Upload a version of a document

task australia Updated Sep 10, 2026 1 min read upload-a-document-version.md
Raw file servicenow.com

Upload a new version of a document when you need to change its content. You can optionally send the new version for review and approval before it publishes.

Before you begin

Role required: sn_audit_ws.auditor, sn_audit_ws.supervisor

About this task

For more information on the states a version moves through, see Document version and approval workflow.

Procedure

  1. Navigate to All > Audit > Audit Workspace, and open the record that has the document you want to update.

  2. Select the Documents panel, and select the document.

  3. Select Track versions.

    The list of existing versions for the document appears.

  4. Select New version.

  5. Attach the updated file.

  6. Enter a description for the version.

  7. To require review and approval before the version is published, add a reviewer and one or more approvers.

    For the steps, see Set reviewers and approvers for a document version.

  8. Save the version.

    The version is created with a state of Draft.

  9. Select Submit.

    If you added a reviewer or an approver, the version moves to Awaiting review or Awaiting approval. If you did not add a reviewer or an approver, the version is published immediately and the previous version is retired.

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