Documents panel actions

---
title: Documents panel actions
description: Actions available on a document in the Documents panel include Download, Rename, Remove, Edit metadata, Track versions, Manage permissions, Connect external cloud, and Publish.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/governance-risk-compliance/audit-management/documents-panel-actions.html
release: brazil
product: Audit Management
classification: audit-management
topic_type: reference
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]
---

# Documents panel actions

Actions available on a document in the Documents panel include Download, Rename, Remove, Edit metadata, Track versions, Manage permissions, Connect external cloud, and Publish.

|Action|Description|
|------|-----------|
|Download|Download the current published version of the document to your local system.|
|Rename|Rename the document. The updated name appears everywhere the document is linked.|
|Remove|Unlink the document from this record. The document isn't deleted and any other records it's linked to aren't affected. For more information, see [Remove a document from a record](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/audit-management/remove-a-document-from-a-record.md).|
|Edit metadata|Change document properties such as owner, type, classification, and access settings. For more information, see [Edit document metadata](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/audit-management/edit-document-metadata.md).|
|Track versions|View the version history of the document and upload a new version. For more information, see [Document version and approval workflow](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/audit-management/document-version-approval-workflow.md).|
|Manage permissions|Grant role-based or user-based read and write access to the document. For more information, see [Manage document permissions](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/audit-management/manage-document-permissions.md).|
|Connect external cloud|Link an existing document from a supported external cloud storage provider. For more information, see [Connect an external cloud document](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/governance-risk-compliance/audit-management/connect-external-cloud-documents.md).|
|Publish|Publish a version that has been approved by every configured approver. Available only on a version in the **Awaiting approval** state after all approvals are complete.|