Adding Documents & Links to Object Records

You can upload documents and URLs to AI Governance inventory records. This allows users to associate essential files and links with the inventory record for improved record management.

To add documents to Object Records

  1. On the given module menu to where the object is scoped, select Objects.

    The Objects screen appears.

  2. Select an object.
  3. Select an Object Record.

    The Inventory Details screen appears.

  4. Go to the Documents tab.
  5. Click the Add Documents button.

    The Add Files modal appears.

  6. Click the Select File button to upload a document from your local computer.
    Note:

    Files larger than 2 GB are not supported. For more information on file support, see Supported File Types for Global Data Manager.

  7. The modal will present details about the uploaded file, including size, date and time, and the owner. You can also enter an optional description for this document.


  8. Click the Save button. The document will be added to the list on the Documents tab.


To download documents from Object Records

  1. On the given module menu to where the object is scoped, select Objects.

    The Objects screen appears.

  2. Select an object.
  3. Select an Object Record.

    The Inventory Details screen appears.

  4. Go to the Documents tab.
  5. Click on the name of a document under the File Name column.

To delete documents from Object Records

  1. On the given module menu to where the object is scoped, select Objects.

    The Objects screen appears.

  2. Select an object.
  3. Select an Object Record.

    The Inventory Details screen appears.

  4. Go to the Documents tab.
  5. Hover over the row of a document to reveal the Context Menu icon.
  6. Click the icon, then select Delete.

    The Delete File modal appears.

  7. Click the Confirm button to remove the file.

To add links to Object Records

  1. On the given module menu to where the object is scoped, select Objects.

    The Objects screen appears.

  2. Select an object.
  3. Select an Object Record.

    The Inventory Details screen appears.

  4. Go to the Documents tab.
  5. Click the Add Links button.

    The Add Links modal appears.

  6. Complete the fields.


  7. Click the Save button. The document will be added to the list on the Documents tab.
  8. Users can click on the link name to be taken to the URL.

To delete links from Object Records

  1. On the given module menu to where the object is scoped, select Objects.

    The Objects screen appears.

  2. Select an object.
  3. Select an Object Record.

    The Inventory Details screen appears.

  4. Go to the Documents tab.
  5. Hover over the row of a link to reveal the Context Menu icon.
  6. Click the icon, then select Delete.

    The Delete File modal appears.

  7. Click the Confirm button to remove the link.