Create a document record

task australia Updated Sep 10, 2026 1 min read create-new-doc.md
Raw file servicenow.com

Create document records and include default versions for the documents.

Before you begin

Role required: none

Procedure

  1. Navigate to All > Documents > Documents.

  2. Select New.

  3. On the form, fill in the fields.

Field

Description

Name

Name of the document.

Owner

Name of the document owner.

Reviewers

Name of the reviewers if any.

Template

Option to determine whether the document is a template.

Department

Name of the department that created the document.

Type

The type of document based on the content: guideline, policy, procedure, or contract.

Classification

Classification of the document: public, restricted, or confidential.

Audience

Audience of the document, either internal or external.Note: The Audience field is hidden in the default view.

State

The state the document is in: Draft, Submit, Review, or Complete.

Description

A brief description about the document.

Default Version

The document version that is used for document download.

By default, the latest version is the default version.

4. Select the access setting.
  1. Select Submit.

Parent Topic:Document repository

Related topics

Document versions

Download a document

Share a document link

Modify a shared link access

Configure document permissions

Delete a document link

Delete documents

Search documentation
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