Adding Documents

You can add supporting documents, such as text files, audio files, video files, document links, and so on to a system.

To add documents to systems, follow these steps:

  1. On the Explore tab, hover over a system card and click .
  2. Click Options.
    The available options appear.
  3. Click New Document.

    4. The Upload Document 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.

    5. Field Name

    Description

    System Document Name

    Specifies the name of the physical document being attached to the system.

    For example, Source System 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 .

    6. The document is saved on the System Documents tab.

    Once a supporting document is added, use the following options:

    Preview ()

    Use this option to preview the document.

    Edit ()

    Use this option to update the document details.

    Delete ()

    Use this option to delete the document that is not required.