---
sourceDocument: Australia Governance, Risk, and Compliance
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/governance-risk-compliance

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Governance, Risk, and Compliance

ft:clusterId :

    - grc

bundleId :

    - grc

workflow :

    - Technology


---

# Create a document version

# Create a document version {#ariaid-title1}

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

Use the document management system to version documents in Third-Party Risk Management (TPRM).

## Before you begin

Role required: sn_vdr_risk_asmt.vendor_assessor

## About this task

A document can have many versions. You can view these versions as a related list within the document record.

The term "document" refers to the container record that holds document information such as its name, description, type and other metadata. While the document record doesn't contain the actual document file, it does contain versions
in the record, which you can open, update, and track.

Use the attachment icon ![]() to add documents to a record.

Alternatively, you can provide the link to a document in the URL field. You then access the actual documents by selecting the versions in the related list.

## Procedure

1. Navigate to WorkspacesVendor Management Workspace, select the list icon ![]()) and then navigate to All Documents.
2. Select the document record that you want and then the Versions tab.
3. Select New to add a version.
4. On the form, fill in the fields.  
   {#tprm-create-document-version__table_cyz_r34_ycd__entry__2}

   | Field | Description |
   |-|-|
   | Document | Name of the document. |
   | File type | File type of the document. You can attach a file or include a URL. |
   | Version State | The state the document is in: Draft, Submit, Review, or Complete. |
   | Notes | Any information related to the file. |
   [Table 1. Create New Documents]

   {#tprm-create-document-version__table_cyz_r34_ycd}
5. Select Save to save the document record.

## What to do next

After saving the document record, complete the following tasks to finalize the document setup:

* Define who can view, edit, or manage the document using the sharing permissions field. For more information, see [Define document sharing permissions](https://servicenow-prod.fluidtopics.net/_mJFJWANXCIrJG_JyXw2bA "Controls who can view, edit, or manage a document using the Document Management system in Third-party Risk Management (TPRM).").
* Link references by associating the document with relevant records such as assessments, engagements, issues, or tasks to enable roll-up and traceability. For more information, see [Link documents to a TPRM record](https://servicenow-prod.fluidtopics.net/HAf2M6ScYEt8I3VktAWcjA "Use the Document Management system to link documents to assessments, engagements, issues, and tasks for traceability in Third-party Risk Management (TPRM).").

*[\>]: and then