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

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Add a document

# Add a document to a record {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Add a new or existing document to an engagement, control test, or evidence record
from the Documents panel.

## Before you begin

Role required: sn_audit_ws.auditor or sn_audit_ws.supervisor

## About this task

Add a document while the record is open. For more information, see [Using Document Management System in Audit Workspace](https://www.servicenow.com/docs/jZCsHcYod4wavrEmPGyN2w "The Document Management System in Audit Workspace provides a centralized repository for storing and managing documents in engagements, control tests, and evidence records. The Documents panel is a native side pane that allows you to store, version, and control access to documents.").

## Procedure

1. Navigate to AllAuditAudit Workspace, and open an engagement, control test, or evidence record.
2. Select the Documents panel.  
   The Documents panel displays the documents and folders linked to the record.
3. Select Add, then select Document.
4. Upload a new file, or select an existing document that you own or have access to.
5. Select Add.  
   The document is added to the Documents panel. If the document is linked to other records, it also appears in their Documents panels.

   An entry that includes the document name is added to the work notes of the record.

*[\>]: and then


