Create a new managed document record
task australia Updated Sep 10, 2026 1 min read t_CreateANewManagedDocumentRecord.md
Configure the properties and policies for a managed document.
Before you begin
Role required: document_management_admin
or
Role required: document_management_user
Procedure
-
Navigate to All > Managed Documents > Create New.
-
In the Name field, type
Policy. -
In the Requested by field, add your name.
-
In the Owner field, add your name.
-
In the Reviewer field, add your name.
-
In the Type field, select Policy.
-
In the Classification field, select Confidential.
-
In the Audience field, select Internal.
-
Under Revision Settings, select the Auto increment revision option.
[Omitted image "RevisionSettings.png"] Alt text: Revision Settings
-
Click Submit.
Parent Topic:Managed Documents
54 lines · 1.6 KB
---
title: Create a new managed document record
description: Configure the properties and policies for a managed document.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/servicenow-platform/document-management-services/t\_CreateANewManagedDocumentRecord.html
release: australia
product: Document Management Services
classification: document-management-services
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Managed Documents, Document Services, Manage content capabilities, Extend ServiceNow AI Platform capabilities]
---
# Create a new managed document record
Configure the properties and policies for a managed document.
## Before you begin
Role required: document\_management\_admin
or
Role required: document\_management\_user
## Procedure
1. Navigate to **All** > **Managed Documents** > **Create New**.
2. In the **Name** field, type `Policy`.
3. In the **Requested by** field, add your name.
4. In the **Owner** field, add your name.
5. In the **Reviewer** field, add your name.
6. In the **Type** field, select **Policy**.
7. In the **Classification** field, select **Confidential**.
8. In the **Audience** field, select **Internal**.
9. Under **Revision Settings**, select the **Auto increment revision** option.
\[Omitted image "RevisionSettings.png"\] Alt text: Revision Settings
10. Click **Submit**.
**Parent Topic:**[Managed Documents](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/servicenow-platform/document-management-services/c_ManagedDocuments.md)
| title | Create a new managed document record |
| description | Configure the properties and policies for a managed document. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/australia/servicenow-platform/document-management-services/t\_CreateANewManagedDocumentRecord.html |
| release | australia |
| product | Document Management Services |
| classification | document-management-services |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Managed DocumentsDocument ServicesManage content capabilitiesExtend ServiceNow AI Platform capabilities |