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📃 Document view
📃

Document view

The document view section is the view that will repeat for all content inside Brainframe (Policies, procedures, assets, risks, non-conformities, meeting notes, ...). From inside most modules, when you click on a document, it will open the document view in full screen. 

When you select a document in the folder content view, it will open the Document view area

  1. The document view always contains following tabs
    1. Document - Opened by default as per screenshot above
    2. Risk - Shows the risk reading history done on this document (see Risk management for more info) 
    3. KPI - Shows the KPI reading history done on this document (see Objective tracker (KPIs) for more info) 
    4. Planning - Allows you to add document to specific checklists of the process management (workbench) 
    5. Reminder - Manage (recurring) document reminders on this document (e.g. supplier review, notifications, ...) 
    6. Q&A - An optional Document questionnaires tab can be enabled to track evaluations on documents
  3. On the left you see the icon of the document type (you can click on it to modify the document type). Next to that is the optional unique identifier and document name that can be edited by clicking on the edit icon. And on the right you see the document maturity tracker that can be enabled per document type (Only enabled on policies, procedures and evidences by default)
  4. This tab allows you to configure the content, properties, and dependencies of your document:
    1. Revisions - Shows the versions of the document, with information on each version like whether they were approved or reviewed. This is described more in detail under Document versioning.
    2. Governance - Allows you to configure the document as an asset, control, or risk, and customize it accordingly.
    3. Dependencies - Provides an overview of all the documents that depend on this one, as well as the documents that this one depends on.
    4. Document properties - Allows you to group/tag documents in specific categories (e.g. Owner, Non-conformity type, Supplier types, ...) and is described more in detail under Document properties
    5. Linked Documents - Provides an overview of all the documents linked to this one.
    6. Linked as Property - This lists all documents where the current document is configured as a document property (e.g. Owner, Employee, ...)
    7. Tasks - Shows all the tasks that must be performed on the document, such as review, approval, update, etc... along with information such as deadline and responsible. This is described in more detail under Task Management.
    8. Comments - This section automatically logs all the activity performed on the document, and allows you to write comments. This is described in more detail under the comments and activity section.
  6. This is the actual document content. This can be simple text if the document was created using our standard editor, but it can also show Word, Excel PowerPoint and PDF depending on the document type. Most importantly, all can be edited from inside Brainframe automatically tracking the history of changes
  7. Here you can create a new draft for a versioned document, or click on EDIT to modify the content for non-versioned documents. Using the quick action menu with 3 dots, you can access additional document options like notify external contacts, show Document dependencies with links to other documents and Configure document approval stages. The lightning bolt allows you to add quick document tasks as described in Task management
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When a document is opened and you copy the URL, you can use this to directly come to the same screen later on
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By clicking on a document in the folder content while holding CTRL, it will open in a new tab (this also works from most other modules that present documents)