Add a document to a record

---
title: Add a document to a record
description: Add a new or existing document to an engagement, control test, or evidence record from the Documents panel.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/governance-risk-compliance/audit-management/add-a-document-to-a-record.html
release: australia
product: Audit Management
classification: audit-management
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Using Document Management System in Audit Workspace, Audit Workspace overview, Audit Management, Governance, Risk, and Compliance]
---

# Add a document to a record

Add a new or existing document to an engagement, control test, or evidence record from the Documents panel.

## Before you begin

Role required: sn\_audit\_ws.auditor or sn\_audit\_ws.supervisor

## About this task

Add a document while the record is open. For more information, see [Using Document Management System in Audit Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/governance-risk-compliance/audit-management/manage-documents-panel.md).

## Procedure

1.  Navigate to **All** > **Audit** > **Audit Workspace**, and open an engagement, control test, or evidence record.

2.  Select the **Documents** panel.

    The Documents panel displays the documents and folders linked to the record.

3.  Select **Add**, then select **Document**.

4.  Upload a new file, or select an existing document that you own or have access to.

5.  Select **Add**.

    The document is added to the Documents panel. If the document is linked to other records, it also appears in their Documents panels.

    An entry that includes the document name is added to the work notes of the record.

    \[Omitted image "aud-dms-9-eng-evidence-doc-added.png"\] Alt text: Document added.