Edit document metadata

---
title: Edit document metadata
description: Edit document properties such as owner, type, classification, and access settings from the Documents panel.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/governance-risk-compliance/audit-management/edit-document-metadata.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]
---

# Edit document metadata

Edit document properties such as owner, type, classification, and access settings from the Documents panel.

## Before you begin

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

## About this task

You can edit document metadata only while the parent record is open. When an engagement or control test moves into a closed state, the Documents panel becomes read-only and metadata can't be edited. 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.  From the Documents panel, select the document menu, then select **Edit metadata**.

    The Edit metadata dialog opens.

2.  Edit the metadata fields as needed.

    |Field|Description|
    |-----|-----------|
    |Owner|User who has full permissions to manage the document.|
    |Type|Document classification type.|
    |Classification|Document sensitivity level.|
    |Description|Brief description of the document's content and purpose.|

3.  Select **Save**.

    The metadata is updated and the dialog closes.