---
sourceDocument: Australia ServiceNow AI Platform Capabilities
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/de-DE/servicenow-platform

 Release :

    - australia

ft:locale :

    - de-DE

ft:publication_title :

    - Australia ServiceNow AI Platform Capabilities

ft:clusterId :

    - platcap

bundleId :

    - platcap

workflow :

    - Platform


---

# Manage document files and folders in Workspace

# Manage document files and folders in Workspace {#ariaid-title1}

* Freigeben Version: Australia
* 
* Aktualisiert 12. März 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 Minute Lesedauer

Manage folders and documents from the Documents component to download, rename, manage permissions, track versions, add reviewers and approvers directly in the record within the workspace.

## Warum und wann dieser Vorgang ausgeführt wird

Hinweis:  
The Documents component must be configured within the Workspace.

## Vorbereitungen

[Activate Document Management plugin](https://servicenow-prod.fluidtopics.net/TD4HouUj5xKZT9PtIUDwwQ "Activate the Document Management plugin.")

Role required: none

## Prozedur

1. From the workspace, navigate to the required record (for example, Incident).
2. Select the documents icon from the left side components panel to display the list of all document files and folders.
3. To rename or delete a folder, go to the folder
   1. Select the vertical ellipse ![Translation-indicator icon]().
   2. Select Rename to rename the folder or Remove to delete the folder.
   {#manage-folders-documents-workspace__substeps_r43_cmg_m3c}
4. Go to the document card, select the vertical ellipse ![Translation-indicator icon]() to perform the following actions.  
   {#manage-folders-documents-workspace__table_iwf_kpg_m3c__entry__2}

   | Action | Steps |
   |-|-|
   | Download | Select Download to download the document. |
   | Rename | Select rename to rename the documents. |
   | Edit Metadata | 1. Select Edit Metadata, select the Department, Type and Classification. 2. Enter the description in the Description field. 3. Select Save. {#manage-folders-documents-workspace__ol_jkz_qpg_m3c} |
   | Track Versions | To view or create document versions, go to the document file 1. Select Track Versions. 2. To create a new version, select Create new version. 3. Enter the document name and select the File type as an Attachment or URL. 4. For attachment, select Upload attachment and attach the file, for URL, enter the URL. 5. Select Save version. {#manage-folders-documents-workspace__ol_qss_lqg_m3c} |
   | Manage Permissions | 1. Select Manage Permission to assign permissions based on role, user, group, and user criteria. 2. Select New to create a new role, user, group, and user criteria and assign Reader, Writer or Owner permission for the document. 3. Select the Save. 4. To delete, select based on role, user, group, and user criteria. 5. Select Delete. {#manage-folders-documents-workspace__ol_b5k_5qg_m3c} |
   | Connect external cloud | See [Manage document versions in external cloud](https://servicenow-prod.fluidtopics.net/inX3327HAaM2wq3pUIBHjg "Manage document versions from external cloud directly in the record within the workspace."). |
   | Send for approval | See [Send a document version for approval](https://servicenow-prod.fluidtopics.net/ZMDLoLKyR5hvq2DSkEgM~g "Add a single or multiple reviewers and approvers for the document approval and review."). |
   | Delete/Delink | Select Remove to delete the document or the link to the document without actually deleting the document. |
   [Tabelle : 1. Document actions]

   {#manage-folders-documents-workspace__table_iwf_kpg_m3c}