Create a document record in a parent record
Add documents to a parent record so they are available for downloading, sharing, or viewing directly from the record.
Before you begin
Role required: none
Procedure
-
Navigate to the record (for example, Incident).
-
Select the Documents tab.
-
Select New.
-
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. |
|
Template |
Option to determine whether the document is a template. |
|
Department |
Name of the department. |
|
Type |
The type of document based on the content, for example, guideline, policy, procedure, or contract. |
|
Classification |
Classification of the document such as public, restricted, or confidential. |
|
Audience |
Audience of the document, either internal or external. |
|
State |
The state the document is in: Draft, Submit, Review, or Complete. |
|
Description |
A brief description about the document. |
|
Default Version |
The document version used for document download. By default, the latest version is the default version. |
- Click Submit.
Parent Topic:Linking documents to a parent record
--- title: Create a document record in a parent record description: Add documents to a parent record so they are available for downloading, sharing, or viewing directly from the record. locale: en-US canonical_url: https://www.servicenow.com/docs/r/servicenow-platform/document-management-services/create-new-doc-parent.html release: brazil product: Document Management Services classification: document-management-services topic_type: task last_updated: "2026-09-10" reading_time_minutes: 1 breadcrumb: [Linking documents to a parent record, Use, Document Management, Document Services, Manage content capabilities, Extend ServiceNow AI Platform capabilities] --- # Create a document record in a parent record Add documents to a parent record so they are available for downloading, sharing, or viewing directly from the record. ## Before you begin Role required: none ## Procedure 1. Navigate to the record \(for example, Incident\). 2. Select the **Documents** tab. 3. Select **New**. 4. On the form, fill in the fields. <table id="table_hs5_bb2_rrb"><thead><tr><th> Field </th><th> Description </th></tr></thead><tbody><tr><td> Name </td><td> Name of the document. </td></tr><tr><td> Owner </td><td> Name of the document owner. </td></tr><tr><td> Reviewers </td><td> Name of the reviewers. </td></tr><tr><td> Template </td><td> Option to determine whether the document is a template. </td></tr><tr><td> Department </td><td> Name of the department. </td></tr><tr><td> Type </td><td> The type of document based on the content, for example, guideline, policy, procedure, or contract. </td></tr><tr><td> Classification </td><td> Classification of the document such as public, restricted, or confidential. </td></tr><tr><td> Audience </td><td> Audience of the document, either internal or external. </td></tr><tr><td> State </td><td> The state the document is in: Draft, Submit, Review, or Complete. </td></tr><tr><td> Description </td><td> A brief description about the document. </td></tr><tr><td> Default Version </td><td> The document version used for document download. By default, the latest version is the default version. </td></tr></tbody> </table>5. Select the access settings. 6. Click **Submit**. **Parent Topic:**[Linking documents to a parent record](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/servicenow-platform/document-management-services/doc-linked-parent-rec.md)
| title | Create a document record in a parent record |
| description | Add documents to a parent record so they are available for downloading, sharing, or viewing directly from the record. |
| locale | en-US |
| canonical_url | https://www.servicenow.com/docs/r/servicenow-platform/document-management-services/create-new-doc-parent.html |
| release | brazil |
| product | Document Management Services |
| classification | document-management-services |
| topic_type | task |
| last_updated | 2026-09-10 |
| reading_time_minutes | 1 |
| breadcrumb | Linking documents to a parent recordUseDocument ManagementDocument ServicesManage content capabilitiesExtend ServiceNow AI Platform capabilities |