Adding Documents

You can add supporting documents in the Word, Text, or PDF formats to a business rule.

To add documents to a business rule, follow these steps:

  1. On the Grid View tab, under the Options column, click .
    The business rule opens in edit mode.

  2. Click the Documents tab.

  3. Click .
    The New Document Form page appears.

  4. Enter appropriate values in the fields. Fields marked with a red asterisk are mandatory. Refer to the following table for field descriptions.

    Field Name

    Description

    System Document Name

    Specifies the name of the document being attached to the business rule.

    For example, Business Rule Details.

    System Document Object

    Drag and drop document files or use to select and upload document files.

    System Document Owner

    Specifies the document owner's name.

    For example, John Doe.

    Document Link

    Specifies the URL of the document.

    For example, https://drive.google.com/file/l/2sC2_SZIyeFKI7OOnb5YkMBq4ptA7jhg5/view

    Intended Use Description

    Specifies the intended use of the document.

    For example: The document is to keep a record of system description and its data dictionary.

    Approval Required Flag

    Specifies whether the document requires approval.

    Select the Approval Required Flag check box to select the document status.

    Document Status

    Specifies the status of the document.

    For example, In Progress. This field is available only when the Approval Required Flag check box is selected.

  5. Click .
    The selected document and its description are added to the business rule.