---
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


---

# Manage attachments for a legal request

# Manage attachments for a legal request {#ariaid-title1}

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

Upload supporting documentation, such as documents, email copies, images, or any
other files into a legal request while you are working on it.

## Before you begin

Role required: sn_lg_ops.legal_fulfiller

## About this task

You can also use these artifacts as a reference material to solve similar requests in
future.

If the [external storage
option](https://servicenow-prod.fluidtopics.net/r5ZImP9u2NTZd5YLH8MnNA "Add an intake form to a practice area to associate it with a record producer and define assignment rules and service level agreements.") is enabled, you can manage document access for users to see these
attachments. For more information, see [Document access in a legal request](https://servicenow-prod.fluidtopics.net/CRbWghdxYG44kClNvKXkqQ#document-access-legal-request "Documents attached to legal requests are uploaded to the configured external storage system when the external storage option is enabled on the legal request intake form. The access of these documents to various personas is controlled in real time, via a scheduled job, or on-demand.").

## Procedure

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

   | Option | Steps |
   | As an assignee | 1. Select the Assigned to Me option. 2. Select a request to work on. 3. If the request is newly assigned to you, select Start Work to start working on the request. The state of the legal request is Work in progress and the document is Legal review. {#manage-attachments-legal-request__p_yj2_nfg_h1c} {#manage-attachments-legal-request__ol_lt5_lb3_gtb} |
   | As a collaborator | 1. Select the Collaborations option. 2. Select a request to work on. {#manage-attachments-legal-request__ol_y1q_vb3_gtb} |
   |-|-|

   {#manage-attachments-legal-request__choicetable_jhj_kb3_gtb}
4. **Optional:** Manage documents in the legal request.

   | Option | Steps |
   | Using the attachment icon | The attachment icon ![Attachment icon.]() appears in the Counsel Assist side bar when the external storage option is not enabled.{#manage-attachments-legal-request__p_bk2_nfg_h1c} 1. In the Counsel Assist sidebar, select the attachment icon. 2. In the Attachments pane, add, rename, or remove attachments. * To upload a document, select the Browse button or the add attachment icon (![Add attachment icon.]()) and select a file. Note: The Browse button is available when the legal request has no attachments else the add attachment icon ![Add attachment icon.]() is available. * To rename an attached file, select the actions icon (![Actions icon.]()), select Rename and update the file name. * To delete an attached file, select the actions icon, select Remove. * To download an attached file, select the actions icon, select Download. {#manage-attachments-legal-request__ul_upv_3f2_f5b} {#manage-attachments-legal-request__ol_tpv_3f2_f5b} |
   | Using the Documents tab | The Documents tab appears when the external storage option is enabled.{#manage-attachments-legal-request__p_ek2_nfg_h1c} * Upload a new document. 1. In the Documents tab, select Attach and select a file. 2. On the New Document form, select Attach file link and select a file. 3. Select Save. {#manage-attachments-legal-request__ol_zpv_3f2_f5b}In the Documents tab, a link to the document is listed in the External URL column of the documents list. * Remove an attached file. 1. In the Documents tab, select a document from the list that you want to delete. 2. Select Delete. {#manage-attachments-legal-request__ol_aqv_3f2_f5b}Access to these documents to various users is controlled in multiple ways. For more information on managing document access, see [Document access in a legal request](https://servicenow-prod.fluidtopics.net/CRbWghdxYG44kClNvKXkqQ#document-access-legal-request "Documents attached to legal requests are uploaded to the configured external storage system when the external storage option is enabled on the legal request intake form. The access of these documents to various personas is controlled in real time, via a scheduled job, or on-demand."). {#manage-attachments-legal-request__ul_ypv_3f2_f5b} |
   |-|-|

   {#manage-attachments-legal-request__choicetable_rpv_3f2_f5b}
* **[Document access in a legal request](https://servicenow-prod.fluidtopics.net/CRbWghdxYG44kClNvKXkqQ#document-access-legal-request)**   
  Documents attached to legal requests are uploaded to the configured external storage system when the external storage option is enabled on the legal request intake form. The access of these documents to various personas is controlled in real time, via a scheduled job, or on-demand.

*[\>]: and then