Create a document record in a parent record

task brazil Updated Sep 10, 2026 1 min read create-new-doc-parent.md
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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.

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.

5. Select the access settings.
  1. Click Submit.

Parent Topic:Linking documents to a parent record

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