---
sourceDocument: Zurich Employee Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/zurich/employee-service-management

 Release :

    - zurich

ft:locale :

    - en-US

ft:publication_title :

    - Zurich Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Secure documents

# Secure documents {#ariaid-title1}

* Release version: Zurich
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Add an extra layer of security on documents that are linked to a case. Grant access to documents with sensitive or private data to groups, users, user criteria or roles.

## Before you begin

Role required: sn_hr_core.case_writer  
Note:  
Confirm that the Document Management \[com.snc.platform_document_management\] plugin is installed.

## Procedure

1. Navigate to AllAgent Workspace for HR Case Management.
2. From Lists, select an HR case.
3. Navigate to MoreDocuments.
4. Select the required document.
5. Review the following tabs to perform the necessary actions.  
   {#add-document-aws__table_mjz_tr1_pzb__entry__2}

   | Tab | Steps |
   |-|-|
   | Details | Change the access settings from By referenced records to Sharing Permissions. Note: This is a mandatory step. |
   | Role Permissions | To grant access to a document based on a role: 1. Select New. The Role Permissions modal opens. 2. In the Permission list, select Reader or Writer. 3. In the User Role field, select a value. 4. Select Save. {#add-document-aws__ol_fzx_1s1_pzb} |
   | User Criteria Permissions | To grant access to a document based on user criteria: 1. Select New. The User Criteria Permissions modal opens. 2. In the Permission list, select Reader or Writer. 3. In the User Criteria field, select a value. 4. Select Save. {#add-document-aws__ol_a5b_fs1_pzb} |
   | User Permissions | To grant access to a document based on user permissions: 1. Select More. 2. Select User Permissions. 3. Select New. The User Permissions modal opens. 4. In the Permission list, select Reader or Writer. 5. In the User field, select a value. 6. Select Save. {#add-document-aws__ol_bmj_ms1_pzb} |
   | Group Permissions | To grant access to a document based on group permissions: 1. Select More. 2. Select Group Permissions. 3. Select New. The Group Permissions modal opens. 4. In the Permission list, select Reader or Writer. 5. In the User Group field, select a value. 6. Select Save. {#add-document-aws__ol_gm2_rs1_pzb} |
   [Table 1. Document tab descriptions]

   {#add-document-aws__table_mjz_tr1_pzb}

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