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
Navigate to the record (for example, Incident).
Select the Documents tab.
Select New.
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. |
Select the access settings.
Click Submit.
Parent Topic:Linking documents to a parent record