---
sourceDocument: Xanadu Employee Service Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/employee-service-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Employee Service Management

ft:clusterId :

    - emplsm

bundleId :

    - emplsm

workflow :

    - Employee


---

# Create an artifact for a legal matter

# Create an artifact for a legal matter {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 2 minutes to read

Create an artifact for a legal matter to upload and store documents, emails, and
files related to the matter.

## Before you begin

Role required: sn_lg_matter.matter_fulfiller

## About this task

As a collaborator added to a legal matter, you can access and work on the legal matter just as matter owners can. However, you can't modify the Matter owner,
Assignment group, and Assignment group permission fields.
Apart from the matter owner, a collaborator or a task fulfiller can also add an artifact to a matter task from the Tasks tab.  
Note:  
If any files were attached to the request before it was promoted to a matter, a default artifact containing those files is created in that matter. If the external storage option is enabled, the documents in the artifact created from the requests are shared. So, the addition or deletion of any documents in this shared artifact is reflected in both request and matter. Also, the document permission for this shared artifact is managed at the legal request level and not at the legal matter level.

## Procedure

1. Navigate to AllLegal RequestLegal Counsel Center.
2. In the Legal Counsel Center tab, select the list icon (![List icon]()).
3. In the Lists tab, open a legal matter by selecting an option under Matters.

   | Option | Steps |
   | As an assignee | 1. Select the Assigned to Me option. 2. Select a legal matter to work on. 3. If the legal matter is newly assigned to you, select Start to start working on it. The state of the legal matter updates to Work in Progress. {#add-artifact-to-legal-matter__p_zj2_nfg_h1c} {#add-artifact-to-legal-matter__ol_rbl_2bj_gtb} |
   | As a collaborator | 1. Select the Collaborations option. 2. Select a legal matter to work on. {#add-artifact-to-legal-matter__ol_sbl_2bj_gtb} |
   |-|-|

   {#add-artifact-to-legal-matter__choicetable_qbl_2bj_gtb}
4. To add an artifact, in the Artifacts tab, click New.
5. On the form, fill in the fields.  
   {#add-artifact-to-legal-matter__table_y53_qfp_kjb__entry__2}

   | Field | Description |
   |-|-|
   | Number | Unique number of the artifact. |
   | Parent matter | Matter with which the artifact is associated. |
   | Content type | Type of content the artifact can contain, such as emails, documents, or images. |
   | Short description | Short description for the artifact, for example, the name of the artifact. |
   | Description | Detailed description for the artifact, for example, the purpose and content of the artifact. |
   | Notes section ||
   | Work notes | Comments or notes that only authorized users related to the artifact and parent matter can see. |
   [Table 1. Artifact form]

   {#add-artifact-to-legal-matter__table_y53_qfp_kjb}
6. Click Save.  
   The artifact with the specified details is created.
7. In the External Links tab, add the path or link to external files..
   1. Click New to add a new storage path.
   2. Enter a valid link to the storage folder and a short description.
   3. Click Save.
8. **Optional:** Associate the artifact with a matter task.  
   Note:  
   If you create an artifact from a matter task, the artifact is associated to the task by default.
   1. In the Matter Task tab, select an artifact and click Add.
   2. In the Add Legal Task dialog box, select a matter task and click Add.

   {#add-artifact-to-legal-matter__substeps_ulh_fj4_rnb}  
   When the matter owner assigns this task to a group or a user, they get the access to the artifact automatically. Users who can access the artifact are listed in the Artifact Users tab.
9. **Optional:** Revoke the access permission of users who were given default access through the associated matter task.
   1. In the Artifact Users tab, select one or more users to whom you want to deny access to the artifact.
   2. Click Revoke permissions.
   3. Click Save.
   {#add-artifact-to-legal-matter__substeps_hdk_vh4_rnb}

## What to do next

[Attach files to a legal matter artifact](https://servicenow-prod.fluidtopics.net/McTFvnwxnQjhFPqt7O~EmA "Upload supporting documentation, such as documents, email copies, images, or any other files into the artifact while you are working on a legal matter or matter task. You can also use these artifacts as a reference material to solve similar requests in future.").

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