--- title: Create a document record in a parent record description: Add documents to a parent record so they are available for downloading, sharing, or viewing directly from the record. locale: en-US canonical_url: https://www.servicenow.com/docs/r/australia/servicenow-platform/document-management-services/create-new-doc-parent.html release: australia product: Document Management Services classification: document-management-services topic_type: task last_updated: "2026-03-12" reading_time_minutes: 1 breadcrumb: [Linking documents to a parent record, Use, Document Management, Document Services, Manage content capabilities, Extend ServiceNow AI Platform capabilities] --- # 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. ## 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.
| 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. |