Add documents in Workspace

task australia Updated Sep 10, 2026 1 min read attach-document-workspace.md

Use the file picker to add documents from the documents repository, external cloud storage providers, or your local desktop to records.

Before you begin

Role required: none

To add documents from external cloud storage, verify that your administrator has configured connections to the required cloud storage providers.

About this task

The file picker opens from within the Document Management component and provides access to documents across three source types: the Documents repository, external cloud storage providers, and your local desktop. After attaching, all selected items appear in the Documents panel.

Procedure

Open the record where you want to add documents (for example, an incident).
In the left components panel, select the documents icon to display the Documents panel.
In the Documents panel, select the add icon [Omitted image "workspace-icon-add.png"] Alt text: Add icon or drag and drop documents or folders.
Choose how to add documents:
- To add documents directly, select Select docs/folders.
- To create a folder first, select Create Folder, name the folder, select it, then select Select docs/folders.
Browse and select documents from your preferred source.

Source	Description
Search	Use the search bar to find specific documents.
Workspace documents	Filter the document list by selecting a view: All documents: All documents including owned and shared Owned by me: Documents created or owned by you Shared with me: Documents others have shared with you Note: This option does not appear when you're adding a document within a folder.
External drive	Select the cloud storage provider you want to browse: Microsoft OneDrive Google Drive Microsoft SharePoint
Local drive	Select Browse documents. Your system file browser opens. Navigate to and select the files you want to upload, then confirm the selection.

6. Select the documents or folders you want to add.

For external drives, select the Link only URL of the external document to the record check box to create links instead of copying files.
Select Add.

The file picker closes and the selected documents appear in the Documents panel.

Parent Topic:Document Management in Workspace

Keywords documentsattachmentscloud storagefile pickerworkspace

106 lines · 3.6 KB Wrap lines

---
title: Add documents in Workspace
description: Use the file picker to add documents from the documents repository, external cloud storage providers, or your local desktop to records.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/servicenow-platform/document-management-services/attach-document-workspace.html
release: australia
product: Document Management Services
classification: document-management-services
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [documents, attachments, cloud storage, file picker, workspace]
breadcrumb: [Document Management in Workspace, Use, Document Management, Document Services, Manage content capabilities, Extend ServiceNow AI Platform capabilities]
---

# Add documents in Workspace

Use the file picker to add documents from the documents repository, external cloud storage providers, or your local desktop to records.

## Before you begin

Role required: none

To add documents from external cloud storage, verify that your administrator has configured connections to the required cloud storage providers.

## About this task

The file picker opens from within the Document Management component and provides access to documents across three source types: the Documents repository, external cloud storage providers, and your local desktop. After attaching, all selected items appear in the Documents panel.

## Procedure

1.  Open the record where you want to add documents \(for example, an incident\).

2.  In the left components panel, select the documents icon to display the Documents panel.

3.  In the Documents panel, select the add icon \[Omitted image "workspace-icon-add.png"\] Alt text: Add icon or drag and drop documents or folders.

4.  Choose how to add documents:

    -   To add documents directly, select **Select docs/folders**.
    -   To create a folder first, select **Create Folder**, name the folder, select it, then select **Select docs/folders**.
5.  Browse and select documents from your preferred source.

<table id="choicetable_yqn_nrf_m3c"><thead><tr><th align="left" id="d80859e126">

Source

</th><th align="left" id="d80859e129">

Description

</th></tr></thead><tbody><tr><td id="d80859e135">

**Search**

</td><td>

Use the search bar to find specific documents.

</td></tr><tr><td id="d80859e144">

**Workspace documents**

</td><td>

Filter the document list by selecting a view:

 -   **All documents**: All documents including owned and shared
-   **Owned by me**: Documents created or owned by you
-   **Shared with me**: Documents others have shared with you
 **Note:** This option does not appear when you're adding a document within a folder.

</td></tr><tr><td id="d80859e177">

**External drive**

</td><td>

Select the cloud storage provider you want to browse:

 -   Microsoft OneDrive
-   Google Drive
-   Microsoft SharePoint


</td></tr><tr><td id="d80859e204">

**Local drive**

</td><td>

Select **Browse documents**. Your system file browser opens. Navigate to and select the files you want to upload, then confirm the selection.

</td></tr></tbody>
</table>6.  Select the documents or folders you want to add.

7.  For external drives, select the **Link only URL of the external document to the record** check box to create links instead of copying files.

8.  Select **Add**.

    The file picker closes and the selected documents appear in the Documents panel.


**Parent Topic:**[Document Management in Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/document-management-services/document-management-workspace.md)