---
sourceDocument: Yokohama ServiceNow AI Platform Capabilities
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/servicenow-platform

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama ServiceNow AI Platform Capabilities

ft:clusterId :

    - platcap

bundleId :

    - platcap

workflow :

    - Platform


---

# Create a document

# Create a document record in a parent record {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

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

## Before you begin

Role required: none

## Procedure

1. Navigate to the record (for example, Incident).
2. Select the Documents tab.
3. Select New.
4. On the form, fill in the fields.  
   {#create-new-doc-parent__table_hs5_bb2_rrb__entry__2}

   | 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. |
   [Table 1. New document record fields]

   {#create-new-doc-parent__table_hs5_bb2_rrb}
5. Select the access settings.
6. Click Submit.