How to add attachments to document records in document management.

[crow]

The official documentation states that it can be added using the attachment icon (clip symbol), but it does not appear.
I am doing this as the PDI administrator user and have no lack of user rights.
I am looking for a way to attach it to a record, not to a ‘version’ of the related list.
Also, I have just created the PDI and have not customised the relevant sections.
(I've even added the Managed Documents plugin)

[Jason Riker]

crow,

Hello there.  Can you share which official document you're looking at?  I'm checking the docs for Document Management in Vancouver and do not see where it says you can do that.

Thanks,

Jason

[crow]

Hi @Jason Riker 

「When you want to add a document to a record, upload it as an attachment」

by Document repository (servicenow.com)

[Jason Riker]

Yep, I can see that now.  I'm running Vancouver so your screen may be a little different than mine (I'm pretty new to this so not sure).  

I believe that document is referring to the "Upload/Check In Revision" option you'll see under Related Links once your record is saved (see attached).  The wording in their document may be just a tad ambiguous.

I hope that helps.

J

[Sid_Takali]

Hi @crow Follow this Docs https://docs.servicenow.com/bundle/washingtondc-servicenow-platform/page/product/managed-documents/t... 

Please mark my answer Correct/Helpful

Regards,

Sid