbooks for Customer Service Management** &gt; **Manage Documents List**.

5. Select the edit button, and rename the action to **Manage Documents**.

6. Under When to Start, select **Immediately**.

7. Select **View All Properties** to set the trigger and edit other configurations.

8. In the top right corner of the screen, select the Advanced button to toggle it on.

The Experience tab should now display.

9. Select **Automation**.

10. Under Record, select **Trigger- Information Request** &gt; **Information Request Record**.

11. Under Conditions, select **State Is New**, then select Done.

12. Select Experience.

13. Under Associated table, select **Information Request**, and under Associated Record, select **Trigger- Information Request** &gt; **Information Request Record**.

14. Under Title, select **This Activity** &gt; **Label**.

15. Select **Done**, then **Activate**.

## Result

The Manage Documents UI activity is now configured, and the modal should now display when you open a new or existing Information Request Administration.