Upload Artifacts

App navigation: Governance ? Document Inventory

This workflow covers uploading files and organizing them in the Document Inventory (referred to as Artifacts in some contexts).

Step 1 – Navigate to Document Inventory #

1. In the top navigation bar, select Governance ? Document Inventory.
2. ClearGRC opens the Document Inventory screen showing your folder structure.

Step 2 – Create a Folder (Optional) #

1. Select New Folder to create a folder for organizing related documents.
2. Enter a folder name and confirm.

Step 3 – Upload a File #

1. Navigate to the folder where you want to upload the file.
2. Select Upload.
3. Choose the file from your computer and confirm the upload.
4. The file appears in the folder with metadata including upload date and uploader name.

[Screenshot: Document Inventory showing folder structure and upload control]

Attaching Artifacts to Assessment Questions #

During a compliance assessment, artifacts can also be attached directly to individual questions as evidence:

1. Open an assessment and navigate to a question.
2. In the evidence section, choose one of three options:
   • Upload File – upload a new file directly.
   • Upload Link to File – reference a file by URL.
   • Use Existing File – select from files already in Document Inventory.
3. The artifact is attached to the question and counts toward the assessment’s evidence record.

[Screenshot: Assessment question showing the artifact upload options]