Adding Documents

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

To add documents to environments, follow these steps:

  1. Go to Application Menu > Data Catalog > Metadata Manager > Explore.
  2. On the Explore tab, click an environment tile.
  3. Click Options.
    The available options appear.

  4. Click Environment Options > New document.

    5. The Environment Documents page appears.

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

    6. Field Name

    Description

    Document Name

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

    For example, Source Environment Details.

    Document Object

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

    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

    Description

    Specifies the description about the document.

    For example: The document has information about the environment details.

    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.

  6. Click .

    7. The document is saved in the Environment Documents grid.

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

    Preview ()

    Use this option to preview the document for your information.

    Edit ()

    Use this option to update the document details.

    Delete ()

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