Add Documents to the Document Format

1. Access the Documentation Formats page.
   1. Select the Default GRC context from the context menu.
   2. Click the GRC Register tab.
   3. Select Documentation Formats from the Library group.

      

2. Click the name of the document format to add documents.

   

3. Click Add in the Document Formats section. The Document Format form appears.

   

4. Enter the name of the document in the Name text box.

   Note: Do not utilize the following characters when entering information into the Governance Portal; & * % # @ ; / \ : , - or ~. .

5. Select a document category from the Category drop-down list.
6. Select a document type from the Type drop-down list.
7. Select the Primary COSO Objective, COSO Element and COSO Attribute from the respective drop-down lists.

   Note: These are optional, but recommended for reporting.

8. Enter a description of the document.
9. Click Save to add the document to the Document Format List.

   OR

   Click Save & Add to continue adding additional documents to the format list.

   OR

   Click Cancel to end the process without saving.

Note: The Administrator populates the potential category values from the Categories tab.