---
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


---

# Remove a document

# Remove a document from a record {#ariaid-title1}

Release version: Brazil  
Updated September 16, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Remove a document from an engagement, control test, or evidence record in the Documents panel.

## Before you begin

Role required: sn_audit_ws.auditor or sn_audit_ws.supervisor

## About this task

You can remove a document 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 the Remove action isn't available.
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 the document that you want to remove.
4. Select Remove.  
   A confirmation pop-up is displayed.
5. Select Remove in the pop-up.  
   Removing a document unlinks it from this record only. The document isn't deleted, and any other records it's linked to aren't affected. An entry that includes the document name is added to the work notes of the record.  
   The document no longer appears in the Documents panel for this record.

*[\>]: and then