---
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


---

# Defining Document Parameters

# Defining Document Parameters {#ariaid-title1}

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

Before using the Managed Documents application, the user with the
`document_management_admin` role needs to set the parameters that define the
kinds of documents to be managed through the application. Managed Documents provides both base
and custom parameter options.

## Defining Document Parameters

The following document parameters should be defined:

* Type: identifies the purpose of the document. The type also determines the default document format and name format.
* Classification: indicates the security level assigned to the document and determines who can view or edit the document.
* Audience: specifies the intended readers of the document.
* Name format: specifies the name format to use when a document revision is added.
* Name components: are individual identifiers used inside a name format. Name components define a reference path (often by dot-walking) that holds the value specific to the document.
* Approval rules: determine which approvers are added to documents (in addition to the Reviewers specified on the document record).
{#r_DefiningDocumentParameters__ul_jrv_rfc_s4}

## Defining Types

To define a new type, navigate to Managed DocumentsAdministrationType and click New.{#r_DefiningDocumentParameters__table_uzv_dgc_s4__entry__2}

| Field | Description |
|-|-|
| Name | A unique name for the type. |
| Code | A short code for the type. Referenced as a name component for the name format. |
| Label | A label to display in the Type choice list. |
| Name Format | The name format that documents of this type will use. |
| Order | A number indicating the type's sequence in the choice list. |
[ ]

{#r_DefiningDocumentParameters__table_uzv_dgc_s4}  
The following types are available in the base system. {#r_DefiningDocumentParameters__table_yl2_rlc_s4__entry__5}

| Name | Code | Label | Name format | Order |
|-|-|-|-|-|
| -- None -- | null | -- None -- | null | 1 |
| policy | POL | Policy | Default Policy | 2 |
| guideline | GUI | Guideline | Default | 3 |
| procedure | PROC | Procedure | Default | 4 |
| contract | CON | Contract | Default | 5 |
[ ]

{#r_DefiningDocumentParameters__table_yl2_rlc_s4}  
Hinweis:  
For documents with a Type of Contract, a Contracts related list appears on the document record, listing any contracts the document is associated with.
* **[Defining Approval Rules](https://servicenow-prod.fluidtopics.net/WUC7GgKSN5LA6zcdBl~BPg)**   
  To define a new approval rule, navigate to Managed DocumentsAdministrationApproval Rules and click New.
* **[Defining Audiences](https://servicenow-prod.fluidtopics.net/KtX205aegoDO8XayQGjR6g)**   
  To define a new audience, navigate to Managed DocumentsAdministrationAudience and click New.
* **[Defining Classifications](https://servicenow-prod.fluidtopics.net/~uky_Ylevaf6hjCFCrX7ig)**   
  Define a new classification on the Classification form.
* **[Defining Name Components](https://servicenow-prod.fluidtopics.net/oPbJCuOGpN_dd1ZIVKvBKw)**   
  Name components define the document values used in the name format.
* **[Defining Name Formats](https://servicenow-prod.fluidtopics.net/nM8nyrXjaxLPIvlrPrE0Cw)**   
  The name format automatically generates a name for a document revision by arranging name components in a standard code to match naming conventions.