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> Use this file to discover available pages before exploring further.
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# Document Properties

# 🏷️ **Document Properties**  
> **"Organize smarter, search faster."**  
> *Classify documents with attributes like Owner, Risk type, or Classification.*  

Document properties are the backbone of document management in Brainframe. They allow you to **group, filter, and search** based on attributes, making compliance workflows faster and more consistent.  

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## 1️⃣ Creating and Editing Document Properties  

You can manage document properties from the [Workspace settings](https://docs.brainframe.com/en/article/workspace-configuration-ko41ki/) menu.  

![](https://storage.crisp.chat/users/helpdesk/website/-/3/f/2/6/3f26ce462760bc00/screenshot-2026-07-06-at-16230_1x9hhcg.png =1006xauto)


When adding a new property, you’ll be prompted to configure:  

![](https://storage.crisp.chat/users/helpdesk/website/-/3/f/2/6/3f26ce462760bc00/screenshot-2026-07-06-at-16241_1qxlhtc.png =1069xauto)


1. **Property title** – The name of the property.  
2. **Description** – Explains the property’s purpose.  
3. **Type of property**:  
* **Free text** → Any value can be entered.  
* **Single select** → Dropdown with one selectable option (e.g., *Type of non-conformity*).  
* **Multi select** → Dropdown allowing multiple options (e.g., *Risk origin*).  
* **Link to document** → Connects the property to specific document types (e.g., *Owner* linked to *Employee*, *Consultant*, or *Role/Responsibilities*).  
* **Date** → Calendar field where a specific date can be selected (e.g., Incident date, Review deadline).

| 📌 Brainframe provides default properties already linked to common document types. You can override these by creating your own with the same name and adjusting mandatory/optional settings.  

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## 2️⃣ Examples in Practice  

![](https://storage.crisp.chat/users/helpdesk/website/-/3/f/2/6/3f26ce462760bc00/8_oecivl.png =696xauto)
1. Example of a **required property**: *Data Subject* must be selected for this document type.  
2. Example of a **linked property**: *Owner* can point to 3 different document types (*Employee*, *Consultant*, *Role/Responsibilities*).  

💡 When typing in such fields, Brainframe will:  
* Suggest matching existing documents.  
* Allow you to quickly create a new linked document if none exists.  

📌 When a document template is configured with variables, they will automatically be filled in when it is selected in step 2
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| You can modify properties anytime in the Properties tab of any document using the EDIT button.  

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## 3️⃣ Use properties as filters  

📌 In the table views, you can use these properties to quickly filter through your documents based on their properties

![](https://storage.crisp.chat/users/helpdesk/website/-/3/f/2/6/3f26ce462760bc00/screenshot-2026-07-06-at-16421_13tiael.png =928xauto)
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## 4️⃣ Best Practices  

* 🏷️ **Keep property names short and clear** (e.g., *Owner* instead of *Responsible Party for Document*).  
* 🔄 **Use linked properties** where possible to maintain consistency.  
* 🚨 **Mark critical properties as mandatory** (e.g., *Owner*, *Classification*).  
* ⚡ **Leverage properties in templates** to auto-fill repetitive data.  
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## 🎯 Visual Checklist  

* [x] Key properties created in Workspace settings  
* [x] Default Brainframe properties reviewed  
* [ ] Mandatory properties enforced  
* [ ] Linked properties configured where relevant  
* [ ] Inventory filters tested with document properties  
