Update source document
Update an existing intelligent approval by uploading a new source document. Regenerate the intelligent approval using the uploaded source document.
Before you begin
Role required: sn_iap.policy_manager or sn_iap.policy_admin
Procedure
-
Navigate to All > Intelligent Approvals > Intelligent Approvals Home.
-
Select the intelligent approval to update.
[Omitted image "intelligent-approval-update-01.png"] Alt text: Intelligent approvals homepage with sample policies and executions
-
From the three-dot menu, select Upload new source document.
[Omitted image "intelligent-approval-update-02.png"] Alt text: Upload new source document option
-
From the Warning dialog box, select Proceed.
[Omitted image "intelligent-approval-update-03.png"] Alt text:
-
From the Create intelligent approval dialog, select Click to upload or drag and drop to find your updated policy document.
-
Verify the policy document name, and select Create intelligent approval.
[Omitted image "intelligent-approval-update-04.png"] Alt text:
-
From the Create intelligent approval dialog, verify the document name, and then select Create intelligent approval.
Result
The system regenerates the intelligent approval using the policy document that you uploaded.
[Omitted image "intelligent-approval-update-05.png"] Alt text: Sample updated intelligent approval
What to do next
Review the intelligent approval overview and suggested improvements.
---
title: Update source document
description: Update an existing intelligent approval by uploading a new source document. Regenerate the intelligent approval using the uploaded source document.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/build-workflows/update-source-document.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Build intelligent approvals, Intelligent approvals, Build workflows]
---
# Update source document
Update an existing intelligent approval by uploading a new source document. Regenerate the intelligent approval using the uploaded source document.
## Before you begin
Role required: sn\_iap.policy\_manager or sn\_iap.policy\_admin
## Procedure
1. Navigate to **All** > **Intelligent Approvals** > **Intelligent Approvals Home**.
2. Select the intelligent approval to update.
\[Omitted image "intelligent-approval-update-01.png"\] Alt text: Intelligent approvals homepage with sample policies and executions
3. From the three-dot menu, select **Upload new source document**.
\[Omitted image "intelligent-approval-update-02.png"\] Alt text: Upload new source document option
4. From the Warning dialog box, select **Proceed**.
\[Omitted image "intelligent-approval-update-03.png"\] Alt text:
5. From the Create intelligent approval dialog, select **Click to upload or drag and drop** to find your updated policy document.
6. Verify the policy document name, and select **Create intelligent approval**.
\[Omitted image "intelligent-approval-update-04.png"\] Alt text:
7. From the Create intelligent approval dialog, verify the document name, and then select **Create intelligent approval**.
## Result
The system regenerates the intelligent approval using the policy document that you uploaded.
\[Omitted image "intelligent-approval-update-05.png"\] Alt text: Sample updated intelligent approval
## What to do next
Review the intelligent approval overview and suggested improvements.
| title | Update source document |
| description | Update an existing intelligent approval by uploading a new source document. Regenerate the intelligent approval using the uploaded source document. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/build-workflows/update-source-document.html |
| release | australia |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Build intelligent approvalsIntelligent approvalsBuild workflows |