📂 Folder Content

"Your central view of everything in a folder."
See, filter, and act on all documents—risks, policies, assets, and more.

1️⃣ Folder Content Overview

The Folder Content section displays all documents in the selected folder, such as:

• Assets
• Risks
• Policies
• Procedures
• Non-conformities
• Meeting notes

📂 Folder Content Actions

Here’s what each element in the Folder Content view means:

1. Column Configuration – Choose which columns to show (icon, title, modified date, created date, created by, starred items, archived/attached documents).
2. Document Type Filter – Quickly filter documents by their type in the current folder.
3. Search – Instantly find a specific document in the folder.
4. Document Type Icon – Shows the icon in the color of its type category.

📌 Hover over the icon to see the full document type name.

5. Document Name & Age – Shows the document title and, if enabled, an age indicator in front.
6. Actions Menu (three dots) – Opens the document-specific menu with options to:

① Ask AI questions about the document.

② Link the document to other documents.

③ Add/open a diagram view (e.g., attach a process flow to a Word file). Learn more about our Diagram editor.

④ Link or move the document to another folder.

⑤ Archive the document.

⑥ Star the document.

⑦ Add to:

• • A category of the Document Distribution Module.
  • The Asset Management Module as a primary asset.
  • The SOA requirement/maturity mapping as a control.
  • The SOA requirement/maturity mapping as evidence.
  • The SOA requirement/maturity mapping as a risk.

⑧ Perform an Objective Tracker (KPI) reading.

⑨ Perform a Risk reading on the selected document.

7. Age Tracker – Hover to see exact age and status. (Configuration of thresholds and colors is explained in Document Types & Templates).
8. Approval Status Colors – The background color of each row shows its workflow status:

• ⚪ White – No approval workflow.
• 🟠 Light Orange – Document not fully approved.
• 🟢 Green – Document fully approved.

2️⃣ Best Practices

• 📌 Use filters and search to keep large folders manageable.
• 💡 Regularly check age indicators to ensure documents stay up to date. ance.
• ✅ Bold items indicate workflow integration—review these first during audits.

🎯 Visual Checklist

• [x] Document type filter applied
• [x] Search used to locate a key file
• [ ] Age tracker reviewed for outdated items
• [ ] Approval colors checked for pending reviews
• [ ] Checklist items confirmed as up to date

Updated on: 02/09/2025