---
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


---

# Documents panel actions

# Documents panel actions {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Actions available on a document in the Documents panel include Download, Rename, Remove, Edit metadata, Track versions, Manage permissions, Connect external cloud, and Publish.
{#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. |
| Remove | Unlink the document from this record. The document isn't deleted and any other records it's linked to aren't affected. For more information, see [Remove a document from a record](https://www.servicenow.com/docs/qAtZ36n2CWfe2g4iqcSkfA "Remove a document from an engagement, control test, or evidence record in the Documents panel."). |
| 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/kxhB~G1JsXzparWgygZtEQ "Edit 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/X7P3uFh1oRFQu8LWVpninQ "A new version of a document in the Documents panel goes through an optional review and approval workflow before publication."). |
| 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/NWaGLgoLMp9KiQr1uixHEA "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/KRenPcAmAbVcXLBoi6jC5g "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 reuploading 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}