Send a document version for approval

task brazil Updated Sep 10, 2026 1 min read send-document-approval.md

Raw file servicenow.com

Add a single or multiple reviewers and approvers for the document approval and review.

Before you begin

Role required: none

For more information, see Document approval and publish process

Procedure

From the workspace, navigate to the required record (for example, Incident).
Select the documents icon from the left side panel to display the list of all document files and folders.
Go to the document card, select the vertical ellipse [Omitted image "Ellipses.png"] Alt text: Translation-indicator icon.
Select Send for approval to add reviewer and approver names.
Expand Reviewer, select New and select the reviewer name.
Expand Approver, select New and add the approver names and enter the approval sequence number.
Select the Save to save the names of the reviewers and approvers.
From the same the document card, select Track Versions to trigger the approval workflow.
Select Create a new version.
Select Upload attachment to attach the new version.
Select Save version.
From the same the document card, select Track Versions.
Select the submit icon [Omitted image "image.icon-submit"] Alt text: submit icon to submit the document version for approval.
Once the document version is approved, select the publish icon [Omitted image "image.icon-publish"] Alt text: publish icon to publish the version.
Select View more details to view all details for the document.

Parent Topic:Document Management in Workspace

60 lines · 2.5 KB Wrap lines

---
title: Send a document version for approval
description: Add a single or multiple reviewers and approvers for the document approval and review.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/servicenow-platform/document-management-services/send-document-approval.html
release: brazil
product: Document Management Services
classification: document-management-services
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Document Management in Workspace, Use, Document Management, Document Services, Manage content capabilities, Extend ServiceNow AI Platform capabilities]
---

# Send a document version for approval

Add a single or multiple reviewers and approvers for the document approval and review.

## Before you begin

Role required: none

For more information, see [Document approval and publish process](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/servicenow-platform/document-management-services/document-review-approval.md)

## Procedure

1. From the workspace, navigate to the required record \(for example, Incident\).

2. Select the documents icon from the left side panel to display the list of all document files and folders.

3. Go to the document card, select the vertical ellipse \[Omitted image "Ellipses.png"\] Alt text: Translation-indicator icon.

4. Select **Send for approval** to add reviewer and approver names.

5. Expand **Reviewer**, select **New** and select the reviewer name.

6. Expand **Approver**, select **New** and add the approver names and enter the approval sequence number.

7. Select the **Save** to save the names of the reviewers and approvers.

8. From the same the document card, select **Track Versions** to trigger the approval workflow.

9. Select **Create a new version**.

10. Select **Upload attachment** to attach the new version.

11. Select **Save version**.

12. From the same the document card, select **Track Versions**.

13. Select the submit icon \[Omitted image "image.icon-submit"\] Alt text: submit icon to submit the document version for approval.

14. Once the document version is approved, select the publish icon \[Omitted image "image.icon-publish"\] Alt text: publish icon to publish the version.

15. Select **View more details** to view all details for the document.

**Parent Topic:**[Document Management in Workspace](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/brazil/markdown/servicenow-platform/document-management-services/document-management-workspace.md)