---
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


---

# Edit document metadata

# Edit document metadata {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Edit document properties such as owner, type, classification, and access settings from the Documents panel.

## Before you begin

Role required: sn_audit_ws.auditor, sn_audit_ws.supervisor

## About this task

You can edit document metadata only while the parent record is open. When an engagement or control test moves into a closed state, the Documents panel becomes read-only and metadata can't be edited. 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. From the Documents panel, select the document menu, then select Edit metadata.  
   The Edit metadata dialog opens.
2. Edit the metadata fields as needed.  
   {#edit-document-metadata__table_k5s_ppf_lkc__entry__2}

   | Field | Description |
   |-|-|
   | Owner | User who has full permissions to manage the document. |
   | Type | Document classification type. |
   | Classification | Document sensitivity level. |
   | Description | Brief description of the document's content and purpose. |
   [Table 1. Document metadata fields]

   {#edit-document-metadata__table_k5s_ppf_lkc}
3. Select Save.  
   The metadata is updated and the dialog closes.