Keep your files in SharePoint while Maximizing ServiceNow Efficiency
Managing documents across multiple platforms can be a challenge, but with DTechApps, you don’t have to choose between SharePoint or ServiceNow. Seamlessly access, manage, and automate SharePoint documents—right from ServiceNow.
Reduce serviceNow Storage Costs. Preserve PII & Confidential Data Security with DocIntegrator.
Connect ServiceNow to Microsoft® SharePoint with DocIntegrator to get more out of your investment:
Create, collaborate, review, search, and sign native documents inside any ServiceNow application (Tasker, HRSD, PPM, SPM, CSM, ITAM, ITSM, GRC, etc.) — without ever downloading the file or opening SharePoint in a new browser window or tab.
Secure SharePoint Search – No Indexing. No Duplicated File Data Stored in ServiceNow.
DocIntegrator easily connects all of your cloud and on-premise sources and solutions (SharePoint, Teams, OneDrive, Outlook, and more) to ServiceNow search, protecting your confidential information from prying eyes, eliminating the need for expensive search appliances, disparate patchwork of custom built solutions, and product licenses outside of ServiceNow.
DocIntegrator search capabilities bring secure enterprise federated search to ServiceNow. Results can be filtered and refined to find the right content within the right source, making search relevant and actionable.
Discover Increased Productivity
Make working with SharePoint documents seamless without ever leaving ServiceNow. Collaborate on documents together in real-time inside ServiceNow, custom ServiceNow solutions, or Tasker.
Comparison: DocIntegrator vs ServiceNow SharePoint Spoke
ServiceNow customers are saving precious development time and money with DocIntegrator instead of building out limited functionality with ServiceNow’s SharePoint Spoke API set. The table below highlights some of the key feature differences between the two options organizations have when connecting Microsoft SharePoint with ServiceNow. The DTech Apps development team is adding new features on a regular basis, which are unlocked with each product update.
| SharePoint Spoke API set | DocIntegrator | |
| Compatible with SharePoint 365 (Online) |  | |
| Compatible with SharePoint 2019 (On-Premise) |  | |
| Compatible with SharePoint 2016 (On-Premise) | | |
| Compatible with SharePoint 2013 (On-Premise) | | |
| Attach SharePoint file to a Record |  (requires developer/SP 365 only) | |
| Configure to Check-Out (edit) file | (req. dev./SP 365 only) | |
| Configure to Collaborate (edit) file | | (default) |
| Configure to Check-In (done editing) file | (req. dev./SP 365 only) | |
| Copy file to folder or library | | |
| Copy file | | |
| Create file from ServiceNow record data onto file template | | |
| Delete file | | |
| Look-Up file details | | |
| Move file to another location in SharePoint | (SP 365 only) | |
| Edit file Metadata | (SP 365 only) | |
| Bulk Edit Metadata for multiple files | | |
| Turnkey packaged product requiring no coding | | |
Automate Signatures and Approvals in ServiceNow with DocFlow
Enhance productivity by simplifying the approval and digital and electronic signature process with DocIntegrator’s DocFlow capabilities for ServiceNow.
Automatically approve one or hundreds of documents
DocIntegrator’s DocFlow capability enables users to sign approvals, individually or in bulk, with a simple click.
When a document is assigned for approval, users will receive clear and concise instructions on required fields and actions, ensuring all forms are completed accurately. DocFlow allows organizations to use any electronic or digital signature solution, such as free Adobe Acrobat Reader, to click, digitally sign with the users digital or electronic signature, which can be authenticated through ServiceNow or CAC/ PIV, and mark the form complete and approved to all parties.
Document Viewer
View, edit, and complete forms without ever leaving ServiceNow.
View all documents and forms awaiting approval or already processed within DocFlow. Centralizing forms in one location reduces time spent switching between applications, streamlines the approval process, and significantly boosts team productivity.
Progress Tracker
Determine the current status of each document or form within their respective approval workflow.
With Progress Tracker, users can effortlessly modify due dates and update approvers as needed, without disrupting the forms progress towards final approval without any disruptions
Commonly Used Forms that can be Automated with DocFlow
- DD Form 448, Military Interdepartmental Purchase Request
- DD Form 67, Processing Action Request
- DD Form 2977, Deliberate Risk Assessment Worksheet
- DD Form 1348-1A, Receipt for property
- DD Form 214, Certificate of Release or Discharge from Active Duty
- DD Form 2841, DoD Public Key Infrastructure (PKI) Certificate of Acceptance and Acknowledgement of Responsibilities
- GSA6100, Facility Access Card Authorization
- GSA1996, Telework Agreement
- DD2875, System Authorization Access Request (SAAR)
- DD2656, Data for Payment of Retired Personnel
- DD1750, Packing List
- DD2058, State of Legal Residence Certificate
- DD Form 1172-2, used to enroll in DEERS
- DD Form 3005, Application for Surrogate Association for DoD Self-Service (DS) Logon
- SF182, Authorization, Agreement, and Certification of Training Form
Automatically Populate Forms and Files with data from ServiceNow
Eliminate manual errors and increase productivity through automation by populating templates (PDF, Office files, and more) stored in SharePoint with data directly from ServiceNow tables.
Streamline Your Standardized Document Processes
Generating recurring forms and documents such as monthly reports, employee forms, or official correspondence is tedious and prone to manual data entry errors. Leverage the power of ServiceNow in your organization with document creation using DocGenerator. Available from the ServiceNow Store, DocGenerator uses real-time data from anywhere inside the ServiceNow platform to populate a variety of standardized documents and templates.
Simplify Templates and Report Automation
Easy template creation
Create Word, PDF, or HTML files with desired formatting. Quick start wizard guides users to identify ServiceNow field names to insert. Also works with any scoped app or custom-built app in the store. Preview and test merge. Save template and publish.
Automate reports
Generate click-to-fill tables in documents. Then create a business rule to run reports.
Enable click-to-fill documents
Insert real-time information stored in any ServiceNow table.
Upload and merge library files
Content merge action allows users to click to consolidate and merge ServiceNow data into a file template. File formats available include CSV, PDF, XML, DOC, DOCX, TXT, PPT, PPTX, or HTML
Highest Levels of Security
Through our partnership with ServiceNow, all versions of DocIntegrator have inherited FedRAMP Moderate and High and US Department of Defense (DoD) Impact Level 5 (IL5) Provisional Authorization through the ServiceNow National Security Cloud (NSC) making Tasker the most secure work management tool available today.
DTech Apps + ServiceNow
Built on the ServiceNow platform, DocIntegrator helps organizations leverage and unlock their ServiceNow and SharePoint investments across the enterprise, keeping total cost ownership low and organizational productivity high.
ServiceNow Use Cases
HRSD – Seamless HR Document Management—Keep Employee Files Containing PII in SharePoint Where They Belong
HR departments using ServiceNow HR Service Delivery (HRSD) need an efficient way to manage confidential employee documents without duplicating data or disrupting workflows. DocIntegrator bridges this gap, enabling seamless access to Microsoft SharePoint files directly within ServiceNow HRSD. This ensures HR teams can work within ServiceNow while keeping all documents securely stored in SharePoint—where they belong.
Challenges Without DocIntegrator
- File Duplication & Version Control Issues – HR teams often download, upload, or attach documents, leading to multiple versions and compliance risks.
- Limited SharePoint Access in ServiceNow – Without integration, HR staff must switch between platforms to find, update, or save employee records.
- Data Security & Compliance Risks – Storing sensitive employee files in ServiceNow instead of SharePoint can create security and governance challenges.
- Manual Processes & Inefficiency – Without automation, HR teams rely on emails and manual uploads, slowing down HR workflows.
- Storage Costs – Record retention is paramount for HR departments. As the number of employee files grows the cost for ServiceNow document storage quickly rises leading to ballooning software costs.
Solution: DocIntegrator for HRSD
DocIntegrator seamlessly connects ServiceNow HRSD with SharePoint, allowing HR teams to:
- Keep Employee Files in SharePoint – No need to migrate or duplicate documents into ServiceNow; files stay securely in SharePoint while being accessible from HRSD.
- Access & Manage Documents Within ServiceNow – HR agents can retrieve, edit, and manage SharePoint files directly from HRSD without leaving ServiceNow.
- Automate HR Document Workflows – Integrate SharePoint document handling into HR case management for faster processing and approvals.
- Enhance Compliance & Security – Maintain HR records in SharePoint with full version history, audit trails, and permissions—ensuring data integrity.
Seamless Project Document Management—Keep Files in SharePoint Where They Belong
Project teams using ServiceNow Strategic Portfolio Management (SPM) require efficient document management to ensure project plans, requirements, and deliverables are accessible, organized, and up to date. However, without proper integration, files often end up scattered across multiple locations, leading to duplication, version control issues, and inefficiencies.
DocIntegrator by DTechApps solves this challenge by enabling seamless access to Microsoft SharePoint documents directly within ServiceNow SPM, ensuring that project files stay where they belong—in SharePoint—while remaining accessible from ServiceNow.
Challenges Without DocIntegrator
- File Duplication & Disorganization – Without a direct integration, teams manually upload, download, and re-upload files, causing versioning issues.
- Inefficient Document Access – Project managers and teams must switch between ServiceNow and SharePoint to find the latest documents.
- Compliance & Security Risks – Storing sensitive project files outside of SharePoint can lead to compliance violations and data security concerns.
- Disjointed Workflows – Project teams struggle with disconnected processes, where document approvals, updates, and storage occur across multiple systems.
DocIntegrator enables project teams to:
- Keep Project Documents in SharePoint – No need to duplicate files in ServiceNow; documents stay in SharePoint while remaining accessible from ServiceNow SPM.
- Access & Manage Files Within ServiceNow – Users can view, edit, and collaborate on SharePoint documents directly within their project workspaces.
- Automate Project Document Workflows – Attach SharePoint files to projects, milestones, and approvals in ServiceNow to streamline execution.
- Ensure Security & Compliance – Leverage SharePoint’s built-in access controls, audit trails, and version history to maintain document integrity.
Seamless Customer Service Management—Keep Files in SharePoint Where They Belong
Customer service teams using ServiceNow Customer Service Management (CSM) handle a variety of documents, including contracts, service agreements, product manuals, and customer correspondence. Without seamless document integration, files often end up duplicated, misplaced, or difficult to access—causing inefficiencies and compliance risks.
DocIntegrator by DTechApps solves this challenge by enabling direct access to Microsoft SharePoint documents within ServiceNow CSM, ensuring customer-related files remain where they belong—in SharePoint—while still being accessible from ServiceNow.
Challenges Without DocIntegrator
- Scattered & Duplicated Customer Documents – Service reps download and re-upload documents across platforms, leading to inconsistent records.
- Time-Consuming Document Retrieval – Agents must switch between SharePoint and ServiceNow to find and share customer files, slowing resolution times.
- Compliance & Security Risks – Sensitive customer data may be stored in multiple locations, increasing compliance concerns.
- Manual File Handling – Without automation, teams manually attach and manage files, reducing efficiency and increasing errors.
With DocIntegrator, customer service teams can:
- Keep Customer Files in SharePoint – No need to duplicate or migrate documents into ServiceNow; files remain in SharePoint while being accessible from ServiceNow CSM.
- Access & Share Documents Within ServiceNow – Agents can retrieve, view, and attach SharePoint-stored files directly from CSM cases.
- Automate Customer Document Workflows – Link SharePoint documents to customer cases, approvals, and SLAs to streamline service operations.
- Improve Compliance & Security – Maintain document integrity with SharePoint’s audit trails, version history, and access controls.
Seamless IT Service Management—Keep Files in SharePoint Where They Belong
IT departments using ServiceNow ITSM handle a vast amount of documentation, including incident reports, change request documentation, configuration files, SOPs, and troubleshooting guides. However, without a direct integration, these files often end up scattered across multiple platforms, leading to inefficiencies, compliance risks, and version control challenges.
DocIntegrator by DTechApps solves this by enabling direct access to these files stored in Microsoft SharePoint and accessed directly within ServiceNow ITSM, ensuring that critical IT documents stay where they belong—in SharePoint—while remaining accessible within ServiceNow.
Challenges Without DocIntegrator
- Scattered & Redundant IT Documentation – Important ITSM documents are often duplicated or stored in multiple locations, creating confusion.
- Time-Consuming File Retrieval – IT staff waste time switching between ServiceNow and SharePoint to access key documentation.
- Compliance & Security Risks – Storing IT records and sensitive documents outside of SharePoint can lead to governance and security issues.
- Manual Document Handling – Without automation, teams must manually attach files to incidents, change requests, and problem records.
With DocIntegrator, IT service teams can:
- Keep IT Documents in SharePoint – Store all ITSM-related files in SharePoint without duplicating them in ServiceNow.
- Access & Attach Documents Within ServiceNow – IT teams can retrieve and manage SharePoint-stored files directly from ServiceNow ITSM records.
- Automate ITSM Document Workflows – Link SharePoint files to incidents, changes, and problems for better documentation control.
- Enhance Compliance & Security – Leverage SharePoint’s governance, permissions, and audit trails for secure document management.
Seamless Governance, Risk, and Compliance (GRC) Document Managemen—Keep Files in SharePoint Where They Belong
Organizations using ServiceNow Governance, Risk, and Compliance (GRC) manage a vast number of policies, risk assessments, audit reports, and compliance documents. However, without proper integration, these critical files often end up duplicated, misplaced, or stored in non-compliant locations—leading to inefficiencies, security risks, and regulatory concerns.
DocIntegrator by DTechApps provides a seamless connection between Microsoft SharePoint and ServiceNow GRC, ensuring that all governance, risk, and compliance documents remain where they belong—in SharePoint—while still being accessible within ServiceNow.
Challenges Without DocIntegrator
- Document Duplication & Version Control Issues – Compliance teams struggle with multiple versions of policies, audit reports, and risk documents stored across different systems.
- Regulatory & Security Risks – Storing sensitive GRC files outside SharePoint can create compliance violations and increase exposure to security threats.
- Inefficient Document Retrieval – Risk managers, auditors, and compliance officers must switch between SharePoint and ServiceNow to find and update critical documents.
- Manual File Handling & Workflow Delays – Compliance reviews, audit processes, and risk mitigation plans often involve manual uploads and downloads, reducing efficiency.
With DocIntegrator, GRC teams can:
- Keep GRC Documents in SharePoint – Store and manage all compliance, risk, and audit-related files in SharePoint while linking them to ServiceNow GRC records.
- Access & Update Documents Within ServiceNow – GRC professionals can view, edit, and attach SharePoint-stored documents directly from ServiceNow GRC workflows.
- Automate Compliance & Audit Workflows – Integrate SharePoint files into ServiceNow’s policy attestations, risk assessments, and audit trails.
- Enhance Security & Compliance – Utilize SharePoint’s robust permissions, access controls, and version history to ensure document integrity and regulatory compliance.