Create a document record in a parent record

Add documents to a parent record so they are available for downloading, sharing, or viewing directly from the record.

Avant de commencer

Role required: none

Procédure

1. Navigate to the record (for example, Incident).
2. Select the Documents tab.
3. Select New.
4. On the form, fill in the fields.

   Tableau 1. New document record fields

   Field	Description
   Name	Name of the document.
   Owner	Name of the document owner.
   Reviewers	Name of the reviewers.
   Template	Option to determine whether the document is a template.
   Department	Name of the department.
   Type	The type of document based on the content, for example, guideline, policy, procedure, or contract.
   Classification	Classification of the document such as public, restricted, or confidential.
   Audience	Audience of the document, either internal or external.
   State	The state the document is in: Draft, Submit, Review, or Complete.
   Description	A brief description about the document.
   Default Version	The document version used for document download. By default, the latest version is the default version.

5. Select the access settings.
6. Click Submit.