Uploading Project Documents

You can upload relevant documents at project level and specify:

  • Document name
  • Document owner
  • Document URL
  • Document status

To upload documents at project levels, follow these steps:

  1. Go to Application Menu > Data Catalog > Mapping Manager.
  2. Under the Workspace Mappings pane, click a project.
  3. Click the Project Documents tab.

    4. The following page appears.

  4. Click .

    5. The Add Project Document 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. Option

    Description

    Document Name

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

    For example, Project Details.

    Document Reference

    Specifies the name of the reference document.

    For example, Wikipedia pages.

    Reference Number

    Specifies the reference number of the reference document.

    For example, KB_230145.

    Document Owner

    Specifies the document owner's name.

    For example, John Doe.

    Document Object

    Drag and drop or use to browse and select the document.

    Document Link

    Specifies the URL of the document.

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

    Description

    Specifies the description of the document.

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

    Approval Required Flag

    Specifies whether the document requires approval or not.

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

    Document Status

    Specifies the status of the document.

    For example, In Progress.

    Select the status of the document from the drop down. This field is available only when the Approval Required Flag check box is selected.
  6. Click .

    7. The project document is saved in the Project Documents Grid.

  7. Use the following options:
    Information ()
    To view the document information, click .
    Download ()
    To download the document, click .
    Edit
    To edit the document details, click .