---
sourceDocument: Australia Governance, Risk, and Compliance
sourceDocumentLink: https://www.servicenow.com/docs/r/australia/governance-risk-compliance

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Documents panel actions

# Documents panel actions {#ariaid-title1}

Release version: Australia  
Updated August 18, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
The following actions are available on a document in the Documents panel.
{#documents-panel-actions__table_documents-panel-actions__entry__2}

| 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. |
| Edit metadata | Change document properties such as owner, type, classification, and access settings. For more information, see [Edit document metadata](https://www.servicenow.com/docs/iWEymMu4wwjPaA1v3vQp9g "Update document properties such as owner, type, classification, and access settings from the Documents panel."). |
| Track versions | View the version history of the document and upload a new version. For more information, see [Document version and approval workflow](https://www.servicenow.com/docs/v_aqcqR5tIwEDpXPrWipLw "Every new version of a document in the Documents panel can go through an optional review and approval workflow before it is published and replaces the previous version."). |
| Manage permissions | Grant role-based or user-based read and write access to the document. For more information, see [Manage document permissions](https://www.servicenow.com/docs/9lxf1jUyudZBO8HEBpAOUQ "Use the Manage permissions action on a document in the Documents panel to control who can read or write to the document."). |
| Connect external cloud | Link an existing document from a supported external cloud storage provider. For more information, see [Connect an external cloud document](https://www.servicenow.com/docs/iyAmMnS7Y6Znl8JF3OabKA "Use the Connect external cloud action in the Documents panel to link an existing document from a supported external cloud storage provider without downloading and re-uploading the file."). |
| 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. |
[Table 1. Documents panel actions]

{#documents-panel-actions__table_documents-panel-actions}